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