Delivery Hero SE

Delivery Hero SE is a Germany-based company, which is primarily engaged in the food industry. The Company operates as a provider of online food delivery services from restaurants and cafes. The Company offers pizza, burger, organic food, vegan cuisine, and Asian dishes, among others. Its portfolio of brands comprises Foodpanda, Lieferheld, Foodora, PedidosYa, Clickdelivery, Talabat, Yemeksepeti, Donesi, Pauza, Hungerstation, Hellofood, Otlob and others. The Company operates globally, on the territory of more than 40 countries, comprising Europe, the Middle East, North Africa, Asia, and the Americas. The Company's services are available through Web version and mobile application.
  • TickerDHER
  • ISINDE000A2E4K43
  • SectorGeneral Retailers
  • CountryGermany

An unfavourable environment weighs on DELIVERY HERO, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of DELIVERY HERO (DE), active in the Food Retailers & Wholesalers industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date June 11, 2021, the closing price was EUR 111.05 and its target price was estimated at EUR 85.32.

Clement Genelot

DELIVERY HERO: Withdrawing from the Balkans | BUY | EUR158(+44%)

DELIVERY HERO - BUY | EUR158(+44%) Withdrawing from the Balkans Delivery Hero to sell its business in the Balkan region to Glovo About 1% of the group’s GMV is concerned Delivery Hero’s exposure to emerging markets remains appealing Buy reiterated

Clement Genelot

DELIVERY HERO: Germany: Home Sweet Home | BUY | EUR158(+34%)

DELIVERY HERO - BUY | EUR158(+34%) Germany: Home Sweet Home Delivery Hero surprisingly re-enters Germany No impact on 2021 CS in our view What has changed in Germany to attract so many new entrants? Just Eat Takeaway now caught in a three-front war

Clement Genelot

DELIVERY HERO: Withdrawing from the Balkans | BUY | EUR158(+44%)

DELIVERY HERO - BUY | EUR158(+44%) Withdrawing from the Balkans Delivery Hero to sell its business in the Balkan region to Glovo About 1% of the group’s GMV is concerned Delivery Hero’s exposure to emerging markets remains appealing Buy reiterated

Clement Genelot

DELIVERY HERO: Germany: Home Sweet Home | BUY | EUR158(+34%)

DELIVERY HERO - BUY | EUR158(+34%) Germany: Home Sweet Home Delivery Hero surprisingly re-enters Germany No impact on 2021 CS in our view What has changed in Germany to attract so many new entrants? Just Eat Takeaway now caught in a three-front war

Clement Genelot

RETAIL & E-COMMERCE E-commerce alimentaire : les « Hunger Games » Initiation de couverture Delivery Hero | ACHAT, 158EUR | Just Eat Takeway.com | VENTE, 78EUR

RETAIL & E-COMMERCE E-commerce alimentaire : les « Hunger Games » Initiation de couverture Delivery Hero | ACHAT, 158EUR Initiation de couverture Just Eat Takeway.com | VENTE, 78EUR Dans ce rapport, nous analysons le potentiel de développement du marché du e-commerce alimentaire post-Covid et plus particulièrement du marché de la livraison de repas. Il s’agit d’un segment annexe au meal-kit et de plus en plus en concurrence avec la distribution alimentaire traditionnelle.

Clement Genelot

Food Delivery: Hunger Games | Initiation of coverage Delivery Hero: BUY, EUR158 | Just Eat Takeway.com, SELL, EUR78

RETAIL & E-COMMERCE Food Delivery: Hunger Games Initiation of coverage Delivery Hero | BUY, EUR158 Initiation of coverage Just Eat Takeway.com | SELL, EUR78 In a food industry shaken by the ever-increasing search for practicality and naturalness, the online takeaway/meal delivery market seems to us very attractive. All the more so in a post-Covid environment where the adoption rate of restaurants and consumers to online takeaway/meal delivery platforms gained several years.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Flirting With A Breakout Major support levels we pointed to in last Thursday's Int'l Compass held strong, leading to a strong bounce so far this week. The MSCI ACWI, ACWI ex-US, EAFE, and EM indexes have had such a strong bounce that the concern of lower highs has been removed. If fact, several indexes and countries are showing signs of breaking out (MSCI ACWI, MSCI EM, and Japan to name a few). No matter how you look at it this is a positive sign, however we need to see these levels hold in order to have confidence in a breakout; otherwise, it would put us right back into a h...

Expert Corporate Governance Service (ECGS)

Delivery Hero - AGM 12 June 2019

Item 3a: We recommend to oppose the discharge of the Chairman of the Supervisory Board and its Remuneration Committee, Dr. Martin Enderle. The remuneration system for the Management Board has not yet been put to shareholder approval and we have concerns over the structure and certain features of the Management Board members' remuneration. Items 5 and 6: We recommend to oppose two capital measures due to our concerns over the potential maximum dilution level. Item 10: The Supervisory Board and the Management Board propose to amend § 12 of the Company's Articles of Association which stipulates...

An unfavourable environment weighs on DELIVERY HERO, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of DELIVERY HERO (DE), active in the Food Retailers & Wholesalers industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date June 11, 2021, the closing price was EUR 111.05 and its target price was estimated at EUR 85.32.

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