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Delivery Hero AG NADelivery Hero AG NADelivery Hero AG NA

Delivery Hero AG NA

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Don't sell $DHER below fair value > $42-48- XETR:DHER was trading at depressed multiple because it was a conglomerate and leadership messed up during covid times. - Lastly, it trades in european market which is less liquid than US markets. - However, XETR:DHER has tons of strategic assets which is beneficial for NYSE:UBER and NASDAQ:DASH - NYSE:UBER lately built 19% stake + 5.6% in options in XETR:DHER - They are now offering $33 euros; Which in my opinion is a lowball offer. - XETR:DHER was at inflection point starting this year and is profitable - NASDAQ:DASH is expanding their international presence and if they do so then it's game over for NYSE:UBER - For NYSE:UBER , it's a chance to maintain dominant position world wide and don't let NASDAQ:DASH to catch up if they want to maintain a leadership position otherwise it will be all in war between two big giants
XETR:DHERLong
by bigbull037
7
DHER | Why Uber Spent $15 Billion on Delivery HeroUber just announced the biggest acquisition in its history, spending $15 billion to build a global delivery business that would have taken years to create market by market The deal, announced on July 16, will see Uber acquire Delivery Hero, the Berlin based company behind brands like foodpanda, Glovo, talabat, and Baemin. Uber will pay €41.50 per share in cash, higher than its initial €33 offer in May. Before the agreement, Uber already owned 25% of Delivery Hero and had another 12% of economic exposure through financial instruments. Prosus has also agreed to sell its 17% stake, giving Uber control of roughly 53% of the company before other shareholders tender their shares So why is Uber making such a big move? Delivery Hero gives it a strong presence across Asia, Latin America, the Middle East, and parts of Europe. Excluding 14 overlapping markets, Uber will add operations in 50 countries that generated about $42 billion in gross bookings last year The acquisition also strengthens Uber's broader ecosystem. Its platform will expand from 79 to 99 markets, with combined 2025 gross bookings expected to reach $236 billion. The number of cities where Uber offers both ride-hailing and food delivery will jump from 34 to 58. According to Uber, customers who use both services generate about three times more gross bookings and profit than those who only use one. They're also much cheaper to acquire because Uber can cross-sell existing users instead of paying for new customer acquisition. That makes Uber One membership even more valuable. The price tag isn't cheap .. Uber is paying about 14 times EBITDA before any cost savings, which is a high multiple for a delivery business with relatively thin margins. But CFO Balaji Krishnamurthy believes the company can unlock $1.2 billion in annual cost synergies within 18 months by moving Delivery Hero onto Uber's technology platform. If those savings are achieved, Uber estimates the effective purchase price falls to roughly 8 times adjusted 2027 EBITDA. Management also expects the deal to boost nonGAAP earnings per share immediately after closing Why It Matters Consolidation is accelerating , DoorDash bought Deliveroo, Prosus acquired Just Eat Takeaway, and now Uber is buying Delivery Hero. Food delivery is increasingly becoming a scale business, leaving fewer independent players able to compete Regulators remain a hurdle , To improve its chances of winning approval, Uber agreed to sell 14 overlapping markets, including Türkiye, Spain, and Poland, to SSW Partners for about $1.6 billion. The companies expect the deal to close in the second half of 2027, showing that antitrust approval is likely to be a lengthy process It's also a long term defensive move , As autonomous vehicles become more common, ride hailing could face pressure. A much larger delivery business gives Uber another way to keep customers engaged and generate revenue, even if the economics of rides change over time Uber paid a premium for a company whose major shareholders were ready to sell, and it structured the transaction to improve its chances with regulators. If management delivers the promised $1.2 billion in synergies, the effective valuation could end up looking attractive. But execution is the real challenge Integration won't even begin until the deal closes, which likely won't happen until late 2027 .
XETR:DHERLong
by moonypto
Buying DHER at 0.786 pullback.Delivery Hero - 30d expiry - We look to Buy at 31.66 (stop at 29.69) We have a 78.6% Fibonacci pullback level of 31.00 from 23.88 to 57.16. Levels below 32 continue to attract buyers. The primary trend remains bearish. A higher correction is expected. Support is located at 31 and should stem dips to this area. Our profit targets will be 36.58 and 37.58 Resistance: 46.91 / 50.00 / 53.00 Support: 42.00 / 39.00 / 36.50 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis , like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis , as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
XETR:DHERLong
by Saxo
Selling DHER at 50% retracement.Delivery Hero - 30d expiry - We look to Sell at 40.44 (stop at 44.22) Levels close to the 50% pullback level of 40.50 found sellers. The primary trend remains bearish. We look for a temporary move higher. Levels close to the 78.6% pullback level of 31.00 found buyers. Preferred trade is to sell into rallies. Our profit targets will be 31.66 and 28.66 Resistance: 37.50 / 40.00 / 45.00 Support: 35.00 / 31.50 / 28.00 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis , like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis , as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
XETR:DHERShort
by Saxo
Delivery Hero: Short term bounce? Delivery Hero Short Term We look to Buy at 36.58 (stop at 33.74) We look to buy dips. We have a 61.8% Fibonacci pullback level of 36.59 from 23.88 to 57.16. There is scope for mild selling at the open but losses should be limited. We can see no technical reason for a change of trend. Our profit targets will be 42.58 and 46.56 Resistance: 46.60 / 53.59 / 57.00 Support: 36.00 / 33.60 / 31.11 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis, like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis, as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
XETR:DHERLong
by Saxo