Discover and read the best of Twitter Threads about #zomatoipo

Most recents (6)

#Zomato Analysis 3/8/21:
Grab a cup of coffee and enjoy my notes:

Zomato Shareholding as on July 22nd:
Promoter holding: 0%
Non institutions: 83.67%
(58% holding by foreign companies)

Positives First:
*Almost debt free
2/n #Zomato

*Massive growth potential, Scalable.
*Current Ratio: 9.3 (Excellent)
*Strong Network in place
*Hyperlocal data
*Strong brand image
*B2C Food delivery business
*Hyperpure B2B business
*Paid Zomato Pro Membership
*Cloud Kitchen opportunity scalable
3/n #Zomato

*All in one platform business for food restaurant search, menu, ordering, payments, online track delivery, feedback, customer support.
*35 subsidiaries (including Zomato's abroad businesses)
*Possibility to replicate their food delivery success to new businesses.
Read 7 tweets
#ZomatoIPO Surely List At 20% Primium Tomorrow Morning.

Reason -1

👉🏻 Gray Market Primium At Around 31% As Of Today.

Reason - 2

👉🏻 Last-minute Buying in NAUKRI Shares Today With volumes Long Position Formation in INFOEDGE Shares.

🤞🏻🍅 #ZomatoIPO
Reason - 3

Last Minute Buying in Burger King And Westlife Shares Both up more than 4% Today. JUBILANT FOOD Also Hit Upper Circuits Today.

🤞🏻🍅 #ZomatoIPO
Read 8 tweets
Today: IPO Corner - day 3 of bidding, & more
The markets closed in the red today. Realty, metal, and pharma stocks were the top performers while IT dragged the indices down.
#ZomatoIPO was subscribed 38.25 times at the end of day 3 of bidding.

The IPO received 2,751.25 crore shares against an offer size of 71.92 crore shares.
Read 4 tweets
1)#ZomatoIPO : LONG THREAD: Once in a decade opportunity…. for some?

Is the IPO the golden opportunity for investors, as claimed by many? How much appreciation can one expect? A multi-year holding story or just a listing pop. This time it’s different, or is it? Let’s evaluate:
The authorized share capital of the Company is divided into 880 crore Equity Shares of face value Rs 1 each, paid-up share capital of the Company is Rs 666 crore.

IPO size: Rs 9,350 crore or $ 1.3 BN USD
Valuation of Zomato : Rs 66,000 crore or $ 8.8 BN USD

Ownership as below
Start with the balance sheet: We see B/S size increased almost 3 times in FY 21 vs FY 20. The equity infusion of Rs 7,643 cr in FY 21 just before IPO is not co-incidental? While this is not unusual for growth companies, this quantum change has an implications for shareholders.
Read 29 tweets
Reading about #ZomatoIPO surprised me by how perfectly Zomato fits in the Amazon Flywheel that Jeff Bezos infamously drew on a napkin in 2001.

A thread🧵👇 (1/10) ImageImage
Sometimes referred to as the "Virtuous Cycle," this diagram explains that success starts with customer experience.

A good customer experience will attract more customers.

More customers will bring more 3rd party sellers. More sellers give more offerings to customers. (2/10)
This process will create a positive cycle that will provide growth, ultimately lowering the price of products and boosting innovation.

So, how does well does Zomato fit into this flywheel?

Let's start with Customer Experience. (3/10)
Read 10 tweets
Grab a lollypop chicken and understand why #Zomatoipo is useless.

A thread 👇

1/. Our technology platform connects customers, restaurant partners and delivery partners, serving their multiple needs. Customers use our platform to search/discover restaurants, read/write reviews
and upload photos, order food, book tables and make payments while dining-out. Zomato provide restaurant partners with marketing tools to acquire customers.
Food consumption, at US$670 billion in 2019 constitutes around a quarter of India’s GDP. However, most of this is driven by home-cooked food and restaurant food (or Food Services) currently contributes only approximately 10% to the food consumption market. This is substantially..
Read 7 tweets

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