Discover and read the best of Twitter Threads about #PayTM

Most recents (24)

#Blinkit & #Zomato – Long thread:

1/n
Blurred to Opaque to Muddy
How to leverage a listed company to recover losses from failed ventures/adventures?

Danny DeVito famously said in namesake movie – There is only one thing I love more than my money -
"other people’s money"
2/n
Zomato announced that it plans to acquire Blinkit for a “consideration” of $ 578 Mn. We will revisit valuation later. Below is the snapshot of financials.

Who pays $578 Mn on unaudited financials of just 2 mths ? Not even even 1 quarter nos are provided.
@SEBI listening?
3/n
Is the company really growing topline at 162% as claimed ? This invites some curiosity. Where are the past YoY nos ?
I tried to dig out what I could with public reported info. Here is what the past looks like for #Blinkit .Revenues touched Rs 177 Cr in FY 2020 before covid
Read 20 tweets
What makes SIPs risky? 🧮

A Thread! 🧵 ⤵
1️⃣Stock Market or Equity Risk

The money you put into an equity investment is eventually invested in the equities.

As a result, equity SIP investment plan mutual funds, or any fund having a portion of its assets invested in stocks, are exposed to the hazards of stock markets.
2️⃣Credit Hazard

All SWP and SIP Mutual Funds investors are exposed to this risk.

#mutualfunds #nifty50 #paytm
Read 6 tweets
🧵 Mega Thread, for the Mega IPO of #LIC 💰

Let us dive 👇

Please Like, Share, Retweet if you find it useful 😄 Image
IPO details:

IPO Opens: 4th May,2022
IPO Closes: 9th May,2022
Face Value: ₹10 per equity share
Price Band: ₹902 to ₹949 per share
Min lot: 15 shares
Issue Size: ₹21,008.48 crs
OFS: 221,374,920 Shares
(1/n)
The IPO will be purely OFS where Government of India will be offloading 3.5% stake in LIC

Employee reservation- Up to 1,581,249 Equity Shares
Policy Holder reservation- Up to 22,137,492 Equity Shares
Post that
QIB - 50%
Retail - 35%
NII - 15%
(2/n)
Read 23 tweets
Does #Paytm have a good business model? - A thread

Watch the video :

Investors Resources : valueeducator.com/investor-resou…

Like and Retweet for Max Reach !

Read the thread below 👇
There is a lot of talk about how Paytm’s business is bad. Let us take a look to see if that is true.

1. Company Overview
Paytm is a payments led super app which allows its customers to access financial and other commercial services through its app. It was founded by
Vijay Shekhar Sharma in 2009 as a prepaid mobile and DTH recharge platform. The company has since evolved to provide multiple fintech services and is one of the largest players in the payments space
Read 45 tweets
An educational #Thread on what type of trades 1 can take & what r the rules for it.

Majorly there r 3 types of trades a trader takes :-

* Breakout Trade
* Breakout Retest Trade
* High risk reward contra trades

Disc. - All the #Stocks discussed are for educational purpose!

1/n
#Breakout Trade!

A Breakout trade is usually a trade where the price breaks a strong resistance/supply level after consolidation. These r considered strong stocks.

To add conviction to our trade we check volumes, RSI, RS etc. for confirmation.

Let's understand with e.g :-

2/n
#ADANIPOWER

It has broken strong resistance level of 135 with strong volumes on daily chart with RSI crossing 70, Prev. swing high which adds more conviction in the trade & makes it a high probability trade.

Suggestion - Add 50% qty on breakout & rest 50% wait for retest.

3/n
Read 9 tweets
One of the most successful stock trader with special focus on cash stocks and who has a very creative mind to look out for opportunities in dark times

Covering one of the most unique set ups: Extended moves & Reversal plays

Time for a 🧵 to learn the above from @iManasArora
What qualifies for an extended move?

