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Delivery Hero SE (DHER GR)
Watchlist
108
Analysis
Information Technology
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Germany
Delivery Hero SE offers e-commerce services. The Company provides online food ordering services. Delivery Hero serves customers Germany.
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bullish
•
Grab Holdings
•
15 Apr 2021 06:01
Grab SPAC Deal: A Sensible Super-App Valuation?
Grab's implied multiples are eye-watering in comparison to global peers related to its businesses. When judged against other global super-apps,...
Arun George
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524 Views
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bullish
•
Thematic (Sector/Industry)
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10 Apr 2021 21:08
Global Emerging Markets Weekly: 9 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
Wium Malan, CFA
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240 Views
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bearish
•
Deliveroo
•
01 Apr 2021 18:16
Deliveroo IPO First Day Trading: Too Risky to Hold Long Term
If Deliveroo is requested to treat its riders as employees, the company's path to profitability is going to get impaired significantly. Therefore,...
Oshadhi Kumarasiri
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485 Views
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bullish
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Deliveroo
•
11 Mar 2021 18:57
Initial Thoughts on the Deliveroo IPO
Deliveroo IPO is expected to be one of the biggest IPOs in the U.K. this year. The company's market cap post IPO could be nearly $7 billion to $10...
Douglas Kim
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384 Views
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bearish
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DoorDash
•
01 Mar 2021 23:00
DoorDash 4Q20 Earnings: This Is a Business Worth $50B?
DoorDash's 4Q20 earnings confirmed our bearish thesis. The company is continuing to spend higher and higher amounts on customer acquisition due to...
Aaron Gabin
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234 Views
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