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déjà vu schreef op 8 januari 2024 19:44 :
[...]
Je bericht was echt nietszeggend.
Houd me liever vast aan andere belangen. Niet aan e.o.a. shortpositie van 0,51 die met regelmaat schommeld om af en toe een paar euro bij elkaar te sprokkelen.
Norges Bank long van 2,19% (21-12-2023) naar 3,33% (28-12-2023)
UBS Group ook van 4,74% (15-12-2023) naar 6,55% (18-12-2023)
BlackRock INC heeft long ook uitgebreid van 3,10% (27-11-2023) naar 3,86% (16-12-2023)
Norges bank wisselt aan de lopende band zijn JET positie. Zij wisselen sneller van positie dan jij waarschijnlijk van sokken. UBS heeft long en shortposities dus wat is dat waard. Blackrock neemt positie in voor derden dus wat geeft dat voor inzicht?
Goedekans schreef op 8 januari 2024 21:28 :
[...]
Norges bank wisselt aan de lopende band zijn JET positie. Zij wisselen sneller van positie dan jij waarschijnlijk van sokken.
UBS heeft long en shortposities dus wat is dat waard.
Blackrock neemt positie in voor derden dus wat geeft dat voor inzicht?
Zegt allemaal niks. Banken zitten er alleen maar om handel te faciliteren. Want aan handel word verdiend zonder zelf risico te lopen. Het enige bijzondere blijft de gedachte van Norges. Overal kom je die strategie tegen. Ene dag erin en paar dagen later weer weg.
Wittman schreef op 8 januari 2024 20:31 :
[...]
En dan moet er nog voor +/- 100 miljoen euro aan share buybacks worden uitgevoerd. Good times ahead.
Door een inkoop van eigen JET aandelen neemt het aantal aandelen dat in de omloop is af. Wanneer JET strakjes winst gaat maken kunnen de waarde van het aandeel en de winst per aandeel (earnings per share ofwel EPS) stijgen.
NASDAQ Composite (IXIC) 14,843.77 +319.69 (+2.20%)
Steef89 schreef op 8 januari 2024 21:33 :
[...]
Zegt allemaal niks. Banken zitten er alleen maar om handel te faciliteren. Want aan handel word verdiend zonder zelf risico te lopen.
Het enige bijzondere blijft de gedachte van Norges. Overal kom je die strategie tegen. Ene dag erin en paar dagen later weer weg.
Het zegt in iedergeval dat men de aandelen heeft en des temeer zij hebben des te minder er vehandeld kunnen worden
déjà vu schreef op 8 januari 2024 21:57 :
[...]
Door een inkoop van eigen JET aandelen neemt het aantal aandelen dat in de omloop is af. Wanneer JET strakjes winst gaat maken kunnen de waarde van het aandeel en de winst per aandeel (earnings per share ofwel EPS) stijgen.
SBC….
RobS schreef op 8 januari 2024 22:24 :
[...]
Het zegt in iedergeval dat men de aandelen heeft en des temeer zij hebben des te minder er vehandeld kunnen worden
En daar ga je de mis in. 1. Al die long posities bestaan voor een groot gedeelte niet uit aandelen. 2. Banken faciliteren short.
déjà vu schreef op 8 januari 2024 21:57 :
[...]
Door een inkoop van eigen JET aandelen neemt het aantal aandelen dat in de omloop is af. Wanneer JET strakjes winst gaat maken kunnen de waarde van het aandeel en de winst per aandeel (earnings per share ofwel EPS) stijgen.
Benieuwd wanneer dat punt bereikt gaat worden. Met een beetje geluk in 2026 of 2027. Wel eerst nog even Grub lozen, dat trekt op meerdere manieren negatief aan JET. Onder andere ook door het hierboven genoemde SBC.
naar de 100 zullen we wel niet meer gaan in 2 jaar maar 46 moet toch kunnen
beleggertje2020 schreef op 8 januari 2024 20:16 :
[...]
Tja handel met mondelinge voorkennis misschien ??? Daar kan de AFM ook niks tegen beginnen toch ???
Gefeliciteerd met de stijging van je Jetjes en Flow. AMG daalt licht, maar zou ik afblijven en SBM komt goed. Moet een leuk dagje geweest zijn. Kan de Chinees weer langskomen:). Groetjes, AM1993
kassa! schreef op 8 januari 2024 22:02 :
finance.yahoo.com/chart/TKWY.AS- Boven de moving average 50 en 200, lijkt me technisch een krachtig koopsignaal!! En de Nasdaq werkt ook aardig mee….