30-40% move in just 5-6 days is one example of extended move

How Manas used this info to book profits

Read 34 tweets
#NewPosition - LONG in #PAYTM at 871

Stop - LOD

Reversal play
#PAYTM

Struggling to move. Reduced risk.
#PAYTM

Reduced further. Struggle continues.
Read 4 tweets
#Paytm Q3 2022 Concall Highlights

Like & Retweet for better reach !

Financial Update.

1. Revenue from operations ₹1,456 Cr 89% growth Y-o-Y.

2. EBITDA (Before ESOP cost) ₹-393 Cr vs ₹-488 Cr in Q3 FY 2021.
3. EBITDA margin improved to -27% of revenues in Q3 FY 2022 from -63% of revenues in Q3 FY 2021, and -39% of revenues in Q2 FY 2022.

4. ESOP charges of ₹366 Cr recorded in Q3 FY 2022 pertains to grant of 26.6 mn Employee Stock Option (ESOPs) in this quarter.
5. Net Loss for Q3 was ₹778.5 Cr.

6. Net Cash, Cash Equivalent and investable balance of ₹10,215 Cr, as of December 2021.
Read 17 tweets
#NewPosition - LONG in #PAYTM at 1005.50

2% stop ImageImage
1050

#PAYTM Image
#Paytm

Sold some into strength

Good start ImageImage
Read 6 tweets
There are some years that become a dividing line⭐️

2021 is one of the most incredible year of my life, worked on so many new stuff and I'm glad & grateful that I found a great friend and a business partner @AdityaTodmal 🤠

Also, Thank you ❤️to everyone who has joined me🙏
As we look forward to 2022, let’s do a quick round up of all the threads 🧵 for the year 2021

Curated these threads with @AdityaTodmal

Have covered concepts on trading & finance

Excited to continue learning 🤓alongside all of you. The future is so bright!🤩
@Mitesh_Engr Sir's Positional Option Selling 101 made in collaboration with

@AdityaTodmal

Read 15 tweets
🧵 Mapmyindia
A wealth machine-IPO subscribe with a 3 year horizon and it will be a wealth machine for your portfolio.
I wrote a long thread on #PayTm why investors should not subscribe for it had over 25k views hope many would have benefited now it’s a positive investment idea
#MapMyIndia
IPO Subscribe with a 3 year horizon, this stock will create wealth
for investors it’s much different from any of the new age startup’s although it’s a OFS its a proven model for over 25 years.
~ Asset light
~ Debt free
~ 2000 enterprise customers since inception
#MapMyIndia is both B2B, B2C catering to
~ Consumer tech
~ Automotive OEM
~ Mobility & logistics
Addressable Market Size ₹45000 crores & market leader.
Leader in automotive space with complete solutions including software, navigation, safety & tracking
Geospatial, IOT etc
Read 9 tweets
One 97 Communications files business update for Q2 and October with exchanges.
One 97 Communications files business update for Q2 and October with exchanges.
One 97 Communications files business update for Q2 and October with exchanges.
Read 4 tweets
Mutual Fund & Investment Basic- Part 2

Part - 1 இங்க படிங்க: tamilhollywoodreviews.com/2021/11/mutual…
இந்த முறை Direct #MutualFund வாங்குவது எப்படி என்பதை பற்றிய போஸ்ட் போடலாம் என நினைத்தேன்
ஆனால் மார்க்கெட் மற்றும் அதைப் பற்றிய அடிப்படை விஷயங்களை தெரிந்து கொள்ளாமல்

#MutualFundsSahiHai
நேரடியாக இன்வெஸ்ட்மென்ட் செய்ய ஆரம்பிப்பது நல்லது கிடையாது. அதுக்கு முன்னாடி கொஞ்சம் அடிப்படை விஷயங்களை தெரிந்து கொள்ளலாம்.

எப்பவுமே உங்களுடைய #stocks and #MutualFund unit களை #DEMAT அக்கௌன்ட்ல வைப்பது நல்லது. ஆனால் #stocks வாங்கனும்னா கண்டிப்பாக #DEMAT account இருக்க வேண்டும்.
#MutualFund ஆரம்பிக்க #DEMAT அக்கௌன்ட் அவசியம் இல்லை ‌.

