Have you heard about the current situation at Just Eat Takeaway? $TKWY (+0,68 %) have you heard? The Canadian bank RBC has left the share at "Sector Perform" following the takeover bid by Prosus. The price target is 25 euros, which signals a stable outlook.

The Prosus offer represents an impressive premium of over 60 percent on Just Eat's last closing price. That sounds promising! Analyst Wassachon Udomsilpa emphasizes that Just Eat's management is positive about the offer, which inspires confidence.

Despite these positive signs, the analyst remains cautious about medium-term growth. The reduced investments and the challenging consumer environment could present hurdles for the company. This is something to keep an eye on.

How do you assess the situation? Is the Prosus offer the right move for Just Eat Takeaway?

Have you heard about the billion-dollar deal? The Just Eat Takeaway share price $TKWY (+0,68 %) skyrocketed by over 50% after the Dutch company Prosus agreed a takeover.

Prosus will value the food delivery service, known in Germany as Lieferando, at around 4.1 billion euros. The offer is 20.30 euros per share and represents a premium of 63% on the last closing price. The Executive Board and Supervisory Board of Just Eat have already approved the deal.

On Monday morning, the Just Eat share price jumped 53.16% to 19.00 euros on the EURONEXT in Amsterdam, which startled investors in the food delivery sector. Shares in Delivery Hero, in which Prosus already holds a stake, also benefited from the positive sentiment and rose by up to 6% on Tradegate.

It will be interesting to see how the consolidation in the sector develops. Do you think more mergers and acquisitions will follow? 📈

Analyst updates, 05.12.

⬆️⬆️⬆️

• HSBC upgrades SIEMENS to Hold. Target price EUR 185. $SIE (+2,07 %)
• DEUTSCHE BANK RESEARCH raises the price target for MUNICH RE from EUR 450 to EUR 535. Hold. $MUV2 (+1,63 %)
• DEUTSCHE BANK RESEARCH raises the price target for HANNOVER RÜCK from EUR 255 to EUR 294. Buy. $HNR1 (+1,58 %)
• DEUTSCHE BANK RESEARCH raises the price target for TALANX from EUR 70 to EUR 76. Hold. $TLX (+1,29 %)
• JEFFERIES raises the price target for ORACLE from 190 USD to 220 USD. Buy. $ORCL (-2 %)
• HAUCK AUFHÄUSER IB raises the target price for MTU from EUR 264 to EUR 280. Sell. $MTX (-0,58 %)
• BARCLAYS upgrades AUTO1 from Equal-Weight to Overweight and raises target price from EUR 9 to EUR 19. $AG1 (+1,54 %)
• JPMORGAN raises the price target for HELLOFRESH from EUR 14 to EUR 16. Overweight. $HFG (+2,16 %)
• JPMORGAN raises the target price for DELIVERY HERO from EUR 42 to EUR 55. Overweight. $DHER (+0,04 %)
• JPMORGAN raises the price target for CTS EVENTIM from EUR 104 to EUR 112. Overweight. $EVD (+1,23 %)
• JPMORGAN raises the target price for SCOUT24 from EUR 92 to EUR 105. Overweight. $G24 (+1,18 %)
• JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 16.02 to GBP 18.32. Overweight. $TKWY (+0,68 %)
• JPMORGAN upgrades DELIVEROO from Neutral to Overweight and raises target price from GBP 1.70 to GBP 1.92. $ROO (+1,34 %)
• JPMORGAN raises the price target for HEIDELBERG MATERIALS from EUR 150 to EUR 151. Overweight. $HEI (+1,35 %)
• JPMORGAN raises the price target for FRAPORT from EUR 49 to EUR 59. Neutral. $FRA (+1,6 %)

⬇️⬇️⬇️

• METZLER lowers the price target for HYPOPORT from EUR 220 to EUR 185. Sell. $HYQ (+0,05 %)
• ODDO BHF lowers the target price for SCHOTT PHARMA from EUR 38 to EUR 37. Outperform. $1SXP (+2,26 %)
• BARCLAYS lowers the target price for RIO TINTO from GBP 61 to GBP 60. Overweight. $RIO (+2,06 %)
• JPMORGAN downgrades STRÖER from Overweight to Neutral and lowers target price from EUR 79 to EUR 57. $SAX (+0,49 %)

Analyst updates, 29.11.

