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.
Just Eat operates a digital marketplace for takeaway food delivery. The Just Eat apps and websites enable customers to search for restaurants in their area using a variety of criteria, such as by cuisine choice and preference for delivery. Customers can read previous customer reviews and examine the menu. Details of the order are sent to the restaurant via Co.'s proprietary technology. The customer can pay online or by cash. Co. has four reportable segments: U.K., Australia and New Zealand, Established Markets and Developing Markets. Established markets include the operations in Canada, Denmark, France, Ireland, Norway and Switzerland. Developing Markets include Italy, Mexico and Spain.
Takeaway.com NV. Takeaway.com NV, formerly Takeaway Com Holding BV, is a company based in the Netherlands that operates an online food delivery marketplace. The Company focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The Company transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. It is present in Portugal, France, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania and Vietnam, and operates the Websites Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.fr, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com. The platforms feature various kinds of restaurants.
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.
We like the acquisition of Grubhub more than doubles TKWYs TAM, while the share count increases by only 40%. This offers a lot of long-term upside if TKWY can fix Grubhubs current shortcomings. Meanwhile TKWY keeps expanding its market leading position in every country that matters, while the competition is increasingly fighting an uphill battle. Unit economics for Logistics in Europe don’t work today and pending regulation will only make things worse for TKWYs peers. Further cem...
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.
In this slideshow we introduce ESG ratings on the payments sector. In this industry, environmental issues take a step back compared to social and governance ones. Indeed, due to its highly regulated nature and the fast pace of innovation, employee satisfaction, retention, training, and supervision is of the utmost importance. Edenred and Worldline both provide a slew of data, and have clear quantified targets for the future. Both have been assigned green rating in all categories. On the contrary, Adyen does not disclose a lot of data, and does not have a clear detailed public plan in place on ...
CASINO GUICHARD - SELL | EUR22(-17%) EUR300m capital increase at Cnova in the starting blocks Cnova about to launch a EUR300m capital increase… …at some point by the year-end Casino could unlock EUR240-250me in net proceeds Thin margin for error in meeting the FY 2021 covenant with no asset disposals
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
LMK GROUP - BUY | SEK150(+108%) Feedback from roadshow with management Summer-related seasonality to return in Q2-Q3 Offering upgrade still ongoing… …and proves to be less costly than expected What about the competitive landscape? LMK remains a nice discounted small cap play immune to a hard landing
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