Technology

🛵

Will Line Man Wongnai remain the #1 food delivery app by orders this quarter?

App store + order volume tracker.

48.0%

Jul 5, 12:38 PM

฿458K total volume 322 comments

AI Summary

Updated 2h ago

Pricing currently favors No at 48%. 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 pricing63%

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

Related news

BBangkok Post· 1d

New data moves the needle on will Line Man Wongnai remain the #1 food delivery app by orders this quarter

The move follows a string of related developments that market watchers say were underpriced.

Will Line Man Wongnai remain the #1 food delivery app by orders this quarter?48%

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Comments

🪷
🐘

Pongsakorn Chaiyaporn· 5h

This aged well

🥭

Rungnapha Suksawat· 1d

Called it three days ago, screenshot this

🐉

Ladda Jaidee· 2d

Called it three days ago, screenshot this

2 replies
🍜

Duangjai Charoenkul· 2d

Locking in profit at this price, thanks for the ride