Delivery Hero: Uber Tightens Its Grip
Uber’s accumulation near €40/share has materially changed Delivery Hero’s risk/reward. The market now prices a raised bid, while Talabat and Woowa...
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Aequitas: GO Inc Pre-IPO - Thoughts on Valuations
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
182 Views
Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
596 Views
Delivery Hero: Uber’s Appetite for Scale
Uber’s approach to Delivery Hero has turned a depressed delivery platform into a strategic asset. The market now prices a higher bid, but antitrust...
126 Views
Aequitas: GO Inc Pre-IPO - Listed and Unlisted Peer Comparison
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we will undertake a...
179 Views