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GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom

Published
21 Aug 25
Updated
17 Sep 25
BlackGoat's Fair Value
US$8.20
31.5% undervalued intrinsic discount
17 Sep
US$5.62
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1Y
35.7%
7D
-5.1%

Author's Valuation

US$8.231.5% undervalued intrinsic discount

BlackGoat's Fair Value

Shared on17 Sep 25
Fair value Increased 24%

BlackGoat has increased profit margin from 16.0% to 18.0%.

Shared on14 Sep 25
Fair value Increased 9.63%

GRAB has decisively broken out from its year long consolidation range, confirming the bullish momentum I anticipated. After quickly reaching the $6 level, I have increased my Fair Value estimate to $6.60.

Shared on21 Aug 25

BlackGoat made no meaningful changes to valuation assumptions.