1169 days later but finally break even...
Just Eat TakeAWAY pls
Just Eat Takeaway.com NV
Azione
Azione
ISIN: NL0012015705
Ticker: TKWY
NL0012015705
TKWY
Price
Discussione su TKWY
Messaggi
23
1Mes·
Fabuleus Februari, bocht Wereldhave with pricegains from Just Eat Takeaway
It all started in December, a college of mein ware in search of something to invest in. We both came independent from each to the same pick: $WHA (-4,66%)
The reason we came to the same pick was the incredible dividend of around 9%. I still had some conserns about the future of $WHA (-4,66%) but decided to buy a call option WHV C14.00 MAR21 and sold WHV P14.00 MAR21 option for 2,00
The graph looked like this when we pulled the trigger on the horizontal line:
In the days after I have also managed to acquire 40 pieces $WHA (-4,66%) whit an average price of 13,65
At the same time $TKWY (-1,68%) had announced it had sold GrubHub on which the price has risen to about 16,50 and also fallen back to 11,50. At that point after reading a lot about $TKWY (-1,68%) I decided the end of January to setup also an option strategy. I bought 2 call options TKW C12.50 MAR21 and sold 1 put TKW P14.00 MAR21. The cost of this setup -30.00
In the meantime $PRX (-7,11%) has decided it wants buy something what last Monday turned out to be $TKWY (-1,68%) . At that point Mister Market had decided to aword a incredible 2300 euro of price gain to me after closing all options and $TKWY (-1,68%) stock position.
Because of this I have decided to exercise the WHV C14.00 MAR21 call option which bought me 100 $WHA (-4,66%) stock for 1400 euro completely payed whit price gains.
Can I now say those 100 $WHA (-4,66%) where free? No matter what February was incredible for me.
11
1Mes·
Heijmans 🧗
$HEIJM (-9,56%) announced friday that it will increase their dividend from €0.89 to €1.64 💥
My buy-in in (12 euro p.s) februari 2022 is now really paying off with already 200% in returns. My YoC is now at almost 15%!!!
It was a risk i took back in the day, but with almost no debt, a good decision i took.
That, in combination with the news from today that $PRX (-7,11%) will take over $TKWY (-1,68%) for €20.30 per share, gives me the oppertunity to finally close my position in $TKWY (-1,68%) without making a loss. That was one of my worst investment decisions back in the day.
44
1Mes·
Just Eat Takeaway: RBC remains optimistic despite takeover bid
Have you heard about the current situation at Just Eat Takeaway? $TKWY (-1,68%) 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?
22
1Mes·
Just Eat Takeaway is acquired by Prosus - What does this mean for investors?
Have you heard about the billion-dollar deal? The Just Eat Takeaway share price $TKWY (-1,68%) 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? 📈
33
2 Commenti
Caynify@Caynify
1Mes
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2Mes·
Just Eat Takeaway
How is it that Lieferando is fundamentally so weak?
Do you think they still need time to become profitable or is their business model simply too weak?
It certainly seems to be a mega trend here in Germany to order food and groceries.
You can't walk anywhere anymore without being almost run over by a food courier.
However, I now see more Foodora than Lieferandos on the streets.
Is Foodora worth investing in?
Alternatively, I keep reading about "Uber Foods", but I don't think we have them in Austria (yet)?
22
4 Commenti
I haven't seen Foodora yet.
But Wolt, Lieferando and Uber Eats every day.
The margins there are probably extremely competitive, as food delivery has already become considerably more expensive in recent years and I can't imagine that the restaurants would like to pay even more to Lieferando and the like to finance their marketing and the like.
I live in the country and a normal pizza without any frills costs almost €15 here. No cheese crust, no double cheese etc.
Delivery on top of that in an emergency.
But Wolt, Lieferando and Uber Eats every day.
The margins there are probably extremely competitive, as food delivery has already become considerably more expensive in recent years and I can't imagine that the restaurants would like to pay even more to Lieferando and the like to finance their marketing and the like.
