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Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

Laatste koers (eur) Verschil Volume
13,585   -0,170   (-1,24%) Dagrange 13,440 - 13,815 1.397.800   Gem. (3M) 1,8M

Just Eat Takeaway 2023

58.668 Posts
Pagina: «« 1 ... 1945 1946 1947 1948 1949 ... 2934 »» | Laatste | Omlaag ↓
  1. [verwijderd] 3 augustus 2023 14:41
    quote:

    The Strategist schreef op 3 augustus 2023 14:36:

    [...]

    PIK de speculant in Rheinmetall die zich zorgen maakt om LT beleggers op het TKWY forum hilarisch!
    Kletsmajoor.
    Blijkbaar kun je het verschil in schrijven tussen PIK en mij niet onderscheiden, hoeder van ezels zou een beste job voor jou zijn !
  2. forum rang 8 Succes 3 augustus 2023 14:42
    DoorDash Sees Record Orders, Showing Appetite For Delivery

    www.bloomberg.com/news/articles/2023-...

    DoorDash Inc. reported a record number of delivery orders in the second quarter, showing consumers’ commitment to takeout despite rising prices.

    The shares jumped about 4% during premarket trading in New York on Thursday. The stock has advanced more than 75% for the year to date, closing at $85.98 a share on Wednesday.

    Customers placed 532 million orders in the quarter and the gross value of those orders rose 26% to $16.5 billion, the company said in a statement

    . The increase was driven by strength in DoorDash’s core restaurant business and traction in newer categories, like convenience and groceries. The company boosted its outlook for gross order value for the full year to $64.2 billion to $65.2 billion.

    San Francisco-based DoorDash enjoyed a boom in demand during the pandemic when indoor dining shuttered and people stayed home. Its share of the market for US food-delivery sales rose to 65% as of June, according to research from Bloomberg Second Measure. Since then, DoorDash has parlayed its popularity to deliver more than just meals in an effort to generate new sources of growth.

    DoorDash has tried to blunt the impact of rising restaurant prices by offering incentives. The company, which launched an advertising business last year, has leveraged ads and sponsored promotions to offer customers better deals. It has also attracted more users to the app, and kept current customers spending more, through subscription service DashPass. For a monthly fee, members have access to special deals and perks like reduced delivery fees.

    While DoorDash’s restaurant and convenience delivery units are profitable, its other verticals still lose money. DoorDash, which laid off about 6% of its workforce last year, said it expects to be “disciplined” with operating expenses for the remainder of the year. The US’s biggest food delivery company reported a net loss of $172 million, driven by higher stock-based compensation expenses as well as spending to expand outside of meal-delivery. Revenue rose 33% to $2.13 billion, slightly beating analysts forecasts for $2.05 billion.

    “We have begun investing significant capital to build businesses in new verticals, international markets and advertising, and we have a number of newer projects that are in various stages of testing,” Chief Executive Officer Tony Xu and Chief Financial Officer Ravi Inukonda said in a letter to shareholders.

    The acquisition of Finnish food-delivery startup Wolt Enterprises Oy, which closed last year, helped DoorDash establish an international footprint. Absorbing those employees into DoorDash’s overall headcount has come at a cost, however, and contributed to the spike in stock-based compensation expenses. Inukonda didn’t specify whether DoorDash would consider additional layoffs, saying the company is “happy with where we are.”

    DoorDash said adjusted earnings before interest, tax, depreciation and amortization reached $279 million during the period, beating Wall Street’s estimate of $214.5 million.
  3. forum rang 8 GakGak 3 augustus 2023 14:47
    quote:

    BRESL01 schreef op 3 augustus 2023 13:56:

    [...]

    Stel je voor dat je JET de frikandellen_bezorger bij de IPO op 23 euro had gekocht en was blijven hangen omdat je een echte houder wil zijn.
    Wat een ramp dan !
    .
    Maar wel stronghands om een koers boven 100 euro aan je neus voorbij te zien gaan en maandelijks denken...
    daar komen we wel weer, dat is geen strong mind in elk geval, eigenwijs en kortzichtig zelfs.
  4. forum rang 8 Succes 3 augustus 2023 15:17
    'Dine-in services' mss ook wel iets voor JET ...

    Het aanbieden van zogenaamde "local life services" zullen namelijk steeds meer gemeengoed gaan worden!

    --------

    Food delivery apps Grab and Foodpanda expand into dine-in services as explosive growth stalls

    www.cnbc.com/2023/08/03/food-delivery...

