…all-cap sector, GRUB has more attractive margins and growth potential. Internet/e-Commerce | 06 April 2017 25 Match.com (Buy, $21 PO) Stock view: Positive on Tinder monetization growth on new products Match has continued to build monetizati...
Match
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we expect take rate will continue to expand as the delivery business grows. Key theme/metric(s) for 1Q: gross food sales growth We forecast gross food sales growth in 1Q of 26%, a modest deceleration from 27% in 4Q (flat with 4Q less the 1%...
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