Grab

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Grab(GRAB.US) GRAB to Acquire 60% Stake in Atome Financial for $1.49 Billion

$NVIDIA(NVDA.US)$Grab(GRAB.US)

$Grab(GRAB.US)Grab’s Profitability Turning Point 🚀

Grab ($Grab(GRAB.US)) is starting to look less like a growth story and more like a profitability story.

📈 Q2 revenue: US$997M, +22% YoY

💰 Adjusted EBITDA: US$168M, +54% YoY

👥 Monthly transacting users: 54M

🔥 New US$750M share buyback announced

The big question now: can Grab turn improving margins and fintech growth into sustained profits? (grab.com⁠)

$Grab(GRAB.US) could be an interesting Southeast Asian tech stock to watch. 👀

#Grab #GRAB #Stocks #Investing #Singapore #Tech

$Grab(GRAB.US)Grab: More Than Just a Super App 🚀

Grab has built a powerful ecosystem across Southeast Asia — ride-hailing, food delivery, payments, financial services and more.

What stands out is the scale of its network effects. More users attract more drivers and merchants, while a wider range of services gives users more reasons to stay within the Grab ecosystem.

The big question now is whether Grab can continue growing while improving profitability and maintaining its competitive advantage.

📈 Growth + ecosystem + Southeast Asia = an interesting long-term story.

Not financial advice. Do your own research.

#Grab #GRAB #Stocks #Investing #Singapore #SEA #Tech

$Grab(GRAB.US)management increased its full-year 2026 guidance to revenue US$4.10–4.15 billion and adjusted EBITDA: US$720–740 million

This is a positive signal because management is becoming more confident about the underlying business momentum.

Financial Services revenue increased 59% YoY to US$134 million.

The gross loan portfolio reached US$2.3 billion, almost triple the year-ago level, while loans disbursed during the quarter reached US$1.2 billion. Customer deposits across GXS Bank, GXBank and SupeSuperbankched US$2.5 billion.Grab also completed its acquisition of Stash Financial in July, with the business expected to be consolidated starting Q3.

This could become an important second growth engine alongside Mobility and Deliveries.

Grab says its AI/"intelligence layer" is now embedded throughout the platform, with the goal of improving driver and merchant earnings while increasing operational efficiency.

More recently, Grab announced an AI Call-a-Ride pilot aimed at making ride booking easier for seniors, initially supporting English and Chinese.

This is still early-stage, but it shows Grab is trying to use AI not just as a technology feature, but to improve the economics of its platform.

I would view Grab as a much more mature and financially disciplined growth company than it was a few years ago, but valuation and execution still matter.I'm cautiously bullish on GRAB's business fundamentals. The most encouraging development is that growth is now being accompanied by meaningful EBITDA expansion, rather than Grab simply buying market share at the expense of profitability.The next major test is whether Grab can maintain 20%+ GMV/revenue growth while continuing to expand margins. If it can, the current business model becomes considerably more attractive.

$Grab US SDR 2to1(UGBD.SG)

Grab: SGX’s SDR Launch Opens a New Door for Singapore Investors

The launch of Grab’s inaugural Singapore Depository Receipt (SDR) on SGX marks a significant milestone, allowing investors to gain exposure to Nasdaq-listed Grab in SGD during local trading hours. An SDR represents beneficial ownership of the underlying overseas-listed shares, with the depositary holding the actual U.S. shares while investors trade the receipt on SGX.

For Singapore investors, the biggest advantage is convenience—trading in SGD, local market hours and through a CDP-linked brokerage without U.S. market access. However, investors should note that SDR liquidity will initially be lower than Nasdaq’s primary listing, potentially resulting in wider bid-ask spreads and lower trading volumes. Active traders and options investors may still prefer the U.S. listing for superior liquidity and access to derivatives.

Fundamentally, Grab continues to strengthen its investment case. Q1 2026 revenue rose 24% YoY to US$955 million, net profit reached US$120 million, while Adjusted EBITDA climbed 46% to US$154 million, reflecting improving profitability across Mobility, Deliveries and Financial Services.

Technically, Grab remains in a medium-term uptrend supported by improving earnings momentum. Long-term investors may consider accumulating on price pullbacks, while options traders are likely better served using the highly liquid Nasdaq-listed shares for covered calls or cash-secured puts. For most Singapore investors, the SGX SDR offers a simpler and more cost-efficient way to participate in Grab’s long-term Southeast Asian growth story.

$Grab(GRAB.US)is scheduled to announce its Q2 2026 results on 3 August 2026 (U.S. time) and I remain constructive on Grab's long-term outlook. The company has largely shifted from a "growth at all costs" strategy to one that balances growth with profitability, which is a key reason investor sentiment has improved over the past year.Grab's ecosystem extends beyond ride-hailing and food delivery to include Digital financial services,GrabMart,Advertising,Grab for Business and GrabMaps

These businesses create multiple revenue streams and encourage users to remain within the Grab ecosystem.Grab continues investing in AI and automation to improve operational efficiency. It is also expanding autonomous mobility initiatives through partnerships, which could help lower operating costs over the longer term.Grab is one of the few companies that provides broad exposure to Southeast Asia's digital economy through a single stock. Its combination of mobility, food delivery, fintech and enterprise services gives it several avenues for long-term growth.

While the 3 big banks are having a whale of their time basking at their ATHs, The SDRs for bank related stocks - SEA limited (Mari bank) and GRAB (GXS co-owner with Singtel) has started trading on the SGX since yesterday (22 Jul). Both are offering investments through their platform, diversifying away from the plain Jane net interest income from CASA. Can the same fortune befall on these 2 stocks?