Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li><p>Minerals / Cover Story: China’s hunt for strategic new-energy minerals</p></li><li><p>Covid-19 / China’s localities spent hundreds of billions of yuan on pandemic</p></li><li><p>Bonds / Chinese real estate companies test offshore bond markets</p></li></ul>

Minerals / Cover Story: China’s hunt for strategic new-energy mineralsCovid-19 / China’s localities spent hundreds of billions of yuan on pandemicBonds / Chinese real estate companies test offshore bond markets

CX Daily: China’s Hunt for Strategic New Energy Minerals

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>One 97 Communications (Paytm) during its analyst meet yesterday (1st Dec’22) reiterated its continued focus on improving profitability.</li><li>Management stated that the journey to attain operating profitability (EBITDA before ESOP cost) via consistent margin improvement has exceeded its expectations in the past few quarters.</li><li>It further emphasised its target to become an FCF-generating company in the next 12- 18 months.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

One 97 Communications (Paytm) during its analyst meet yesterday (1st Dec’22) reiterated its continued focus on improving profitability.Management stated that the journey to attain operating profitability (EBITDA before ESOP cost) via consistent margin improvement has exceeded its expectations in the past few quarters.It further emphasised its target to become an FCF-generating company in the next 12- 18 months.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

One 97 Communications (Paytm) - Management Expects Positive FCF Generation in 12-18 Months

<ul><li>RBI has directed Paytm Payments Bank (PPBL), an associate of One 97 Communications (OCL or Paytm), to temporarily halt onboarding of new customers, via a letter dated 11th Mar’22. The embargo will have an adverse impact on signing up users for new PPBL wallets or savings / current accounts, until further notice.</li><li>.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

RBI has directed Paytm Payments Bank (PPBL), an associate of One 97 Communications (OCL or Paytm), to temporarily halt onboarding of new customers, via a letter dated 11th Mar’22. The embargo will have an adverse impact on signing up users for new PPBL wallets or savings / current accounts, until further notice..Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

RBI directs PPBL to temporarily stop onboarding new customers

<ul><li>One 97 Communications’ (OCL or Paytm used interchangeably in the report) two-sided digital ecosystem of 64.4mn average monthly transacting users (MTUs) (as at Dec’21) from &gt;350mn consumer base and over 24.9mn merchants is core to its unit economics.</li><li>.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

One 97 Communications’ (OCL or Paytm used interchangeably in the report) two-sided digital ecosystem of 64.4mn average monthly transacting users (MTUs) (as at Dec’21) from &gt;350mn consumer base and over 24.9mn merchants is core to its unit economics..Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Optimising and monetising user funnel to drive customer lifetime value

India

One97 Communications Ltd. is an Indian multinational technology company that provides digital payment and financial services to consumers and merchants. Its core offerings include payment services, lending, insurance, and wealth management, primarily through its flagship mobile wallet, Paytm. The company is headquartered in Noida, India, and was founded in 2000.

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Paytm (PAYTM IN)

CX Daily: China’s Hunt for Strategic New Energy Minerals

Cover Story: China’s hunt for strategic new-energy minerals. China’s localities spent hundreds of billions of yuan on pandemic. Chinese real estate...

Caixin Global

One 97 Communications (Paytm) - Management Expects Positive FCF Generation in 12-18 Months

One 97 Communications (Paytm) during its analyst meet yesterday (1st Dec’22) reiterated its continued focus on improving profitability.

ICICI Securities Limited

RBI directs PPBL to temporarily stop onboarding new customers

RBI has directed Paytm Payments Bank (PPBL), an associate of One 97 Communications (OCL or Paytm), to temporarily halt onboarding of new customers,...

ICICI Securities Limited

Optimising and monetising user funnel to drive customer lifetime value

One 97 Communications’ (OCL or Paytm used interchangeably in the report) two-sided digital ecosystem of 64.4mn average monthly transacting users...

ICICI Securities Limited

Optimising and monetising user funnel to drive customer lifetime value

One 97 Communications’ (OCL or Paytm used interchangeably in the report) two-sided digital ecosystem of 64.4mn average monthly transacting users...

ICICI Securities Limited

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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