Delivery Hero: understanding the Southeast Asian problem
Recent Momentum Works 2023 market share data reveal the urgency for Delivery Hero to sell off its Southeast Asia business. With EUR2.6bn GMV/EUR360m sales/EUR82m EBITDA losses on sale for some time, we expect no material proceeds (EUR200-400m) and see Meituan as a more credible buyer than Grab. App
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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