Sie sind nicht angemeldet! Dieses Tagebuch ist öffentlich einsehbar und wird demnächst zurückgesetzt.
 | |||||||
| |||||||
| © tratabu.de
© tratabu.de
|
Dividendenzahlungen |
|||
| Titel | Ex-Datum | Zahldatum | Bruttobetrag |
Nachrichten |
||
| Datum / Uhrzeit | Titel | Bewertung |
| 24.07.25 06:18:26 | Lieferung Hero SE (ETR:DHER): Wann wird es brechen? |  |
| **Zusammenfassung der Lieferung Hero SE's Business and Analysis** Die Delivery Hero SE, ein Marktkonzern in Höhe von 7,9 Milliarden Euro, hat kürzlich einen Verlust von 882 Millionen Euro für ihr letztes Geschäftsjahr gemeldet. Viele Investoren wundern sich über die Rate, mit der Delivery Hero einen Gewinn machen wird, mit der Frage, "wenn wird das Unternehmen brechen noch?" ist ein großes Anliegen. **Industrieanalysten Erwartungen und Bruchdaten** Industrieanalysten, die Liefer-Helfer abdecken, erwarten, dass Breakeven in der Nähe ist, mit einem Konsens, dass das Unternehmen einen endgültigen Verlust in 2025, bevor positive Gewinne von 9,1 Millionen € in 2026. Dies basiert auf der Analyse der Jahresabschlüsse und Markterwartungen des Unternehmens. Das Unternehmen wird vorhergesagt, gerade über ein Jahr von heute zu brechen. **Wachstum und Zeitrahmen zu Breakeven* * Die Analysten haben eine durchschnittliche jährliche Wachstumsrate von 96% berechnet, was ein hohes Vertrauen in die Wachstumsaussichten des Unternehmens nahelegt. Nach ihrer Analyse wird das Unternehmen in 2027, nur über zwei Jahre von heute profitabel werden. **Verschuldungsquote und Vermögensverwaltung* * Delivery Hero hat derzeit ein Schuldenquote von 192%, was deutlich höher ist als der Branchendurchschnitt. Dies deutet darauf hin, dass das Unternehmen den empfohlenen Schuldenstand für sein Eigenkapital deutlich überschätzt hat. Dies könnte das mit Investitionen in das Unternehmen verbundene Risiko erhöhen. **Fundamental Analysis and Key Takeaways** Um ein tieferes Verständnis von Delivery Hero zu gewinnen, wird empfohlen, das Unternehmen zu überprüfen: **Valuation**: Ein freier Forschungsbericht über den Eigenwert von Delivery Hero wurde erstellt. ** Management Team**: Ein erfahrenes Managementteam mit einem bewährten Track Record erhöht das Vertrauen in das Unternehmen. **Sonstige hochwirksame Aktien**: Es wurde eine Liste von alternativen Aktien mit besseren Wachstumsaussichten vorgelegt. ** Haftungsausschluss und Hinweis* Der Artikel bietet einen allgemeinen Überblick über das Geschäft und die Analyse von Delivery Hero SE. Es ist nicht als Finanzberatung gedacht und berücksichtigt nicht die Ziele oder Finanzsituationen einzelner Investoren. Nähere Analysen und Investitionsberatung finden Sie in einem qualifizierten Finanzexperten. |
||
| 21.07.25 11:25:16 | Term Sheet Next: Lerer Hippeau makes its first senior venture hire with Ron Zori |  |
| Ron Zori’s first brush with venture capital came during his freshman year at Columbia University, when he went to the Mercer Hotel in SoHo for coffee. As Zori tells it, he just happened to strike up a conversation with someone at a table nearby, who just happened to be Lukasz Gadowski, one of the founders of the brand-new startup Delivery Hero. Gadowski ended up introducing Zori to his lead investor, Kite Ventures’ Edward Shenderovich, who hired Zori out of college to support him in investing in companies like Dataminr, Lyft, and Plated. That turned into leadership roles at Knotel and Public, side quests as an a16z scout and angel investor, and now Zori’s new gig—the first senior venture hire at the venerated New York firm Lerer Hippeau. “Serendipity,” as Zori describes it. His new boss, Ben Lerer, disagrees. “I’ve never met anybody in my life like that,” Lerer tells me from his firm’s headquarters overlooking the Hudson River, about a 10-minute walk from the Mercer Hotel. “I feel like Ron meets people like this twice a week.” Known for its seed-stage investments in the New York consumer space into companies like Warby Parker and Casper, Lerer Hippeau recently announced its ninth fund, a $200 million vehicle that will look to capitalize on the growing buzz in sectors like AI and fintech. And despite the firm’s 15-year history, Lerer says that Zori’s hire marks the first time they’ve brought on a senior venture partner. Zori, a pro soccer player in Israel before going to Columbia, has always had an eye on growth. He worked as the head of revenue at Knotel, a WeWork competitor that eventually filed for bankruptcy during the pandemic, joining the company in its infancy and helping take it to $370 million in recurring revenue. While at Knotel, he would meet with startups renting office space and occasionally