# ![@otterresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1861066651124592640.png) @otterresearch the otter research

the otter research posts on X about $grab, singapore, indonesia, countries the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1861066651124592640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861066651124592640/c:line/m:interactions.svg)

- [--] Month [-----] +3,236%
- [--] Months [-----] -19%
- [--] Year [-----] +11%

### Mentions: [--] [#](/creator/twitter::1861066651124592640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861066651124592640/c:line/m:posts_active.svg)

- [--] Month [--] +200%
- [--] Months [--] -62%
- [--] Year [--] -30%

### Followers: [--] [#](/creator/twitter::1861066651124592640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861066651124592640/c:line/m:followers.svg)

- [--] Month [--] -1.40%
- [--] Months [--] -1.40%
- [--] Year [--] +60%

### CreatorRank: [---------] [#](/creator/twitter::1861066651124592640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1861066651124592640/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$grab](/topic/$grab) #25, [singapore](/topic/singapore), [indonesia](/topic/indonesia), [countries](/topic/countries), [$goto](/topic/$goto), [$sofi](/topic/$sofi), [malaysia](/topic/malaysia), [insurance](/topic/insurance), [uber](/topic/uber), [$se](/topic/$se)

**Top accounts mentioned or mentioned by**
[@knightcharo](/creator/undefined) [@qualityinvest5](/creator/undefined) [@hungript07](/creator/undefined) [@bjmtweets](/creator/undefined)

**Top assets mentioned**
[Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [RAI Finance (SOFI)](/topic/$sofi) [Uber Technologies, Inc. (UBER)](/topic/uber) [Sea Limited (SE)](/topic/$se) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [GammaSwap (GS)](/topic/$gs) [Microsoft Corp. (MSFT)](/topic/$msft) [DoorDash Inc. (DASH)](/topic/doordash) [WalletConnect Token (WCT)](/topic/wallet) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Shopify Inc (SHOP)](/topic/$shop) [Advanced Micro Devices (AMD)](/topic/$amd) [Datadog Inc (DDOG)](/topic/$ddog) [Tempus AI, Inc. (TEM)](/topic/$tem) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [AppLovin Corporation (APP)](/topic/$app) [Arm Holdings plc (ARM)](/topic/$arm) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [MercadoLibre Inc (MELI)](/topic/$meli) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Cloudflare, Inc. (NET)](/topic/$net) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [DLocal Limited (DLO)](/topic/$dlo) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Wells Fargo & Co (WFC)](/topic/$wfc) [Basis Cash (BAC)](/topic/$bac) [JPMorgan Chase (JPM)](/topic/$jpm) [Morgan Stanley (MS)](/topic/$ms) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Update on $GRAB. there is going to be slight leakage in sales to these newcomers. But I doubt this will be long term. Once the market got over the initial excitement I believe people will go back to using the Grab app. https://www.straitstimes.com/singapore/transport/two-more-ride-hailing-operators-to-start-in-2025 https://www.straitstimes.com/singapore/transport/two-more-ride-hailing-operators-to-start-in-2025"  
[X Link](https://x.com/otterresearch/status/1871918024196067351)  2024-12-25T13:56Z [--] followers, [--] engagements


"We have seen this with the introduction of other ride-hailing apps a few years ago like Gojek Tada Zig etc but none was able to take away Grab's pole position in the Singapore market"  
[X Link](https://x.com/otterresearch/status/1871918026007924882)  2024-12-25T13:56Z [--] followers, [--] engagements


"🧵 $GRAB is the super app of South East Asia. Let's talk about the market that they are operating in"  
[X Link](https://x.com/otterresearch/status/1875188837359763613)  2025-01-03T14:33Z [--] followers, [---] engagements


"$GRAB's app operates primarily across the deliveries mobility and digital financial services sectors in major cities in Cambodia Indonesia Malaysia Myanmar the Philippines Singapore Thailand and Vietnam"  
[X Link](https://x.com/otterresearch/status/1875188839331062067)  2025-01-03T14:33Z [--] followers, [---] engagements


"In Singapore where $GRAB is headquartered people use GRAB each day to order food groceries send packages hail a ride pay for purchase insurance etc. Think Uber but more than that. In fact in the early days Grab competed with Uber in Singapore until Grab bought them out"  
[X Link](https://x.com/otterresearch/status/1875188841231094075)  2025-01-03T14:33Z [--] followers, [--] engagements


"ASEAN GDP is forecasted to grow in [----] and this would positively impact $GRAB's growth in the region. Grab is currently active in [--] of the [--] ASEAN countries with room to grow in terms of their product adoption and market expansion in each of the countries that they are in now"  
[X Link](https://x.com/otterresearch/status/1875188847098953889)  2025-01-03T14:33Z [--] followers, [--] engagements


"Singapore was the biggest revenue market amongst the other SEA countries until recently. Malaysia has since taken over Singapore as the biggest revenue market for [--] consecutive years with Indonesia not far behind growing at almost 120% y-o-y in [----] full year"  
[X Link](https://x.com/otterresearch/status/1875188850076872776)  2025-01-03T14:33Z [--] followers, [--] engagements


"To provide some context Indonesias population is more than 277mil with a GDP size of $1.4trillion whilst Malaysias population is about 30mil with a GDP size of $440bil. That means there is still a huge untapped market in the SEA region"  
[X Link](https://x.com/otterresearch/status/1875188852622795242)  2025-01-03T14:33Z [--] followers, [--] engagements


