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Hope for Just Eat: A Strategic Shift Away from London’s Listing Delistings from the London Stock Exchange (LSE) are often painted as major blows, but not every departure signals disaster. The case of Just Eat Takeaway’s exit is a noteworthy example of a pragmatic decision rooted in strategy rather than failure. For Just Eat, its time on the LSE will mostly be remembered for the ill-fated $7.3 billion (£5.8 billion) acquisition of Grubhub in 2021. At the height of the pandemic’s delivery boom, the company, led by CEO Jitse Groen, gambled on Grubhub with a 40% takeover premium, despite the absence of easy cost synergies. The result? Grubhub was sold just last week for a mere $650 million—a stark reminder of the dangers of overconfidence during fleeting market trends. Fortunately, the Grubhub deal was executed as an all-share transaction, sparing Just Eat the heavier blow that a cash deal might have inflicted. Even so, the fallout was significant, with the company’s share price plummeting nearly 90% from its peak. Shareholders, who largely supported the Grubhub purchase at the time, now face a leaner Just Eat, valued at a more modest £2.6 billion. The move to delist from the LSE, however, is less about retreat and more about practicality. With only 2% of trading volume coming from London and the primary listing already on the Euronext Amsterdam exchange, the LSE presence was largely symbolic. Consolidating on a single platform reduces administrative complexity and costs, allowing the company to streamline operations. Importantly, this is part of a broader trend, as Just Eat previously exited the US Nasdaq listing inherited from the Grubhub acquisition. While this decision marks the end of Just Eat’s UK corporate identity—rooted in its days as a FTSE 100 star—it doesn’t spell doom for its business in the UK. The region remains a critical market for the company, as does its continued presence in Dutch hands following Takeaway.com’s 2020 merger. Critically, Just Eat’s delisting isn’t a reflection of London’s attractiveness as a financial hub. Instead, it underscores the challenge secondary listings face for mid-sized companies. Liquidity tends to favor one venue, and in Just Eat’s case, Amsterdam is the natural home. Though the LSE undoubtedly faces broader issues, especially in attracting dynamic mid-cap companies, Just Eat’s exit is more administrative housekeeping than a rejection of London. If anything, the focus should remain on ensuring exciting new arrivals to reinvigorate the market. This isn’t a time for mourning but for looking forward—with lessons learned. Just Eat’s pivot highlights the importance of agility in adapting to global markets, a hopeful reminder for investors and companies alike.

What a Wonderful Response to Unicommerce IPO. CEO: Kapil Makhija The chances for Retail Investors to get the allotment is less but Yes the financials are Great, The company's Strengths are admirable and Company is working on it's development as well. The IPO Closes today. I think you will get the Allotment status tomorrow. Follow BHAVESH RUGHWANI for more. ✅ Disclaimer: No certified opinion contained. #ipo #finance #money #trading #investment #market #india

Shareholders of food delivery platform Swiggy have cleared the company’s proposal to increase the component of fresh shares in its upcoming initial public offering (IPO) to Rs 5,000 crore, people briefed on the matter told ET. Earlier, the company had planned to issue fresh shares worth Rs 3,750 crore in the IPO along with 185.3 million shares offered for sale by its existing investors. #swiggy #quickcommerce #fooddelivery #IPO #investmentnews #ETretail #latestnews