write angel checks. His first was into a small fintech company called Public, which would gain unicorn status just a couple of years later. Zori joined in 2020 to work on business development. It was his second time experiencing a startup’s rocketship moment, as Public went from a few thousand users to a few million. “That was the rush,” he tells me. “That’s what I’m here for.” At the end of 2022, Zori left to focus on his own investments, raising capital for special-purpose vehicles and deciding whether to start his own fund. He’d kept up a friendship with Lerer over the years, often feeding him deal flow. They also co-invested, including in Duet, a health tech startup led by former Knotel executive Jonathan Goldberg that helps nurse practitioners launch their own practices. “Ron was existing in my head as something between an emerging manager and a super angel,” Lerer tells me. He thought that Zori could have the most impact on startups by joining a platform with capital and resources like Lerer Hippeau. “It feels like a real value to get to work with somebody who you have an existing, trusted relationship with,” Lerer says. Story Continues Zori started at the firm two weeks ago and will have a hefty portfolio during this critical juncture for the venture industry. One priority will be looking at sectors where Zori has been in the trenches of “zero-to-one,” namely fintech and consumer, and figuring out where they’re headed. Another will be building Lerer Hippeau’s pipeline to Israeli and European startups, with Zori planning to spend about two months of the year out of Israel. “This marriage with Lerer Hippeau, I think, provides us the opportunity to actually give these founders the best platform as they expand to the U.S. market,” Zori says. Leo Schwartz X:@leomschwartz Email:leo.schwartz@fortune.com Submit a deal for the Term Sheet newsletter here. Sara Braun curated the deals section of today’s newsletter.Subscribe here. This story was originally featured on Fortune.com View Comments |
||
| 05.06.25 10:25:39 | Delivery Hero and Glovo fined $375m for anti-competitive practices in EEA | |
| The European Commission has imposed fines totalling €329m ($375m) on Germany-based Delivery Hero and Spanish company Glovo for engaging in anti-competitive practices within the European Economic Area (EEA). The decision marks the first instance of the commission penalising a cartel in the labour market. The fines reflect misuse of a minority shareholding to facilitate anti-competitive coordination. Delivery Hero and Glovo, Europe's two leading food delivery companies, are known for delivering restaurant-prepared meals, groceries and retail products. Both were found to have violated antitrust laws over a four-year period. In July 2024, the EU Commission began an investigation into the two companies for potential antitrust violations. The commission's investigation revealed that Delivery Hero and Glovo had agreements in place to avoid poaching each other's employees, to exchange commercially sensitive information, and to divide geographic markets between themselves. This collusion reduced consumer choice, limited employment opportunities and stifled the incentive to compete and innovate. Both companies admitted their involvement and agreed to settle, with Delivery Hero fined €223.285m and Glovo €105.732m. The fines were calculated based on the commission's 2006 guidelines on fines, taking into account the cartel's nature, geographic scope, duration and evolution. From July 2018, when Delivery Hero acquired a minority stake in Glovo, until July 2022 when it took sole control, the companies' competitive constraints were progressively eliminated. They entered into a non-poaching agreement, shared sensitive information and allocated markets to avoid competition, facilitated by Delivery Hero's stake in Glovo. The fines reflect the seriousness of the infringement, with a standard 10% reduction applied due to the companies' admission of liability, in accordance with the Commission's 2008 Settlement Notice. "Delivery Hero and Glovo fined $375m for anti-competitive practices in EEA" was originally created and published by Verdict Food Service, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. |
||
| 23.04.25 04:48:16 | Delivery Hero to exit Thailand | |
| (Reuters) - Delivery Hero's Asia-based business foodpanda is to stop operating its platform in Thailand on May 23, the German food delivery firm said on Wednesday. "Delivery Hero will continue concentrating efforts in other parts of APAC where the Group sees greater return," the firm added. The company's regional team, which is based in Thailand, will continue operations as usual, the company said. (Reporting by Tristan Veyet in Gdansk, editing by Miranda Murray) View Comments |