Eagle1959 schreef op 9 januari 2024 07:03 :
[...]
Boven de moving average 50 en 200, lijkt me technisch een krachtig koopsignaal!! En de Nasdaq werkt ook aardig mee….
Eens, je ziet dat beleggers meer vertrouwen hebben in TKWY dan in Dher. Als cijfers beter zijn dan verwacht + fee cap nieuws of verkoop assets en aandeel staat snel op 25 Internet stocks in Europe are set for gains in 2024 — thanks to improving fundamentals and falling interest rates, according to Morgan Stanley. The Wall Street bank’s analysts said they’re “positive on the sector” because of customer growth, cost discipline at companies, and valuations being supported by declining interest rates.
KCNIB schreef op 9 januari 2024 07:12 :
[...]
Eens, je ziet dat beleggers meer vertrouwen hebben in TKWY dan in Dher. Als cijfers beter zijn dan verwacht + fee cap nieuws of verkoop assets en aandeel staat snel op 25
Internet stocks in Europe are set for gains in 2024 — thanks to improving fundamentals and falling interest rates, according to Morgan Stanley.
The Wall Street bank’s analysts said they’re “positive on the sector” because of customer growth, cost discipline at companies, and valuations being supported by declining interest rates.
Dat beleggers meer vertrouwen hebben in JET dan in DHER is heel begrijpelijk!! IK dacht dat Seva daar wel anders over dacht, maar misschien kan hij komen met argumenten waarom hij DHER beter vind! IK heb alle vertrouwen in de trading update en verwacht dat we al boven de 15 staan dankzij de TUR voordat de cijfers komen!!
Ondanks de ge-wel-dig groene dag verwacht Euronext dat JET wederom bij opening stijgt!!
www.bloomberg.com/news/articles/2024-... Wij zitten nog niet in Hongkong. Maar Meituan groeit er als kool
Technology Meituan Becomes No. 2 Hong Kong Food Service Months After Debut It’s surpassed Deliveroo in market share since May launch Meituan is expanding overseas to offset China’s weak demand By Sarah Zheng 8 januari 2024 at 04:50 CET Listen 2:57 Meituan has become Hong Kong’s second-largest food delivery platform since debuting in the city last May, a sign that splashy subsidies are boosting the company’s first major foray outside mainland China. The internet firm’s sister app “KeeTa” accounted for 37% of the local food delivery market in December, according to data from Measurable AI, a Hong Kong-based firm that tracks business receipts. That trails Delivery Hero SE’s Foodpanda at 42% but surpassed Deliveroo Plc’s 20% despite a phased rollout that still doesn’t cover the entire territory. Splashy Debut Meituan's KeeTa grows to become Hong Kong's No. 2 food delivery platform Source: Measurable AI Note: This measure calculates order volume for deliveries, excluding pickup and grocery orders. Meituan hired aggressively for its launch in Hong Kong, a trial run for the company’s attempt to take its services outside the home market that it already dominates. KeeTa — a nod to the fast-moving cheetah — has relied on a familiar subsidy-heavy strategy to draw in users and delivery people. The platform expanded rapidly over the past year, starting from the neighborhood of Mong Kok in the heart of the city before covering the most affluent districts on Hong Kong Island. In overall market share, KeeTa still lagged behind its competitors last month at 21%, compared to Deliveroo at 25% and Foodpanda’s 54%. But that discrepancy comes from pickup and grocery orders, which KeeTa doesn’t offer. Those services comprised more than a third of total orders for its two rivals. Like other Chinese tech companies, Meituan has explored overseas expansion, particularly given a weak rebound in Chinese consumption after years of strict Covid controls. Meituan, which grew into China’s meal delivery leader with backing from Tencent Holdings Ltd., had held talks with Delivery Hero about potentially acquiring the Foodpanda business in Southeast Asia. While the KeeTa app has grown rapidly, the average value of its orders remains considerably lower, said Charlie Sheng, co-founder of Measurable AI. In December, delivery orders on Keeta averaged only HK$102, compared to Foodpanda at HK$168 per order and Deliveroo’s HK$185. Cheaper Orders KeeTa's average order value is consistently lower than its Hong Kong rivals Source: Measurable AI More than 1.3 million users in Hong Kong have downloaded the app, with more than 10,000 new downloads every day, a KeeTa spokesperson said. The platform expects to reach an order volume growth rate of more than 30%, and “maintain stable and rapid growth for a long period of time.” Kai Wang, a senior equity analyst for Morningstar Asia, said KeeTa is not expected to move the needle for Meituan’s overall revenue given the small size of the local market. At the same time, subsidies aimed at acquiring users in Hong Kong may incur losses in the short term and may not be sustainable. The company’s shares were down as much as 4.6% in Hong Kong on Monday. “Given that there is considerable competition, as soon as subsidies wane - customers are likely to switch platforms if they can get the food delivery at a cheaper cost somewhere else,” he said. “Meituan has other issues it needs to fix within other divisions before it expands internationally, given that they will have to initially incur heavy cash burn in those other markets due to heavy subsidies.”
