ReutersCodex · 实盘可交易 · 做多市场:欧股▼ 亏 -1.84% · 已结算把握 6/10
北京时间·🕒 发布 02:49:24时区推断·⟳ 抓取 02:56:00·⚡ 决策 07-16 03:05:22 +9m22s·103.7 天前
Uber据报接近以约125亿欧元收购Delivery Hero
FT/路透称Uber拟以约41欧元/股收购Delivery Hero，DHER.DE最新38.18欧元，相对传闻价仍有约7%价差。
📄 原文Reuters↗ 原文
Uber (UBER.N) is set to take over Delivery Hero (DHER.DE) in a deal valuing the German food delivery company at about…
▼ 亏 -1.84%入场 07-16 开盘 @38.75 → 离场 07-17 开盘 @38.20
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑收购价41欧元传闻仍有价差
怎么买 限价买入 不高于 39.5、2 个交易日内有效
怎么卖 止盈 +4%(半仓)/+7%(清仓) · 止损 -4% · 时间止损 3日
不做 Uber（UBER.US）
Uber是潜在收购方，约125亿欧元支出叠加反垄断和整合风险，短线方向不如被收购方清晰，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 DHER.DE Delivery Hero
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 DHER.DE Delivery Hero
| 收益状态 | -1.84% 已平仓 |
|---|---|
| 进场成交 | 2026-07-16 · 开盘 · @38.75 |
| 离场成交 | 2026-07-17 · 开盘 · @38.2 |
| 毛收益 | -1.42% |
| 成本 | +0.42% |
| 净收益 | -1.84% |
| 计入收益 | -1.84% |
| 建仓日 | 2026-07-16 · 进场不早于新闻时刻 + 2 分钟 |
| 契约提示 | LIMIT_AND_CHASE |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 18:58
研究档案
消息传播链
- Delivery Hero确认与Uber就潜在全面收购要约进行高级谈判，但未披露价格。市场反应:DHER.DE 7月15日开38.49欧元，较7月13日收36.97欧元已明显跳升。
- 路透转引FT称交易估值约125亿欧元，潜在价格约41欧元/股，最早可能周四宣布，但条款和时点未最终确定。市场反应:DHER.DE最新38.18欧元，仍低于传闻41欧元价格。
关键理由
- FT/路透称Uber拟以约41欧元/股收购Delivery Hero，DHER.DE最新38.18欧元，相对传闻价仍有约7%价差。
- Delivery Hero确认与Uber就潜在收购要约进行高级谈判，事件不是纯市场传闻，但条款和时点仍未最终确定。
- 125亿欧元交易额约等于Delivery Hero最新市值136亿欧元，属于公司级重定价事件；若正式公告，剩余价差有收敛空间。
主要风险
- 交易尚未最终敲定且可能面临反垄断审查，正文也称土耳其和部分欧洲业务可能需剥离以降低重叠风险。
- DHER.DE近13周指数从100升至190，7月15日已高开至38.49欧元并收38.42欧元，市场已部分交易收购预期。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-15 · 影响 weakens
报道明确提示交易条款和时点尚未最终确定，且业务重叠可能引发反垄断审查。
检索:Uber Delivery Hero antitrust scrutiny deal not finalized July 2026 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-07-15 · 影响 weakens
DHER.DE近13周从指数100升至190，7月15日已高开，说明收购预期部分price-in。
检索:DHER.DE stock quote 20 day trend takeover price in
历史先例(按相似度)
- DHER.DE 2026-07-14 Delivery Hero确认与Uber就潜在全面收购要约进行高级谈判，未确认价格。 原文 ↗
DHER.DE事件收38.42欧元；事件后样本不足，已先涨至接近传闻价。 - ROO 2025-05-06 DoorDash宣布收购Deliveroo，现金要约溢价较高，外卖平台收购标的通常向要约价靠拢。 原文 ↗
工具未取得ROO有效K线，作为行业并购类比保留。 - GRUB 2020-06-10 Just Eat Takeaway宣布收购Grubhub，说明外卖平台跨境并购可驱动标的重估。 原文 ↗
工具未返回有效K线，未用于涨幅校准。 - DASH 2021-11-09 DoorDash宣布以约81亿美元收购Wolt，买方承担整合与估值风险。 原文 ↗
事件后 +1日 +11.6% · +3日 +28.1% · +5日 +22.2% - JET 2025-02-24 Prosus宣布收购Just Eat Takeaway，现金要约推动目标公司向要约价重估。 原文 ↗
工具未取得有效K线，未用于德国市场tp校准。 - DDL 2026-02-05 Dingdong宣布与Meituan子公司签署确定性协议，出售中国业务，企业价值约7.17亿美元；同为即时零售/到家平台并购。 原文 ↗
事件后 +1日 +0.0% · +3日 +6.6% · +5日 +6.2% - UBER 2020-07-06 Uber宣布以约26.5亿美元全股票收购Postmates；同一买方Uber扩张外卖版图，但Postmates为非上市目标。 原文 ↗
事件后 +1日 +0.9% · +3日 +1.9% · +5日 -2.5% - UBER 2019-10-11 Uber宣布收购拉美杂货配送平台Cornershop多数股权；同一买方Uber、同为配送/杂货即时履约资产。 原文 ↗
事件后 +1日 +3.3% · +3日 +5.8% · +5日 +6.4% - 6808 2017-11-20 Alibaba等以约224亿港元取得Sun Art Retail约36%权益，价格6.50港元/股低于停牌前价；同为食品零售/履约网络控制权类交易。 原文 ↗
事件后 +1日 -4.7% · +3日 +5.0% · +5日 -3.8% - 6808 2020-10-19 Alibaba宣布约36亿美元增持Sun Art Retail并取得控制权，随后对Sun Art提出强制全面要约；食品零售即时履约网络大额控制权交易。 原文 ↗