||
| 26.03.25 22:55:08 | Delivery Hero resumed with a Buy at Goldman Sachs | |
| Goldman Sachs analyst Lisa Yang resumed coverage of Delivery Hero (DLVHF) with a Buy rating and EUR 39 price target t Competitive pressures have had a significant impact in South Korea and Hong Kong, and headline risks over the expansion of Keeta in MENA could continue to drive short-term volatility in the shares, but these are more than reflected in the stock’s valuation multiples, the analyst tells investors in a research note. Goldman sees an attractive risk/reward from here, with the balance sheet no longer a concern, and Delivery Hero continuing to demonstrate strong momentum across all its segments outside of Asia, the firm added. Light Up your Portfolio with Spark: Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on DLVHF: Disclaimer & DisclosureReport an Issue Buy Rating for Delivery Hero SE: Positive Financial Outlook Boosted by $250 Million Termination Fee from Uber Uber ends acquisition agreement of Delivery Hero’s Taiwan foodpanda business Strong Market Position and Financial Performance Justify Buy Rating for Delivery Hero SE Delivery Hero SE Faces Competitive Pressure and Financial Challenges in MENA Region Amid Keeta’s Aggressive Market Entry Delivery Hero downgraded to Sell from Neutral at Citi View Comments |
||
| 13.03.25 10:00:03 | Deep-Pocketed Meituan Looks to Build on Its Hong Kong Victory | |
| (Bloomberg) -- Simon Miao, a Hong Kong resident, signed up for a food-delivery subscription with Deliveroo during the pandemic, but he later canceled it because the monthly fee, which tops out at HK$98 ($12.61), didn’t bring many perks. Most Read from Bloomberg Trump DEI Purge Hits Affordable Housing Groups Electric Construction Equipment Promises a Quiet Revolution NYC Congestion Pricing Toll Gains Support Among City Residents Open Philanthropy Launches $120 Million Fund To Support YIMBY Reforms Prospect Medical’s Pennsylvania Hospitals at Risk of Closure Now he’s hooked on a rival service called Keeta from the Chinese delivery giant Meituan. It offered broader restaurant options, generous discounts and free delivery when the platform was first launched. He said he won’t use anything else. This week, Deliveroo said it was losing too much money in Hong Kong and called it quits after a decade of operating in the city. The retreat marks the first casualty of Keeta’s aggressive pricing tactics, subsidized by parent Meituan, which has a market value of about $130 billion. As the Chinese super app expands further afield, it’s deploying similar tactics in other new markets. The company launched in Saudi Arabia last September and has been attacking the market through similar measures. It reached one million weekly active users in January, according to Sensor Tower data, matching Delivery Hero’s Hungerstation. Keeta Drones, a subsidiary of Meituan, received an operation license in the United Arab Emirates late last year, and the Chinese company’s ambition goes far beyond the two largest economies in the Gulf. According to Chinese media outlet LatePost, Keeta plans to expand to Qatar, Kuwait, Oman and Bahrain in the next three years. The company plans to build its overseas presence into a hundred-billion dollar business, the news site said, citing people familiar with the plans who it didn’t name. To vie for market share in Saudi Arabia, the company has set no upper limit on investment. A representative for Meituan declined to comment. Meituan, founded in 2010, initially built a business model with discount offerings like Groupon. In 2013, the company expanded into food delivery, and has since grown into the largest player anywhere. It clocked a gross transaction value of €136 billion ($148 billion) last year, almost double that of Uber Eats’s (€71 billion) and Doordash’s (€74 billion), according to a Bloomberg Intelligence report. Keeta’s ambition points to a wider woe in the food delivery industry: after years of growth-at-all-cost expansion during the Covid-19 pandemic, fueled by cheap interest rates, investors are asking companies to turn a profit. But price wars spurred on by rivals with deeper pockets has made it difficult for smaller players to fight back. Last month, after years of sluggish sales, Just Eat Takeaway.com NV struck a deal to sell itself to Prosus NV for €4.1 billion. Story Continues The rapid rise of Keeta puts Delivery Hero — the German food delivery company that competes with the Chinese app in both Hong Kong and Saudi