Core Viewpoint - Hesai Technology (NASDAQ: HSAI; HKEX: 2525) has announced a strategic partnership with Grab (NASDAQ: GRAB) to enhance the supply and application of LiDAR technology in Southeast Asia, aiming to meet the growing demand for AI-driven automation across various industries [2][3]. Group 1: Partnership Details - Grab will serve as the exclusive distributor of Hesai's LiDAR products in Southeast Asia, responsible for sales, customer support, and marketing [2]. - This collaboration aims to leverage Grab's extensive resources and established sales network to improve the accessibility and efficiency of high-quality LiDAR sensors for Southeast Asian customers [2][3]. Group 2: Market Demand and Applications - Deloitte Southeast Asia predicts an unprecedented surge in demand for AI-driven automation in sectors such as manufacturing, transportation, and logistics, leading to a transition from early validation to large-scale commercial deployment of LiDAR technology [2]. - The partnership is expected to facilitate the integration of advanced LiDAR technology into various applications, including robotics and autonomous driving systems, thereby enhancing operational capabilities in complex urban environments [3][5]. Group 3: Production Capacity and Future Plans - To meet the increasing demand for LiDAR, Hesai plans to double its annual production capacity from 2 million units in 2025 to 4 million units by 2026 [7]. - The construction of Hesai's new factory, "Galileo," in Bangkok, Thailand, is progressing steadily and is expected to commence production in early 2027, further supporting future business growth [7]. Group 4: Leadership Insights - Grab's CEO, Anthony Tan, emphasized that this partnership will not only enhance Grab's capabilities in autonomous driving and high-precision mapping but also enable robots to perceive their surroundings effectively [5]. - Hesai's CEO, Li Yifan, highlighted the strong demand for robotics in manufacturing, logistics, and service sectors in Southeast Asia, indicating that the partnership will accelerate the deployment of LiDAR technology in these applications [5][8].

（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 ...

Investment Rating - The report indicates that Grab's risk-reward profile has become more attractive following a significant stock price correction, with a recommendation to consider the investment [4]. Core Insights - The report aligns with the views of CITIC Lyon Research, suggesting that Grab's recent stock price decline has been excessive, and the fundamentals remain strong despite a 15% year-to-date price drop due to macroeconomic concerns and regulatory measures in Indonesia [4][5]. - Grab's total gross merchandise value (GMV) is expected to continue its growth momentum from record levels in 2025, with both ride-hailing and food delivery businesses projected to achieve mid to high double-digit growth [4]. - Concerns regarding the Indonesian government's potential cap on motorcycle commission rates at 10% may be overstated, as Grab's motorcycle business only accounts for approximately 18% of its total GMV [5]. Summary by Sections Company Overview - Grab operates across eight countries with approximately 80,000 square meters of leased office space, offering a wide range of services from ride-hailing to food delivery, financial services, and enterprise solutions [8]. - Nearly 50% of Grab's total GMV comes from food delivery, while ride-hailing and financial services contribute 26% and 25%, respectively [8]. Financial Metrics - As of February 2, 2026, Grab's stock price is $4.41, with a market capitalization of $19.88 billion [9]. - The average daily trading volume over the past three months is $258.99 million, with a market consensus target price of $6.40 [9]. Catalysts - Potential catalysts for Grab's growth include exceeding expectations in total transaction value for food delivery and ride-hailing, higher-than-expected monetization rates, and acquisitions that could enhance profitability [6].

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 ...