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Delivery Hero SE (DHER GR)
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107
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
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Quantitative Analysis
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05 Oct 2023 17:37
Naspers & Prosus: Risk off Trade Puts Pressure on Discounts, NAV Update for Q2 FY24 Released
Naspers & Prosus: discounts widen during last two weeks driven by risk-off sentiment plus Q2 FY24 NAV update released. Fresh opportunity for those...
DMA
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578 Views
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bullish
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Cross Asset Strategy
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25 Sep 2023 12:45
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
Angus Mackintosh
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449 Views
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bullish
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Prosus NV
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19 Sep 2023 12:58
Prosus/Naspers: Business As Usual As CEO Steps Down
For arbers, go long Prosus and hedge 75% with Tencent, and 10-15% of Prosus listed holdings (Meituan, Delivery Hero, Trip.com, Remitly Global)...
David Blennerhassett
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652 Views
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bearish
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Basler
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22 Aug 2023 17:37
Quiddity Leaderboard-DAX Sep 23: No More Catalyst for the Short Sartorius - LONG Merck Trade
I do not expect Sartorius to get deleted from DAX in Sep 23. Despite the fundamentals still supporting the Short Sartorius - LONG Merck trade, I do...
Janaghan Jeyakumar, CFA
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616 Views
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bearish
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Sartorius AG
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17 Jul 2023 18:36
Quiddity Leaderboard-DAX Sep 23: SHORT Sartorius LONG Merck Trade STILL Interesting
The SHORT Sartorius LONG Merck Trade still seems interesting as the SRT/MRK price ratio is yet to fall to reflect the recent drop in FWD EPS ratios...
Janaghan Jeyakumar, CFA
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426 Views
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