"Companies like $GRAB $SE and $NU operate in regions where economies are still in a developing phase. Most of the people in these regions probably do not have access to sophisticated technologies like in the developed world. 👇"  
[X Link](https://x.com/otterresearch/status/1875515405604942153)  2025-01-04T12:11Z [--] followers, [---] engagements


"Some of the bear case of $GRAB is around the competitor it's facing in the region. Gojek probably comes to mind as a strong competitor with deep pocket to spend to win the market. So let's look at the how Gojek is competing in the region. 👇"  
[X Link](https://x.com/otterresearch/status/1875895608340512848)  2025-01-05T13:22Z [--] followers, [---] engagements


"Whilst Gojek did launch with a bang into countries outside of Indonesia recent news have shown that Gojek is not sustaining in those market. In fact they have just recently exited Vietnam due to strong competition from $GRAB and a few local players"  
[X Link](https://x.com/otterresearch/status/1875895610907517346)  2025-01-05T13:22Z [--] followers, [--] engagements


"In Singapore Grab is still the first app that comes to mind when it comes to ride-hailing and food delivery. $GRAB's dominance has made it hard for Gojek and other late-entrant to muscle its way into the market"  
[X Link](https://x.com/otterresearch/status/1875895613478613080)  2025-01-05T13:22Z [--] followers, [--] engagements


"Gojek's initial focus was to grow the its home market Indonesia thus delaying its expansion into its neighbouring countries. While Indonesia is a huge market most of its wealth centred in its capital city Jakarta"  
[X Link](https://x.com/otterresearch/status/1875895618197213228)  2025-01-05T13:22Z [--] followers, [--] engagements


"During the time that Gojek was focusing on building up its presence in the rest of its home country Grab has consolidated its dominance in Singapore and actively moving abroad. This gave Grab the first-mover advantage in many of the developing nations in SEA"  
[X Link](https://x.com/otterresearch/status/1875895619942006815)  2025-01-05T13:22Z [--] followers, [--] engagements


"So it seems like even with all the competition $GRAB is not only holding its market leader position it is on offence and is eating into Gojek's market share in their home country"  
[X Link](https://x.com/otterresearch/status/1875895624723583146)  2025-01-05T13:22Z [--] followers, [--] engagements


"And with $5bil net cash in its balance sheet $GRAB has a strong enough balance sheet to sustain its operations amongst its competitors"  
[X Link](https://x.com/otterresearch/status/1875895626745233563)  2025-01-05T13:22Z [--] followers, [--] engagements


"I hope this addresses the competition doubt of the bears. During the last earnings call GRAB raised its guidance. And even with the revised guidance number these are very conservative. Won't be surprised if $GRAB crush their next earnings"  
[X Link](https://x.com/otterresearch/status/1875895629085651420)  2025-01-05T13:22Z [--] followers, [--] engagements


"Southeast Asias leading superapp - $GRAB SEA is made up of [--] countries and every country is very different from one another. Understanding the importance of localisation is probably the most important strategy in capturing the region"  
[X Link](https://x.com/otterresearch/status/1876254471183098242)  2025-01-06T13:08Z [--] followers, [--] engagements


"While we await for $GRAB next earnings - I'll recap some of key operating and financial metrics from the latest quarterly earnings: 👇"  
[X Link](https://x.com/otterresearch/status/1876988147629690939)  2025-01-08T13:43Z [--] followers, [--] engagements


"1. Revenue: +17% YoY underpinned by growth in all segments [--]. GMV: +15% YoY contributed by growth in MTU and on-demand transactions. [--]. MTU: +19% YoY MTU (monthly transacting users) [--]. FCF: $76M - increase by $348M YoY [--]. EBITDA: $90M improvement of $62M YoY"  
[X Link](https://x.com/otterresearch/status/1876988151891136788)  2025-01-08T13:43Z [--] followers, [--] engagements


"Perhaps the most exciting business to look at is $GRAB's financial segment. Total Loan Disbursed for the quarter: +38% YoY and they only getting started. Revenue also grew at the same pace +38% YoY the fastest growing segment"  
[X Link](https://x.com/otterresearch/status/1876988155733119204)  2025-01-08T13:43Z [--] followers, [--] engagements


"And $GRAB has been busy bolstering up its list of offerings in its Financial Services segment"  
[X Link](https://x.com/otterresearch/status/1876988159495467464)  2025-01-08T13:43Z [--] followers, [--] engagements


"$GRAB is using the data points collected from its 41M MTU (almost all transactions happen in its app) to tailor its financial services to its user. Most of these users in developing nations are underserved by the big incumbent banks similar to the region $NU is operating in"  
[X Link](https://x.com/otterresearch/status/1876988163177975903)  2025-01-08T13:43Z [--] followers, [---] engagements


"This further reduces the risk $GRAB undertakes allowing it to scale even faster within its financial services segment"  
[X Link](https://x.com/otterresearch/status/1876988165912735831)  2025-01-08T13:43Z [--] followers, [--] engagements


"$GRAB's dominance in the Food Delivery market in each of the main countries it operates in in 2024"  
[X Link](https://x.com/otterresearch/status/1877735039816896687)  2025-01-10T15:11Z [--] followers, [--] engagements


"Rough end to the week. $RUT -2.22% $DJX -1.63% $NDX -1.57% $VIX +8.14% While the crypto sector flashes green"  
[X Link](https://x.com/otterresearch/status/1877916363416543704)  2025-01-11T03:12Z [--] followers, [--] engagements


"Wow. $DXY trading at its high reaching $110. $SPX -1.5% at the time of writing. Crypto is a sea of red. One of the worst pre-market we have had in 2025"  
[X Link](https://x.com/otterresearch/status/1878800084642791513)  2025-01-13T13:43Z [--] followers, [--] engagements


