Previous 10 | Next 10 |
home / stock / tkayf / tkayf news
This article is an update to my previous article about iFood, which is worth a read. At this price, Just Eat Takeaway's enterprise value is for a big portion made up by its 33% stake in iFood. Since Prosus owns 66% of iFood, the only question is when this value can be realized by ...
Prosus has continued to underperform Tencent's stock, its largest holding. The discount to NAV has continued to increase at a magnificent pace. The market is pricing in no buybacks and more food delivery investments. For further details see: Prosus: Huge Discount Implies...
It is important to understand that JET holds the strategic assets; the competitors need these assets, JET can choose what to sell. JET could make three big deals in the six months with its biggest competitors. No one believes the CEO will do this. But it is the rational decision. ...
Just Eat Takeaway.com N.V. (OTCPK:TKAYF) ended the day in Amsterdam with a 0.11% gain as shares continue to struggle to break out of their recent slump. Investors looking for growth stocks may have reasons to still be interested in the online food ordering company, according to Goldman Sachs....
Deliveroo in my view is less attractive than its food delivery peers for a multitude of reasons. Deliveroo has no leading market position outside London. And in London Deliveroo's biggest competitor, Just Eat, is trying to gain market share. In France, Deliveroo's second-bigge...
Yesterday Betaville publishes on their website an interesting rumour. I wrote an article in January that predicted this too. Just Eat Takeaway continues to be significantly undervalued and that makes a takeover bid a high probability. For further details see: Just Eat Ta...
Just Eat Takeaway released their full-year results today. I believe the conference call today is a pivotal moment. Management is talking with lots of suitors about Grubhub. JET continues to own many high-quality food delivery assets. For further details see: Just Eat...
Just Eat Takeaway.com N.V. (GRUB) Q4 2021 Earnings Conference Call March 02, 2022 04:30 AM ET Company Participants Jitse Groen - CEO Brent Wissink - CFO Jorg Gerbig - COO Conference Call Participants Andrew Ross - Barclays Joseph Barnet-Lamb - Crédit Suisse Giles Thorne - Jefferies Andre...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by diversified contrib...
Last month, all food delivery and grocery delivery stocks have experienced a significant decline in stock prices. The Information reported that Amazon is supposedly set to significantly ramp up investments in the grocery-delivery market. It is a way for Amazon to achieve once agai...
News, Short Squeeze, Breakout and More Instantly...