Swiggy (SWIGGY IN) QIP | Comparative Insights Vs. Eternal (ETERNAL IN) And Meituan (3690 HK)
​Swiggy and Eternal in heavy investment cycles for quick commerce, while Meituan faces delayed profitability and overseas losses, making it less...
251 Views
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.
349 Views
Meesho IPO | Seller Operations and Nuances | India Internet Dynamics
​Meesho is a narrative of  profitable arbitrage in logistics and ad-tech, creating a moat in low-cost retail market. Primary downside risk due to...
318 Views
Bajaj Housing Finance (BHF IN) | Running to Stand Still
​Bajaj Housing Finance is priced for perfection in an imperfect and deteriorating environment, with a critical red flag being the elevated...
788 Views
Dabur India Ltd (DABUR IN) | Excuses Mount, Reduced Disclosures, Guidance Cut
​Dabur India Ltd facing declining business volume and value, masking structural weakness with recurring excuses and obscured metrics, leading to...
694 Views