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re: The "SuperApp" of SE Asia - GRAB 9/21: CEO BUYS $30 MIllion!!
Posted on 9/15/26 at 3:45 pm to cgrand
Posted on 9/15/26 at 3:45 pm to cgrand
quote:Regarding credit expansion, GRAB has actual deposits on their books rather than having to rely on wholesale funding, and they supposedly have the best data in the region for underwriting.
remember that all those credit statistics cited are looking back, not looking forward. Looking forward is what matters if you invest in this stock.
Southeast Asia is a good market to be in for fintech growth.
Middle class expansion with some of the fastest growth globally, plus an under digitalized population.
What you say about economic downturns is undeniable, and a risk that most of us take no matter what we invest in.
This post was edited on 9/15/26 at 3:48 pm
Posted on 9/16/26 at 6:31 am to bayoubengals88
Posted on 9/17/26 at 3:27 pm to bayoubengals88
quote:
Since options provide leverage, cheaper entry with higher upside… let’s say I spent $744 on options this week.
Enough money to buy 244 shares based on 3.05 close.
THREE WAYS to own the target of 500 shares:
1. 20 weeks DCA - buy 25 shares at market close every Wednesday
2. Buy $80 worth of stock at market close every Wednesday.
3. The unrealistic option, but worth tracking: Hypothetically if I had bought 500 shares at $3.05 last week.
$1,525 initial cost.
We’ll call it unrealistic because I only had $744 to spend, and I spent it all on call LEAPS.
That’s the whole point of the experiment.
Option 4:
Can someone take roughly half the money needed for their desired position, and trade their way into a position that’s double the size of what their initial investment would have purchased?
In this case, $744 would have bought 244 shares. Can the options create the capital for 488 (or even 500)?
Wednesday's close was 2.87
1. 25 shares @ 2.87 = $71.75
2. $80 divided by 2.87 = 27.87 shares
3. The value of 500 shares bought the weak prior is down $90 to 1,435.
The LEAPS that costs $744 are now worth $675.8 (call it 62 contracts $12 per contract. Now they're worth 10.9 per contract).
Enough money to buy 235.5 shares as of yesterday's close, whereas the orginial $744 would have bought 244 shares.
The goal is 500 shares. Which method will get there first while spending the least capital?
This is going to be brutal isn't it?! At least for a while...
This post was edited on 9/17/26 at 3:46 pm
Posted on 9/17/26 at 3:46 pm to bayoubengals88
I think it’s a good exercise to follow. Are your premiums taxable?
Posted on 9/17/26 at 4:22 pm to cgrand
quote:I haven't collected premium if that's what you mean.
Are your premiums taxable?
If I sell the contracts for a profit, then they'd be taxable in my brokerage.
Posted on 9/17/26 at 4:26 pm to bayoubengals88
you should track that too. A taxable event raises the cost basis. I researching this company now, there’s a lot to like. I hate that it’s majority consumer service based though, I’d love to see some numbers on big commercial contracts
This post was edited on 9/17/26 at 4:28 pm
Posted on 9/17/26 at 6:59 pm to cgrand
quote:Just a totally different economy though, right?
I hate that it’s majority consumer service based though
They even have a cash system where the driver or courier gets deducted electronically while keeping the customer’s cash.
Posted on 9/17/26 at 7:58 pm to bayoubengals88
anyone have any guesses where support is on this one?
Posted on 9/17/26 at 8:02 pm to Craft
I’ve seen 2.50s and 2.19
I don’t know.
I just know that this is crazy…
I don’t know.
I just know that this is crazy…
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/17/26 at 8:10 pm to cgrand
This is probably the best analysis I’ve run across:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/17/26 at 8:11 pm to bayoubengals88
Posted on 9/18/26 at 6:42 am to bayoubengals88
On Waymo expansion into Singapore
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/18/26 at 10:54 am to bayoubengals88
Looking over the 1 yr charts. Is there a short answer to why this has declined so much?
It seems like a solid company and market share galore. Yes it's retail/consumer based and I'm sure has taken a hit because of the economy.
But what other answer is there? I might have to buy some of this.
It seems like a solid company and market share galore. Yes it's retail/consumer based and I'm sure has taken a hit because of the economy.
But what other answer is there? I might have to buy some of this.
