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Delivery Hero SE (DHER GR)
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106
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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bearish
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Meituan
•
10 Feb 2020 08:32
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...
Daniel Hellberg
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386 Views
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bullish
•
Just Eat
•
27 Jan 2020 03:39
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...
Arun George
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323 Views
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bearish
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Delivery Hero SE
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07 Jan 2020 15:24
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...
Douglas Kim
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468 Views
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bullish
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Coupang
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01 Jan 2020 08:55
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,...
Douglas Kim
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620 Views
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bullish
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Cross Asset Strategy
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30 Dec 2019 16:44
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....
Douglas Kim
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519 Views
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