"$GRAB +0.22% Improvement in operating margins despite intense competition within the region highlights Grab's ability to effectively capture and retain consumer loyalty across Southeast Asia"  
[X Link](https://x.com/otterresearch/status/1879104893577052503)  2025-01-14T09:54Z [--] followers, [--] engagements


"$GRAB - [--] app to rule them all. Grab app combines Uber Doordash and various financial services. Note: The UI/UX and the services have evolved significantly since the picture was published. Source: https://500.co/content/understanding-the-rise-of-the-grab-superapp-and-its-future https://500.co/content/understanding-the-rise-of-the-grab-superapp-and-its-future"  
[X Link](https://x.com/otterresearch/status/1879169138830242295)  2025-01-14T14:10Z [--] followers, [---] engagements


"$GRAB - deep integration into its users lives"  
[X Link](https://x.com/otterresearch/status/1879527372330025340)  2025-01-15T13:53Z [--] followers, [--] engagements


"Latest: $GRAB has partnered with $BYDDY to bring up to [-----] EVs to Grabs driver-partners in Southeast Asia. This collaboration aims to reduce the costs of EV adoption and promote sustainable transportation. https://www.techinasia.com/news/grab-byd-bring-50000-evs-southeast-asia https://www.techinasia.com/news/grab-byd-bring-50000-evs-southeast-asia"  
[X Link](https://x.com/otterresearch/status/1879529574213755025)  2025-01-15T14:02Z [--] followers, [--] engagements


"$GRAB Contrary to most commentary about Grab's competition in the region I am more concerned about their YoY revenue growth rate. Though the rate of decrease has slowed it's something to watch for in the next quarter's earnings. I could be missing something here Some of the bear case of $GRAB is around the competitor it's facing in the region. Gojek probably comes to mind as a strong competitor with deep pocket to spend to win the market. So let's look at the how Gojek is competing in the region. 👇 Some of the bear case of $GRAB is around the competitor it's facing in the region. Gojek"  
[X Link](https://x.com/otterresearch/status/1879891585342886070)  2025-01-16T14:00Z [--] followers, [--] engagements


"@QualityInvest5 $GRAB"  
[X Link](https://x.com/otterresearch/status/1880191780509110308)  2025-01-17T09:53Z [--] followers, [---] engagements


"TikTok ban upheld by the US Supreme Court. full source: https://www.supremecourt.gov/opinions/24pdf/24-656_ca7d.pdf https://www.supremecourt.gov/opinions/24pdf/24-656_ca7d.pdf"  
[X Link](https://x.com/otterresearch/status/1880288192030732546)  2025-01-17T16:16Z [--] followers, [--] engagements


"China posted a 5% GDP growth in [----] with trade surplus reaching $1 Trillion. Much of the response to this news centred around front-loading trades ahead of Trump's policies and China's weakening domestic economy. Personally I feel that 5% GDP growth for an economy of that "  
[X Link](https://x.com/otterresearch/status/1880875075899113839)  2025-01-19T07:08Z [--] followers, [--] engagements


"size is impressive let alone notching another new high in trade surplus amidst the never-ending US-China trade war. If we look at the innovation coming out of China lately it's centred around advanced technology. Whilst many critics mentioned that the technology is not as "  
[X Link](https://x.com/otterresearch/status/1880875079304925673)  2025-01-19T07:08Z [--] followers, [--] engagements


"This will drive more value for its users in Indonesia - the fastest growing market for $GRAB Grab owns 28.53% stake in PT Superbank Indonesia"  
[X Link](https://x.com/otterresearch/status/1881266175696634072)  2025-01-20T09:03Z [--] followers, [---] engagements


"Lets take a look at $GRAB's Financial Services segment. Im particularly interested in how this segment performs in the coming quarters as this segment can potentially grow Grabs total revenue exponentially. 🧵👇"  
[X Link](https://x.com/otterresearch/status/1881326819972202948)  2025-01-20T13:04Z [--] followers, [--] engagements


"$GRAB consolidated its financial services under the Grab Financial Group in [----]. The GFG is responsible for designing financial services that would complement its super app ecosystem"  
[X Link](https://x.com/otterresearch/status/1881326822513942957)  2025-01-20T13:04Z [--] followers, [--] engagements


"In [----] GFG launched GrabFin a new brand for its digital payments insurance lending and wealth management offerings. The aim is to provide digital financial services to the underbanked communities in SEA by leveraging $GRAB's massive user basse and data analytics"  
[X Link](https://x.com/otterresearch/status/1881326824615268480)  2025-01-20T13:04Z [--] followers, [--] engagements


"Key offerings of $GRAB Financial includes: Payments & Wallets: GrabPay is a digital wallet that allows users to make cashless payments for in-store purchases online transactions and paying for services in the Grab app"  
[X Link](https://x.com/otterresearch/status/1881326827714814279)  2025-01-20T13:04Z [--] followers, [--] engagements


"Insurance: An affordable insurance product that $GRAB can easily upsell in their ride hailing. They also offer travel insurance which users can pay using GrabPay"  
[X Link](https://x.com/otterresearch/status/1881326831183479088)  2025-01-20T13:04Z [--] followers, [--] engagements


"Lending: $GRAB offers microloans to drivers and merchants to support their business operations and expansions. This is especially useful for individuals and SMEs who typically have little to no credit score"  
[X Link](https://x.com/otterresearch/status/1881326833624629391)  2025-01-20T13:04Z [--] followers, [--] engagements


