Wolf Money(Grab Holdings)

 


(Stocks had plummeted 35% since Sept 2025)

The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer.

I bought back a small position in the company this morning. The price has dropped close to 35% since reaching the highs at the end of Sept of 2025. Fundamentally, not much has changed since last year. The only concern is the uncertainty of policy changes in Indonesia. The government might want to cap the platform fees Grab and GoTo can charge drivers and delivery partners. There is no clarity on that matter. The company will be reporting full year earnings at the middle of next week. I will be looking out for their earnings guidance. More details at end of the month portfolio update. God bless. 🙏

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