⬆️⬆️⬆️

- BOFA raises the price target for SIEMENS ENERGY from EUR 48 to EUR 52. Neutral. $ENR (+1,67 %)

- GOLDMAN raises the target price for DEUTSCHE TELEKOM from EUR 37 to EUR 39. Buy. $DTE (+0,96 %)

- BERENBERG raises the price target for PFIZER from USD 27 to USD 29. Hold. $PFE (+0,54 %)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 14.15 to GBP 16.02. Overweight. $TKWY (+0,68 %)

- WARBURG RESEARCH raises the target price for RATIONAL from EUR 800 to EUR 810. Hold. $RAA (-0,41 %)

- BOFA upgrades SCHNEIDER ELECTRIC from Underperform to Neutral and raises target price from 175 EUR to 255 EUR. $SU (-2,07 %)

- BOFA raises the price target for NORDEX from 17.90 EUR to 19.30 EUR. Buy. $NDX1 (-1,03 %)

- BERENBERG raises the target price for ZALANDO from EUR 29.70 to EUR 38. Buy. $ZAL (+3,85 %)

- WARBURG RESEARCH upgrades WACKER NEUSON from Hold to Buy. Target price EUR 17. $WAC (+1,15 %)

- WARBURG RESEARCH raises the price target for ALZCHEM from EUR 75 to EUR 77.50. Buy. $ACT (-0,19 %)

- ODDO BHF upgrades NORMA GROUP from Neutral to Outperform. Target price EUR 18.10. $NOEJ (-1,04 %)

- BOFA raises the price target for KNORR-BREMSE from EUR 68 to EUR 70. Underperform. $KBX (+0,46 %)

- BOFA upgrades ABB to Buy. $ABBNY (-3,06 %)

- BOFA upgrades KION from Neutral to Buy and raises target price from EUR 39.50 to EUR 48.50. $KGX (+2,44 %)

- BOFA upgrades JUNGHEINRICH from Underperform to Neutral and raises target price from EUR 24 to EUR 26. $JUN3 (+0,73 %)

- BERENBERG raises the price target for GLOBAL FASHION GROUP from EUR 0.23 to EUR 0.27. Hold. $GFG (+1,95 %)

- HSBC raises the price target for DEUTSCHE BÖRSE from EUR 230 to EUR 236. Buy. $DB1 (+2,97 %)

⬇️⬇️⬇️

- KEPLER CHEUVREUX lowers the price target for HUGO BOSS from EUR 59 to EUR 41. Buy. $BOSS (+2,69 %)

- BOFA downgrades GENERALI from Neutral to Underperform and raises target price from EUR 26 to EUR 27. $G (+2,49 %)

- DEUTSCHE BANK RESEARCH lowers the price target for L'OREAL from EUR 335 to EUR 280. Sell. $OR (+3,23 %)

- BOFA lowers the target price for BAE SYSTEMS from GBP 13.75 to GBP 12.40. Underperform. $BA. (+1,37 %)

- BERENBERG lowers the price target for ALLGEIER from EUR 22 to EUR 19. Buy. $0RQZ

⬆️⬆️⬆️

- DEUTSCHE BANK RESEARCH raises its price target for BMW from EUR 90 to EUR 95. Buy. $DBK (+3,09 %)

- BERNSTEIN raises the price target for QUALCOMM from USD 200 to USD 215. Outperform. $QCOM (+0,51 %)

- UBS raises the price target for LYFT from USD 13 to USD 18. Neutral. $LYFT (-1,94 %)

- BARCLAYS raises the price target for SIEMENS HEALTH from EUR 60.50 to EUR 62.50. Overweight. $SHL (+0,85 %)

- WARBURG RESEARCH raises the price target for KONTRON from EUR 28 to EUR 28.40. Buy. $KTN (-0,59 %)

- UBS upgrades KINGSPAN GROUP from Neutral to Buy. Target price 90 EUR. $KRX (-0,49 %)

- WARBURG RESEARCH raises the price target for ZEAL NETWORK from EUR 59 to EUR 64. Buy. $TIMA (-2,57 %)

- GOLDMAN raises the price target for VONOVIA from EUR 42.70 to EUR 43.70. Buy. $VNA (+2,03 %)

- BARCLAYS raises the price target for AHOLD DELHAIZE from EUR 30 to EUR 31. Equal-Weight. $AD (+3,2 %)

- BARCLAYS raises the target price for FMC from EUR 38.50 to EUR 39. Equal-Weight. $FMC (+3,67 %)

- JPMORGAN raises the target price for COMMERZBANK from EUR 18 to EUR 18.40. Overweight. $CBK (+1,74 %)

- JPMORGAN raises the target price for PUMA SE from EUR 40 to EUR 44. Neutral. $PUM (+7,37 %)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 13.96 to GBP 14.15. Overweight. $TKWY (+0,68 %)

⬇️⬇️⬇️

- JEFFERIES downgrades PALANTIR from Hold to Underperform. Target price USD 28. $PLTR (-0,19 %)

- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1100 to DKK 1000. Buy. $NOVO B (+2,14 %)

- RBC lowers the price target for NIKE from 82 USD to 80 USD. Sector Perform. $NKE (+1,93 %)

- ODDO BHF downgrades ASM INTERNATIONAL to Outperform. Target price EUR 960. $ASM (-1,46 %)