"Using transaction data collected from its merchant $GRAB is able to assess the risk of loan issued and manage accordingly. Grab currently offers loans through its digital bank arm GXS Bank and GXBank"  
[X Link](https://x.com/otterresearch/status/1881326836246061182)  2025-01-20T13:04Z [--] followers, [--] engagements


"Digital Bank: GXS is owned by $GRAB and Singtel and currently offers savings and loan products focusing on gig workers and young professionals. They are expected to launch investment products and SME banking services targeting sole proprietorship in 2025"  
[X Link](https://x.com/otterresearch/status/1881326838880121266)  2025-01-20T13:04Z [--] followers, [--] engagements


"As per $GRAB Q3FY24 report GXS Bank and GXBank in Malaysia has a combined deposits of US1.1bil tripled YoY driven by increase in deposit customers. Through this its loan portfolio also grew 38% YoY due to higher ecosystem lending and lending volumes in GXS Bank"  
[X Link](https://x.com/otterresearch/status/1881326841816117454)  2025-01-20T13:04Z [--] followers, [--] engagements


"In Indonesia $GRAB owns 28.53% stake in digital bank - PT Super Bank Indonesia. Latest news on Superbank: https://x.com/otterresearch/status/1880261629608358315 Few days late on this. But this is great news for $GRAB Indonesian digital bank - Super Bank which is backed by $GRAB Singtel (Singapore Telelcom) KakaoBank is said to consider IPO this year. They are looking to raise $200-300M in a potential $1.5-$2B valuation. https://t.co/WbjSdkrjPl https://x.com/otterresearch/status/1880261629608358315 Few days late on this. But this is great news for $GRAB Indonesian digital bank - Super Bank"  
[X Link](https://x.com/otterresearch/status/1881326845112816081)  2025-01-20T13:04Z [--] followers, [--] engagements


"Performance: $GRAB reported a [--] times increase in Net Interest Income in [----] from the year before. With loan disbursement taking off really quickly revenue also grew by 34% YoY shrinking the loss in Adjusted EBITDA"  
[X Link](https://x.com/otterresearch/status/1881326848862523575)  2025-01-20T13:04Z [--] followers, [--] engagements


"The last reported NPL by $GRAB was 2% in the [----] full year report which was reasonable given that they are relatively new to the space. To provide some context the [--] big banks in Singapore - DBS UOB and OCBC have a NPL range of 0.9-1.5%"  
[X Link](https://x.com/otterresearch/status/1881326850867421303)  2025-01-20T13:04Z [--] followers, [--] engagements


"$GRAB has been busy bolstering up its offering in the Financial Services segment"  
[X Link](https://x.com/otterresearch/status/1881326853895733755)  2025-01-20T13:04Z [--] followers, [--] engagements


"The path forward: Some of the big themes for digital banks this year include falling interest rates use of AI and building the path to profitability. $GRAB's GXS Bank and GXBank have carved out their niche by focusing on onboarding its ecosystem users and growing its SME market"  
[X Link](https://x.com/otterresearch/status/1881326856710004846)  2025-01-20T13:04Z [--] followers, [--] engagements


"2025 will be about scaling up and balancing its growth and profitability. If executed well I believe [----] will be an even successful year for $GRAB. 🔥"  
[X Link](https://x.com/otterresearch/status/1881326858538738037)  2025-01-20T13:04Z [--] followers, [--] engagements


"Building share and leap position on $GRAB ahead of the next earnings. GrabFin profitability is definitely a segment to watch for Lets take a look at $GRAB's Financial Services segment. Im particularly interested in how this segment performs in the coming quarters as this segment can potentially grow Grabs total revenue exponentially. 🧵👇 https://t.co/fATCpYX2P3 Lets take a look at $GRAB's Financial Services segment. Im particularly interested in how this segment performs in the coming quarters as this segment can potentially grow Grabs total revenue exponentially. 🧵👇 https://t.co/fATCpYX2P3"  
[X Link](https://x.com/otterresearch/status/1883161665866514842)  2025-01-25T14:35Z [--] followers, [---] engagements


"$GRAB - Adjusted Free Cash Flow is a non-IFRS financial measure defined as net cash flows from operating activities less capital expenditures excluding changes in working capital related to loans and advances to customers and deposits from the digital banking business"  
[X Link](https://x.com/otterresearch/status/1884251082412720437)  2025-01-28T14:44Z [--] followers, [---] engagements


"On big techs' deteriorating earnings quality: $GOOG $MSFT $META you have a data center which is I think a 30-year depreciation and then the GPUs are I think accounted for in a five-year depreciation but actually are unusable after about [--] months"  
[X Link](https://x.com/otterresearch/status/1884262451186987065)  2025-01-28T15:29Z [--] followers, [--] engagements


"Given this context these companies perhaps should face difficult time in maintaining their historical depreciation rate yet we are seeing the opposite. Source: $GOOG $MSFT $META https://www.mbi-deepdives.com/big-tech-earnings-quality/ https://www.mbi-deepdives.com/big-tech-earnings-quality/"  
[X Link](https://x.com/otterresearch/status/1884262453510606936)  2025-01-28T15:29Z [--] followers, [--] engagements


"Very quiet there in $GRAB's insider trading aspect. No trades in the last [--] months. Good to see insiders holding their stake. Note: One of $GRAB's largest stakeholder $UBER trimmed its stake to 14.1% from 27.5% when it was acquired by Grab in 2018"  
[X Link](https://x.com/otterresearch/status/1884958671660368000)  2025-01-30T13:35Z [--] followers, [----] engagements


