Have you heard about the current situation at Just Eat Takeaway? $TKWY (+0,21%) 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?