I live in the country and a normal pizza without any frills costs almost €15 here. No cheese crust, no double cheese etc.
Delivery on top of that in an emergency.
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4Mes·
Analyst updates, 05.12.
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- HSBC upgrades SIEMENS to Hold. Target price EUR 185. $SIE (-7,45%)
- DEUTSCHE BANK RESEARCH raises the price target for MUNICH RE from EUR 450 to EUR 535. Hold. $MUV2 (-6,68%)
- DEUTSCHE BANK RESEARCH raises the price target for HANNOVER RÜCK from EUR 255 to EUR 294. Buy. $HNR1 (-5,85%)
- DEUTSCHE BANK RESEARCH raises the price target for TALANX from EUR 70 to EUR 76. Hold. $TLX (-7,19%)
- JEFFERIES raises the price target for ORACLE from 190 USD to 220 USD. Buy. $ORCL (-5,9%)
- HAUCK AUFHÄUSER IB raises the target price for MTU from EUR 264 to EUR 280. Sell. $MTX (-9,58%)
- BARCLAYS upgrades AUTO1 from Equal-Weight to Overweight and raises target price from EUR 9 to EUR 19. $AG1 (-14,21%)
- JPMORGAN raises the price target for HELLOFRESH from EUR 14 to EUR 16. Overweight. $HFG (-6,83%)
- JPMORGAN raises the target price for DELIVERY HERO from EUR 42 to EUR 55. Overweight. $DHER (-3,15%)
- JPMORGAN raises the price target for CTS EVENTIM from EUR 104 to EUR 112. Overweight. $EVD (-2,57%)
- JPMORGAN raises the target price for SCOUT24 from EUR 92 to EUR 105. Overweight. $G24 (-5,81%)
- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 16.02 to GBP 18.32. Overweight. $TKWY (-1,68%)
- JPMORGAN upgrades DELIVEROO from Neutral to Overweight and raises target price from GBP 1.70 to GBP 1.92. $ROO (-2,79%)
- JPMORGAN raises the price target for HEIDELBERG MATERIALS from EUR 150 to EUR 151. Overweight. $HEI (-6,75%)
- JPMORGAN raises the price target for FRAPORT from EUR 49 to EUR 59. Neutral. $FRA (-2,89%)
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- METZLER lowers the price target for HYPOPORT from EUR 220 to EUR 185. Sell. $HYQ (-7,49%)
- ODDO BHF lowers the target price for SCHOTT PHARMA from EUR 38 to EUR 37. Outperform. $1SXP (-6,44%)
- BARCLAYS lowers the target price for RIO TINTO from GBP 61 to GBP 60. Overweight. $RIO (-6,32%)
- JPMORGAN downgrades STRÖER from Overweight to Neutral and lowers target price from EUR 79 to EUR 57. $SAX (-7,66%)
33
1 Commento
the post is somehow too confusing, isn't there another way?
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22
•4Mes·
Analyst updates, 29.11.