"Investing in $GRAB and $SE is investing in the growth of SEA region - given that these cos operate in multiple countries there. Similar to investing in $NU and $MELI for the growth of LATAM"  
[X Link](https://x.com/otterresearch/status/1885890131183407177)  2025-02-02T03:17Z [--] followers, [---] engagements


"$GRAB jumps close to 13% on merger news"  
[X Link](https://x.com/otterresearch/status/1886793027978715659)  2025-02-04T15:04Z [--] followers, [---] engagements


"$FICO Q1FY25 Result - Rev: $440m +15% YoY - Net Income: $152.5m +26% YoY - FCF: $186.8m +55% YoY - Adj EPS: $5.79 +20% YoY $FICO score is the standard measure of consumer credit risk widely used in US credit decisions. Share price drop yday makes it even more attractive"  
[X Link](https://x.com/otterresearch/status/1887166330266411456)  2025-02-05T15:48Z [--] followers, [--] engagements


"$PLTR is not the cheapest stock. P/E: 534x EV/S: 79x Market Cap: $231B Revenue: $2.9B However a stock or the overall market can remain expensive or cheap for extended periods if the underlying fundamentals and growth expectations justify those multiples"  
[X Link](https://x.com/otterresearch/status/1887504348848046434)  2025-02-06T14:11Z [--] followers, [--] engagements


"$NU - when Youssef talked about the increase in NPL mentioned that "90+ behaves as a stock rather than flow metric. to understand the movement you have to trace it back to the change in 15-90 fr [--] quarters ago" Doesn't seem like we are getting much explanation here. Any idea"  
[X Link](https://x.com/otterresearch/status/1887864103605342515)  2025-02-07T14:00Z [--] followers, [---] engagements


"4. $GRAB is also helping merchants to attract customers to dine out at the store in addition to helping them with food deliveries. This expanded their TAM significantly and drove strong GMV growth. They also saw strong growth in advertising revenue as a result of this"  
[X Link](https://x.com/otterresearch/status/1888226740755161571)  2025-02-08T14:01Z [--] followers, [--] engagements


"5. Advanced booking in Mobility is hugely popular with both travelers and executives. This product has higher margin and is a new source of growth for their marketplace. $GRAB again expanded their TAM by creating new complementary product within this segment"  
[X Link](https://x.com/otterresearch/status/1888226744852705764)  2025-02-08T14:01Z [--] followers, [--] engagements


"6. $GRAB continued to expand into Indonesia SEA biggest economy. I expanded on this in this thread: 👇 https://x.com/otterresearch/status/1886423679472730407 $GRAB continues to take market share in Indonesia - Gojek's home country despite Gojek double down on investments in the country. Looking at the revenue breakdown by country I did before at this rate Indonesia will become the biggest revvenue market for Grab. https://t.co/mldNsY0I1b https://x.com/otterresearch/status/1886423679472730407 $GRAB continues to take market share in Indonesia - Gojek's home country despite Gojek double down on"  
[X Link](https://x.com/otterresearch/status/1888226747659043054)  2025-02-08T14:01Z [--] followers, [---] engagements


"7. $GRAB will continue to use incentives to change consumer behaviour when they launch new product. These are not long-term and will peak at different times then come off"  
[X Link](https://x.com/otterresearch/status/1888226749689090340)  2025-02-08T14:01Z [--] followers, [--] engagements


"$GRAB's talk to acquire GoTo has intensified and both see [----] as an opportune year for a deal. I am bullish and welcome this merger. But regulatory approval remains a roadblock to the merger"  
[X Link](https://x.com/otterresearch/status/1902696658292609254)  2025-03-20T12:20Z [--] followers, [---] engagements


"$GS has revised the probability of a U.S. recession within the next [--] months from 20% to 35%. Everywhere screams recession now"  
[X Link](https://x.com/otterresearch/status/1906642332889534646)  2025-03-31T09:38Z [--] followers, [--] engagements


"I think regulatory scrutiny from both Singapore and Indonesia competition watchdog is the biggest hurdle to the $GRAB & $GOTO merger. Based on various sources it seems like there is very little likelihood that this merger would be approved. Why 👇"  
[X Link](https://x.com/otterresearch/status/1907049147011629346)  2025-04-01T12:35Z [--] followers, [--] engagements


"The merger would create a huge SEA company with a combined value of $25B and an almost 85% regional market share in terms of GMV. To overcome regulatory scrutiny one of the option is to (hypothetically): $GRAB"  
[X Link](https://x.com/otterresearch/status/1907049150946115694)  2025-04-01T12:35Z [--] followers, [--] engagements


"$GRAB COO Alex Hungate on GrabFin: ".we are confirming what weve told you before that financial services overall will be profitable by the second half of next year. And the banks overall will be profitable by the fourth quarter of next year.""  
[X Link](https://x.com/otterresearch/status/1907767556280381693)  2025-04-03T12:10Z [--] followers, [---] engagements


"Singaporeans can now street-hail a $GRAB ride. This increases the earning potential of Grab's driver-pool and also increases the channel from which users can get into Grab's ecosystem. Singapore remains one of the biggest revenue contribution market for $GRAB as per FY24"  
[X Link](https://x.com/otterresearch/status/1907769504945549359)  2025-04-03T12:17Z [--] followers, [---] engagements


"Thoughts on $SOFI and $HOOD's recent announcement. Since IPO-ed in [----] $SOFI has significantly diversified and expanded its offerings beyond student loan refinancing"  
[X Link](https://x.com/otterresearch/status/1908139087367930364)  2025-04-04T12:46Z [--] followers, [--] engagements


