Q2 2026 · NASDAQ · Oct 7, 2026
In the three months to June 30, 2026, PayPay's revenue came in 4.6% above the top of its guided range and its Adjusted EBITDA 15.1% above the top of its range, and Financial Service profit rose about fivefold. But management says part of the beat came from a one-time market tailwind, and credit provisions grew 58.7% against revenue growth of 27.4%.
Q2 2026 · IDX · Sep 29, 2026
BRI's standalone Q2 2026 net income attributable to owners grew approximately 21.5% YoY to Rp15,372,692 million as loan growth hit 16.16% YoY - nearly double the top of BRI Group's original 2026 guidance band, prompting an upward revision that still trails actual growth - even as bank-only capital adequacy fell for a third straight period to 19.35%. A new ownership disclosure shows PT Danantara Asset Management (Persero), a Danantara entity, now holds roughly 52.66% of BRI's shares, yet the stock still closed the quarter at Rp2,730, a fresh two-year low.
Q2 2026 · PRIVATE · Sep 29, 2026
SeaBank Indonesia's H1 2026 net income rose 250.4% year-on-year to Rp749.3 billion - but isolate the second quarter alone and it's essentially flat versus Q1, breaking a run of five straight quarters of sequential growth. The loan-to-deposit ratio hit an all-time high of 95.23% the same quarter capital adequacy hit an all-time low of 20.20%, and the fastest-growing deposit line is still the one the FY2025 annual report showed was 82% Sea Group related-party money.
Q2 2026 · IDX · Sep 29, 2026
XLSmart (formerly XL Axiata) reported Q2 2026 revenue up 3.0% sequentially to Rp12,173 billion and narrowed its net loss to Rp277 billion from Q1's Rp717 billion - a 61% improvement that traces almost entirely to a smaller merger-depreciation charge, not underlying growth: normalized profit after tax was flat at Rp1,354 billion. Gearing eased for the first time since the merger even as the company raised its FY26 capex guidance and disclosed a growing USD1.94 billion network-expansion commitment plus a new, decade-long 5G spectrum obligation - and the stock fell another 20% during the quarter anyway.
Q2 2026 · HKEX · Sep 29, 2026
Meituan's second quarter of 2026 swung back to an RMB2.2 billion profit, with RMB3.5 billion of other gains inside it, as Core Local Commerce's margin recovered to 7.9% and gearing fell back from Q1's debt-funded spike to its December level, about twice September's. The stock ended June at its lowest month-end close in two years, at a fraction of Grab's and DoorDash's EV/Revenue multiples.
Q2 2026 · NYSE · Sep 29, 2026
Alibaba's first quarter of fiscal 2027 (the calendar quarter ended June 30, 2026) shows revenue up 9% to RMB268,953 million ($39,639 million) and Cloud revenue growth accelerating to 45%, but GAAP net income collapsed 75% to RMB10,444 million ($1,539 million) on weaker operating profit, a goodwill impairment and an EU regulatory fine provision (the last two excluded from Adjusted EBITA, the company's own preferred non-GAAP metric), a 48% fall in interest and investment income and a higher tax charge. The same quarter, Alibaba scrapped a segment structure it had adopted only a year earlier for a new one built around AI, and free cash flow swung further negative funding a 75% jump in capital expenditure.
Q2 2026 · XETRA · Aug 30, 2026
H1 2026 revenue grew 12.7% to €7.75 billion and actual free cash flow turned positive at €304.7 million, the cleanest half Delivery Hero has posted in years. But sixteen days after the reporting period closed, the company agreed to sell itself to Uber for €41.50 per share - a €13.0 billion equity value struck at barely more than the operating improvement itself would justify - while the Glovo Spain going-concern warning and a new Milan prosecutor's investigation into rider conditions remain unresolved.
Q2 2026 · NASDAQ · Aug 30, 2026
PDD Holdings' second-quarter 2026 results show revenue growing 8% and operating profit up 7.6%, yet net income fell 12% on a second straight quarter of large, unexplained swings in "other income." The market has now priced the ADS down 43% from its two-year high, well beyond what the trailing fundamentals have actually deteriorated.
Q2 2026 · IDX · Aug 30, 2026
PT Indoritel Makmur Internasional's first-half net income attributable to owners fell 26.3% year-over-year as Fast Food Indonesia swung back to a loss and Sari Roti's profit nearly vanished. The stock rose anyway, pushing the market's implied valuation of its unlisted Indomaret stake to roughly 113 times FY2025 profit - its highest level among the periods covered here (FY2019 to Q2 2026).
NASDAQ · Aug 17, 2026
Grab is paying $600 million cash for foodpanda's Taiwan business - its first market outside Southeast Asia in eight years, and a country where Uber already tried and failed to buy the exact same asset. Taiwan's regulator blocked Uber's $950 million bid in 2024 over a near-monopoly; now it's reviewing Grab's smaller deal too, because Uber itself owns roughly 13% of Grab.