Big Moves Brewing: DoorDash and Deliveroo in Advanced Merger Talks! The food delivery industry is buzzing with excitement as DoorDash and Deliveroo are reportedly in advanced merger talks. This potential merger could create a powerhouse in the global market, combining strengths and expanding their reach significantly. What all do we need to know? -Strategic Moves: DoorDash and Deliveroo have been on acquisition sprees. -Market Impact: This merger is expected to boost their combined market share in key regions like Europe and Asia. The merger could result in better resource allocation and improved delivery logistics. -Financial Performance: Deliveroo has shown strong financial performance, with steady revenue growth and strategic divestments to focus on core markets. -Operational Synergies: The companies are likely to benefit from operational synergies, including technology integration and cost efficiencies, which could lead to enhanced service offerings for customers -Industry Game-Changer: This merger could be a game-changer, potentially leading to improved efficiency and better service for customers. However, it also raises questions about market competition and the future of smaller delivery services. -Integration Challenges: The integration process will be crucial. Both companies need to ensure seamless merging of their technologies and cultures to maximize the potential benefits. -Regulatory Scrutiny: With such a large merger, regulatory scrutiny is inevitable. It will be interesting to see how regulators respond and what measures might be imposed to ensure fair competition and avoid any likelihood of monopolistic practices. Stay tuned for more updates ! #FoodDelivery #DoorDash #Deliveroo #BusinessNews #MergersAndAcquisitions #TechNews #GlobalExpansion #MarketStrategy #CorporateGrowth #InnovationInDelivery #Logistics #FinancialPerformance #IndustryTrends #OperationalSynergies #RegulatoryWatch #CustomerExperience

Swiggy is all set to debut in the stock market with its much-awaited IPO on November 6th! Should you invest in this food and grocery delivery giant? We’ve broken down the key details of Swiggy IPO, including its price band, financials, and market buzz. Whether you’re a seasoned investor or just curious, watch this reel to make an informed decision! What’s your move? Subscribe or skip? Let us know in the comments! #swiggyipo #stockmarket #investmenttips #ipoalert #stockmarketindia #SwiggyInvest #IPO2024 #financetips #investing #retailinvestors #stockmarketnews #GreyMarketPremium #techstocks #fooddelivery #grocerydelivery #swiggy

Want to buy Swiggy, NSE shares before the IPO? A deep dive into how the unlisted market works As the primary market gears up for a flurry of high-profile IPOs from major players like NSE, Swiggy, and Hyundai, the shares of these companies are creating a lot of buzz in the unlisted market. However, unlike the listed market, the unlisted space remains a mystery for most retail investors because of its opaque nature. ETMarkets tries to decode how companies are traded in the unlisted market, what factors drive their valuations and a comprehensive guide on how

Swiggy’s IPO: A Long-Term Investment Play Amid Financial Losses Swiggy, the popular food delivery and online grocery platform, is all set to launch its highly anticipated initial public offering (IPO) on November 6, 2024. With its debut on the stock market just around the corner, retail investors are closely watching to gauge the potential upside of subscribing to the offer. Read More :- https://lnkd.in/g6wukK4F #SwiggyIPO #FoodTech #InvestingInSwiggy #IndianStartups #IPO2024 #LongTermInvestment #TechStocks #SwiggyIPO2024 #FinancialLosses #StockMarketOpportunities #RetailInvestors #InvestmentTips #GrowthStocks #IndiaFoodDelivery #EcommerceInvesting #TechIPO #RiskAndReward #SwiggyGrowth #InvestmentStrategy #StockMarketNews #IPOAnalysis

"99 Speed Mart’s Landmark IPO: A Game Changer for Malaysia's Retail Market!" With RM 2.36 billion raised and a 12.1% stock surge on debut, 99 Speed Mart’s IPO is reshaping the retail landscape in Malaysia. 🚀 Expanding its presence with over 1,900 stores, this growth will have a lasting impact on local supply chains, job creation, and consumer convenience. Discover how key market players like 99 Speed Mart are driving retail innovation with strong investor confidence. #99SpeedMart #IPO #RetailGrowth #MalaysianEconomy #MarketInsights #InsightzClub

Nithin Kamath, co-founder and CEO at Zerodha, emphasises the importance of more Indian companies going public. This will provide attractive opportunities for IPO investors, he says. Successful IPOs can incentivise other companies to consider going public, thereby attracting more retail and institutional investors, Kamath adds. What factors should companies consider before going public? Share your thoughts in the comments section.

The contrast between a pre-IPO #Zomato and the #Swiggy that's at the cusp of its IPO is stark. So is the way their IPOs are structured. Swiggy is vulnerable but not desperate, whereas in 2021 Zomato was both. What can incoming IPO investors into Swiggy expect? Harveen Ahluwalia and I write in The Morning Context Read here: https://lnkd.in/dxJgiJ7V