What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
386 Views
Just Eat Takeaway.com Merger: CMA Dons the Party-Pooper Hat
On 22 January 2020, the CMA informed Takeaway.com NV (TKWY NA) that it has changed its mind about the Just Eat PLC (JE/ LN) merger. The CMA now...
323 Views
The Euljiro Committee Raises Anti-Trust Concerns About Delivery Hero's Acquisition of Woowa Brothers
On January 6, 2020, the Euljiro Committee (of the ruling Minjoo Democratic Party of Korea) raised concerns about potential anti-trust issues...
468 Views
11 Unicorns & 14 Pre-Unicorns in Korea
Happy New Year! In this report, we discuss 11 unicorns and 14 pre-unicorns in Korea. While the 11 unicorns are all fast, rising players, Coupang,...
621 Views
Korea Stock Market Monthly Recap #43 (December 2019) + Beckham Tries Hanwoo
Comparison of Consensus Earnings Estimates of Top 100 Companies in KOSPI (MoM Basis) - This is a new section in our Korean Monthly Recap reports....
519 Views