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Talabat Holding (TALABAT:DU): Sector consolidation prospects pick up momentum; but key concerns remain-20260722
高盛· 2026-07-22 18:15
22 July 2026 | 9:31AM GST Equity Research Talabat Holding (TALABAT.DU) Sector consolidation prospects pick up momentum; but key concerns remain TALABAT.DU 12m Price Target: AED1.07 Price: AED1.13 Downside: 5.3% Uber's acquisition of Delivery Hero expected to close in 2H27; questions remain on details and on Talabat's future strategy Uber and Delivery Hero have announced the entry into a business combination agreement in an all cash transaction for $14.8bn (implied for 100% of the company, or $13.7bn adjuste ...