DELIVERY HERO WKN: A2E4K4 ISIN: DE000A2E4K43 Kürzel: DHER Forum: Aktien Thema: Hauptdiskussion

Zum ersten Mal sind wir unter dem Kursziel der DB von 29€. Hat es hier noch nie gegeben. 😅😅

Ich habe das immer mit Deutsche Aktien vor.

Unglaublich.

Ist doch für das Unternehmen auch deprimierend. Da legt man TOP Zahlen hin und bekommt einen Tritt.

Ih hoffe ja nicht, dass wir nochmal die 25€ testen. Hier ist leider alles möglich.

Seit ihr bis zum Sommer hin eher

https://www.boersennews.de/nachrichten/artikel/AKTIEN-IM-FOKUS-2:-Prosus-Offerte-f%C3%BCr-Just-Eat-Takeaway-bringt-Branchenfantasie/4703701/?utm_source=BoersennewsShare&utm_medium=App&utm_campaign=News

Der Kurs will noch weiter runter. Mal schauen wie weit.

GAP geschlossen, Unterstützungslinie punktgenau getroffen und gehalten. Kurzfristiger Absturz marktbedingt und hat nichts mit dem Unternehmen zu tun. DY4H22 Long-Hebel (×11,x) Für mutige mit etwas Spielgeld.

Prosus’ delivery M&A makes most sense as a starter 13:12 24/02/2025 By Aimee Donnellan LONDON, Feb 24 (Reuters Breakingviews) - Some ingredients go well together, and some don’t. A 7% drop in Prosus’s share price on Monday might suggest the $105 billion Dutch tech investor’s 4.1 billion euro all-cash splurge on Just Eat Takeaway.com is an example of the latter. But newish boss Fabricio Bloisi may still be onto something if he sees his deal as more of an hors d’oeuvre. On the face of it, the 49% premium implied by Bloisi’s 20.30-euros-a-share offer for Just Eat compared to the latter’s three-month volume-weighted average price seems steep. While the company traded above 100 euros a share in 2020 at the height of the pandemic, it made operating losses between 2021 and 2024 as demand waned and costs rose. In November, Just Eat boss Jitse Groen ended up selling U.S. player Grubhub, acquired in 2020 for $7.3 billion, for only $650 million. And Prosus’s takeover doesn’t include any mention of synergies. Bloisi has some grounds to believe his new outlay won’t have Grubhub-style emetic results, though. Flogging the offending U.S. business has improved Just Eat’s balance sheet, and the company in 2024 made over 100 million euros in free cash flow, with analyst estimates compiled by Visible Alpha suggesting that will increase. The new boss also started his position after a successful stint at iFood, a Brazilian delivery giant also owned by Prosus, which grew sales 30% year-on-year in the six months ending September 2024. iFoods’ main innovation is artificial intelligence. That has allowed it to acquire customers less expensively via AI-driven targeted campaigns, and processes that reduce fraudulent activity and improve user efficiency. If Bloisi can deploy that across Just Eat, then top-line growth in his acquisition’s best markets in northern Europe and the UK might offset the lack of cost savings. In any case, Prosus may have a plan B. At Davos last month Bloisi said he had around $20 billion of firepower to spend on deals. Prosus already owns a 28% stake in 8.3 billion euro Delivery Hero , so he could buy out the remaining shares or lobby for a merger with Just Eat. JPMorgan analysts reckon splicing together the pair along with iFoods could generate 470 million euros in annual synergies. Given Just Eat has around a 40%-plus market share in 11 European countries, such a combo would raise antitrust eyebrows. Yet U.S. food delivery giant DoorDash has over 60% of its domestic market, and the European Union is looking more kindly on local champions within the bloc. If that creates a change of mood, Prosus’s culinary foray may become more digestible.

Was ein Invest. Von +9% nach -0,18%. War ja noch nie so bösartig.

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