ஆனால் நான் #Zerodha வில் அக்கௌன்ட் வைத்து உள்ளேன் மற்றும் #MutualFund களை அதனுடைய #coin App வழியாக வாங்குவதால் நேரடியாக #DEMAT account ல் கிரடிட் ஆகிவிடும். மற்ற ஆஃப்கள் எப்படி என்று தெரியவில்லை.
Read 22 tweets
What if stocks could talk to each other? 🤔
- but, only through memes 😉

Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets

#SBI to #YesBank - Image
#AdaniGroup to #ITC -
(3/8)
Read 9 tweets
#PAYTM IPO Fiasco

Will cover the following:

•Issue Size 💲
•Business Model
•Shareholding Pattern
•Financials 📊
•Strengths 💪
•Issues ⛳️
•Chart check for traders 📉

Time for a Thread 🧵
• Issue Price: 2150

• Issue Size: Rs. 18300 crs./85,116,279 equity shares

• Fresh issue of Rs.8300 crs. + offer for sale (OFS) of 10000 crs.
• OFS: The proceeds goes to the existing shareholders who are taking an exit & not to the company

• Fresh Issue: Proceeds goes to the company of which Rs. 6300 crs. to be utilized for inorganic growth i.e. acquisitions & balance Rs. 2000 crs. for General corporate purpose
Read 17 tweets
#PayTmIPO #Paytm This will be a long tweet but worth your time it will help your investment decisions.
Before comments on #paytm I will rewind to 2008 I was heading institutional broking of large broking house with half a million clients and over 2000 offices across India,
Largest public issue #Rpower #reliance brand untill that point most trusted company among retail investors, IPO band was between ₹400-450 company wanted me to promote this issue, my answer was clear NO, I did not see any fundamentals matching I simply said #rpower has no fuse
Close to 14 years period of vanavas of lord ram still the share is trading around ₹14.
“The more you want something to be true, the more likely you are to believe a story that overestimates the odds of it being true” ~M Housel
Markets were at the peak when issue came and by end
Read 19 tweets
One 97 Communications — the parent company of digital payments giant #Paytm has launched its ₹18,300 crore ($2.4 billion) initial public offering (IPO)

#PayTmIPO #IPO #StockMarket
One 97 Communications — the parent company of digital payments giant #Paytm — launched its ₹18,300 crore ($2.4 billion) initial public offering (IPO) on Monday, at a price band of ₹2,080-₹2,150 per share.

#PayTmIPO
The lot size has been set at six shares, which means that a lot would cost ₹12,900 at the upper price band. It will close for subscription on Wednesday, November 10, and the allotment will be announced on November 15.

The listing date has been set at November 18.

#PayTmIPO
Read 9 tweets
#PayTmIPO – Long Thread:
There is a new game in town. The rules are “well laid out” by VCs – Report just 3 yr financials, blame flat sales since 2019 on covid, pick consultants to project fancy story, price IPO at 45 times sales, create scarcity of “limited offer” of 12% shares”
12% stake sale ~matches the “principal investment” by VCs. Oh, by the way, get some tranches of funding just before IPO that values your company closer to issue price. It’s like you buying your own house again for 2x price. May not work for you but somehow seems to work for VCs.
Now rope in mutual funds with 75% of this scarce offering (SIP money will go somewhere after all) & leave retail scrambling for 2.5% stake of a brand that is now a “household name”. Get brokerage firms & YouTube advisors to keep pumping story with same broken records from DRHP.
Read 25 tweets
1/14. A thread on India/China. A rumored but likely authentic notice of #Walmart moving it's "Supplier Enablement Team" from #China to #India has been circulating on Chinese social media. Is this the beginning of business decoupling? A few pointers.
2. First, my understanding is Supplier Enablement team is to help suppliers getting their business efficiently so Walmart has efficiency in its own part of business. It is likely tied to Walmart commitment to source $10 Billion of India-Made Goods Each Year by 2027.
3. But is this a leading event in a significant shift of international businesses moving from China to India? It remains to be seen & an active area of attention. Southeast Asia are the common denominator in many of these supply decisions on the ground.
Read 19 tweets
Paytmmmmm Karooooooo! Most of us have heard this jingle right?

