Toon Gyssels

CEO, Talabat
· tracked since Feb 2026
Calls
1
Win Rate
-
return
-
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate - Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return - Long Return - Short Return -
Average Return
7d -6.1%
30d -7.4%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
TALABAT Talabat Talabat
Long
Feb 16
$0.79
-
Talabat reported $451M in adjusted profit (+15% YoY) and plans to pay out 90% of net earnings as dividends. They are investing $100M into grocery/dark stores. The company is balancing high growth (investing in grocery) with high shareholder returns (90% payout ratio). Dominant market share in the Gulf allows them to maintain pricing power despite competition. LONG Talabat (or parent Delivery Hero if Talabat unavailable) for yield and regional growth. Intense competition from new entrants (M1, Chinese players) eroding margins.
Talabat reported $451M in adjusted profit (+15% YoY) and plans to pay out 90% of net earnings as dividends. They are investing $100M into grocery/dark stores. The company is balancing high growth (investing in grocery) with high shareholder returns (90% payout ratio). Dominant market share in the Gulf allows them to maintain pricing power despite competition. LONG Talabat (or parent Delivery Hero if Talabat unavailable) for yield and regional growth. Intense competition from new entrants (M1, Chinese players) eroding margins.
Other
YOUTUBE
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Toon Gyssels has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TALABAT.