- KEPLER CHEUVREUX downgrades HENSOLDT from Buy to Hold. Target price EUR 34. $HAG (-0,23 %)

- DEUTSCHE BANK RESEARCH lowers the price target for ZALANDO from EUR 40 to EUR 36. Buy. $ZAL (+3,85 %)

- DEUTSCHE BANK RESEARCH lowers the price target for VESTAS from DKK 165 to DKK 150. Hold. $VWS (-2,7 %)

- BOFA downgrades SIEMENS ENERGY from Buy to Neutral. Target price EUR 40. $ENR (+1,67 %)

- METZLER lowers the price target for VONOVIA from EUR 28.50 to EUR 28. Sell. $VNA (+2,03 %)

- BARCLAYS lowers the price target for TEAMVIEWER from EUR 18 to EUR 15.50. Overweight. $TMV (-0,88 %)

- WARBURG RESEARCH lowers the price target for KLÖCKNER & CO from EUR 6 to EUR 5.70. Buy. $KCOB

- HAUCK AUFHÄUSER IB lowers the target price for NORMA GROUP from EUR 32 to EUR 27. Buy. $NOEJ (-1,04 %)

- WARBURG downgrades EDAG ENGINEERING from Buy to Hold and lowers target price from EUR 13 to EUR 9.50. $ED4 (-1,39 %)

- LBBW lowers the price target for ALLGEIER from EUR 24 to EUR 20. Buy. $AEIA

- BARCLAYS lowers the price target for HENKEL from EUR 79 to EUR 77. Equal-Weight. $HEN (+0,98 %)

- BERENBERG lowers the price target for KRONES from EUR 157 to EUR 154. Buy. $KRN (+0,93 %)

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

• PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
• Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

• Release of the NFIB Small Business Optimism Index (March).
• Quarterly reports from WD-40 ($WDFC (+0,77 %) ) and Tilray Brands ($TLRY (+0,5 %) ).

Wednesday

• Publication of the consumer price index (March).
• Publication of the wholesale stocks (March).
• Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
• Publication of the monthly federal budget of the USA (March).
• Speeches by Austan GoolsbeePresident of the Chicago Fed.
• Quarterly reports from Delta Air Lines ($DAL (-1,22 %) ) and Applied Digital ($APLD (+2,17 %) ).

Thursday

• Publication of the initial applications for unemployment benefits (April 5).
• Publication of the producer price index (March).
• Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
• Quarterly reports from Constellation Brands ($STZ (-0,23 %) ), Fastenal ($FAST (-1,09 %) ) and CarMax ($KMX (+0,37 %) ).

Friday

• Publication of the preliminary Michigan Consumer Sentiment Index (April).
• Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
• Quarterly reports from JPMorgan Chase ($JPM (+0,62 %) ), Wells Fargo ($WFC (+1,29 %) ), BlackRock ($BLK ), Citigroup ($C (+1,35 %) ), State Street ($STT (+2,57 %) ) and Progressive ($PGR (-0,74 %) ).

EUROPEAN MARKET🇪🇺

Monday

• Publication of Industrial Production Index🇪🇺

Tuesday

• ZEW Economic Sentiment🇩🇪 will be published
• Quarterly reports from Ericsson ($ERIC A (+3,01 %) )🇸🇪, Beiersdorf AG ($BEI (-0,08 %) )🇩🇪, Sika ($SIKA (-0,91 %) )🇨🇭, Rio Tinto PLC ($RIO (+2,06 %) )🇬🇧

Wednesday

• Release of CPI data🇪🇺
• Quarterly reports from Hays ($HAS (+0,63 %) )🇬🇧, Petershill Partners ($PHLL (-0,83 %) )🇬🇧, Just Eat Takeaway ($TKWY (+0,68 %) )🇬🇧, Entain ($ENT (+0,71 %) )🇬🇧, La Francaise ($FDJ (+0,56 %) )🇫🇷, Legal & General ($LGEN (+1,12 %) ), Tryg ($TRYG (+1,46 %) )🇩🇰, BHP Group Ltd ($BHP (+1,89 %) )🇬🇧, ASML Holding ($ASML (-1,11 %) )🇳🇱Volvo B ($VOLV B (+1,48 %) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

• Publication of Construction Output🇪🇺
• Quarterly reports from Danone ($BN (+0,47 %) )🇫🇷, Nokia Oyj ($NOKIA (+3,6 %) )🇫🇮, Tele2 AB ($TEL2 B (+1,02 %) )🇸🇪

Share analysis/share presentation ⬇️

Today we are talking about the company Just Eat Takeaway: $$TKWY (+0,68 %)

What is Just Eat Takeaway and what does it do?

