w🅰️tchlend

$GRAB shareholders at 40.2% Rule of 40 and short sellers still shorting this to $0

BREAKING $GRAB $GOTO Indonesia 🚨🚨🚨 President Prabowo Subianto signed presidential regulation on May 1 2026 that Driver minimum share: 92% of the base fare, where platform commission at 8% maximum. The signed Perpres (Presidential Regulation No. 27/2026 does not explicitly say that Grab (or other platforms) cannot add separate service fees. The regulation focuses the commission. Here is how you should understand this: ~ $GOTO has negative growth on Mobility/Delivery and with this 8% Cap, they will suffer even more. The Cap on interest rate from 0.4% a day down to 0.1% will impact $GOTO Fin in Q2 and beyond. So $GOTO Mobility/Delivery is now worth $500m? ~ $GRAB and $GOTO will likely make it separate on the fare charges to customers such as Delivery Fee (apply the 92%-8% regulation) Service Fee (whatever the SuperApp needs to make it sustainable) Grab Indonesia said it respects the government’s direction but is awaiting the formal issuance of the regulation to study its details further. This has been the biggest debate on Platform like Uber or Lyft too, where they dont disclose how much money is going to drivers. So this may be better over the long term on 2 separate lines. Will update later if I find further updates. For now $GRAB is only down $0.11 or 3%, so is this priced in?