"$SOFI has evolved into a comprehensive financial services through obtaining a national bank charter and offering investment services. In recent quarters they have also formed various strategic partnerships for their LPB which significantly expanded its personal loans business"  
[X Link](https://x.com/otterresearch/status/1908139089771291095)  2025-04-04T12:46Z [--] followers, [--] engagements


"So much fear in the market. Isn't this the pullback we are looking for Scooped up some high conviction logos: $GRAB $GOOGL $SOFI"  
[X Link](https://x.com/otterresearch/status/1908500472077705305)  2025-04-05T12:42Z [--] followers, [--] engagements


"$GRAB slid more than 12% on Friday close and more than 50% off its 52w high of $5.72. It's one of my biggest position but I'm not worried about the long term prospect of the business. Ride the short term fluctuation and be rewarded in the long term"  
[X Link](https://x.com/otterresearch/status/1908861755448775017)  2025-04-06T12:38Z [--] followers, [---] engagements


"@hungript07 Around 20% of stock portfolio. Also leaps position expiring in [----] [----]. Hope you stay safe in this market environment"  
[X Link](https://x.com/otterresearch/status/1909245595749056512)  2025-04-07T14:03Z [--] followers, [--] engagements


"5. AI Driver Companion - using AI to identify ride-hailing hotspots and guide its driver to the place so that they can get an order sooner. This help drivers to earn more helps $GRAB to increase fulfilment rate and lower the prices its users. It's a WIN WIN WIN situation"  
[X Link](https://x.com/otterresearch/status/1909593556161118425)  2025-04-08T13:05Z [--] followers, [--] engagements


"6. There were plenty of Delivery innovation that was unveiled - $GRAB is using GenAI to detect large orders that can't be fulfilled by a single delivery partner. The AI will then allocate the order to a car driver-partner with bigger capacity or spread the order across [--] motorbike partners. This feature will help increase fulfilment rates and AOV during festive seasons and weekend gatherings. Because without this delivery partners often canceled the orders when they realise they don't have the capacity to fulfil the order"  
[X Link](https://x.com/otterresearch/status/1909593559852019735)  2025-04-08T13:05Z [--] followers, [--] engagements


"$GRAB up with the rest of the market"  
[X Link](https://x.com/otterresearch/status/1909980909765640256)  2025-04-09T14:45Z [--] followers, [---] engagements


"Bond prices are the markets crystal ball 🎱: 📉 Prices Yields = Rate cuts recession fears. 📈 Prices Yields = Inflation Fed tightening. 📊 Yield curve inverts Recession warning 💸 Junk bond spreads widen Default risk rising"  
[X Link](https://x.com/otterresearch/status/1911023954279747701)  2025-04-12T11:49Z [--] followers, [--] engagements


"GXS Bank the digital bank backed by $GRAB has acquired digital lending platform Validus Investments Singapore business. The acquisition of Validus Capital encompasses its Singapore customer base partnerships technology stack and employees. This relates to Grab's Fintech segments with a huge potential to boost revenue from all of the countries they are operating in"  
[X Link](https://x.com/otterresearch/status/1911787907972808840)  2025-04-14T14:25Z [--] followers, [---] engagements


"GXS is now clearly visible on $GRAB app homepage now. Its great to see the deeper integration between the [--] a big push to put its digibank in front of its 40million MTU"  
[X Link](https://x.com/otterresearch/status/1914319615720853715)  2025-04-21T14:05Z [--] followers, [---] engagements


"Closely watching $HIMS $PLTR $SHOP Exciting week ahead Major earnings week ahead Notable names: Monday: $PLTR $HIMS Tuesday: $AMD $DDOG $TEM $CELH Wednesday: $UBER $APP $ARM $AXON Thursday: $TTD $SHOP $MELI $NET Which one are you most excited about https://t.co/4tqEmRtl3r Major earnings week ahead Notable names: Monday: $PLTR $HIMS Tuesday: $AMD $DDOG $TEM $CELH Wednesday: $UBER $APP $ARM $AXON Thursday: $TTD $SHOP $MELI $NET Which one are you most excited about https://t.co/4tqEmRtl3r"  
[X Link](https://x.com/otterresearch/status/1918625730965225964)  2025-05-03T11:16Z [--] followers, [---] engagements


"Wow took a break from the markets over the weekend and came back seeing so many movements in $GRAB particularly around the $GOTO merger. Love that there are more signs that the deal is probably moving. Excited for what's to come"  
[X Link](https://x.com/otterresearch/status/1919380239899054214)  2025-05-05T13:14Z [--] followers, [---] engagements


"$SE Amazing set of results. All segments grew and the stock is up 8%. Digital Financial Services is the fastest growing revenue segment"  
[X Link](https://x.com/otterresearch/status/1922318218443489656)  2025-05-13T15:49Z [--] followers, [--] engagements


"$MSFT Nothing new. This time citing AI transition helps to reduce labour. Expect to see this trend more across corporations looking to keep a lid on cost. In a way this translates to more demand for AI"  
[X Link](https://x.com/otterresearch/status/1922499762672037890)  2025-05-14T03:50Z [--] followers, [--] engagements


"$GRAB $GOTO Merger "These merger speculations are not based on verified information so we are unable to provide any further comment" said Tirza Munusamy Chief of Public Affairs at Grab Indonesia in an official statement"  
[X Link](https://x.com/otterresearch/status/1923365703031140845)  2025-05-16T13:11Z [--] followers, [---] engagements


