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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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bullish
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Prosus NV
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31 Aug 2021 11:49
Prosus/Naspers: Fundamental Drivers of the Discount Revisited Post the Exchange Offer
In this insight, and following the completion of their exchange offer, I revisit what I believe to be the 6 key fundamental drivers of the Naspers...
Wium Malan, CFA
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227 Views
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bearish
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DoorDash
•
15 Aug 2021 00:25
DoorDash 2Q21 Earnings: Awaiting Deceleration
DoorDash appears to be well run and is executing, buts its valuation is nonsensical at 12x forward sales vs. a peer group average of 4x. We’d pair...
Aaron Gabin
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241 Views
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bullish
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Thematic (Sector/Industry)
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12 Aug 2021 11:30
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Syndicated
Weekly Innovation Review (WIRE) #44
Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...
Granite Bay Capital
153 Views
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bullish
•
Zomato
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22 Jul 2021 17:53
Zomato IPO Trading - Ample Demand for Unique Exposure
Zomato (ZOM IN) raised US$1.3bn in its India IPO, making it the the largest listing in India from the technology sector.
Sumeet Singh
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211 Views
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bearish
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Zomato
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13 Jul 2021 19:15
Zomato IPO Valuation: Making Losses In Most Favorable Circumstances
Zomato made an operating loss of INR 4.9bn in FY21, indicating its impotence in generating profits even in the most favorable circumstances....
Oshadhi Kumarasiri
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274 Views
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