Just Eat Takeaway.com Merger: CMA Dons the Party-Pooper Hat
On 22 January 2020, the CMA informed Takeaway.com NV (TKWY NA) that it has changed its mind about the Just Eat PLC (JE/ LN) merger. The CMA now...
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Just Eat Takeover Offers Bumped and Now Final - I Expect Takeaway Takes It Away
I expected this deal to get to a Takeovers Panel-driven auction. I was wrong. Thursday morning 19 December 2019 pre-open, as Just Eat PLC (JE/ LN)...
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StubWorld: Long The Look-Through On Naspers, In 2020
This week in StubWorld ... Further weakness this week in Prosus (PRX NA) has pushed the "look-through" discount to NAV from the view of ...
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Just Eat (JE/ LN): How Much Can Prosus Pay?
I have previously discussed that the purchase of Just Eat PLC (JE/ LN) is a strategic imperative for Prosus (PRX NA), more so than most, if not...
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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