After the much-celebrated #IPO of Zomato, all eyes are now on #PayTM!

So let's not wait and let's understand everything about PayTM in the below thread 👇
1/

- The DRHP mentions a Rs 16,600 Cr Fundraise
- Split - 50% Fresh, 50% OFS
- Valuation of $25-30 billion targeted from this IPO

Let’s put all of these numbers into perspective here –



2/

Some big numbers, right? Ok back to PayTM now –

What does it do?

Well, it does a lot of things but at the core of it let's term it a fintech company.

- It started as a digital wallet-based platform focused on mobile SIM top-ups and utility payments in 2010
Read 24 tweets
Are #Startup valuation any way justified?

Closing price of #Zomato on #BSE today was Rs. 132.60 at this price, Market cap of Zomato (Total valuation of Company) is at Rs. 1,04,027 Crores. Which means #Zomato is already in top 50 Companies of India market cap wise (1/n) Source: BSE India
#GodrejConsumer which was listed on 18-06-2001 and having a track record of giving constant profit for atleast 10 years (screener.in/company/GODREJ…) is valued just below #Zomato. despite comparatively much stronger performance and track record of Profit and Dividend (2/n) Source: BSE IndiaSource: https://www.screener.in/
On the other hand #Zomato has accumulated loss of 56,00,30,00,000 INR (Source: Zomato RHP - in INR Million) as on 31/3/21 and still it is valued at such a higher price. Zomato is valued higher than #TataMotors #Britannia #BergerPaints to name few (3/n)
moneycontrol.com/stocks/marketi… Source: Zomato RHP
Read 12 tweets
#Exclusive: @Paytm ropes in @GoldmanSachs, @jpmorgan as bankers for upcoming IPO ⁠— there may be more along the way

#PaytmIPO

businessinsider.in/business/start…

By @Krittiiii Image
@Paytm @GoldmanSachs @jpmorgan @Krittiiii Digital payments giant #Paytm has appointed #GoldmanSachs and #JPMorgan as merchant bankers for its upcoming initial public offering (IPO), a source aware of the development told Business Insider.

#PaytmIPO
@Paytm @GoldmanSachs @jpmorgan @Krittiiii The fintech startup is looking to file its draft red herring prospectus (DRHP) with market regulator Securities and Exchange Board of India (SEBI) in July, and expects to make its debt in the public market by November 2021.

#Paytm #PaytmIPO
Read 6 tweets
💡 @Paytm's $3 Billion IPO plan is going to be the biggest in the history of the Indian share market. 💡

@Paytm the brainchild of Vijay Shekhar Sharma.

Check out how Paytm became an E-payment giant from a small startup. 👇

#Paytm #PayTmIPO
2/
The beginning

Started in august 2010 in Noida, UP with the initial investment of $2 million by its founder, Vijay Shekhar Sharma. Paytm began off as a prepaid mobile and DTH recharge platform, and later added data card, postpaid mobile, and landline bill payments in 2013.
3/
The funding

Paytm received its first funding of $10 million from Sapphire Ventures in its parent organization One97 Communications Ltd.

In 2015 for a huge stake Alibaba Group affiliate took 40% stock in Paytm as part of a strategic agreement.
Read 14 tweets
✨The Show business of CRED✨

They are not in the #Fintech business or the #Lifestyle business but the #Show business.

👇 Expand this thread to learn more about the $2.2 billion valuation of #CRED!
Had an interesting discussion with my fellow cohort members @StoaHQ about @CRED_club and its massive $215 million in a Series D, which values the business at a whopping $2.2 billion.
To understand what these ✨"marquee" VCs✨ might have seen in CRED, let's do a good old SWOT analysis of CRED.
Read 20 tweets

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