Grab战略概况

Grab 的超级应用程序是世界潮流之一，近年来在东南亚地区发展迅速。 Grab 的出现加速了数字化的普及，尤其是移动互联网、智能手机和无现金支付。

这款超级应用解决了东南亚消费者的复杂需求，为该地区的中小微企业创造了重要的业务增长机会，并为乘客和司机创造了就业机会。

本报告探索和分析 Grab 在东南亚的情况，包括公司概况，包括业绩、近期发展、统计和财务、平台战略、社会影响、可持续发展努力等，以及按细分市场划分的 GMW 和 GMW。它提供了收入比率，市场份额、价值链分析等。

内容

战略要务

• 为什么成长越来越难？
• 战略要务 8 (TM)
• 三大战略要务对超级应用行业的影响
• 增长机会推动增长管道引擎 (TM)

成长环境

• Grab 个人资料：主要发现
• Grab Profile：关键细分市场的主要发现
• 增长驱动力
• 抑制增长的因素

研究背景

• 分析范围
• 业务类别
• 本研究回答的主要问题

东南亚市场和社会动态

• 人口统计
• 经济
• GDP 增长概览
• 连接性
• 东南亚主要国家的亮点

增长机会分析：抓住概况

• 公司简介
• 2021年主要成就
• 近期发展
• 统计/财务
• 平台策略
• 服务详情
• 服务交付路线图
• 员工总数和关键决策中心
• 组织结构的主要执行委员会
• SWOT 分析

抓住社会影响和可持续发展亮点

• 2021 年社会影响亮点
• 2021 年可持续发展亮点

细分分析：航运

• 重要信息
• 业务快照
• 市场份额
• 主要里程碑
• 区域分布
• 价值链分析
• 主要趋势

细分分析：移动性

• 重要信息
• 业务快照
• 市场份额
• 主要里程碑
• 区域分布
• 价值链分析
• 主要趋势

细分分析：金融服务

• 重要信息
• 业务快照
• 市场份额
• 主要里程碑
• 区域分布
• 价值链分析
• 主要趋势

收购和合作

• 併购
• 合作机会

增长机会领域

• 增长机会一：提升交互和协同的超级应用
• 增长机会 2：城市化带来的高级数字化
• 增长机会 3：数字银行解决方案可提高东南亚银行的采用率

附录

Leading Superapp Disrupts Southeast Asia through its Ecosystem Flywheel with Continuous Stakeholder Interaction and High-frequency Hyperlocal Consumer Services

This research service offers a profile of Grab in Southeast Asia with focus on Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. The company profile comprises achievements, recent developments, statistics and financials, platform strategy, service offerings, total workforce, decision-making hubs, the organizational structure's executive committee, social impact, and sustainability initiatives.

The study explores the company's main business segments: mobility (e.g., eHailing), delivery (e.g., parcels, food, and groceries), and financial services (e.g., digital payment solutions). Each segment covers business snapshots of the GMV and revenue ratio, market share in Southeast Asia, milestones since operations began, regional presence, value chain analysis, and trends.

Grab's superapp, which is part of a trend emerging globally, has grown rapidly in Southeast Asia in recent years. Grab's emergence has accelerated the adoption of digitalization, especially the use of mobile internet, smartphones, and cashless payments. By connecting merchants, riders (drivers), and consumers in transactions, Grab seamlessly integrates the online-to-offline (O2O) value chain and addresses the pain points of the on-demand (real-time) value chain.

The superapp addresses consumers' complex demands in Southeast Asia, creating significant business growth opportunities for micro-, small-, and medium-sized enterprises and job opportunities for riders and drivers in the region.

Most importantly, Grab's superapp disrupts traditional business processes and value chains among stakeholders in Southeast Asia. Grab has helped many traditional offline and small businesses digitize and build their online presence, especially during the pandemic. The company's digital payment solution has transformed the way residents in Southeast Asia use cash.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Super Application (Superapp) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Grab Profile: Key Findings
• Grab Profile: Key Findings in Major Segments
• Growth Drivers
• Growth Restraints

Research Background

• Scope of Analysis
• Business Segmentation
• Key Questions This Study Will Answer

Market and Social Dynamics in Southeast Asia

• Demography
• Economy
• GDP Growth Snapshot
• Connectivity
• Top Highlights of Key Southeast Asian Countries

Growth Opportunity Analysis: Grab Profile

• Company Overview
• Key Achievements in 2021
• Recent Developments
• Statistics and Financials
• Platform Strategy
• Service Offerings
• Service Offerings Roadmap
• Total Workforce and Key Decision-making Hubs
• Key Executive Committee of the Organizational Structure
• Key Executive Committee of the Organizational Structure (continued)
• SWOT Analysis

Highlights of Grab's Social Impact and Sustainability

• Social Impact Highlights in 2021
• Sustainability Highlights in 2021

Segment Analysis: Deliveries

• The Deliveries Segment: Key Information
• The Deliveries Segment: Business Snapshot
• The Deliveries Segment: Market Share
• The Deliveries Segment: Key Milestones
• The Deliveries Segment: Regional Presence
• The Deliveries Segment: Value Chain Analysis
• The Deliveries Segment: Key Trends

Segment Analysis: Mobility

• The Mobility Segment: Key Information
• The Mobility Segment: Business Snapshot
• The Mobility Segment: Market Share
• The Mobility Segment: Key Milestones
• The Mobility Segment: Regional Presence
• The Mobility Segment: Value Chain Analysis
• The Mobility Segment: Key Trends

Segment Analysis: Financial Services

• The Financial Services Segment: Key Information
• The Financial Services Segment: Business Snapshot
• The Financial Services Segment: Market Share
• The Financial Services Segment: Key Milestones
• The Financial Services Segment: Regional Presence
• The Financial Services Segment: Value Chain Analysis
• The Financial Services Segment: Key Trends

Acquisitions and Partnerships

• Mergers and Acquisitions
• Partnership Opportunities
• Partnership Opportunities (continued)

Growth Opportunity Universe

• Growth Opportunity 1: Superapps to Improve Interactions and Synergies
• Growth Opportunity 1: Superapps to Improve Interactions and Synergies (continued)
• Growth Opportunity 2: Higher Digitalization Driven by Urbanization
• Growth Opportunity 2: Higher Digitalization Driven by Urbanization (continued)
• Growth Opportunity 3: Digital Banking Solutions to Increase Banking Adoption in Southeast Asia
• Growth Opportunity 3: Digital Banking Solutions to Increase Banking Adoption in Southeast Asia (continued)

Appendix

• Table of Acronyms Used
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer