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ENTITY
Just Eat (JE/ LN)
Watchlist
31
Analysis
Information Technology
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United Kingdom
Just Eat PLC provides online marketplace for restaurant delivery. The Company offers online takeaway ordering services that allows consumers to search for and order in real-time from their local takeaway restaurants. Just Eat operates worldwide.
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bullish
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DoorDash
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16 Nov 2020 01:36
DoorDash IPO Context: What It Is & How It Compares to Online Food Delivery Universe
US-based on-demand food delivery company DoorDash plans to list soon. In this note we show investors how DoorDash differs from some of its peers in...
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bearish
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Dida
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29 Oct 2020 01:01
No More 'Free Ride'? Key DiDa Inc Metrics That Could Reveal a DiDi ChuXing Resurgence
DiDa Inc has carved out a niche for itself in China's growing car pool segment. But should ride-hailing giant DiDi ChuXing re-emerge as a player,...
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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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481 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2020 12:57
TMT Weekly: 3 Things that Stood Out The Week of 6/12/2020
This week we highlight Snapchat's platform ambitions, the rebound in social media ad dollars, and the conclusion (?) of the Grubhub deal...
Aaron Gabin
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323 Views
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bullish
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Amazon.com Inc
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07 Jun 2020 20:25
TMT Weekly: 3 Things that Stood Out The Week of 6/5/2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
Aaron Gabin
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399 Views
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