COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Bible 4Q25 – Ride-Sharing & Delivery: Accelerating into 2026; robotaxis additive, not cannibalisticFebruary 25, 2026 — Pierre Ferragu
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
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Grab 4Q25: 20% p.a. growth trading at 12x FCF. BuyFebruary 12, 2026 — Pierre Ferragu and Ben Harwood
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Bible 3Q25 – Ride-sharing & Delivery: Growth accelerating; margin expansion slowingDecember 1, 2025 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Apr
12TechnologyApril 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
13