TKAYY News and Press, Just Eat Takeaway.com N.V. ADR

SPAC Business Combination announcements double compared to the previous week. Potential Deal in the Works Domtar Corporation (UFS) agrees to be acquired by Paper Excellence for $3.02 billion. Chevron Corporation (CVX) closes the acquisition of Noble Midstream Partners (NBLX). ...

Food delivery was a rare place of major activity in a year shaped by the global pandemic, with stay-in-place orders helping fuel demand for at-home dining. Consolidation has been a major trend among these companies in an effort to capture additional market share and serve more geographies. ...

Sam Zell's Equity Commonwealth (EQC) wins bidding war for Monmouth Real Estate Investment Corporation (MNR) but arbitrageurs are expecting more. Farm Bureau Property & Casualty Insurance Company bumps up its offer price for FBL Financial Group (FFG) to $61 per share from its previ...

Merger activity remained steady last week with six new deals announced. Kansas City Southern receives new superior offer. Three new bank mergers announced last week. For further details see: Merger Arbitrage Mondays - Bank Mergers Dominate

DASH is now trading below its closing price of its first day. DASH reported strong growth that outpaced food delivery rivals. There is a real possibility that the food delivery space turns into a "race to the bottom." The stock appears grossly overvalued when considering the s...

We're running an inside-out game for this week's The Razor's Edge. First, we break down the big PagerDuty call and consider what it means that management sounds so confident entering the new fiscal year. Then I pitch Just Eat Takeaway and Grubhub as a COVID winner that never got a...

Food delivery is a very competitive sector, and was a COVID winner that might be poised for a reopening correction. Just Eat Takeaway - which is about to close on a deal for Grubhub - has shown an ability to maintain market share and actually make profits. Their shares have also g...

Just Eat Takeaway has a large stake in iFood worth €3-4 billion. JET is selling at a low valuation for an e-commerce company. JET is building a strong moat. The company has a large total addressable market of which the penetration is low. JET provides large upside p...

Grubhub reported strong Q4 earnings, highlighting what has been a good year for the delivery business. The company agreed to sell for $7.5 billion ($75 per share) in June, which might have been too cheap considering its growth aspects. The market remains extremely saturated and in...

Cooper Investors Pty Limited ("CI") is a specialist equities fund manager with funds under management of approximately A$13 billion. Having outperformed in October the portfolio lagged somewhat the post-vaccine market rip to finish a little behind the benchmark for the quarter, return...