wiegveld schreef op 9 januari 2024 07:40 :
www.bloomberg.com/news/articles/2024-... Wij zitten nog niet in Hongkong. Maar Meituan groeit er als kool
Nog meer problemen voor ROO en DHER
En stuk dat ik niet gedeeld heb in december Delivery Hero, Peers Are Stuck in a $50 Billion Rut Combined value of three European firms remains 75% below peak Weak profitability, growth slowdown dent investor interest By Henry Ren 8 december 2023 at 13:32 CET Updated on 8 december 2023 at 15:35 CET Listen 5:07 A challenging period for Europe’s food delivery firms has left investors questioning whether they can turn a profit, as demand fades from pandemic-era levels. Delivery Hero SE, Just Eat Takeaway.com NV and Deliveroo plc have lost more than 75%, or over $50 billion in combined market value since a September 2021 peak. Concerns about their longer-term potential are mounting. The sector “needs to regain trust with shareholders again” given the performance over the last two years, said Elias Halbig, a portfolio manager at Union Investment in Frankfurt. “There is still much to do in order to achieve profitability on a sustainable basis.” Uber Eats' European Rivals Yet to Recover From Rout Total market value of three food delivery firms still 75% below peak Source: Bloomberg Down more than 25% this year, Delivery Hero and Just Eat’s share performance contrasts with strong gains US peer DoorDash Inc., which along with ride hailing firm Uber Technologies Inc. has seen its share price at least double. Uber’s food delivery service, Uber Eats, operates in key European markets such as the UK, Spain and Germany but data showing its performance is scarce. Deliveroo meanwhile is up 60% this year, but remains about 65% below its August 2021 peak. While adjusted Ebitda suggests some recent improvement, the sector’s actual losses are higher. Delivery Hero, for instance, recorded a loss of €821 million before income tax in the first half even as adjusted Ebitda swung to positive, dragged by items including interest costs and share-based compensation. “Some investors rightfully question the validity of the profitability and free cash flow targets, given that they are adjusted measures,” Bernstein analyst William Woods said. For management, providing guidance on an unadjusted basis could be an important step to lure additional investors, he added. Delivery Hero Sites Hit by Fresh EU Antitrust Raids The next leg of margin improvement will be more difficult, after companies already curtailed marketing spending, raised service charges and abandoned deep discounts. Analysts said that boosting operational efficiency — like stacking nearby delivery orders in one go — will become more crucial. As companies shore up profits, sales growth comes under heavier pressure. The value of orders recorded on Just Eat’s platform is forecast to decline this year as customers curb spending on restaurant takeouts amid high inflation. Gross merchandise values (GMV) for the other two are expected to rise, but well short of the levels seen in 2020 and 2021. Growth could still be hard to come by. Key European markets have been well penetrated after a period of supercharged expansion, said Bernstein’s Woods, who forecasts an annual GMV increase of 5% or less for Deliveroo and Just Eat for next five years. Still, many of the challenges may be factored into valuations. Delivery Hero and Just Eat’s forward price-to-sales ratios are more than 60% below their three-year average levels, while Deliveroo’s multiple is less than one-third of the level when it was listed in 2021. Valuation multiples that are based on profits are more volatile due to companies’ limited profitability. The three European firms have sought to narrow losses, with analysts expecting them to generate positive free cash flow next year. Competition also shows signs of easing after firms cut back on customer subsidies and exited non-core markets. On top of that, growing optimism about potential monetary easing could give the sector an uplift next year. Deals may provide a boost, too, with Delivery Hero in talks to sell part of Southeast Asia operations and Just Eat eyeing a sale of Grubhub in the US. “I do think that will be something that will reignite investor interest in the space — if we were to see anything more material in terms of consolidation,” said Citigroup analyst Monique Pollard.
Wellicht is de laatste zin uit artikel op gisteren van toepassing!!
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