Stock Movers Rightmove Bullish, Delivery Hero Miss, BASF Cuts
Feb 27, 2026
Discussion of how AI could help property portals by enhancing proprietary data and simplifying the homebuying process. Coverage of a food-delivery group missing order targets amid fierce regional competition and talks of strategic asset moves. Review of a chemicals giant ramping up job cuts as it presses ahead with cost-saving and restructuring plans.
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Rightmove Sees AI As Opportunity Not Threat
- Rightmove views AI as an opportunity because its proprietary property data lets it build internal AI tools to boost efficiency and customer acquisition.
- CEO Johan Svanstrom also argues home buying is complex and personal, so human-led portals remain necessary despite AI advances.
Proprietary Data Could Make Portals AI Leaders
- Analysts flag Scout24 and Rightmove as potential AI survivors due to exclusive datasets that let them lead with proprietary tools.
- The personal complexity of buying a home further protects portals from immediate AI disintermediation.
Act Quickly On Strategic Options For Delivery Hero
- Delivery Hero is evaluating strategic options including capital-structure changes, partnerships, and asset sales to counter competition and revive shares.
- Management must act soon as aggressive discounting by rivals in the Middle East (Meituan) erodes order volumes.