    SINGAPORE — Singapore-based food delivery apps Grab and Foodpanda are expanding into the dine-in space, as consumers look to eat out more post-pandemic.

    Grab is testing its dine-in feature across 15 cities in Singapore, Thailand and Indonesia, allowing users to pre-purchase dine-in vouchers at up to 50% discounts. App users can also view restaurants’ menus and reviews, order and pay via a QR-based system, as well as book rides to restaurants.

    The company told CNBC it has plans to launch in Malaysia, the Philippines and Vietnam as well.

    Foodpanda was the first food delivery companies in Singapore to introduce dine-in features in 2021.

    Foodpanda Dine-in is currently available in Singapore, Thailand, the Philippines, Malaysia, Hong Kong, Pakistan and Bangladesh. Since 2022, over 8,000 restaurants across these countries have started offering dine-in discounts ranging from 15% to 25%.

    “We triggered the discussion already during the pandemic. And of course, we knew back then already, that there will be life after [the pandemic],” said Jakob Sebastian Angele, Asia Pacific CEO at Foodpanda, at a media briefing last

    ngele said the company sees “a huge potential in dine-in” and it can become “very, very sizable” for Foodpanda. Food delivery is currently still Foodpanda’s largest business, followed by grocery delivery, he said.

    Last week, Foodpanda announced a collaboration with Singapore-based restaurant solutions provider TabSquare to automate food ordering processes through digital menus, QR ordering and more. TabSquare was fully acquired by Foodpanda’s parent company Delivery Hero in 2021.

    In June, food delivery service AirAsia Food launched dine-in services in collaboration with restaurant reservation platform eatigo. In Thailand, it even offers a queuing service which allows users to book riders to queue up for them at restaurants.

    Tay Chuen Jein, head of deliveries for Singapore at Grab, said at the time when the firm launched GrabFood’s Dine-in service that offering these discounts “makes eating out more affordable.”

    “It not only helps our users discover restaurants to go to, but also makes eating out more affordable as several merchant-partners are offering attractive dine-in vouchers that can be purchased through the app,” Tay said in a press release.

    Jonathan Woo, a senior analyst at Phillip Securities Research, said that with dining out costs increasing with higher inflation, “consumers are also looking for deals to save costs wherever they can, and there’s almost no better feeling than having a good meal at a discount.”

    He said Grab can “indirectly generate incremental revenue from dine-in services.” In this instance, revenues are derived from commission fees for each dine-in voucher purchase.

    “Increasing monetization from existing users is significantly more cost effective, while also raising awareness for F&B merchants,” said Woo.

    Investment banking firm Benchmark Company said in an April report that food delivery experienced stellar growth in the past three years.

    But the report added that a 50% compound annual growth rate “has been showing signs of moderating growth lately as consumers resume their normal daily routines and go out and dine in more frequently.”

    “With reduced incentives as high growth companies prioritize cash preservation, we anticipate that consumers may order less frequently, and merchants will likely shift their efforts towards dine-in, which could further slow on-demand order volume growth near term,” said the analysts at Benchmark Company.

    Benchmark added that it expected “normalized food delivery growth going forward with a CAGR of 13% through 2025.” CAGR is a measure of annualized returns for an investment over a period of time, with the assumption that profits are reinvested at the end of each year.

    Grab’s CFO Peter Oey said during the firm’s first-quarter earnings call in May that the company expects deliveries to recover in the second quarter. Deliveries gross merchandize volume in the first quarter was about 9% lower than a year ago.

    “Notably, deliveries transactions have rebound strongly in the back end of April, following the Ramadan fasting period, and this has been sustained into the early parts of the month of May,” said Oey.

    Chinese tech giants such as Alibaba and ByteDance provide so-called local life services, including food delivery, in-store dining, travel booking and group buying. Chinese food delivery giant Meituanoffers in-store dining services which include dine-in vouchers.

    Sachin Mittal, head of telecom, media and internet sector research at DBS Bank, told CNBC this was a “standard template which everyone does.”

    “Food delivery apps want to help [restaurants] get some business in terms of dining in and booking. So I think it’s a very natural thing to do,” said Mittal.

    “Whether it’s because of Covid or not, it has to be done like this because there’s no delivery charges involved in this so this increases the [profit] margin,” said Mittal.
  5. forum rang 7 DeLa(s)Vega(s) 3 augustus 2023 15:27
    Cijfers Doordash leiden so far tot premarket van -0,7%. Dan te bedenken dat de cijfers van TKWY met een +6% werden begroet, de koers naar +10% steeg intraday op de dag van de cijfers en enkele handelsdagen later weer terug bij af (en een stukkie lager) staat.

