2Q25 预计GMV同比增长强劲,主要得益于平价产品增加Grab Holdings Limited根据公司预计将于7 月底公布2Q25 业绩。考虑到斋月结束以及公司不断推出平价产品,我们认为Grab2Q25 网约车和外卖业务GMV有望取得强劲同比增长。2Q25,我们预计公司按需服务GMV有望达到53 亿美元,同比增长19%,环比增长7%。同时,我们预计调整后EBITDA有望稳定在1.05 亿美元...
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