Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Uber Technologies has turned a routine shareholding disclosure into one of the most interesting food-delivery stories of 2026.</li><li>The company has more than doubled its stake in Delivery Hero (ETR:DHER) to roughly 19.5%, becoming the German delivery group’s largest shareholder, with its holding valued at around €1.7 billion.</li><li>Uber also holds options for another 5.6% of Delivery Hero’s shares, giving it the potential to reach a level of influence that could matter in future shareholder votes.</li></ul>

Uber Technologies has turned a routine shareholding disclosure into one of the most interesting food-delivery stories of 2026.The company has more than doubled its stake in Delivery Hero (ETR:DHER) to roughly 19.5%, becoming the German delivery group’s largest shareholder, with its holding valued at around €1.7 billion.Uber also holds options for another 5.6% of Delivery Hero’s shares, giving it the potential to reach a level of influence that could matter in future shareholder votes.

Uber’s Delivery Hero Stake Could Spook Rivals!

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li><em><strong>Uber is partnering with Naver to acquire a 100% stake in Baedal Minjok (Baemin) (operated by Woowa Brothers Co.) for about 8 trillion won ($5.3 billion). </strong></em></li>
<li>If Delivery Hero is able to sell Woowa Brothers at about 8 trillion won, the market is likely to view this slightly positive for Delivery Hero.</li>
<li>Market will also likely to view this deal to be negative for Coupang (due to heightened competition) and slightly negative for Uber (due to valuation/lower profit margins at Baemin). </li>
</ul>


Uber is partnering with Naver to acquire a 100% stake in Baedal Minjok (Baemin) (operated by Woowa Brothers Co.) for about 8 trillion won ($5.3 billion). 
If Delivery Hero is able to sell Woowa Brothers at about 8 trillion won, the market is likely to view this slightly positive for Delivery Hero.
Market will also likely to view this deal to be negative for Coupang (due to heightened competition) and slightly negative for Uber (due to valuation/lower profit margins at Baemin). 


Uber Partners With Naver to Acquire 100% Stake in Baemin (Woowa Brothers) For 8 Trillion Won

<ul><li>Uber Technologies has reportedly agreed to acquire Hong Kong-based FlyTaxi, according to Sing Tao Daily, marking a targeted push to deepen its position in one of Asia’s most complex urban mobility markets.</li><li>The reported transaction price was not disclosed, and FlyTaxi is expected to continue operating normally, with no immediate disruption to existing drivers or passengers on either platform.</li><li>The timing is notable.</li></ul>

Uber Technologies has reportedly agreed to acquire Hong Kong-based FlyTaxi, according to Sing Tao Daily, marking a targeted push to deepen its position in one of Asia’s most complex urban mobility markets.The reported transaction price was not disclosed, and FlyTaxi is expected to continue operating normally, with no immediate disruption to existing drivers or passengers on either platform.The timing is notable.

Uber Acquisition Shocker: Why FlyTaxi Could Supercharge Hong Kong Growth!

<ul><li>Uber has moved back into the center of food-delivery deal speculation after agreeing to buy a roughly 4.5% stake in Delivery Hero (ETR:DHER) from Prosus for about €270 million, a transaction tied to the antitrust remedies attached to Prosus’s acquisition of Just Eat Takeaway.</li><li>The purchase price, set at €20 a share, represented a premium to Delivery Hero’s recent trading range and immediately raised the question of whether this was simply a regulatory reshuffling of ownership or an early signal of deeper strategic intent.</li><li>The timing also matters.</li></ul>

Uber has moved back into the center of food-delivery deal speculation after agreeing to buy a roughly 4.5% stake in Delivery Hero (ETR:DHER) from Prosus for about €270 million, a transaction tied to the antitrust remedies attached to Prosus’s acquisition of Just Eat Takeaway.The purchase price, set at €20 a share, represented a premium to Delivery Hero’s recent trading range and immediately raised the question of whether this was simply a regulatory reshuffling of ownership or an early signal of deeper strategic intent.The timing also matters.

Uber Acquisition Strategy Revealed: The Delivery Hero Endgame Explained!

<ul><li>Uber Technologies is weighing a move that could broaden its reach well beyond standard ride-hailing.</li><li>Reuters reported on March 30, 2026, that Uber has agreed to acquire Berlin-based chauffeur service Blacklane, subject to regulatory approvals, with closing expected by the end of 2026 and no financial terms disclosed.</li><li>The target was valued at about $547 million after an October 2024 funding round, making this a relatively modest transaction in size but potentially meaningful in strategy.</li></ul>

Uber Technologies is weighing a move that could broaden its reach well beyond standard ride-hailing.Reuters reported on March 30, 2026, that Uber has agreed to acquire Berlin-based chauffeur service Blacklane, subject to regulatory approvals, with closing expected by the end of 2026 and no financial terms disclosed.The target was valued at about $547 million after an October 2024 funding round, making this a relatively modest transaction in size but potentially meaningful in strategy.

Uber Acquisition Shocker: Can Blacklane Turn It Into A Luxury Travel Giant?

United States

Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.

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Uber Technologies (UBER US)

Uber’s Delivery Hero Stake Could Spook Rivals!

Uber Technologies has turned a routine shareholding disclosure into one of the most interesting food-delivery stories of 2026. The company has...

Baptista Research

Uber Partners With Naver to Acquire 100% Stake in Baemin (Woowa Brothers) For 8 Trillion Won

Uber is partnering with Naver to acquire a 100% stake in Baedal Minjok (Baemin) (operated by Woowa Brothers Co.) for about 8 trillion won ($5.3...

Douglas Kim

Uber Acquisition Shocker: Why FlyTaxi Could Supercharge Hong Kong Growth!

Uber Technologies has reportedly agreed to acquire Hong Kong-based FlyTaxi, according to Sing Tao Daily, marking a targeted push to deepen its...

Baptista Research

Uber Acquisition Strategy Revealed: The Delivery Hero Endgame Explained!

Uber has moved back into the center of food-delivery deal speculation after agreeing to buy a roughly 4.5% stake in Delivery Hero (ETR:DHER) from...

Baptista Research

Uber Acquisition Shocker: Can Blacklane Turn It Into A Luxury Travel Giant?

Uber Technologies is weighing a move that could broaden its reach well beyond standard ride-hailing. Reuters reported on March 30, 2026, that Uber...

Baptista Research

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