Posted on 9/18/26 at 11:21 am to jp4lsu
Yes. The slow fall is 100% oil related.
The recent cliff was Toyota selling 222 million shares.
They are no longer aligned with UBER or GRAB and sold 100% of both holdings.
The recent cliff was Toyota selling 222 million shares.
They are no longer aligned with UBER or GRAB and sold 100% of both holdings.
Posted on 9/18/26 at 12:41 pm to bayoubengals88
In for some $4 Dec 2028 leaps.
Posted on 9/18/26 at 12:57 pm to bayoubengals88
Thanks BB88. I forgot about the Toyota deal. I've loosely followed this on MT. So sounds like some more loses will occur and maybe jump in after this disruption dust settles.
I wonder what Toyota is seeing and wonder why they had such a big share. Were they wanting to influence the usage of Toyota cars?
I wonder what Toyota is seeing and wonder why they had such a big share. Were they wanting to influence the usage of Toyota cars?
Posted on 9/18/26 at 2:13 pm to jp4lsu
quote:House cleaning...
I wonder what Toyota is seeing and wonder why they had such a big share. Were they wanting to influence the usage of Toyota cars?
Toyota is currently undergoing a massive, multi-billion-dollar restructuring to dismantle its decades-old "cross-shareholding" arrangements. Global regulators and the Tokyo Stock Exchange have heavily pressured Japanese corporations to unwind these strategic stakes in external companies to improve capital efficiency, boost transparency, and elevate corporate governance standards. Selling off Grab shares—as well as other non-core tech investments like Uber—aligns with this corporate cleanup.
(LINK
(LINK
(LINK
(LINK
Posted on 9/21/26 at 8:08 pm to bayoubengals88
Three things I really like about this as a shareholder:
1. They’re trying. Addressing concerns is a good thing.
2. The video with visuals and the platform chosen is smart. It’s well done.
3. The book they’re buying has already gone through the rough part of adding losses to upfront with the payment ramp coming later.
Later is now. Good for GRAB.
(This exact reason is why Klarna’s stock got cut in half at the beginning of 2026).
Y’all might already know about all of this but it was new to me earlier in the year.
How it Works
Instead of waiting for a borrower to actually miss a payment (the old "incurred loss" model), credit companies must estimate and book potential losses the moment a loan or line of credit is issued.
The accounting cycle follows a strict progression:
The "Day One" Hit:
When a credit company issues a new credit card or loan, they must immediately record a Provision for Credit Losses (PCL) on their income statement, creating a "loss allowance" that lowers the net value of their assets. This happens even if the borrower has perfect credit.
Building Earnings:
As time goes on and the borrower regularly pays interest and fees, the credit company gradually builds up income to offset that initial accounting loss.
Adjusting the Balance:
If macroeconomic conditions improve or the borrower proves to be highly reliable, the credit company can reduce their loss allowance, which flows back into their books as a boost to profit.
1. They’re trying. Addressing concerns is a good thing.
2. The video with visuals and the platform chosen is smart. It’s well done.
3. The book they’re buying has already gone through the rough part of adding losses to upfront with the payment ramp coming later.
Later is now. Good for GRAB.
(This exact reason is why Klarna’s stock got cut in half at the beginning of 2026).
Y’all might already know about all of this but it was new to me earlier in the year.
How it Works
Instead of waiting for a borrower to actually miss a payment (the old "incurred loss" model), credit companies must estimate and book potential losses the moment a loan or line of credit is issued.
The accounting cycle follows a strict progression:
The "Day One" Hit:
When a credit company issues a new credit card or loan, they must immediately record a Provision for Credit Losses (PCL) on their income statement, creating a "loss allowance" that lowers the net value of their assets. This happens even if the borrower has perfect credit.
Building Earnings:
As time goes on and the borrower regularly pays interest and fees, the credit company gradually builds up income to offset that initial accounting loss.
Adjusting the Balance:
If macroeconomic conditions improve or the borrower proves to be highly reliable, the credit company can reduce their loss allowance, which flows back into their books as a boost to profit.
Loading Twitter/X Embed...
If tweet fails to load, click here.This post was edited on 9/21/26 at 8:10 pm
Posted on 9/21/26 at 8:11 pm to bayoubengals88
Posted on 9/21/26 at 8:12 pm to bayoubengals88
Amit with some commentary…
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