COMPANY
Grab
GRAB:US
Primary coverage by Pierre Ferragu
Research
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China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-upNovember 18, 2024 — Pierre Ferragu
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Grab 3Q24: Strong underlying growth & margin expansion. Buy, $5.8November 12, 2024 — Pierre Ferragu and Ben Harwood
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and strengthening leadership for UberSeptember 12, 2024 — Pierre Ferragu
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AI & Semicap in China, Cisco upgrade, AI PC, and more. The Tech Weekly Wrap-upAugust 19, 2024 — 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