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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New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
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Prosus IPO Part II - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amsterdam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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Prosus IPO Part I - A Lot of Future IPO Candidates for Emerging Markets - OLX, PayU, Byju & Swiggy
Prosus (PROSUS NA) will begin trading on Euronext Amstredam on 11th Sep 2019 after being spun out of Naspers (NPN SJ). It will be a US$100bn+...
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