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• If you are wondering whether Grab Holdings at US$3.63 is starting to look like value or still priced for high expectations, the recent share performance gives some useful clues.

• The stock is down 1.1% over the last week, 8.3% over the past month, and 28.5% year to date, while the 1 year return sits at 14.8% and the 3 year return at 21.4%, against a much weaker 5 year return of 74.8%.

• The price moves sit against a backdrop of ongoing coverage of Grab Holdings as a key US listed transportation and super app name, with news flow often focusing on its position in…