Technology

🛵

Will Foodpanda remain the #1 food delivery app by orders this quarter?

App store + order volume tracker.

72.0%

Jul 5, 12:28 PM

฿125.8K total volume 337 comments

AI Summary

Updated 2h ago

Pricing currently favors Yes at 72%. Volume and recent order flow suggest the market has priced in most public information, with the largest remaining swing factor being promo spend this quarter.

Confidence in current pricing93%

Bull case

  • Promo spend this quarter points toward Yes resolving true.
  • Historical base rates for similar questions skew higher than current price.
  • Order flow over the last 24h has been net buyers on Yes.

Bear case

  • Restaurant partner exclusivity deals could flip this quickly.
  • Thin liquidity outside the top-of-book means the price can be misleading.
  • A key event before resolution could shift sentiment sharply.
Promo spend this quarterRestaurant partner exclusivity deals

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Comments

🪷
🥁

Kamon Chotirosseranee· 6h

Adding this to my watchlist, waiting for a better entry

🍜

Arthit Kanjanapas· 1d

This is basically decided already, no idea why it's not at 95%+

2 replies