    Ben benieuwd wat koers DD gaat doen (en uiteraard wat TKWY doet straks, na 15.30 uur).
  6. inbetween 3 augustus 2023 16:08
    quote:

    Mr Trade. schreef op 3 augustus 2023 16:01:

    DH vandaag 3% in het groen.
    Het verschil is blijkbaar dat wij Blackrock etc. tegen ons hebben.
    There is no way dat het aandeel vandaag in het groen eindigt, elke keer dat we dichtbij komen vliegen er weer 10.000 stukken om de oren.
    Grappig dat u al in de wij vorm spreekt. Op enig moment even alles verkopen om wellicht lager in te stappen of even aan te kijken, is het dan ook nog ""wij""? ;-)
  7. forum rang 6 Mr Trade 3 augustus 2023 16:10
    quote:

    inbetween schreef op 3 augustus 2023 16:08:

    [...]Grappig dat u al in de wij vorm spreekt. Op enig moment even alles verkopen om wellicht lager in te stappen of even aan te kijken, is het dan ook nog ""wij""? ;-)
    Zeker niet, mijn aandelen gaan niet weg tot +/- 25EUR.
    Mocht de koers wegzakken koop ik "middellangetermijn calls" bij.
    Een beetje een "wij" gevoel kan dit forum goed gebruiken :)
  8. Pino 3 augustus 2023 20:21
    [quote alias=BRESL01 id=14934866 date=202308031312]
    [quote alias=Gotcha70 id=14934785 date=202308031246]
    [...]

    ik veronderstel dat je veel geld verloren hebt met JET, vandaar de frustratie.
    Beleggen doe je op de lange termijn en op die termijn komt het wel goed met JET.
    [/quote

    Dat is lang niet altijd de juiste strategie en kan vele voorbeelden benoemen.
    Vaak ook aangehaald door hen die teveel voor het aandeel hebben betaald en daardoor blijven hangen in de ellende.
    Overigens ik zie dat er weer JET afvalligen zijn die overboord gesprongen zijn........waarom toch ?, de haphap_bezorgers doen toch hun best ?
    [/quote

    Bresl01 heeft hier m.i wel een punt, zat in de jaren 90 dagelijks op guru, alle bagger aandelen wel gehad cq verhandeld, kapitaal verloren omdat ik dacht dat het wel goed kwam wol,baan,fortis etc etc. Eigen schuld dikke bult, blijf een gambler maar met dit verschil dat ik nu 1. mijn winst pak of 2 mijn verlies .Dus of dat zitten blijven lonend is is voor ieder zijn rekening.
  9. forum rang 8 GakGak 3 augustus 2023 20:24
    quote:

    Mr Trade. schreef op 3 augustus 2023 16:10:

    [...]

    Zeker niet, mijn aandelen gaan niet weg tot +/- 25EUR.
    Mocht de koers wegzakken koop ik "middellangetermijn calls" bij.
    Een beetje een "wij" gevoel kan dit forum goed gebruiken :)
    zie de eerder vernoemde vergelijking strong hands of strong mind.

    strong hands daar kun je wat mee, iets met voortschrijdend inzicht.

    strong mind als in halsstarrig, dat gaat nooit meer over vrees ik.

    (halsstarrig bijv.naamw. Verbuigingen: halsstarrigerVerbuigingen: halsstarrigst koppig en onredelijk vasthoudend aan een standpunt ).
  10. [verwijderd] 3 augustus 2023 20:58
    De trend van het afgelopen jaar is volgens mij zodra er weer teveel percentages US groot banken lees Ubs, Barclays en Jp Morgans erin zitten, je de riemen heel hard vast moet doen, want dan kan het hard gaan, helaas wel naar beneden.

    We gaan zien welke trend gelijk gaat hebben.

    IT GIET OAN!
  11. Dick 3 augustus 2023 21:45
    quote:

    Mr Trade. schreef op 3 augustus 2023 16:01:

    DH vandaag 3% in het groen.
    Het verschil is blijkbaar dat wij Blackrock etc. tegen ons hebben.
    There is no way dat het aandeel vandaag in het groen eindigt, elke keer dat we dichtbij komen vliegen er weer 10.000 stukken om de oren.
    Ja was op de dag nu -0,8%
58.668 Posts
Pagina: «« 1 ... 1945 1946 1947 1948 1949 ... 2934 »» | Laatste |Omhoog ↑