Delivery Hero 确认收到 Uber 收购要约，旨在打造全球外卖配送帝国

Delivery Hero 确认收到 Uber 收购要约，旨在打造全球外卖配送帝国
Delivery Hero Confirms Uber's Takeover Bid In Push For Global Food-Delivery Empire

原始链接: https://www.zerohedge.com/technology/uber-builds-large-stake-germanys-delivery-hero-takeover-speculation-builds

Delivery Hero 已正式确认 Uber Technologies, Inc. 已提交以每股 33 欧元收购该公司的意向提案。此前有报道称，Uber 已积极在德国公司建立重要头寸，目前持有 19.5% 的股份，并拥有另外 5.6% 的期权敞口。分析师认为，此举是 Uber 为扩大其国际足迹并加强其对 DoorDash 等竞争对手的竞争地位所做的战略努力。通过收购在 60 多个国家开展业务的 Delivery Hero，Uber 可以在其目前落后于竞争对手的市场中获得关键规模。虽然 Delivery Hero 承认了该提案，但该公司表示仍专注于其正在进行的战略评估过程，尚未表示出售意向。受此消息及近期建仓的影响，Delivery Hero 的股价今年出现了大幅增长。尽管 Uber 表示目前无意将其持股比例增加至 30% 以上，但市场观察人士正越来越多地计入正式收购要约的可能性。

原文

Summary:

Delivery Hero Confirms Takeover Bid

Delivery Hero has confirmed that Uber has proposed buying the German food delivery company for 33 euros per share, in line with earlier takeover reports.

Following today’s press publication, Delivery Hero SE confirms that Uber Technologies, Inc. reached out with an indicative proposal of €33 per share in respect of a potential takeover offer to all shareholders of the Company.

Delivery Hero continued:

The Company remains fully focused on executing its strategic review process. Further updates will be provided as required or appropriate.

Recall earlier reports that said Uber built a 19.5% stake in Delivery Hero, plus 5.6% option exposure, as it explored takeover opportunities.

Our previous note outlined that Uber’s move to acquire Delivery Hero was likely aimed at expanding its international footprint.

Uber Builds Large Stake In Germany's Delivery Hero As Takeover Speculation Builds

Uber is exploring a potential takeover of Delivery Hero after building a large stake in the rival German food delivery company, Bloomberg News reports. This follows an earlier report that Uber had built a 19.5% stake.

On Monday, Uber disclosed that it owns 19.5% of Delivery Hero, plus an additional 5.6% through options. The position was built with the help of Morgan Stanley traders, according to people familiar with the matter.

Uber's move to acquire Delivery Hero could be an attempt to expand Uber Eats' global footprint and improve its competitive position against DoorDash outside the US.

Delivery Hero operates in more than 60 countries, giving Uber exposure to markets where it is either underscaled or trailing its competitors.

Map of Operatoins of Delivery Hero Brands

"While Uber's ultimate intentions on further stake-building remain unclear, we view the move as a clear endorsement of the strategic attractiveness of Delivery Hero's asset base for Uber," JPMorgan analysts wrote in a note.

Earlier, Uber said it "currently" has no intention of increasing its stake in Delivery Hero beyond 30%.

Delivery Hero shares in Frankfurt are up nearly 50% this year and have more than doubled from their March lows of around 15 euros. Uber shares were marginally lower in early afternoon trading.

Berenberg analyst Wolfgang Specht wrote in a note that Delivery Hero's investment case has changed following news of Uber's stake. He said it now seems prudent to assign value to scenarios that include a potential takeover.