Arabia — in a precarious position after achieving positive free cash flow for the first time in late 2023. Foodpanda, Delivery Hero’s subsidiary in Hong Kong, had dominated the market for years. But shortly after Keeta arrived, it swiftly became the largest player by gross sales volume in both food and grocery delivery in the second half of 2024, according to Measurable AI, an analytics firm that tracks receipts. Keeta’s price war went beyond coupons and cheap delivery, it also went after the riders. Ellery Li, a graduate student in Hong Kong, said in an interview with Bloomberg that he signed up to deliver food part time because a courier could receive as much as HK$50 per order, a much more lucrative salary than on other platforms. “Meituan’s Chinese base can easily continue to finance the expansion of international unit Keeta over the coming years,” Clément Genelot, an analyst at Bryan Garnier said. Niklas Östberg, the chief executive officer of Delivery Hero, told Bloomberg in an recent interview that the initial public offering of Talabat, its Middle East subsidiary which created a $2 billion cash windfall, would put the company in a stronger position to “not be taken advantage of” by its competitors. “You can face off Meituan without finding a bigger parent company as long as you’re profitable and cash-generative,” Genelot said. That “is the case of Delivery Hero in the Middle East.” The rise of Keeta outside of China has echoes of Temu, the Chinese e-commerce site which sells £1 milk frother and £5 wireless headphones. Temu, also heavily subsidized by its parent company PDD Holdings Inc., a $160 billion online retail giant, has been a destructive force in Europe and the US. The Chinese platform spent aggressively on subsidies and advertising when it first landed, including millions of dollars on Super Bowl commercials. It soon became one of the world’s largest online discount stores, taking on market share from existing giants Amazon and Walmart, and eBay. --With assistance from Claire Che, Omar El Chmouri and Felix Tam. Most Read from Bloomberg Businessweek How America Got Hooked on H Mart How Trump’s ‘No Tax on Tips’ Could Backfire for the Working Class How Natural Gas Became America’s Most Important Export Disney’s Parks Chief Sees Fortnite as Key to Its Future Germany Is Suffering an Identity Crisis 80 Years in the Making ©2025 Bloomberg L.P. View Comments |
||
| 12.03.25 18:57:09 | Uber Terminates Deal for Delivery Hero's Foodpanda Business in Taiwan | |
| Uber Technologies (UBER) has terminated its proposed $950 million deal to acquire Delivery Hero's Fo PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in |
||
| 12.03.25 10:54:05 | Uber Terminates Deal to Buy Delivery Hero’s Taiwan Business | |
| (Bloomberg) -- Uber Technologies Inc. has terminated its deal to acquire Delivery Hero SE’s Foodpanda business in Taiwan, after the island’s antitrust regulator rejected it in December. Most Read from Bloomberg Trump DEI Purge Hits Affordable Housing Groups NYC Congestion Pricing Toll Gains Support Among City Residents Electric Construction Equipment Promises a Quiet Revolution Open Philanthropy Launches $120 Million Fund To Support YIMBY Reforms Where New York City's Zoning Reform Will Add Housing Uber is required to pay a termination fee that is estimated to be about $250 million, Delivery Hero said in a statement Tuesday. In a separate statement to Bloomberg News, an Uber spokesperson reiterated the company’s disappointment about the regulator’s ruling, but said it respects the decision and will not be pursuing an appeal. Delivery Hero shares fell as much as 5.7% on Wednesday in Frankfurt. Shares of Uber fell 3.3% on Tuesday. “We remain committed to Taiwan and will continue to serve consumers, merchants and delivery partners there in innovative and competitive ways,” the spokesman said. Uber had aimed to complete the all-cash deal, valued at $950 million, by the first half of 2025. The acquisition would have been one of Taiwan’s largest outside of the chip industry, marking a retreat for Delivery Hero from Asia. Delivery Hero said in the statement that Taiwan remains a key part of its long-term strategy. The online delivery industry has seen further consolidation globally as demand has failed to return to pandemic-era growth. London-based Deliveroo Plc announced on Monday it was closing its Hong Kong business after weak sales and mounting competition from Foodpanda and Keeta, a subsidiary of Chinese food delivery giant Meituan. In February, Prosus NV agreed to acquire Just Eat Takeaway.com for €4.1 billion ($4.5 billion), just months after Wonder Group Inc. bought Chicago-based Grubhub from Just Eat. (Updates with shares in the third paragraph.) Most Read from Bloomberg Businessweek How America Got Hooked on H Mart How Natural Gas Became America’s Most Important Export Disney’s Parks Chief Sees Fortnite as Key to Its Future Germany Is Suffering an Identity Crisis 80 Years in the Making The Mysterious Billionaire Behind the World’s Most Popular Vapes ©2025 Bloomberg L.P. View Comments |
