Country: Unknown
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Q1 2026
Q4 2025
- DHER Q4 2025 Delivery Hero Hit Its Adjusted EBITDA Target - So Why Does One Subsidiary Have a Going-Concern Warning?Apr 20
- SEABANK Q4 2025 Whose Money Is Actually Sitting Inside SeaBank?Apr 15
- ADYEN Q4 2025 The Take-Rate Reversal Held All Year — So Why Did the Stock Get Cheaper?Feb 24
Q3 2025
- SEABANK Q3 2025 SeaBank's ROE Just Hit a Filing-History High - Its NPL Ratio Just Turned Unfavorable TooDec 10
- SUPERBANK Q3 2025 Superbank's Loan-to-Deposit Ratio Finally Eased - Right As a Shareholder Quietly Reshuffled Its StakeOct 20
Q2 2025
- DHER Q2 2025 Delivery Hero Finally Posted a Profitable Operating Result - So Why Is a €860 Million Spain Liability Still Unrecognized?Sep 15
- SEABANK Q2 2025 SeaBank's Return on Equity Just Doubled - But Deposits Are Growing Faster Than Its Balance Sheet Can AbsorbAug 25
- SUPERBANK Q2 2025 Superbank Is Profitable Again - By Lending Out Almost Every Rupiah It Takes InAug 19
- ADYEN Q2 2025 Take Rate Finally Rose — But Is It a Real Reversal or Just One Customer Shrinking?Aug 19
Q1 2025
- SUPERBANK Q1 2025 Superbank's First Profitable Quarter Came With Its Loan-to-Deposit Ratio Falling by HalfJun 06
- SEABANK Q1 2025 SeaBank's Loan Book Grew 10.3% in a Quarter - Its Capital Buffer Is the Thing to Watch NowApr 25
Q4 2024
- DHER Q4 2024 How Did Delivery Hero Turn a €341 Million Operating Loss Into a €3.8 Billion Cash Pile?May 06
- SEABANK Q4 2024 SeaBank's Margin Is Still Enormous. Its Return on Equity Still Isn't.Apr 25
- SUPERBANK Q4 2024 Superbank's First Full-Year Report Reveals a Rp1 Trillion Asset Sale to Its Old OwnerApr 22
- ADYEN Q4 2024 Take Rate Fell for a Second Straight Year — Is This the New Normal?Feb 04
Q3 2024
- SEABANK Q3 2024 SeaBank's Nine-Month Profit Is Up 32%. Its Third Quarter Alone Fell.Nov 29
- SUPERBANK Q3 2024 Superbank Doubled Its Interest Income. Its Net Loss Still Got Worse.Nov 12
Q2 2024
- DHER Q2 2024 Delivery Hero's Adjusted EBITDA Nearly Tripled. Then the EU Antitrust Bill Came to €403 Million.Sep 09
- SEABANK Q2 2024 SeaBank's Profit Quadrupled. Its Core Lending Margin Actually Shrank.Aug 20
- ADYEN Q2 2024 Volume Grew Almost Twice as Fast as Revenue This Half — Is the Take-Rate Flywheel Broken?Aug 20
- SUPERBANK Q2 2024 The Losses Keep Widening. The Funding Gap Is Finally Closing.Aug 05
Q1 2024
- SEABANK Q1 2024 The Margin That Was Supposed to Be Untouchable Just CompressedMay 20
- SUPERBANK Q1 2024 A 28% Deposit Growth Headline Hides a 34% Quarterly DropMay 06
Q4 2023
- DHER Q4 2023 Delivery Hero Posted Its First Profitable Year of Adjusted EBITDA. It Also Just Wrote Off €858 Million of Goodwill.May 06
- SEABANK Q4 2023 A Blowout First Half, Then a 10% Drop in Full-Year ProfitApr 05
- SUPERBANK Q4 2023 A Bank Whose Loan Book Runs on Shareholder Cash, Not DepositsApr 04
Q3 2023
Q2 2023
- DHER Q2 2023 Delivery Hero Just Hit Adjusted EBITDA Breakeven. So Why Is the Stock Down 64% in Two Years?Sep 05
- MEITUAN Q2 2023 Turned Profitable Again — Then Bought Its Own Departing Co-Founder's AI StartupAug 24
- SEABANK Q2 2023 Why a 19% Net Interest Margin Still Isn't EnoughAug 14
- SUPERBANK Q2 2023 The Loan-to-Deposit Ratio Just Hit 218% - And the Loss Kept GrowingAug 08
Q1 2023
Q4 2022
Q2 2022
Q4 2021
- DHER Q4 2021 How Do You Halve a Net Loss While the Business Is Actually Losing More Money?May 05
- MEITUAN Q4 2021 A $6 Billion Grocery Bet Hiding Inside Two Profitable BusinessesFeb 03
Q2 2021
Q4 2020
Q2 2020
- DHER Q2 2020 Orders Doubled in a Pandemic. So Did the Losses. Where's the €3.25 Billion Going?Sep 15
Q4 2019
Q2 2019
Q4 2018
- DHER Q4 2018 Whatever Happened to That First-Ever Profit?Feb 20
- ADYEN Q4 2018 The Stock Went Nowhere for Six Months — So Why Did Its Earnings Multiple Get Cut in Half?Feb 05
Q2 2018
- DHER Q2 2018 How Do You Post Your First-Ever Profit While Burning More Cash Than Ever?Oct 15
- ADYEN Q2 2018 Priced at 144x Earnings Weeks After Listing — Do the Numbers Back It Up?Aug 27