justeattakeaway
Travel sector flies into brighter skies but global recovery concerns weigh on FTSE 100 Q2 2021 hedge fund letters, conferences and more Airlines and travel stocks set off on a flight path to recoveryFTSE 100 falls 1.8% but began afternoon climbing back upFTSE 250 falls 1.2% but claws back some lossesMining, house builders and financial stocks in the redInternational Consolidated Airlns Grp SA (LON:IAG), Entain PLC (LON:ENT) and Just Eat Takeaway.com NV (LON:JET) on a small island of risersGood News For The Travel Sector"After months of stomach turning turbulence, the travel sector has flown in...
ValueWalk
Intro/Background:Q1 2021 hedge fund letters, conferences and more JustEat Takeaway.com (LON:JET) is one of my riskier bets as I outlined in my initial post from January. In a nutshell, the thesis was that JET has reached a dominating position in running a food delivery market place in many countries (among them Germany, UK, Canada etc.), has got an extra kick from Covid-19 lock downs and will begin to make money soon, similar to their home market Netherlands. Within JET’s business, Germany clearly looked like the most promising market as it is a big and growing market and they are the only pla...
ValueWalk
How Does The New German “Mega Unicorn IPO” Auto1 Compare To Just Eat Takeaway.com? by Value And Opportunity Q4 2020 hedge fund letters, conferences and more The Auto1 IPOTomorrow, Auto1, the new German “Mega Unicorn” will go public and trade for the first time. At the upper end of the current book building range (38 EUR/share), which turned out to be the IPO price, the company is valued at almost 8 bn EUR. And that is before the expected “pop” at the IPO. The company has currently 173 mn shares outstanding and will will issue 31.25 mn new Shares for around 1 bn that will go to the company. Ano...
ValueWalk
Health Warning: This is not investment advise. PLEASE DO YOUR OWN RESEARCH !!!!! Q3 2020 hedge fund letters, conferences and more IntroductionJust Eat Takeaway.com or “JET” is another of these stocks that popped up from different “high quality” sources. A few friends mentioned the stock, most recently Swen Lorenz featured JET (behind paywall). By coincidence I am also a relatively happy user of their service, especially since the lock downs started. Just EAT Takeaway.com - The CompanyA good starting point for an analysis is this write-up from a US based 2 bn USD hedgefund called “Catrock” whic...
ValueWalk
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