Grab戰略概況

Grab 的超級應用程序是世界潮流之一，近年來在東南亞地區發展迅速。 Grab 的出現加速了數字化的普及，尤其是移動互聯網、智能手機和無現金支付。

這款超級應用解決了東南亞消費者的複雜需求，為該地區的中小微企業創造了重要的業務增長機會，並為乘客和司機創造了就業機會。

本報告探索和分析 Grab 在東南亞的情況，包括公司概況，包括業績、近期發展、統計和財務、平台戰略、社會影響、可持續發展努力等，以及按細分市場劃分的 GMW 和 GMW。它提供了收入比率，市場份額、價值鏈分析等。

內容

戰略要務

• 為什麼成長越來越難？
• 戰略要務 8 (TM)
• 三大戰略要務對超級應用行業的影響
• 增長機會推動增長管道引擎 (TM)

成長環境

• Grab 個人資料：主要發現
• Grab Profile：關鍵細分市場的主要發現
• 增長驅動力
• 抑制增長的因素

研究背景

• 分析範圍
• 業務類別
• 本研究回答的主要問題

東南亞市場和社會動態

• 人口統計
• 經濟
• GDP 增長概覽
• 連接性
• 東南亞主要國家的亮點

增長機會分析：抓住概況

• 公司簡介
• 2021年主要成就
• 近期發展
• 統計/財務
• 平台策略
• 服務詳情
• 服務交付路線圖
• 員工總數和關鍵決策中心
• 組織結構的主要執行委員會
• SWOT 分析

抓住社會影響和可持續發展亮點

• 2021 年社會影響亮點
• 2021 年可持續發展亮點

細分分析：航運

• 重要信息
• 業務快照
• 市場份額
• 主要裡程碑
• 區域分佈
• 價值鏈分析
• 主要趨勢

細分分析：移動性

• 重要信息
• 業務快照
• 市場份額
• 主要裡程碑
• 區域分佈
• 價值鏈分析
• 主要趨勢

細分分析：金融服務

• 重要信息
• 業務快照
• 市場份額
• 主要裡程碑
• 區域分佈
• 價值鏈分析
• 主要趨勢

收購和合作

• 併購
• 合作機會

增長機會領域

• 增長機會一：提升交互和協同的超級應用
• 增長機會 2：城市化帶來的高級數字化
• 增長機會 3：數字銀行解決方案可提高東南亞銀行的採用率

附錄

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