Global Equity Briefing

Global Equity Briefing

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Grab

Grab: 2030 Valuation Model!
Estimating 2030 Financial Results and Target Share Price.
May 7 • Ray Myers
Grab Q1 2026: Dealing with Iran War Oil Shock!
Strong GMV, revenue and ADJ EBITDA growth, despite disruptions!
May 6 • Ray Myers
Grab Taiwan Entry: One-Off or A Blueprint For the Future?
Analysing Grab's $600M acquisition of Foodpanda Taiwan.
Mar 25 • Ray Myers
Grab Mart!
Huge potential for grocery delivery in Southeast Asia.
Sep 17, 2025 • Ray Myers
Grab Q2 Earnings Update!
Accelerating GMV growth and Exploding Loan Portfolio!
Jul 31, 2025 • Ray Myers
Should you buy Grab?
Grab. The Makings of a SuperApp! Equity Research! Part 3/3.
Feb 16, 2025 • Ray Myers
Is Grab a Monopoly?
Grab. The Makings of a SuperApp! Equity Research! Part 2/3.
Feb 9, 2025 • Ray Myers
How Grab got 42M Users to spend $17B on its platform?
Grab. The Makings of a SuperApp! Equity Research! Part 1/3.
Jan 26, 2025 • Ray Myers
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