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Just Eat Takeaway.com NV (TKWY NA)
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46
Analysis
Consumer Discretionary
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United Kingdom
Just Eat Takeaway.com N.V. is an online food ordering company. The Company offers mobile application for ordering and delivering of food and beverages. Just Eat Takeaway.com serves customers worldwide.
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bearish
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Meituan
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08 Oct 2020 00:53
Meituan: Key Drivers of Top-Line Growth & Margin Lift Receding, Obscured By Growth of 'Other' Items
New name Rider costs - $3690 Advertising Summary
Tracking Traffic
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bullish
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Naspers
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25 Aug 2020 06:47
StubWorld: Naspers Is Cheap To Prosus & Look-Thru
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed since its low in late March; yet Naspers (NPN SJ) is around its widest...
David Blennerhassett
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480 Views
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bullish
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Prosus NV
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12 Jun 2020 08:05
Just Eat Takeaway / GrubHub (JET LN / GRUB US): Will Prosus (PRX NA) Spoil the Dinner Party?
The way Prosus let Just Eat go during the bidding war seemed like a strategic retreat. This move led to speculation that Prosus was pulling back so...
Patryk Basiewicz
457 Views
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bullish
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Naspers
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18 May 2020 08:23
StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
David Blennerhassett
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242 Views
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bearish
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Meituan
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10 Feb 2020 00:32
What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
Daniel Hellberg
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459 Views
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