ENTITY

Meesho (MEESHO IN)

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Analysis
Consumer Discretionary • India
Meesho Limited operates as an online retailer. The Company retails apparels, jewelries, personal care, home and kitchen, footwear, bags, kids essentials, and electronics items at lower prices for resellers and consumers. Meesho serves customers in India.
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bullish•Meesho
•10 Dec 2025 20:00

The Beat Ideas: Meesho Ltd- Deciphering India’s Value-E-Commerce Giant

​Meesho's IPO focuses on deepening technology and AI capabilities to defend its unique "discovery-led" e-commerce model against competitors.

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bullish•Meesho
•10 Dec 2025 08:04

Meesho:Data Science Workhorse;Fast Evolving—Venturing into Financial Services & Other AI Investments

We expect a strong listing for Meesho shares today. The IPO saw robust demand, with overall subscription reaching 79x, led by institutional...

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bullish•Meesho
•09 Dec 2025 14:55

Meesho Ltd IPO Trading - Robust Overall Demand

Meesho Ltd (ML) raised around US$606m in its India IPO. In this note, we talk about the demand and the trading dynamics.

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bullish•Meesho
•04 Dec 2025 14:47

Meesho’s Valmo | Erosion of Delhivery’s Margins

​Delhivery faces volume erosion as Meesho migrates orders to Valmo, impacting revenue and creating pricing pressure in the 3PL market.

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bullish•Meesho
•04 Dec 2025 14:42

Meesho Ltd IPO- Watch Out for Impairment Allowance

​India's largest E-Com platform Meesho's KPIs look promising. Watch out for high litigation risk and increasing ECL provisions.

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