In today’s briefing:
- India Food Delivery – Bracing for Disruption (ONDC)
- Weekly Wrap – 01 Jul 2022
India Food Delivery – Bracing for Disruption (ONDC)
- The near term impact of ONDC on OFD platforms like Zomato & Swiggy is limited, longer term they will have to move from platform to a network centric model.
- An external shock will be required to drive faster ONDC adaption as we have seen in the case of UPI.
- Logistics companies especially the ones with express capabilities are likely beneficiaries in case ONDC scales up rapidly.
Weekly Wrap – 01 Jul 2022
Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.
In this Insight:
- Sunac China Holdings
- Shimao Property Holdings
- Powerlong Real Estate Holdings
- JSW Steel Ltd
- Tata Steel Ltd
and more…
Before it’s here, it’s on Smartkarma
