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ENTITY
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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bullish
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Deliveroo
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11 Mar 2021 10:57
Initial Thoughts on the Deliveroo IPO
Deliveroo IPO is expected to be one of the biggest IPOs in the U.K. this year. The company's market cap post IPO could be nearly $7 billion to $10...
Douglas Kim
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bearish
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DoorDash
•
01 Mar 2021 15:00
DoorDash 4Q20 Earnings: This Is a Business Worth $50B?
DoorDash's 4Q20 earnings confirmed our bearish thesis. The company is continuing to spend higher and higher amounts on customer acquisition due to...
Aaron Gabin
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341 Views
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bullish
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S.F. Holding
•
18 Jan 2021 02:13
TRACKING TRAFFIC/Logistics Capital Markets Monitor | IPOs | M&A | Pre-IPO Profile: Hive-Box Holdings
In this week's Logistics Capital Markets Monitor: updates on ZIM and DiDa ChuXing IPOs, performance of recent IPOs in the Logistics space, and a...
Tracking Traffic
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351 Views
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bearish
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Meituan
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03 Dec 2020 03:53
Meituan: 'Delivery Margin' Dipped in Q3 | How Patient Will Investors Be with 'New Initiatives'?
Meituan posted strong top-line growth in Q320, but core profitability dipped. We are concerned about 'delivery margin' and wonder how long...
Tracking Traffic
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393 Views
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bullish
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DoorDash
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01 Dec 2020 17:25
DoorDash IPO Valuation Analysis
Our base case valuation of DoorDash is $45 billion or $116 per share, which is 37% higher than the high end of the IPO price range of $75 to $85...
Douglas Kim
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711 Views
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