"This article summarises what is needed to develop successful robotic systems. Developing a robotic piece of hardware would require creation + recreation iteration to perfect the product before launch. China who leads the world in robot installations is able to manufacture the hardware at half the cost compare to the US. The economies of scale and the proximity to its expansive supply chain means that Chinese companies can iterate its robotic systems cheaper and quicker than anyone else. "Chinas ascendancy positions it perfectly to lead next-generation roboticsa field we anticipate will"  
[X Link](https://x.com/otterresearch/status/1923992023801135131)  2025-05-18T06:40Z [--] followers, [--] engagements


"$GRAB just launch of its inaugural Artificial Intelligence Centre of Excellence (AI COE) supported by Digital Industry Singapore (DISG). AI COE will accelerate AI-driven solutions that improve accessibility boost productivity and growth and contribute to smart nation building across Southeast Asia. They are definitely one of the early movers in this aspect in the region"  
[X Link](https://x.com/otterresearch/status/1925855739785994253)  2025-05-23T10:06Z [--] followers, [---] engagements


"$GRAB is not sitting still"  
[X Link](https://x.com/otterresearch/status/1929399391422451950)  2025-06-02T04:47Z [--] followers, [--] engagements


"Onto the road with $Grab Cab"  
[X Link](https://x.com/otterresearch/status/1930462388014452946)  2025-06-05T03:11Z [--] followers, [---] engagements


"The stablecoin technology is disrupting intermediaries like Stripe dLocal etc. The cost and speed advantage is obvious esp in EM markets. However regulation remains the biggest hurdle for widespread adoption. Do you think stablecoin is the future of cross border payments Yes No We shall see Yes No We shall see"  
[X Link](https://x.com/otterresearch/status/1945850844689445057)  2025-07-17T14:19Z [--] followers, [--] engagements


"Im not going to start writing about crypto investing. Just a follow-up on stablecoin disruption to traditional intermediaries. Coinbase CEO Brian Armstrong says every Fortune [---] company will adopt crypto stablecoins. https://t.co/gepUh2VuI3 Coinbase CEO Brian Armstrong says every Fortune [---] company will adopt crypto stablecoins. https://t.co/gepUh2VuI3"  
[X Link](https://x.com/otterresearch/status/1946695442047340875)  2025-07-19T22:15Z [--] followers, [--] engagements


"Some of the big banks will be reporting earnings this week: $BK - EPS estimate [----] $C - EPS estimate [----] $GS - EPS estimate [----] $JPM - EPS estimate [----] $WFC - EPS estimate [----] $BAC - EPS estimate [----] $MS - EPS estimate 1.68"  
[X Link](https://x.com/otterresearch/status/1878794363431686386)  2025-01-13T13:20Z [--] followers, [--] engagements


"Few days late on this. But this is great news for $GRAB Indonesian digital bank - Super Bank which is backed by $GRAB Singtel (Singapore Telelcom) KakaoBank is said to consider IPO this year. They are looking to raise $200-300M in a potential $1.5-$2B valuation"  
[X Link](https://x.com/otterresearch/status/1880261629608358315)  2025-01-17T14:31Z [--] followers, [---] engagements


"When researching about stock I often have to remind myself of what makes a good business. It's easy to oversimply by just looking at margins. But I think when you take out the noise you will start to see element like competitive dynamics ROIC etc - which matters in long term"  
[X Link](https://x.com/otterresearch/status/1890365072272236703)  2025-02-14T11:38Z [--] followers, [--] engagements


"@bjmtweets $GRAB $SOFI"  
[X Link](https://x.com/otterresearch/status/1890784448171401473)  2025-02-15T15:25Z [--] followers, [---] engagements


"Jevons paradox - often cited recently after the DeepSeek sensation. $AMZN and $MSFT have both cited the case for this to defend its big capex spending. Case in point more energy-efficient cars means we can drive further at a cheaper cost so people drove more"  
[X Link](https://x.com/otterresearch/status/1891037790122500340)  2025-02-16T08:11Z [--] followers, [--] engagements


"$GRAB Q1 [----] Earnings - Another great quarter Revenue: $773M +18% YoY Adj. EBITDA: $106M +71% YoY (13th consecutive quarter growth) On-Demand GMV: $4.93B +16% YoY TTM Adj. FCF: $157M +$252M YoY MTU: 45M (MTU is still only 6% of the population of SEA Huge runway.) Loan portfolio: $566M +56% https://twitter.com/i/web/status/1917480753098809828 https://twitter.com/i/web/status/1917480753098809828"  
[X Link](https://x.com/otterresearch/status/1917480753098809828)  2025-04-30T07:26Z [--] followers, [---] engagements


"And $GRAB raised Group Adj. EBITDA guidance for [----] despite the macroeconomic uncertainties. Management reiterated that the platform innovation is built to be counter-cyclical. 🟢 FY2025 Group Revenue of $3.33 billion $3.40 billion (19% 22% YoY growth on a constant currency basis) 🟢 REVISED FY2025 Group Adjusted EBITDA of $460 million $480 million (47% to 53% YoY growth) from $440 $470 million as previously announced https://twitter.com/i/web/status/1917480755888021590 https://twitter.com/i/web/status/1917480755888021590"  
[X Link](https://x.com/otterresearch/status/1917480755888021590)  2025-04-30T07:26Z [--] followers, [---] engagements


"$GRAB Q1 is thought to be a slow quarter particularly this year's [----] with Lunar New Year and the Ramadhan festive seasons both in the same quarter. These are huge celebrations across SEA and management did cautioned in their last earnings call that the demand would be soft coming into [----]. This set of results exceeded expectations Now that we are coming out of the seasonality I think demand will continue to strengthen moving forward https://twitter.com/i/web/status/1917483180791312816 https://twitter.com/i/web/status/1917483180791312816"  
[X Link](https://x.com/otterresearch/status/1917483180791312816)  2025-04-30T07:36Z [--] followers, [---] engagements


