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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 Indonesia's sovereign wealth fund, Danantara, 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 · HKEX · Sep 29, 2026
Meituan's second quarter of 2026 swung back to an RMB2.2 billion profit as Core Local Commerce's margin recovered to 7.9% and the gearing spike from Q1's debt-funded price war mostly reversed. The stock closed the quarter at a fresh 24-month low anyway, trading 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 a goodwill impairment and an EU regulatory fine provision that the company's own preferred non-GAAP metric, Adjusted EBITA, excludes almost entirely. The same quarter, Alibaba scrapped its three-year-old segment structure 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 in this backlog's history.
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.
IDX · Aug 17, 2026
GoTo is Indonesia - On-Demand Services, Fintech, and E-Commerce all in one Indonesia-only P&L - while Indonesia is only Grab's third-largest market by revenue. Comparing the two inside Indonesia specifically is lopsided by design: GoTo discloses a full segment P&L for the country it operates in, while Grab discloses only Indonesia's revenue line, once a year, with no cost, margin, or profit breakdown attached to it at all.
Q2 2026 · IDX · Aug 16, 2026
Blue Bird's Q2 2026 net revenue rose 11.04% YoY to Rp1,519.20 billion, but net income attributable to owners fell 2.93% to Rp165.07 billion as operating income dropped 13.17%. Free cash flow's shortfall narrowed sharply to -Rp87.91 billion from -Rp201.99 billion a year ago, but a larger AGM cash dividend (Rp166/share, up from Rp120) drained equity 3.92% quarter-on-quarter, pushing debt-to-equity to ~0.62x.
