DDL Dingdong (Cayman) Limited (ADS, NYSE) Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
07:06
Sep 16
Sep 16
r/smallcaps
Dingdong trades below deal cash, capital returns catalyst
Dingdong agreed to sell its China business to Meituan for $717m in cash, and can additionally pull $280m out of the China sub, totaling $997m cash against a market cap of roughly $505m. Management has explicitly said 90% of proceeds will be used for capital returns, and shareholders have already voted for the deal, making the capital return the key catalyst. The author calculates 97% upside on gross proceeds, or 77% after taxes and transaction costs. Main risk implied is the general market dislike and neglect of Chinese stocks, which is why the opportunity exists.
DDL
Dingdong (Cayman) Limited (ADS, NYSE)
Long
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16:18
Sep 14
Sep 14
r/investing
Cash from sale exceeds market cap, capital returns
Dingdong agreed to sell its China business to Meituan for $717m in cash and can pull an additional $280m out of the China sub, totaling $997m cash against a market cap of roughly $505m. Shareholders have voted for the deal and management stated 90% of proceeds will be used for capital returns, implying 97% upside on gross proceeds or 77% after taxes and transaction costs. The author attributes the wide spread to Chinese stocks being disliked and ignored, creating an under-the-radar opportunity. Main risk is deal/tax/transaction cost erosion of the return.
DDL
Dingdong (Cayman) Limited (ADS, NYSE)
Long
—
—
16:16
Sep 14
Sep 14
r/ValueInvesting
Cash from sale exceeds market cap, capital returns
Dingdong agreed to sell its China business to Meituan for $717m in cash and can pull an additional $280m out of the China sub, totaling $997m cash against a market cap of roughly $505m. Shareholders have voted for the deal and management stated 90% of proceeds will be used for capital returns, implying 97% upside on gross proceeds or 77% after taxes and transaction costs. The author attributes the wide spread to Chinese stocks being disliked and ignored, creating an under-the-radar opportunity. Main risk is deal/tax/transaction cost erosion of the return.
DDL
Dingdong (Cayman) Limited (ADS, NYSE)
Long
1ST
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About DDL Investor Commentary
Across the available history and selected sources, Buzzberg tracks DDL (Dingdong (Cayman) Limited (ADS, NYSE)) across 3 sources: 3 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: u/ShowMeTheIncentives.