Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

DoorDash Inc IPO Preview - A Big Winner in the U.S. Prepared Food Delivery Services Market

Deliveroo IPO First Day Trading: Too Risky to Hold Long Term

Gravity Works As WeWork Doesn't; Now Plan B

Deliveroo IPO Hangs In The Balance: Multiple Asset Managers Opt To Snub The IPO Over Workers’ Rights

Equity Bottom-Up

<ul>
<li>Deliveroo's recent share buyback and exit from Netherlands are not enough to offset people in the UK and Ireland trying to go back to their previous way of lives.</li>
<li>On 10 August, Deliveroo (ROO LN) announced a share buyback program worth £75 million ($90.6 million) share buyback program, which represents 4.6% of its current market cap. </li>
<li>Cost of living increases and millions of European consumers eating out at restaurants rather than ordering food are causing further negative impact on Deliveroo's business. </li>
</ul>


Deliveroo's recent share buyback and exit from Netherlands are not enough to offset people in the UK and Ireland trying to go back to their previous way of lives.
On 10 August, Deliveroo (ROO LN) announced a share buyback program worth £75 million ($90.6 million) share buyback program, which represents 4.6% of its current market cap. 
Cost of living increases and millions of European consumers eating out at restaurants rather than ordering food are causing further negative impact on Deliveroo's business. 


Deliveroo: Share Buyback & Exit from Netherlands Not Enough to Offset Lack of COVID Restrictions