共同推动东南亚地区物理AI和具身智能的发展。 Grab是东南亚领先的超级应用平台，业务覆盖配送服务、出行及数字金融服务三大领域。目前， Grab的服务已遍及东南亚八个国家——柬埔寨、印度尼西亚、马来西亚、缅甸、菲律宾、新加坡、 泰国和越南的800多个城市，通过单一应用为数百万用户提供日常服务，包括外卖点餐、生鲜杂货采 购、包裹寄送、网约车呼叫、在线支付以及借贷与保险等金融服务。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，禾赛科技（NASDAQ: HSAI；HKEX: 2525）日前宣布与东南亚科技巨头Grab （NASDAQ：GRAB）达成战略合作。Grab将成为禾赛激光雷达产品在东南亚地区的独家经销商， 全面负责该区域内的产品销售、客户支持与市场推广工作。 通过此次战略合作，禾赛将依托Grab广泛的资源与成熟的销售网络，显著提升高品质、高可靠激光 雷达传感器的市场供应能力，让东南亚客户能够更便捷、更高效地获取激光雷达产品，满足包括机器 人解决方案、自动驾驶系统在内的多元行业应用需求。同时，Grab作为禾赛在东南亚的独家经销 商，也将为其自动 ...

（文章来源：每日经济新闻） 每经AI快讯，据禾赛科技官微消息，公司4日宣布，与东南亚科技巨头Grab达成战略合作。Grab将成为 禾赛激光雷达产品在东南亚地区的独家经销商，全面负责该区域内的产品销售、客户支持与市场推广工 作。 ...

2月4日，禾赛科技宣布与东南亚网约车巨头Grab达成战略合作。根据协议，Grab将成为禾赛激光雷达产 品在东南亚地区的独家代理商，全面负责该区域内的产品销售、客户支持及市场推广工作。禾赛科技表 示，该合作将使得东南亚地区的客户能够更便捷地获取激光雷达技术，应用于机器人解决方案、自动驾 驶系统等多元化行业场景。 ...

We came across a bullish thesis on Grab Holdings Limited on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on GRAB. Grab Holdings Limited's share was trading at $4.4700 as of January 29th. GRAB’s trailing and forward P/E were 226.50 and 50.51, respectively according to Yahoo Finance. Lyft paul-hanaoka-D-qq7W751vs-unsplash Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. GR ...

本文是由投资/产品专员而非分析师撰写的文章汇编。 它不构成研究报告，也不应被解释为研究报告，也不旨在提供 专业、投资或任何其他类型的建议或推荐。 CSIWM 个股点评 2026 年 2 月 3 日 Grab GRAB US 本文内容由 Kylie Kwok (郭凯欣) 提供 中信证券财富管理(香港) 产品及投资方案部 新加坡科技行业 电话：(852) 2237 9250 / 电邮：wminvestmentsolutions@citics.com.hk 风险回报吸引力提升 摘要 中信证券财富管理与中信里昂研究观点一致。根据中信里昂研究在2026 年 2 月 2 日发布的题为《Risk reward turning more attractive》的报告，分析认为近期 Grab 股价回调已超跌，风险回报具备吸引力。首先，研究预计 Grab 总交易 额(GMV)增长动能将从 2025 年创纪录水平延续，出行和外卖业务有望实现中双位数至高双位数增长。最后，市场对 印尼两轮车业务佣金率或设 10%上限的担忧可能被夸大，以及收购 Goto 估值过高仍是基本面观点面临的主要风险。 尽管年初至今股价回调 15%（主因宏观经济 ...

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) is identified as a stock with significant growth potential despite recent challenges, with analysts providing mixed ratings and price targets reflecting both optimism and caution regarding its future performance [1][3]. Group 1: Analyst Ratings and Price Targets - Bernstein analyst Venugopal Garre reduced Grab's price target from $6.60 to $5.80 while maintaining an Outperform rating, citing margin pressures from new growth initiatives [1]. - BofA Securities upgraded Grab from Neutral to Buy, setting a price target of $6.30, noting a 30%+ pullback in stock price since September despite improving metrics in core mobility and delivery services [3]. Group 2: Financial Projections and Performance Metrics - Bernstein has lowered its net income estimates for 2025-2026 by 2-5.6%, but still anticipates long-term gains, highlighting Grab's high P/E ratio of 302 balanced by a PEG ratio of 0.84 [2]. - BofA expects Grab's adjusted EBITDA margins to improve from 3.6% in fiscal 2024 to 5.5% in fiscal 2027, supported by a strong net cash position exceeding $5 billion, which may mitigate downside risks [4]. Group 3: Business Operations and Market Position - Grab Holdings is recognized as a leading "superapp" in Southeast Asia, offering mobility, delivery, and digital financial services across eight countries, connecting consumers with drivers and merchants for various services [5]. - Analysts suggest that Grab should accelerate its expansion into on-demand grocery, autonomous vehicle partnerships, AI-driven food delivery, and fintech, while also considering monetization of non-core investments [2].

Grab Holdings Limited (NASDAQ:GRAB) is one of the 11 Best Stocks to Buy for Investment. On January 16, TheFly reported that HSBC upgraded Grab Holdings Limited (NASDAQ:GRAB) from Hold to Buy, with a price target of $6.20. Piyush Choudhary at HSBC raised the rating on GRAB, citing an attractive valuation following the recent selloff and lower Wall Street expectations, according to TheFly. HSBC upgraded Grab Holdings Limited to Buy as Analyst Cites Attractive Valuation Photo by Brett Jordan on Unsplash C ...

Grab Holdings Ltd (NASDAQ:GRAB), one of the Best Tech Stocks Under $10 to Buy, received a ratings upgrade to “Buy” from “Hold” from HSBC on January 16. The analyst, who set a $6.20 price target for the stock, noted that the company’s valuation became more attractive as a result of lowered expectations and a stock selloff. Nonetheless, HSBC expects Grab to retain its growth drivers, particularly its ability to launch affordable services. grab, motorcycle, road, helmet, taxi Photo by Afif Ramdhasuma on Uns ...

Grab Holdings Limited (GRAB) ended the recent trading session at $4.69, demonstrating a +2.85% change from the preceding day's closing price. This change outpaced the S&P 500's 0.41% gain on the day. Meanwhile, the Dow lost 0.83%, and the Nasdaq, a tech-heavy index, added 0.91%. Heading into today, shares of the company had lost 10.59% over the past month, lagging the Computer and Technology sector's gain of 0.49% and the S&P 500's gain of 0.38%.The upcoming earnings release of Grab Holdings Limited will be ...

Grab Holdings Limited (NASDAQ:GRAB) is one of the best US stocks to buy under $50. On January 19, BofA Securities upgraded Grab Holdings Limited (NASDAQ:GRAB) to a Buy from a Neutral and reiterated a $6.30 price target. The upgrade comes on the heels of the stock underperforming, as it has slumped 32% since September. Grab Holdings Limited (GRAB) is a Buy at BofA Securities amid Improving Financials and Infermove Acquisition Amid the underperformance, BofA Securities insists the company’s fundamentals in ...