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- BOFA raises the price target for SIEMENS ENERGY from EUR 48 to EUR 52. Neutral. $ENR (-9,65%)
- GOLDMAN raises the target price for DEUTSCHE TELEKOM from EUR 37 to EUR 39. Buy. $DTE (-4,46%)
- BERENBERG raises the price target for PFIZER from USD 27 to USD 29. Hold. $PFE (-4,59%)
- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 14.15 to GBP 16.02. Overweight. $TKWY (-1,68%)
- WARBURG RESEARCH raises the target price for RATIONAL from EUR 800 to EUR 810. Hold. $RAA (-6,26%)
- BOFA upgrades SCHNEIDER ELECTRIC from Underperform to Neutral and raises target price from 175 EUR to 255 EUR. $SU (-8,15%)
- BOFA raises the price target for NORDEX from 17.90 EUR to 19.30 EUR. Buy. $NDX1 (-7,2%)
- BERENBERG raises the target price for ZALANDO from EUR 29.70 to EUR 38. Buy. $ZAL (-7,88%)
- WARBURG RESEARCH upgrades WACKER NEUSON from Hold to Buy. Target price EUR 17. $WAC (-10,75%)
- WARBURG RESEARCH raises the price target for ALZCHEM from EUR 75 to EUR 77.50. Buy. $ACT (-12,98%)
- ODDO BHF upgrades NORMA GROUP from Neutral to Outperform. Target price EUR 18.10. $NOEJ (-12,21%)
- BOFA raises the price target for KNORR-BREMSE from EUR 68 to EUR 70. Underperform. $KBX (-8,01%)
- BOFA upgrades ABB to Buy. $ABBNY (-5,19%)
- BOFA upgrades KION from Neutral to Buy and raises target price from EUR 39.50 to EUR 48.50. $KGX (-13,09%)
- BOFA upgrades JUNGHEINRICH from Underperform to Neutral and raises target price from EUR 24 to EUR 26. $JUN3 (-11,64%)
- BERENBERG raises the price target for GLOBAL FASHION GROUP from EUR 0.23 to EUR 0.27. Hold. $GFG (-4,15%)
- HSBC raises the price target for DEUTSCHE BÖRSE from EUR 230 to EUR 236. Buy. $DB1 (-7,96%)
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- KEPLER CHEUVREUX lowers the price target for HUGO BOSS from EUR 59 to EUR 41. Buy. $BOSS (-2,48%)
- BOFA downgrades GENERALI from Neutral to Underperform and raises target price from EUR 26 to EUR 27. $G (-6,61%)
- DEUTSCHE BANK RESEARCH lowers the price target for L'OREAL from EUR 335 to EUR 280. Sell. $OR (-1,22%)
- BOFA lowers the target price for BAE SYSTEMS from GBP 13.75 to GBP 12.40. Underperform. $BA. (-9,05%)
- BERENBERG lowers the price target for ALLGEIER from EUR 22 to EUR 19. Buy. $0RQZ
4Mes·
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- DEUTSCHE BANK RESEARCH raises its price target for BMW from EUR 90 to EUR 95. Buy. $DBK (-10%)
- BERNSTEIN raises the price target for QUALCOMM from USD 200 to USD 215. Outperform. $QCOM (-7,67%)
- UBS raises the price target for LYFT from USD 13 to USD 18. Neutral. $LYFT (-4,64%)
- BARCLAYS raises the price target for SIEMENS HEALTH from EUR 60.50 to EUR 62.50. Overweight. $SHL (-5,55%)
- WARBURG RESEARCH raises the price target for KONTRON from EUR 28 to EUR 28.40. Buy. $KTN (-8,56%)
- UBS upgrades KINGSPAN GROUP from Neutral to Buy. Target price 90 EUR. $KRX (-6,82%)
- WARBURG RESEARCH raises the price target for ZEAL NETWORK from EUR 59 to EUR 64. Buy. $TIMA (-9,58%)
- GOLDMAN raises the price target for VONOVIA from EUR 42.70 to EUR 43.70. Buy. $VNA (-2,32%)
- BARCLAYS raises the price target for AHOLD DELHAIZE from EUR 30 to EUR 31. Equal-Weight. $AD (-2,31%)
- BARCLAYS raises the target price for FMC from EUR 38.50 to EUR 39. Equal-Weight. $FMC (-8,19%)
- JPMORGAN raises the target price for COMMERZBANK from EUR 18 to EUR 18.40. Overweight. $CBK (-6,01%)
- JPMORGAN raises the target price for PUMA SE from EUR 40 to EUR 44. Neutral. $PUM (-2,41%)
- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 13.96 to GBP 14.15. Overweight. $TKWY (-1,68%)
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- JEFFERIES downgrades PALANTIR from Hold to Underperform. Target price USD 28. $PLTR (-11,65%)
- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1100 to DKK 1000. Buy. $NOVO B (-6,66%)
- RBC lowers the price target for NIKE from 82 USD to 80 USD. Sector Perform. $NKE (+3,05%)
- ODDO BHF downgrades ASM INTERNATIONAL to Outperform. Target price EUR 960. $ASM (-4,46%)
- KEPLER CHEUVREUX downgrades HENSOLDT from Buy to Hold. Target price EUR 34. $HAG (-12,95%)
- DEUTSCHE BANK RESEARCH lowers the price target for ZALANDO from EUR 40 to EUR 36. Buy. $ZAL (-7,88%)
- DEUTSCHE BANK RESEARCH lowers the price target for VESTAS from DKK 165 to DKK 150. Hold. $VWS (-10,01%)
- BOFA downgrades SIEMENS ENERGY from Buy to Neutral. Target price EUR 40. $ENR (-9,65%)
- METZLER lowers the price target for VONOVIA from EUR 28.50 to EUR 28. Sell. $VNA (-2,32%)
- BARCLAYS lowers the price target for TEAMVIEWER from EUR 18 to EUR 15.50. Overweight. $TMV (-2,63%)
- 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 (-12,21%)
- WARBURG downgrades EDAG ENGINEERING from Buy to Hold and lowers target price from EUR 13 to EUR 9.50. $ED4 (-0,76%)
- 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 (-3,1%)
- BERENBERG lowers the price target for KRONES from EUR 157 to EUR 154. Buy. $KRN (-10,28%)
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11Mes·
The market overview for 🇺🇸 & 🇪🇺:
US MARKET🇺🇸
Monday
- PACS Group ($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 (+0,44%) ) and Tilray Brands ($TLRY (-5,26%) ).
Wednesday
- Publication of the consumer price index (March).
- Publication of the wholesale stocks (March).
- Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
- Publication of the monthly federal budget of the USA (March).
- Speeches by Austan GoolsbeePresident of the Chicago Fed.
- Quarterly reports from Delta Air Lines ($DAL (-3,13%) ) and Applied Digital ($APLD (-12,7%) ).
Thursday
- Publication of the initial applications for unemployment benefits (April 5).
- Publication of the producer price index (March).
- Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
- Quarterly reports from Constellation Brands ($STZ (-3,61%) ), Fastenal ($FAST (-4,61%) ) and CarMax ($KMX (-0,17%) ).
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 ($JPM (-7,37%) ), Wells Fargo ($WFC (-6,63%) ), BlackRock ($BLK ), Citigroup ($C (-7,64%) ), State Street ($STT (-7,02%) ) and Progressive ($PGR (-9,83%) ).
EUROPEAN MARKET🇪🇺
Monday
- Publication of Industrial Production Index🇪🇺
Tuesday
- ZEW Economic Sentiment🇩🇪 will be published
- Quarterly reports from Ericsson ($ERIC A (-5,52%) )🇸🇪, Beiersdorf AG ($BEI (-0,89%) )🇩🇪, Sika ($SIKA (-3,95%) )🇨🇭, Rio Tinto PLC ($RIO (-6,32%) )🇬🇧
Wednesday
- Release of CPI data🇪🇺
- Quarterly reports from Hays ($HAS (-6,72%) )🇬🇧, Petershill Partners ($PHLL (-5,2%) )🇬🇧, Just Eat Takeaway ($TKWY (-1,68%) )🇬🇧, Entain ($ENT (-9,66%) )🇬🇧, La Francaise ($FDJ (-2,65%) )🇫🇷, Legal & General ($LGEN (-5,31%) ), Tryg ($TRYG (-0,39%) )🇩🇰, BHP Group Ltd ($BHP (-7,33%) )🇬🇧, ASML Holding ($ASML (-2,09%) )🇳🇱Volvo B ($VOLV B (-7,82%) )🇸🇪, Severstal ($CHMF )🇷🇺
thursday
- Publication of Construction Output🇪🇺
- Quarterly reports from Danone ($BN (-1,34%) )🇫🇷, Nokia Oyj ($NOKIA (-3,39%) )🇫🇮, Tele2 AB ($TEL2 B (-7,06%) )🇸🇪