Just Eat Takeaway is an online food delivery platform that allows you to order food from different restaurants in your area. You can use the Just Eat Takeaway app or website to choose from a variety of restaurants and dishes. Once you have placed your order, Just Eat Takeaway will take care of delivering the food to you. It's a convenient way to order food if you don't feel like cooking or just want to try something new.

Market capitalization:

Loblaw currently has a market capitalization of around 3.08 billion dollars.

Strengths of the stock:

Some strengths of Just Eat Takeaway are:

• Wide selection of restaurants: Just Eat Takeaway works with a variety of restaurants, so you have a wide selection of cuisines and dishes to choose from.
• Easy ordering: Just Eat Takeaway's platform is designed to be user-friendly, so you can order the food you want quickly and easily.
• Delivery or pick-up: You have the option of either having the food delivered to your home or picking it up from the restaurant yourself, whichever you prefer.
• Reviews and recommendations: Just Eat Takeaway shows you reviews and recommendations from other customers so you can make an informed decision.
• Flexibility: You can customize your order by specifying special requirements or allergies. Just Eat Takeaway ensures that your requirements are taken into account.
• Convenience: With Just Eat Takeaway you can order food without having to leave the house. This saves time and effort.

Weaknesses of the share:

Some weaknesses of Just Eat Takeaway are:

• Delivery times can vary: Depending on how busy the restaurants and delivery services are, there may be longer waiting times.
• Limited availability: Just Eat Takeaway may not be available in all cities or regions, which may limit the choice of restaurants.
• Communication difficulties: There may be misunderstandings when ordering or communicating with the restaurant or delivery service.
• Dependence on third parties: Just Eat Takeaway relies on cooperation with restaurants and delivery services, which can lead to difficulties if these partners are unreliable.
• Additional fees: Some restaurants may charge additional fees for ordering through Just Eat Takeaway.
• Restrictions on special requests: Not all special requests or customizations to dishes may be able to be accommodated.

A little more about the business model:

Just Eat Takeaway is an online food delivery marketplace that connects customers with a variety of restaurants. The company offers a platform where users can choose their desired meal from a wide selection of restaurants. Customers can use the Just Eat Takeaway website or mobile app to place their orders. Just Eat Takeaway's business model is based on several key aspects. Firstly, the company works with a variety of restaurants to offer its customers a wide range of cuisines and dishes. This allows customers to explore their culinary preferences and discover new restaurants. Another important aspect of Just Eat Takeaway's business model is the user-friendliness of the platform. The website and app are intuitively designed to make it easy for customers to place their desired orders. Customers can save their favorite restaurants to make future orders easier, and they can also view reviews and recommendations from other customers to make an informed decision. Just Eat Takeaway also offers different delivery options. Customers can choose to have their food delivered or collect it from the restaurant themselves. This offers flexibility and convenience for customers. Just Eat Takeaway's business model is based on a commission that the company receives from the restaurants. When customers order via the Just Eat Takeaway platform, the restaurant pays a fee to the company. This fee is usually based on a percentage of the order value. In addition, Just Eat Takeaway generates revenue through advertising. Restaurants can place advertisements to highlight their offers and special promotions and attract more customers. Overall, Just Eat Takeaway's business model enables a seamless connection between customers and restaurants and offers customers a convenient way to order food.

A little more about the industry:

Just Eat Takeaway is part of the online food delivery industry. This industry has experienced tremendous growth in recent years as more and more people want to order food from the comfort of their own home. By using online platforms such as Just Eat Takeaway, customers can choose from a wide range of restaurants and place their orders conveniently over the internet. The industry has also evolved through the integration of delivery services to provide customers with fast and reliable delivery of their orders. Just Eat Takeaway is a major player in this growing industry and offers its customers a wide range of food options.

When and where was Just Eat Takeaway founded?

Just Eat Takeaway was founded in 2000 by Jitse Groen in the Netherlands. The company originally started as a local food delivery platform and has since grown into a global market leader. The idea was born when Jitse Groen was hungry as a student and had no way of ordering food. Today, Just Eat Takeaway operates in many countries worldwide and offers customers a convenient way to order food from a variety of restaurants. The platform has evolved over the years and has become a trusted brand in the online food delivery industry.

The goal of Just Eat Takeaway :

Just Eat Takeaway aims to provide customers with a convenient and reliable way to order food from a variety of restaurants. The company strives to make food delivery as easy as possible and to offer customers a wide range of dining options. In doing so, Just Eat Takeaway emphasizes quality, fast delivery and excellent customer service. The company works closely with restaurants to ensure that customers are always satisfied and receive their orders without any problems. With this goal in mind, Just Eat Takeaway aims to make ordering food a pleasant experience for everyone.

Your opinion:

Now I would like to hear your opinion on this share in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce the share to you.

What do you think of Just Eat Takeaway and were you already familiar with this company?

Do you already have the share in your portfolio?

Please let me know in the comments.

This is of course not investment advice but just my own opinion that I would like to share with you.