Takeaway.com Holding N.V.

Takeaway.com NV. Takeaway.com NV, formerly Takeaway Com Holding BV, is a company based in the Netherlands that operates an online food delivery marketplace. The Company focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The Company transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. It is present in Portugal, France, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania and Vietnam, and operates the Websites Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.fr, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com. The platforms feature various kinds of restaurants.
  • TickerA2ASAC
  • ISINNL0012015705
  • ExchangeEuronext Amsterdam
  • SectorGeneral Retailers
  • CountryNetherlands

Analysts

ING
Research Department

Benelux Morning Notes

AEGON: Divestment of stake in partnership with Sony Life in Japan. D'Ieteren: Profit growth guidance to >25% from >10%. Elia: Fully in-line trading update without further numbers. Takeaway.com: Amazon investment in Deliveroo should have limited impact on TKWY

Expert Corporate Governance Service (ECGS)

Takeaway.com - AGM 14 May 2019

In general, Takeaway.com ("Takeaway") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 2d, the supervisory board seeks approval to amend the Company's (executive) remuneration policy. Although ECGS acknowledges the significant growth (in terms of number of employees, revenues and market capitalisation) of Takeaway, it does not approve of the proposed steep increases of executive compensation. ECGS furthermore notes that LT incentives consist of performance options, whereas ECGS favours performance shares as a pre...

1 director sold

A director at Takeaway.Com Nv sold 40,000 shares at 76.650EUR and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boar...

ING
Research Department

Benelux Morning Notes

DWS: 1Q19F results – Focus on cost control and NNM. KBC Ancora: Recent news flow – NAV discount remains too high. KPN: ACM recommends 40% mobile spectrum cap for each operator. Takeaway.com: German integration on its way. Unibail-Rodamco-Westfield: Sells ‘Majunga' office for €850m, now some retail?

ING
Research Department

Benelux Morning Notes

ABN AMRO: Results deserve a closer look – cautious message on capital management. AkzoNobel: Low quality beat, Deco underperforming. Gecina, Colonial: positive Terreïs sale read-across. Heineken: Keeping it green. Orange Belgium: Strong beat on 4Q net adds and 2019 guidance. Vopak: FY18 review: strong momentum into 2019-20

ING
Research Department

Benelux Morning Notes

AEGON: Divestment of stake in partnership with Sony Life in Japan. D'Ieteren: Profit growth guidance to >25% from >10%. Elia: Fully in-line trading update without further numbers. Takeaway.com: Amazon investment in Deliveroo should have limited impact on TKWY

ING
Research Department

Benelux Morning Notes

DWS: 1Q19F results – Focus on cost control and NNM. KBC Ancora: Recent news flow – NAV discount remains too high. KPN: ACM recommends 40% mobile spectrum cap for each operator. Takeaway.com: German integration on its way. Unibail-Rodamco-Westfield: Sells ‘Majunga' office for €850m, now some retail?

ING
Research Department

Benelux Morning Notes

ABN AMRO: Results deserve a closer look – cautious message on capital management. AkzoNobel: Low quality beat, Deco underperforming. Gecina, Colonial: positive Terreïs sale read-across. Heineken: Keeping it green. Orange Belgium: Strong beat on 4Q net adds and 2019 guidance. Vopak: FY18 review: strong momentum into 2019-20

ING
Marc Hesselink, CFA

Benelux Technology/What happened in Vegas – CES write-up

Last week we attended The International Consumer Electronics Show in Las Vegas. We were particularly inspired by progress being made in the area of Artificial Intelligence (A.I.). We believe this will have strong positive impact on semiconductors (ASM, ASML, BESI) in the medium term as it will drive high-end computing power and data storage/processing. In addition, we saw solid technological progress in autonomous driving (TomTom, Melexis) and HealthTech (Philips). Over the week we shared our feedback on the event via our Benelux Morning Notes. In this report, we provide a full write-up on the...

ING
Research Department

Benelux Morning Notes

ASML: 4Q18 preview – will we see the slowdown? Belgian telecoms: Mobile Spectrum Auction delays a positive. Beter Bed: Sales momentum improved, restructuring on track. Merlin Properties: building out Portuguese offices. Takeaway.com: Financing the take-over. Vastned: issues a €50m bond and leases to Sephora

1 director sold

A director at Takeaway.Com Nv sold 40,000 shares at 76.650EUR and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boar...

TAKEAWAY COM sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of TAKEAWAY COM (NL), a company active in the Food Retailers & Wholesalers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 12, 2019, the closing price was EUR 59.60 and its potential was estimated at EUR 66.04.

Expert Corporate Governance Service (ECGS)

Takeaway.com - AGM 14 May 2019

In general, Takeaway.com ("Takeaway") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 2d, the supervisory board seeks approval to amend the Company's (executive) remuneration policy. Although ECGS acknowledges the significant growth (in terms of number of employees, revenues and market capitalisation) of Takeaway, it does not approve of the proposed steep increases of executive compensation. ECGS furthermore notes that LT incentives consist of performance options, whereas ECGS favours performance shares as a pre...

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