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Mike
@MikeLongTerm
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
Joined July 2020
408 Following    27.7K Followers
$GRAB should have a strong Q3 Q4 2026 ER. Data and sources are pointing this way. Fuel Subsidies help. Tourism is very strong. Saver program is taking share well. GrabFin is doing very well! Hoping to see deposit growing faster. No more bad presses or misinformation from Taiwan, so the FoodaPanda deal is on track to close by year end. I'm ready for a beat & raise Q3 ER!!! Not Financial Advice! DYOR!
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BREAKING $GRAB Fuel Subsidies Update in SEA☑️⛽️ Higher energy prices linked to Middle East supply disruptions have pushed governments across Grab’s markets to extend or enlarge fuel price support in 2026. For Grab, Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam are doing strategic Tax cuts, Price freezes, stabilization funds, and targeted cash aid. Indonesia and Vietnam have locked in relief through year end; the Philippines has widened a driver subsidy; Cambodia has added new household cash rounds. Malaysia is spending more to hold prices for eligible users while refusing a broad expansion. Thailand is still compensating diesel but is already raising pump prices and preparing cuts. Singapore is letting prices pass through and relying on cash transfers instead. Indonesia Subsidized prices frozen through 31 December 2026 (Pertalite Rp 10,000/liter, BioSolar Rp 6,800/liter) despite crude around US$106/barrel, above the budget assumption. Large disbursements already recorded (reports of roughly Rp 331 trillion in energy subsidies and compensation by late summer). Purchase caps and moves to bar higher income households from subsidized Pertalite are in place. Agreed 2027 energy subsidy allocation is lower (Rp 261.5 trillion vs prior Rp 272.9 trillion), mainly from reduced fuel and 3 kg LPG volumes. Malaysia Targeted Budi Madani schemes remain in force. As of 1 October 2026, eligible users pay RM 1.99/liter for RON95 (subsidy about RM 2.53/liter vs unsubsidised RM 4.52) and RM 2.10/liter for diesel (subsidy about RM 3.17/liter vs unsubsidised RM 5.27). Diesel access was broadened earlier in 2026 (including certain commercial pick-ups/jeeps under SKDS 2.0, adding potential vehicles). Extra budget allocations have been made; petroleum-product subsidy costs have been projected near RM 40 billion for the year. Deputy finance minister said recently there are no plans to expand the overall programme; the focus is consolidation under Budi and leakage control. Philippines Targeted PUV fuel discount was expanded nationwide after a Metro Manila pilot and raised (from ₱10 to ₱12 per liter, capped weekly). Authorities have said it will continue at least through end-2026 while prices stay volatile. Additional UPLIFT rounds of fuel assistance for farmers, fisherfolk, and transport were being prepared in September 2026. The retail market itself stays deregulated. Vietnam Fuel tax relief extended to 31 December 2026 (resolution signed 30 September). Preferential import duty on gasoline cut to 0% (from 10%); diesel, fuel oil, kerosene and jet fuel kept at 0% (instead of 7%); environmental-protection tax and VAT on gasoline and petroleum products held at zero. The package had previously been rolled forward in stages through September. Thailand Oil Fuel Fund continues to compensate diesel and some other products, but this is not an expansion. Retail prices were raised again (0.75 baht/liter across fuels effective 2 October 2026); diesel compensation was adjusted but the fund deficit has been projected toward 100 billion baht, and officials have prepared gradual subsidy reductions. Transitional support provisions had an expiry window in September 2026, with crisis intervention still possible. Singapore No retail fuel price subsidy. Policy has been full market pass through, with reliance on targeted cash transfers (including cost of living special payments) rather than pump price support. Cambodia Four round cash subsidy for poor, vulnerable and at-risk households announced in late September 2026 (payouts 25 September, 16 October, 16 November, 16 December) to offset higher fuel costs: US$15 per round in Phnom Penh, US$12 in provincial towns, US$10 in rural areas, plus US$1.25 per extra family member. Earlier 2026 steps included cuts to import duties and VAT on gasoline and diesel.
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