COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up.May 5, 2025 — Pierre Ferragu
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Grab 1Q25: guidance raised, as expected. We see further upside. $5.6 price targetApril 30, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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Tariffs. Figuring the right baseline to assess implicationsApril 4, 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