财报这么好，估价为什_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

桃大宝
2022-08-25

财报这么好，估价为什么大跌

Grab Registers 79% Revenue Growth In Q2 Aided By Pandemic Recovery<blockquote>在疫情复苏的帮助下，Grab 第二季度收入增长 79%</blockquote>

Grab Registers 79% Revenue Growth In Q2 Aided By Pandemic Recovery<blockquote>在疫情复苏的帮助下，Grab 第二季度收入增长 79%</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":660326920,"tweetId":"660326920","gmtCreate":1661434881562,"gmtModify":1661435343838,"author":{"id":3569060097038064,"idStr":"3569060097038064","authorId":3569060097038064,"authorIdStr":"3569060097038064","name":"桃大宝","avatar":"https://static.tigerbbs.com/d48dc25a72d7007bba8009ce04d3058f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>财报这么好，估价为什么大跌</p></body></html>","htmlText":"<html><head></head><body><p>财报这么好，估价为什么大跌</p></body></html>","text":"财报这么好，估价为什么大跌","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/660326920","repostId":2262955857,"repostType":2,"repost":{"id":"2262955857","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1661431856,"share":"https://www.laohu8.com/m/news/2262955857?lang=zh_CN&edition=full","pubTime":"2022-08-25 20:50","market":"hk","language":"en","title":"Grab Registers 79% Revenue Growth In Q2 Aided By Pandemic Recovery<blockquote>在疫情复苏的帮助下，Grab 第二季度收入增长 79%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2262955857","media":"Benzinga","summary":"\n","content":"<p><html><body><ul> <li><strong><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Limited</strong> (NASDAQ:GRAB) reported second-quarter FY22 revenue growth of 79% year-on-year to $321 million.</li> <li>Revenue for Deliveries rose 199% Y/Y to $134 million, driven by Jaya Grocer. </li> <li>Mobility revenue was $161 million, up 37% Y/Y as Southeast Asia opened up. Financial Services revenue rose 94% Y/Y to $13 million. </li> <li>Revenue for Enterprise and new initiatives increased by 30% Y/Y to $14 million.</li> <li>GMV grew 30% Y/Y to reach $5.1 billion. Delivery GMV improved 19% Y/Y, Mobility GMV grew 51% Y/Y, Financial Services GMV grew 38% Y/Y, and Enterprise and New Initiatives GMV rose 51% Y/Y.</li> <li>MTUs grew by 12% Y/Y to 32.6 million. The average spend per user increased by 16% Y/Y to $155.</li> <li>Adjusted EBITDA loss margin improved 90 bps to (4.6)%. Adjusted EBITDA was $(233) million.</li> <li><strong>Outlook:</strong> Grab sees Q3 Deliveries GMV of $2.4 billion - $2.5 billion, Mobility GMV of $1.05 billion - $1.10 billion, Financial Services Pre-InterCo TPV of $3.8 billion - $3.9 billion.</li> <li>Grab cut FY22 GMV growth outlook to 21% - 25% Y/Y from previously expected 30% - 35%. It sees revenue of $1.25 billion - $1.30 billion, at the higher end of $1.2 billion - $1.3 billion versus the consensus of $1.25 billion.</li> <li><strong>Price Action: </strong>GRAB shares traded higher by 4.44% at $3.76 in the premarket on the last check Thursday.</li> </ul> </body></html></p><p><blockquote><html><body><ul><li><strong><a href=\"https://laohu8.com/S/GRAB\">抓取控股</a>有限的</strong>（纳斯达克股票代码：GRAB）报告称，2022 财年第二季度收入同比增长 79%，达到 3.21 亿美元。</li><li>在 Jaya Grocer 的推动下，送货收入同比增长 199%，达到 1.34 亿美元。</li><li>随着东南亚的开放，移动收入为 1.61 亿美元，同比增长 37%。金融服务收入同比增长 94%，达到 1300 万美元。</li><li>企业和新举措的收入同比增长 30%，达到 1,400 万美元。</li><li>GMV同比增长30%，达到51亿美元。交付GMV同比增长19%，移动GMV同比增长51%，金融服务GMV同比增长38%，企业和新举措GMV同比增长51%。</li><li>MTU 同比增长 12%，达到 3260 万台。每个用户的平均支出同比增长16%，达到155美元。</li><li>调整后 EBITDA 亏损率提高 90 个基点至 (4.6)%。调整后 EBITDA 为 (2.33) 亿美元。</li><li><strong>展望：</strong>Grab 预计第三季度交付 GMV 为 24 亿美元至 25 亿美元，移动 GMV 为 10.5 亿美元至 11.0 亿美元，金融服务 InterCo Pre TPV 为 38 亿美元至 39 亿美元。</li><li>Grab 将 2022 财年 GMV 同比增长预期从之前预期的 30% - 35% 下调至 21% - 25%。该公司预计营收为 12.5 亿美元至 13.0 亿美元，高于市场预期的 12.5 亿美元至 13 亿美元。</li><li><strong>价格行为：</strong>周四最后一次检查时，GRAB 股价在盘前上涨 4.44%，至 3.76 美元。</li></ul></body></html></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Registers 79% Revenue Growth In Q2 Aided By Pandemic Recovery<blockquote>在疫情复苏的帮助下，Grab 第二季度收入增长 79%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Registers 79% Revenue Growth In Q2 Aided By Pandemic Recovery<blockquote>在疫情复苏的帮助下，Grab 第二季度收入增长 79%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2022-08-25 20:50</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><ul> <li><strong><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Limited</strong> (NASDAQ:GRAB) reported second-quarter FY22 revenue growth of 79% year-on-year to $321 million.