Discover and read the best of Twitter Threads about #nykaaipo
Most recents (5)
I have a very logical strategy cum observation for those who like investing in IPOs but not getting allotment
And just watching the price of the IPO going up up and up
1/n
And just watching the price of the IPO going up up and up
1/n
Typically what happens
The #IPOs which are very good are #oversubscribed and we don’t get any allocation
And those IPOs which are not so good then we get the location and then the #IPO get #listed at lower price..
So here is the simple logical observation cum strategy
2/n
The #IPOs which are very good are #oversubscribed and we don’t get any allocation
And those IPOs which are not so good then we get the location and then the #IPO get #listed at lower price..
So here is the simple logical observation cum strategy
2/n
Steps
1. Whenever a good company IPO get listed, just observation for next one month.. it should trade above the allocation price by 20-30%
2. Just after one month Anchor investors gets an opportunity to book their profits..
3. Observe the #stock price for next week
3/n
1. Whenever a good company IPO get listed, just observation for next one month.. it should trade above the allocation price by 20-30%
2. Just after one month Anchor investors gets an opportunity to book their profits..
3. Observe the #stock price for next week
3/n
#FalguniNayar becomes India’s wealthiest self-made female billionaire after Nykaa’s successful IPO
#NykaaIPO @MyNykaa
businessinsider.in/business/news/…
By @Krittiiii
#NykaaIPO @MyNykaa
businessinsider.in/business/news/…
By @Krittiiii
@MyNykaa @Krittiiii .@MyNykaa founder and chief executive #FalguniNayar has become India’s wealthiest self-made female billionaire after the beauty ecommerce brand’s successful initial public offering (IPO).
#nykaa #nykaaIPO
#nykaa #nykaaIPO
@MyNykaa @Krittiiii According to the Bloomberg Billionaires Index, Nayar’s net worth surged to $6.5 billion as Nykaa listed at a over 70% premium on the stock market.
#FalguniNayar #nykaa #nykaaIPO
#FalguniNayar #nykaa #nykaaIPO
We believe that the most interesting aspect of Nykaa's business is CONTENT. Do read the below article before making a decision on applying for #NykaaIPO.Here's a short thread 🧵on different content initiatives taken by #nykaa.Do like and retweet if you liked the thread. Thank you
#Nykaa believes in both BPC and fashion businesses, consumers often require assistance to navigate and make purchase decisions. Nykaa wants to simplify lifestyle commerce through influencer-led inspirational and educational transmedia #Content
2/n
2/n
#Nykaa has a network of 1,363 influencers, including Generation Z trendsetters, mommy bloggers, beauty, fashion, and lifestyle bloggers, makeup artists, and celebrities. Nykaa is attracting these influencers by paying commission for the sales they drive on our platform.
3/n
3/n
So who is Falguni Nayar? what's her story and how did he end up starting #nykaa and becoming India's 1st women entrepreneur to lead a unicorn into the public markets. A short thread 🧵
Falguni Nayar did her MBA in Finance from IIM-A and
worked with Kotak Mahindra group as an investment banker in US and UK for 18 years. In April 2012, she quit as MD after she turned 50 and found #Nykaa. People thought I was crazy,” Nayar said to Vagabomb.
2/n
worked with Kotak Mahindra group as an investment banker in US and UK for 18 years. In April 2012, she quit as MD after she turned 50 and found #Nykaa. People thought I was crazy,” Nayar said to Vagabomb.
2/n
The brand name #Nykaa is derived from the Sanskrit word nayaka, meaning ‘one in the spotlight’. Nykaa sells beauty, wellness, and fashion products through digital and 76 offline stores for men and women.
3/n
3/n
NYKAA-IPO
*1st profitable e-commerce co to hit the IPO market
*Turned net cash from net debt in FY21
*Eyeing valuation of $4-5bn
*Assuming $4bn valuation
IPO priced at TRAILING FY21
12x sales
185x EV/ EBIDTA
#StockMarket #nykaaIPO #Nykaa
*1st profitable e-commerce co to hit the IPO market
*Turned net cash from net debt in FY21
*Eyeing valuation of $4-5bn
*Assuming $4bn valuation
IPO priced at TRAILING FY21
12x sales
185x EV/ EBIDTA
#StockMarket #nykaaIPO #Nykaa
FINANCIALS
-Turned EBIDTA positive in FY19
-Turned Profitable in FY21
-Margins Improving
-GM doubled in past 5 years to more than 40% in FY20 (Jefferies)
-A&P spends at 10-11% of Revenues
#StockMarket #nykaaIPO
-Turned EBIDTA positive in FY19
-Turned Profitable in FY21
-Margins Improving
-GM doubled in past 5 years to more than 40% in FY20 (Jefferies)
-A&P spends at 10-11% of Revenues
#StockMarket #nykaaIPO
What’s Working: Jefferies
-Focus on Beauty & Personal Care (BPC) a high margin biz
-Focus on unit economies Delivery charges of 70 below 500 order
-No discount from own pocket, discounts funded by brands
-Uptick on margin, no distributor or wholesale channel
#nykaaIPO
-Focus on Beauty & Personal Care (BPC) a high margin biz
-Focus on unit economies Delivery charges of 70 below 500 order
-No discount from own pocket, discounts funded by brands
-Uptick on margin, no distributor or wholesale channel
#nykaaIPO
