Softbank Group - Slow Burn Buyout Unlikely but Helps with the Discount so that Is Good
Softbank shares jumped 5% on news it is mulling a “slow burn” buyout which consists of ongoing buybacks without a formal offer. This seems unlikely...
268 Views
Softbank Group: Buybacks, Optimism on Food Delivery Help Narrow Discount to 41%
Softbank Group is trading near recent highs boosted by share buybacks and enthusiasm on ride hailing/food delivery as Vision Fund investments are...
232 Views
DoorDash – Primed for a Nice Open but the Peak of Good News Could Have Passed
DoorDash has put up some very impressive growth numbers of late but the question is exactly how vulnerable demand is once lockdowns end.
393 Views
Meituan: 'Delivery Margin' Dipped in Q3 | How Patient Will Investors Be with 'New Initiatives'?
Meituan posted strong top-line growth in Q320, but core profitability dipped. We are concerned about 'delivery margin' and wonder how long...
330 Views
DoorDash IPO Valuation Analysis
Our base case valuation of DoorDash is $45 billion or $116 per share, which is 37% higher than the high end of the IPO price range of $75 to $85...
605 Views