11 Unicorns & 14 Pre-Unicorns in Korea
Happy New Year! In this report, we discuss 11 unicorns and 14 pre-unicorns in Korea. While the 11 unicorns are all fast, rising players, Coupang,...
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Delivery Hero To Acquire Woowa Brothers - The Biggest M&A Deal in Korea in 2019
Delivery Hero Ag (DHER GY) has agreed to acquire Woowa Brothers (0962533D KS) for $4 billion which is likely to become the largest M&A deal in...
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Just Eat Plc Situation Looks Headed To Auction
Takeaway.com NV (TKWY NA) on the 20th of November launched an official Takeover Offer for Just Eat PLC (JE/ LN), changing the format of its deal...
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Meituan-Dianping Metrics Versus Global Online Food Delivery Peers
In this note we compare Meituan Dianping (3690 HK)’s key metrics from three global online food delivery (OFD) companies (Grubhub Inc (GRUB US),...
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Course Correction: Raising Meituan-Dianping to Hold
Meituan’s 2Q19 results were better than we expected, particularly profitability in its Food Delivery segment, which accounted for 57% of total...
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