</li> <li>Revenue for Deliveries rose 199% Y/Y to $134 million, driven by Jaya Grocer. </li> <li>Mobility revenue was $161 million, up 37% Y/Y as Southeast Asia opened up. Financial Services revenue rose 94% Y/Y to $13 million. </li> <li>Revenue for Enterprise and new initiatives increased by 30% Y/Y to $14 million.</li> <li>GMV grew 30% Y/Y to reach $5.1 billion. Delivery GMV improved 19% Y/Y, Mobility GMV grew 51% Y/Y, Financial Services GMV grew 38% Y/Y, and Enterprise and New Initiatives GMV rose 51% Y/Y.</li> <li>MTUs grew by 12% Y/Y to 32.6 million. The average spend per user increased by 16% Y/Y to $155.</li> <li>Adjusted EBITDA loss margin improved 90 bps to (4.6)%. Adjusted EBITDA was $(233) million.</li> <li><strong>Outlook:</strong> Grab sees Q3 Deliveries GMV of $2.4 billion - $2.5 billion, Mobility GMV of $1.05 billion - $1.10 billion, Financial Services Pre-InterCo TPV of $3.8 billion - $3.9 billion.</li> <li>Grab cut FY22 GMV growth outlook to 21% - 25% Y/Y from previously expected 30% - 35%. It sees revenue of $1.25 billion - $1.30 billion, at the higher end of $1.2 billion - $1.3 billion versus the consensus of $1.25 billion.</li> <li><strong>Price Action: </strong>GRAB shares traded higher by 4.44% at $3.76 in the premarket on the last check Thursday.</li> </ul> </body></html></p><p><blockquote><html><body><ul><li><strong><a href=\"https://laohu8.com/S/GRAB\">抓取控股</a>有限的</strong>（纳斯达克股票代码：GRAB）报告称，2022 财年第二季度收入同比增长 79%，达到 3.21 亿美元。</li><li>在 Jaya Grocer 的推动下，送货收入同比增长 199%，达到 1.34 亿美元。</li><li>随着东南亚的开放，移动收入为 1.61 亿美元，同比增长 37%。金融服务收入同比增长 94%，达到 1300 万美元。</li><li>企业和新举措的收入同比增长 30%，达到 1,400 万美元。</li><li>GMV同比增长30%，达到51亿美元。交付GMV同比增长19%，移动GMV同比增长51%，金融服务GMV同比增长38%，企业和新举措GMV同比增长51%。</li><li>MTU 同比增长 12%，达到 3260 万台。每个用户的平均支出同比增长16%，达到155美元。</li><li>调整后 EBITDA 亏损率提高 90 个基点至 (4.6)%。调整后 EBITDA 为 (2.33) 亿美元。</li><li><strong>展望：</strong>Grab 预计第三季度交付 GMV 为 24 亿美元至 25 亿美元，移动 GMV 为 10.5 亿美元至 11.0 亿美元，金融服务 InterCo Pre TPV 为 38 亿美元至 39 亿美元。</li><li>Grab 将 2022 财年 GMV 同比增长预期从之前预期的 30% - 35% 下调至 21% - 25%。该公司预计营收为 12.5 亿美元至 13.0 亿美元，高于市场预期的 12.5 亿美元至 13 亿美元。</li><li><strong>价格行为：</strong>周四最后一次检查时，GRAB 股价在盘前上涨 4.44%，至 3.76 美元。</li></ul></body></html></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","GRAB":"Grab Holdings"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28630973/grab-registers-79-revenue-growth-in-q2-aided-by-pandemic-recovery","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262955857","content_text":"Grab Holdings Limited (NASDAQ:GRAB) reported second-quarter FY22 revenue growth of 79% year-on-year to $321 million.\nRevenue for Deliveries rose 199% Y/Y to $134 million, driven by Jaya Grocer. \nMobility revenue was $161 million, up 37% Y/Y as Southeast Asia opened up. Financial Services revenue rose 94% Y/Y to $13 million. \nRevenue for Enterprise and new initiatives increased by 30% Y/Y to $14 million.\nGMV grew 30% Y/Y to reach $5.1 billion. Delivery GMV improved 19% Y/Y, Mobility GMV grew 51% Y/Y, Financial Services GMV grew 38% Y/Y, and Enterprise and New Initiatives GMV rose 51% Y/Y.\nMTUs grew by 12% Y/Y to 32.6 million. The average spend per user increased by 16% Y/Y to $155.\nAdjusted EBITDA loss margin improved 90 bps to (4.6)%. Adjusted EBITDA was $(233) million.\nOutlook: Grab sees Q3 Deliveries GMV of $2.4 billion - $2.5 billion, Mobility GMV of $1.05 billion - $1.10 billion, Financial Services Pre-InterCo TPV of $3.8 billion - $3.9 billion.\nGrab cut FY22 GMV growth outlook to 21% - 25% Y/Y from previously expected 30% - 35%. It sees revenue of $1.25 billion - $1.30 billion, at the higher end of $1.2 billion - $1.3 billion versus the consensus of $1.25 billion.\nPrice Action: GRAB shares traded higher by 4.44% at $3.76 in the premarket on the last check Thursday.","news_type":1,"symbols_score_info":{"GRAB":1,"QTWO":1}},"isVote":1,"tweetType":1,"viewCount":5467,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}