"$GRAB - Adj. EBITDA improvement to 13.7% from 9.5% a year ago. I talked about the risk that their Savers product might compress margins in my Substack write-up. Well all segments recorded margin improvements except mobility recorded very minimal drop due to investment in new products ( from 8.9% to 8.8%). Margin improvement is also likely due to Grab reaping the productivity gain from AI. Direct marketing cost amongst many other expenses declined 12% for the same period driven by auto adaptive AI campaigns. AI has also helped drivers and merchants to drive more earnings which in turn boost"  
[X Link](https://x.com/otterresearch/status/1917819869397147822)  2025-05-01T05:54Z [--] followers, [--] engagements


"I'm excited for the $GRAB $GOTO merger but also wary that they still need to pass regulatory scrutiny in Singapore and Indonesia. https://www.channelnewsasia.com/business/grab-looking-take-over-goto-indonesia-ride-hailing-food-delivery-5114536 https://www.channelnewsasia.com/business/grab-looking-take-over-goto-indonesia-ride-hailing-food-delivery-5114536"  
[X Link](https://x.com/otterresearch/status/1921448942304162237)  2025-05-11T06:15Z [--] followers, [---] engagements


"Congratulations on another record quarter $GRAB"  
[X Link](https://x.com/otterresearch/status/1988582057988284669)  2025-11-12T12:18Z [--] followers, [----] engagements


"$GRAB Indonesias State Secretary Prasetyo Hadi told reporters that the discussions are part of a government effort to draft a presidential regulation governing online motorcycle taxi services and the future of the sector"  
[X Link](https://x.com/otterresearch/status/1989342391137161553)  2025-11-14T14:39Z [--] followers, [--] engagements


"Interesting development to the $GRAB $GOTO merger saga. Full report: https://www.straitstimes.com/asia/se-asia/indonesias-push-for-grab-goto-merger-driven-by-politics-analysts-say https://www.straitstimes.com/asia/se-asia/indonesias-push-for-grab-goto-merger-driven-by-politics-analysts-say"  
[X Link](https://x.com/otterresearch/status/1989342394161270870)  2025-11-14T14:39Z [--] followers, [---] engagements


"$GRAB's Delivery ecosystem consist of: - Food delivery - Grocery (GrabMart) - Non-grocery retail categories - Group Orders - Dine-out (omni-commerce) - GrabMore add-on ordering - GrabAds This improves cross-selling potential which in turn improves profitability"  
[X Link](https://x.com/otterresearch/status/1989610807525798193)  2025-11-15T08:25Z [--] followers, [--] engagements


"$GRAB has acquired China-based Infermove a developer of AI-enabled robotics solutions to strengthen its first- and last-mile delivery capabilities. https://www.reuters.com/world/china/grab-acquires-ai-robotics-firm-infermove-boost-delivery-capabilities-2026-01-06/ https://www.reuters.com/world/china/grab-acquires-ai-robotics-firm-infermove-boost-delivery-capabilities-2026-01-06/"  
[X Link](https://x.com/otterresearch/status/2008549812900434070)  2026-01-06T14:42Z [--] followers, [--] engagements


"Stash acquisition was the only surprise. It looks like $GRAB is buying fintech expertise with a $425M price tag. Unfortunately earnings webcast link wasnt working for me this morning. Will watch for more news release from management"  
[X Link](https://x.com/otterresearch/status/2021768545265393738)  2026-02-12T02:09Z [--] followers, [---] engagements


"$GRAB Q4 [----] Earnings CEO Anthony Tan: ''. To that end we are announcing a newly authorized $500 million Share Repurchase Program.""  
[X Link](https://x.com/otterresearch/status/2021754317414576403)  2026-02-12T01:12Z [--] followers, [---] engagements


"$GRAB Strong top-line growth meaningful operating leverage and sharp improvement in profitability Revenue: $906M (+19% YoY) Operating Profit: $52M (vs. $2M in Q4 2024) Net Profit: $153M (vs. $11M in Q4 2024) Adjusted EBITDA: $148M (+54% YoY) Adjusted FCF: $76M for the quarter"  
[X Link](https://x.com/otterresearch/status/2021764857012662735)  2026-02-12T01:54Z [--] followers, [---] engagements


"$GRAB CFO Peter Oey: "For the next [--] years we expect robust momentum in revenue growing at a 20% CAGR from [----] to [----] with adjusted EBITDA tripling from [----] to reach $1.5 billion in [----] and for adjusted free cash flow conversion to expand to 80%." Wow. 👀"  
[X Link](https://x.com/otterresearch/status/2022297745034506618)  2026-02-13T13:12Z [--] followers, [---] engagements


"$GRAB - Delivery Segment Alex Hungate COO: "In ASEAN the online grocery penetration is at less than 3% in the majority of our markets. So for Grab currently Mart is only 10% of our Deliveries GMV although it is growing a lot faster at 1.7x faster than food year-on-year.""  
[X Link](https://x.com/otterresearch/status/2022361124042334244)  2026-02-13T17:24Z [--] followers, [---] engagements


"@knightcharo Absolutely. I personally wish to see more coming from GrabFin in the past quarters but with Peter reiterating profitability will happen this year this guidance looks achievable"  
[X Link](https://x.com/otterresearch/status/2022495938171015666)  2026-02-14T02:19Z [--] followers, [--] engagements

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