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Just Eat Takeaway.com NV (TKWY NA)
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44
Analysis
Consumer Discretionary
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United Kingdom
Just Eat Takeaway.com N.V. is an online food ordering company. The Company offers mobile application for ordering and delivering of food and beverages. Just Eat Takeaway.com serves customers worldwide.
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bearish
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DoorDash
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07 Jul 2022 00:58
Amazon’s Grubhub Deal Worse for DoorDash than Uber
Amazon's deal with TKWY's Grubhub is great for Prime members... and not great for DoorDash investors, whose fledgling Dashpass subscription has...
Aaron Gabin
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298 Views
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bearish
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DoorDash
•
18 Nov 2021 00:29
DoorDash: Why Is Doordash 14x Sales and Uber 4x?
While we have certainly been wrong to short DoorDash thus far, we are still sure it is mispriced. The question is… how to profit off of this?...
Aaron Gabin
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271 Views
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bullish
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Uber Technologies
•
30 Jun 2022 05:23
Is Grubhub’s Uncertain Future Opportunity for Uber?
We think TKWY's fumbling of the Grubhub acquisition is an opportunity for Uber to revisit a strategically sound combination proposed in 2020...for...
Aaron Gabin
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219 Views
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bearish
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DiDi Global
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18 Apr 2022 18:32
DiDi to Vote on US Delisting on 23 May
DiDi will hold an EGM on 23 May to vote to delist the ADS. Directors and key pre-IPO investors together account for 48.2% of outstanding shares,...
Arun George
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455 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
•
20 Mar 2022 01:05
GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
Arun George
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526 Views
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