Acciones $GRUB
Haters gonna hate
21-jul-2021 07:56
#1
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Just Eat Takeaway — the European company that only just got its own $7.8 billion merger approved by regulators in April of this year — officially announced that it has reached an agreement to acquire Grubhub in the U.S. in an all-share deal for an enterprise value of $7.3 billion. The acquisition is not just a big piece of M&A in the food delivery space. It also represents a major competitive swipe, as Uber Eats had also been trying to acquire the U.S. company. Just Eat Takeaway said the combined operation — which processed 593 million orders in 2019 — will have over 70 million combined active customers globally. This is an all-share deal, where Grubhub shareholders will get 0.6710 Just Eat Takeaway.com ordinary shares in exchange for each Grubhub share, representing an implied value of $75.15 for each Grubhub share (based on the undisturbed closing price of Just Eat Takeaway.com on June 9, 2020 of €98.602), the companies said. This gives Grubhub a total equity consideration (on a fully diluted basis) of $7.3 billion. (…) Investor reception to the deal was mixed. Grubhub shares rose as much as 9% in after-hours trading before settling to about 6.2% above closing price. Just Eat stock fell 10.79%. Meanwhile, Uber shares, which dropped 4.81% to close at $34.83, fell another 1.38% in after-hours trading. Pues nada, os dejo mi granito de arena de un acción que creo que está MUY por debajo de su valor real. Actualmente está por debajo de 16$ (yo entre a 16.4$) pero si tenemos en cuenta si cuota de mercado y su producto diferenciado con otras empresas de takeaway así como su posicionamiento en Europa, es un MUST BUY clarísimo. Las peores previsiones la sitúan en 32…. |
ForoCoches: Miembro
21-jul-2021 09:02
#2
| Justo esta semana le venia siguiendo la pista pero a la acción europea que es TKWY, no se que diferencia debe de haber entre ellas. |