Lone wolf investor

  I sat through the half hour earnings call. Here are the summaries.  The two main questions regarding Indonesia imposing an 8% maximum cap on riders’ fees and high fuel prices affecting their business. The new fees cap are only specific targeting those 2 wheelers. It only affect 6% of their total mobility GMV. So far the 4 wheelers are unaffected by the rule change. Questions on rising fuel were frequently discussed. The management is helping partners to convert into EVs, especially those markets without fuel subsidies, like Thailand and the Philippines. If those fuel prices continue to be high, the cost will be passed on to users. They will be most willing to help their drivers directly first. Passing on cost to users will be last resort. Through AI implementation across their businesses, it helps drivers and company managed costs through increase productivity. The management guides for costs to stay flat throughout the year.  Grab Financial is gaining operating leverag...

  Grab 1st Q results came in better than consensus. The company also maintains its outlook for adjusted ebitda to be between USD 700m to USD 720. I will be sitting through their earnings call to find out how the recent development in Indonesia and higher oil prices may affect their business going forward. God Bless 🙏. Link to press release  https://www.grab.com/sg/press/others/grab-reports-first-quarter-2026-results/ Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting ...