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2023-07-30 11:10:00 ET Summary TGV Partners Fund is a fund company, more precisely a capital management company. So far, the investment stock corporation has launched eight sub-company assets (TGV) for long-term investors. The share price of the TGV Partners Fund as of June 30, 20...
2023-07-26 13:54:02 ET Just Eat Takeaway.com N.V. (JTKWY) Q2 2023 Earnings Conference Call July 26, 2023 4:30 AM ET Company Participants Jitse Groen - CEO Jörg Gerbig - COO Andrew Kenny - CCO Brent Wissink - CFO Conference Call Participants M...
2023-06-11 09:02:17 ET Summary JET has achieved impressive growth through geographical expansion and acquisitions. Although growth is slowing, in part due to economic conditions, its trajectory remains positive. With significant exposure in the UK&I, Northern Europe and the US...
2023-06-04 10:20:15 ET Summary Amazon is reportedly in talks with wireless carriers about offering low-cost or free nationwide mobile phone service to its Prime members, causing share prices of major telecom companies to fluctuate. The most likely partner for Amazon would be Veriz...
2023-04-25 09:06:55 ET Summary Deliveroo's international orders fell by 15% in Q1 2023, which is a cause for concern, and contributes to the discussion surrounding the outlook for future growth. Deliveroo's UK growth was better than Just Eat Takeaway, but I believe the swing in gr...
2023-04-04 13:05:34 ET Summary Delivery Hero is currently trading at -78% from its all-time high. Delivery Hero posted 9.26% YoY gross merchandise value growth in 4Q which is very strong compared to other major services. The food delivery industry is forced to focus on profita...
2023-03-21 18:29:04 ET Summary The sales growth outlook for Just Eat Takeaway is subdued, with consensus forecasting single-digit growth. We believe the highly probable divestment of Grubhub will highlight underlying weakness in the balance sheet and result in negative sales growt...
2023-03-16 11:36:02 ET Summary Quite what you should do is up to you, but something really should be done. The Just Eat/Grubhub ADR program is about to end. Owners should therefore do something. This applies to JTKWY - other instruments are not affected. This is an i...
Just Eat Takeaway.com N.V. (JTKWY) Q4 2022 Earnings Conference Call March 1, 2023 2:30 AM ET Company Participants Jitse Groen – Chief Executive Officer Andrew Kenny – Chief Commercial Officer Jörg Gerbig – Chief Operating Officer Brent Wis...
Summary DoorDash continues to grow orders with double-digit percentages. Growth in grocery delivery is probably increasing cash burn and lowering adj EBITDA generation. Stock-based compensation expenses continue to be high - and the buybacks offsetting the dilution turn these expens...
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Uber Technologies Inc. (NASDAQ: UBER), DoorDash Inc. (NYSE: DASH) and Just Eat Takeaway.com (OTC: TKAYF) owned Grubhu...