Delivery Hero SE
Long

$DHER to $40

364
- DHER i.e Delivery Hero is working towards profitability and exiting markets where it doesn't want to burn on operations.
- Company is becoming leaner, meaner and strategic in areas where it operates and dominates.
- Region MENA is growing (31% YoY)
- It has nice free cash flow per share growth. DHER posted ~227% YoY growth in free cash flow, putting it in the top 10% of its peers, well above its 3‑year average of ~32% .
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North American Investors get to diversify their investments in an international markets with depressed valuation but improving fundamentals
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If it was trading in NASDAQ, it would have at least 3-5X more valuation. European markets are so cheap imo but that calls for an investment opportunity :)
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Happy Camper here 🏕️
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Bearish to Bullish momentum shift is taking place
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- DHER good earnings, liquidity is always lower in European markets but uptrend in tact!
- I seriously think that DHER should seriously consider trading at NASDAQ to get good liquidity and some multiple appreciation.
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- Let's go DHER, fundamentals are getting better. Latest earning had amazing growth. FX rates was a drag but other than that it was amazing
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DHER is on it's journey of 2x before year end 2026
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DHER breakout is in progress. Say hi to 30s!
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- DHER is super undervalued. It has broken 200 days weekly average on 18 May, 2026

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