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Thursday, 27 August 2026
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Grab

14 CÈ pieces since 1 May 2026: 1 deal, 5 intel items, 8 essays. Newest first. All companies →

  1. Essay

    Indonesia will set food and courier delivery fees by decree in September.

    Perpres 27/2026 took the ojol commission from 20 percent to 8 on 1 July. The regulation due in September prices delivery, turns seven million drivers into MSMEs, and splits enforcement between two ministries.

  2. Intel

    Grab's biggest market is no longer Singapore: Malaysia delivered $622M, 31.8% of H1 revenue

    Malaysia produced $622 million of Grab's $1.95 billion first-half revenue, up 30.1% year on year and ahead of Singapore at $420 million and Indonesia at $415 million. Grab also runs Jaya Grocer, Everrise, and GXBank there.

  3. Intel

    Growth came from the loan book, not the rides: Grab's fintech revenue rose 59% in Q2

    Revenue reached $997 million, up 22%, with adjusted EBITDA margin at 16.9% from 13.3% a year ago. Financial services revenue grew 59% to $134 million and the gross loan portfolio tripled to $2.3 billion. The board authorised a $750 million buyback.

  4. Intel

    Autonomy becomes a business when the meter starts: Grab charges Punggol fares in Q4

    Grab will let Punggol riders book a dedicated autonomous vehicle point to point instead of riding a fixed shuttle loop. Trial riders board within months; the public gets access in Q4 2026, when commercial fares apply.

  5. Deal

    Chargers, not cars, gate Vietnam's EV shift: Grab plugs into Hanoi's EBOOST to reach 6,000 ports by 2028

    Grab took a strategic stake in Hanoi charging network EBOOST, folding its 2,500 existing points into the Grab app and targeting 6,000+ ports — nearly 3,000 in Hanoi — by early 2028.

  6. Essay

    Indonesia sentenced Gojek’s co-founder to ten years over a laptop procurement

    On 30 June a Jakarta court sent Nadiem Makarim to prison for ten years without finding he took a cent, and the part every Southeast Asian founder should study is how a lawful call became a crime.

  7. Essay

    Indonesia capped ride-hailing commission at 8 percent. Founders got no vote.

    The inner citadel, and the Labour Day speech in Jakarta that repriced a founder’s business between one morning and the next.

  8. Essay

    The commission cap barely dents Grab’s revenue. The market still cut it a third.

    Days after Indonesia’s 8 percent cap took effect, Barclays cut Grab’s target to $5 from $7 and Uber’s Dara Khosrowshahi left its board; the number that moved was a belief about who sets the take rate.

  9. Essay

    Two of the region’s biggest tech firms just had their margin set by a president

    From 1 July, Grab and Gojek take 8 percent of an ojek fare instead of 20, because Prabowo asked them to in a room they could not say no in. The lesson for everyone whose model is a cut of someone else’s transaction is the same.

  10. Intel

    StraitsX secures MAS payment licences and launches the XUSD stablecoin

    The Singapore firm received Major Payment Institution licences from MAS and added a US-dollar stablecoin to its Singapore-dollar XSGD and Indonesian-rupiah XIDR, with rails already settling Grab and Alipay+ payments in production.

  11. Intel

    Money20/20 finds Southeast Asia the top fintech expansion target for 2026

    Nearly 23 percent of senior fintech leaders name Southeast Asia their primary expansion focus, with growth led by bank-fintech partnerships like Grab Financial with Kasikornbank and GoTo with Bank Jago rather than outright disruption.

  12. Essay

    Two apps, one landlord (the merger might even help you, briefly)

    Grab’s roughly US$7 billion move on GoTo is being read as a stock story and an antitrust story. For the merchant on the platform, it is a story about who owns the channel.

  13. Essay

    Seneca was the richest man in Rome. He still set aside three days a month to eat dry bread.

    On voluntary discomfort, and the two weeks a Singapore founder spends paying for her own coffee.

  14. Essay

    Mistral's biggest SEA deployment skips the consumer market entirely.

    Singtel and Mistral announced their AI-compute partnership at DC Tuas this week. The deployment targets Singapore's banks, government, healthcare, and telco workloads. The geography is the deal.