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.🚕💰 My GRAB Cash-Secured Put Trade — The Blinkfans Easy Guide💵 Why I Sold a GRAB PutI like using cash-secured puts when I find a stock that I don’t mind owning at a lower price.This time, I looked at ...
@Captain's Watch do take a look at
🚕💰 Grab Fundamental Analysis: How Loans Could Become a Bigger Growth Engine🌏 Grab Is Becoming More Than a Ride-Hailing CompanyWhen I first think about Grab, I usually think about rides, food delivery ...
🚕💰 Grab Fundamental Analysis: How Loans Could Become a Bigger Growth Engine🌏 Grab Is Becoming More Than a Ride-Hailing CompanyWhen I first think about Grab, I usually think about rides, food delivery ...
Nice @Captain's Watch
.🚕💰 My GRAB Cash-Secured Put Trade — The Blinkfans Easy Guide💵 Why I Sold a GRAB PutI like using cash-secured puts when I find a stock that I don’t mind owning at a lower price.This time, I looked at ...
.🚕💰 My GRAB Cash-Secured Put Trade — The Blinkfans Easy Guide💵 Why I Sold a GRAB PutI like using cash-secured puts when I find a stock that I don’t mind owning at a lower price.This time, I looked at ...
$Grab(GRAB.US) i think its worth taking a position, premium price…..
Iggy's Journal: Growing Faster, Bleeding Less, Still Not Paying You
19 September 2026, Evening
Video Release
Grab shares are sitting near a 52 week low. I pulled the actual Q2 2026 numbers before writing anything, and the share price wasn't what jumped out at me.
The Numbers
Financial Services revenue grew 59 percent to US$134 million, while the segment's EBITDA loss narrowed to US$15 million. That's growth with less bleeding, not profitability, and those are two very different things to be excited about. The Atome deal can't even consolidate into results until Q3 2027 at the earliest, so whatever story you're telling yourself about that acquisition today is getting ahead of the actual accounting.
My Personal Take
If you're holding Grab inside CPF or SRS, I want to be direct about what this actually is. Grab's own FY2025 Form 20-F says it does not expect to pay dividends for the foreseeable future. Iggy's Forensic Zone on this one is Red Zone, not an income vehicle, no dividend policy. The US$900 million buyback authorization over 12 months is real money and a real signal, but so is the equity award overhang sitting on the other side of the ledger, and which one actually wins that tug of war is still an open question. Full breakdown of how I'm weighing the buyback against the overhang is in today's video.
📺 Free YouTube: https://youtu.be/jCGDVCtGm0I
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📩 Substack: https://investingiguana.com/p/grab-shares-are-near-a-52-week-low
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Not financial advice. Iggy's Forensic Compliance Standards apply.
Cheers, Iggy 🦖
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Grab(GRAB.US) GRAB to Acquire 60% Stake in Atome Financial for $1.49 Billion
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗿𝗮𝗯 will acquire a 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝟲𝟬% stake in Atome Financial.➤ Transaction values the acquired stake at approximately $𝟭.𝟰𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Stake will be acquired from 𝗔𝗱𝘃𝗮𝗻𝗰𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗚𝗿𝗼𝘂𝗽 and others.➤ 𝗔𝘁𝗼𝗺𝗲 provides buy-now-pay-later services across multiple consumer categories.➤ Grab now targets a loan book exceeding $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by 𝟮𝟬𝟮𝟴.➤ Previous target was more than $𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 by year-end.➤ Atome generated $𝟰𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2025, increasing 𝟴𝟬%.➤ Atome achieved its 𝘀𝗲𝗰𝗼𝗻𝗱 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 annual profit before taxes.➤ Deal follows Grab's recent 𝗦𝘁𝗮𝘀𝗵 and 𝗙𝗼𝗼𝗱𝗽𝗮𝗻𝗱𝗮 𝗧𝗮𝗶𝘄𝗮𝗻 acquisitions.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Acquisition significantly expands Grab's exposure to 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗹𝗲𝗻𝗱𝗶𝗻𝗴.➤ New $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 target signals substantially higher financial-services ambitions.➤ Atome adds a rapidly growing, already 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 BNPL platform.➤ Deal further diversifies Grab beyond 𝗿𝗶𝗱𝗲-𝗵𝗮𝗶𝗹𝗶𝗻𝗴 and food delivery.🚇🍜 Why I Take Public Transport, Spend on Food, and Invest in the Companies :“If you are trying to build wealth, why don’t you drive a nice car? Why are you still taking the MRT and buses?” 😂My answer ...