事件后 +1日 -6.5% · +3日 -11.4% · +5日 -7.7% - BABA 2018-04-02 Alibaba联合蚂蚁金服以约95亿美元收购饿了么剩余股权；同量级线上外卖/即时配送平台并购，但目标不可交易。 原文 ↗
事件后 +1日 -1.7% · +3日 -2.8% · +5日 -4.4%
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- event_study · 结果未知
原文全文
展开原文 · 1,486 字
Uber (UBER.N) is set to take over Delivery Hero (DHER.DE) in a deal valuing the German food delivery company at about €12.5 billion ($14.34 billion), the Financial Times reported on Wednesday.
Delivery Hero confirmed it was in advanced negotiations with Uber regarding a potential takeover offer on Tuesday.
Here are a few details on the potential deal:
Acquiring Delivery Hero, which has a market value of roughly €11.6 billion, would expand the Uber Eats food-delivery network in Europe, the Middle East, Asia and Latin America. But the deal could attract scrutiny from antitrust regulators due to overlap in the companies' operations.
Delivery Hero could announce the deal as early as Thursday, with Uber paying roughly €41 per share, the Financial Times reported, citing multiple people familiar with the matter.
The terms and timing have not been finalized and could still change.
Under the proposed deal, Delivery Hero will split off part of its business, selling its Turkish unit Yemeksepeti and several European operations to an investment firm, in an effort to limit geographic overlap with Uber and reduce potential antitrust scrutiny, the report said.
Both Delivery Hero and Uber did not immediately respond to a Reuters request for comment.
The discussions follow months of speculation over Delivery Hero's future. Uber approached the company in May with a €38 per share offer that investors viewed as too low, according to .
($1 = 0.8715 euros)
Delivery Hero confirmed it was in advanced negotiations with Uber regarding a potential takeover offer on Tuesday.
Here are a few details on the potential deal:
Acquiring Delivery Hero, which has a market value of roughly €11.6 billion, would expand the Uber Eats food-delivery network in Europe, the Middle East, Asia and Latin America. But the deal could attract scrutiny from antitrust regulators due to overlap in the companies' operations.
Delivery Hero could announce the deal as early as Thursday, with Uber paying roughly €41 per share, the Financial Times reported, citing multiple people familiar with the matter.
The terms and timing have not been finalized and could still change.
Under the proposed deal, Delivery Hero will split off part of its business, selling its Turkish unit Yemeksepeti and several European operations to an investment firm, in an effort to limit geographic overlap with Uber and reduce potential antitrust scrutiny, the report said.
Both Delivery Hero and Uber did not immediately respond to a Reuters request for comment.
The discussions follow months of speculation over Delivery Hero's future. Uber approached the company in May with a €38 per share offer that investors viewed as too low, according to .
($1 = 0.8715 euros)
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