George Ebneth
17.4K posts




$GRAB Q1 2026 Earning Preview ✅ Grab Holdings (GRAB) is scheduled to report Q1 2026 earnings after market close on May 4, 2026. Analysts expect continued solid growth in core segments (Deliveries, Mobility, Financial Services), with profitability improving. Consensus Revenue: ~$910–$938 million EPS: $0.02-$0.03 My expectation Q1 is traditionally softer quarter due to new year and regional holidays in SEA, so if beat by big margin, it will be a new change. Revenue: $915-$930m EPS: $0.02 What do I watch the most: MTUs & DTUs growth GrabUnlimited Progress and Metrics on GrabFinQ Some key partnerships/acquisitions: ~Grab agreed to acquire Delivery Hero’s foodpanda delivery business in Taiwan for $600 million (cash, cash-free/debt-free). This marks Grab’s first market outside Southeast Asia (9th overall market). Expected close in H2 2026, with full integration by early 2027. foodpanda Taiwan had ~$1.6–1.8B GMV in 2025 and is already profitable on an adjusted basis ~Stash Financial (Feb 12, 2026): Grab agreed to acquire the U.S. digital investing platform for an initial $425 million (50.1% stake), with plans to buy the remainder over three years. This accelerates Grab’s financial services roadmap and expands its footprint into mass-market investing outside Southeast Asia ~GAC International (announced Jan 2026, momentum post-Q4): Strategic partnership to deploy up to 20,000 high-performance EVs (models like Aion Y, ES, V) across Southeast Asia over the next two years to enhance ride-hailing electrification. ~Smart Axiata (Cambodia, March 11, 2026): MoU to explore seamless connectivity and mobility solutions, including integrated travel SIMs with Grab services for tourists. ~Enterprise Singapore (Jan 2026): 3-year MoU to support local F&B businesses with data insights, visibility on Grab platforms, and capability-building programs for over 12,000 companies. ~Ho Chi Minh City Tourism (April 2026): Partnership to boost tourism and local experiences in Vietnam. ~Continued autonomous vehicle investments and partnerships ( extensions with Momenta, WeRide, May Mobility, etc.) to explore self-driving tech in SEA.



Check out my latest Newsletter. I'm sure you missed $WING 50% runup the last 30 days b/c you were distracted by the Iran war. I also discuss many other great tickers, incl a safe tech stock I own that has returned an avg of 90%/year the last 10 years. 👇 tradeatyourownrisk.substack.com/p/wingstop-dee…

Let's see if Ouster $OUST stock gets down to the .382 Fib retracement level of $24.63. The 'math' could never be right, could it? Like I said prior, I'll be happy to wait and buy this great company's stock in the low $20s.



“This is just a society that's more financially literate and invested and excited about the stock market as a wealth generator. So, I actually welcome it.” Warren Buffett warns the market is becoming a casino. @RiggsReport says not to jump to conclusions: #markets #investments








Ex-JPMorgan banker Chirayu Rana pretended his dad was dead to get bereavement leave - but he's alive and spoke to The Post this weekend trib.al/mUjuzOo



$OUST – Ouster investment thesis in 30 sec • 10,000 customers, with only a few in production. Most are still new or early-stage • Google, Amazon, Caterpillar, John Deere, Volvo, Anduril, etc. are flagship customers • The only Western LiDAR company operating at scale • The only Blue UAS-certified LiDAR company (Dept of Defense approved) • Young, technical founders • Healthy balance sheet • Profitability just around the corner • Physical AI is inevitable