||
| 11.03.25 19:15:27 | Uber terminates Foodpanda Taiwan acquisition, to pay about $250 million termination fee | |
| (Reuters) - Uber has decided to terminate its agreement to acquire Delivery Hero's Foodpanda business in Taiwan and will pay a termination fee of around $250 million, the food delivery company said on Tuesday. Uber said in an emailed statement that it would not appeal the decision of the Taiwan Fair Trade Commission. Taiwan had in December blocked Uber's $950 million purchase of Delivery Hero's Foodpanda business on the island because of concerns it would be anti-competitive. Taiwan's Fair Trade Commission said in December that the buyout of Uber's main rival, Foodpanda, would increase their combined market share to 90% on the island and could incentivize Uber to raise prices in the market. In May 2024, Uber and Delivery Hero announced the Taiwan deal, which included a separate agreement for Uber to purchase $300 million worth of newly issued shares of the German food delivery firm. Delivery Hero told Reuters that the termination of the Taiwan acquisition does not affect the share purchase agreement. Food delivery platforms in Asia have largely rebounded from a post-pandemic slowdown, but the companies are grappling with intense competition and thin margins as they spend heavily on discounts to retain cost-conscious customers. (This story has been corrected to say that Taiwan blocked the deal in December, not February, in paragraph 3) (Reporting by Chandni Shah, Pretish M J, Jaspreet Singh and Rajveer Singh Pardesi in Bengaluru; Editing by Alan Barona) View Comments |
||
| 13.02.25 11:03:38 | Delivery Hero shares rise on better-than-anticipated fourth-quarter growth | |
| Investing.com - Delivery Hero (ETR:DHER) posted better-than-anticipated fourth-quarter growth in gross merchandise value, fueled in part by strength at its grocery and warehouse delivery business and bigger basket sizes. Shares in the group, which have slumped sharply from a high notched in 2021 due to normalizing post-pandemic demand, jumped by more than 6% in early European trading on Thursday. Gross merchandise value -- a metric tracking the total value of transactions -- increased by 8.2% versus the year-ago period to 12.81 billion euros thanks to strong order demand and expanding basket sizes on the platform. Analysts had anticipated 12.31 billion euros, according to a company-provided poll. Total segment revenue growth also came in at 23% year-over-year, due to more sales at the German firm's Dmarts grocery and warehouse delivery unit, more platform monetization and a push to augment its advertising technology offering. Full-year adjusted earnings before interest, taxes, depreciation and amortization was about 750 million euros. Analysts at Barclays (LON:BARC) had been anticipating a figure in the low-end of Delivery Hero's prior guidance range of 725 million euros to 775 million euros. For the 2025 fiscal year, Delivery Hero sees gross merchandise value rising by 8% to 10% annually, and adjusted core income of 975 million euros to 1.025 billion euros. "Overall decent [results] in [the] context of recent share price performance," the Barclays analysts said in a note to clients. Delivery Hero noted that its operations in Saudi Arabia in particular generated solid gross merchandise value (GMV) growth and enhanced its profitability during the quarter. The Barclays analysts called this development "reassuring," adding that its market share is holding up against other rivals in the country. Quarterly GMV from the Middle East and Northern Africa region, its second-largest market, came in at 3.7 billion euros. Using funds raised from the initial public offering in Dubai of its Talabat subsidiary, Delivery Hero added that it plans to repurchase roughly 1 billion euros of convertible bonds. Analysts at Morgan Stanley (NYSE:MS) flagged that Talabat's strong quarterly returns, which were released earlier on Thursday, also helped drive Delivery Hero's earnings. Related Articles Delivery Hero shares rise on better-than-anticipated fourth-quarter growth ADNOC Drilling stock falls despite strong Q4 results Google says it forms AI partnership with Poland View Comments |
||
