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

With a more favourable environment, TAKEAWAY COM improves to Positive

TAKEAWAY COM (NL), a company active in the Food Retailers & Wholesalers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date July 12, 2019, the closing price was EUR 83.50 and its potential was estimated at EUR 96.82.

ING
Marc Hesselink, CFA

Takeaway.com/Bon appetit/BUY

We took an in-depth view again on Takeaway.com's long-term opportunity now that the Delivery Hero Germany acquisition is closed. This deal significantly de-risked the case and we believe that the market still underestimates the attraction of Takeaway.com's market development, competitive strength and profit opportunity Based on our top-down market analysis we increase our long-term market opportunity and EBITDA margin estimates and we increase our target price to €100/share (from €76). Buy maintained.

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
Marc Hesselink, CFA

Takeaway.com/Bon appetit/BUY

We took an in-depth view again on Takeaway.com's long-term opportunity now that the Delivery Hero Germany acquisition is closed. This deal significantly de-risked the case and we believe that the market still underestimates the attraction of Takeaway.com's market development, competitive strength and profit opportunity Based on our top-down market analysis we increase our long-term market opportunity and EBITDA margin estimates and we increase our target price to €100/share (from €76). Buy maintained.

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...

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...

With a more favourable environment, TAKEAWAY COM improves to Positive

TAKEAWAY COM (NL), a company active in the Food Retailers & Wholesalers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date July 12, 2019, the closing price was EUR 83.50 and its potential was estimated at EUR 96.82.

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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