28 results for “zomato”

Investing in mega IPOs: What the Data Shows

The recent ₹27,000 crore Hyundai IPO, the largest ever in Indian public markets, has put the spotlight on investing in initial public offerings. With companies raising over ₹5 lakh crore via share sales since 2023, and a record number of IPOs hitting the market, many investors are wondering if mega-IPOs deliver strong returns. We analyzed historical data on the top 40 Indian IPOs by size, examining factors like offer size, industry sector, price returns and total returns including dividends. The results may surprise you - while some IPOs like Zomato and Sona BLW Precision Forgings have outperformed, most of the largest IPOs have failed to beat the broader CNX 500 index, with some like Reliance Power even delivering negative returns. Before investing in the next hot IPO, learn what the data shows about the risks and rewards.

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Happy Diwali 2022! That time when we try to predict things again

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

[30 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

Jubilant Foodworks: A turnaround sequel on the cards?

2017: The CEO had resigned. The stock had fallen 50%. Investors were worried about growth prospects. Historically, the promoters had relied on professional managers to run the company. At this critical juncture, Jubilant Foods found the man who would pull it out of the rut. A top-tier MBA, an ex-HUL executive with solid business acumen - Pratik Pota. Cut to 2022, and a new man for the job is now - Sameer Khetarpal. And Jubilant Foodworks now faces the same challenges it did years back. Pratik Pota has resigned. The stock is down 50%. The company brought in Sameer Khetarpal, ISB alumni and an ex-HUL guy, as the new MD & CEO. Too many similarities. Yet, the investors of Jubilant Foodworks will hope he would do a repeat of the revival act. When Pratik Pota joined in 2017, Jubilant Food stock, backed by a business turnaround, went up 7x. Will it deliver this time as well? How different was the company then & now? What should investors expect in the next five years? We try to answer some of these questions in this post.

Mutual Funds investing In loss-making company IPOs: Is it a big deal?

Recent high-profile IPOs have had a tough time since listing. Zomato (-18%), PB Fintech (-30%), Cartrade (-62%), and Paytm (-72%). Mutual funds have been asked tough questions about their investments in these loss-making internet companies. Is the outrage justified?

CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's performance and get into the underlying portfolio management process.

[Podcast] CBDC - Can RBI make a big leap into the future with digital currencies?

There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray build up this discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up a context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency framework - Central Bank Digital Currency (CBDC). Key Points  ▪️ How CBDCs are not cryptocurrencies? And how are they different? ▪️ Is CBDCs actually required or is it a response to the popularity of cryptocurrency? So basically, why now? ▪️ Is the CBDC likely to be anonymous like cryptocurrencies? ▪️ Can CBDCs be an alternative to the SWIFT system given how ▪️ Russia has been isolated by the world right now? Impact of CBDC on Monetary and Fiscal policies?

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Old Buffett makes billions, Young ARKK loses them

🔆 Old Buffett makes billions, Young ARKK loses them   In this edition, we cover: 🔅 Start-Up: Have your cake, eat it and pay later - the Zomato way 🔅 World Markets: Buffett shunned tech for decades and then bit Apple 🔅 Hot Funds: Cathie's ARKK, the flood of money, and greater fools 🔅 Connect: Investing lessons from Wordle 🔅 Behaviour Finance: Understanding the riskiness of an investment 🔅 Pop Poll: Which asset class would you invest in for the next 5 years?

Lessons from 2021, the year irrationality went viral

Happy Diwali 2021! Our annual predictions, and last year's scorecard

Happy Diwali 2021! At Capitalmind, we like to react, not predict. But once a year, we throw that rule into a drawer and let our minds run amok, from conspiracy theories to whatever Elon Musk is consuming nowadays, and try to frame a picture of what is likely to happen. But we have a special thing that people with predictions often do not do.

Policybazaar IPO - A direct play on Insurance-tech. Should you invest?

All new-age tech companies are lining up for their IPOs. The trend started with Zomato & other unicorns like Nykaa, Paytm, Oyo are in the pipeline. Policy Bazaar is an insurance aggregator & a market leader with a 93% market share. The company is looking to raise ₹6017 Cr via IPO. Should you subscribe to this IPO?

An IPO bigger than Zomato.. Is it better too?

Expensive stocks, Zomato IPO and Gambling!

Zomato IPO: Should You Place An Order To Buy Shares?

Finally, one of the most awaited initial public offerings of 2021 is here – Zomato Ltd. The IPO starts on July 14 for three days. Given, the boom in food ordering and investors’ current love for IPOs Gurugram based food-tech giant has upped its issue size. The company will now be raising ₹ 9,375 crore, of which ₹ 9,000 crore will be a fresh issue, while the remaining an offer for sale from the oldest investor – Info Edge (India) Ltd. Earlier the company had plans to raise ₹ 8,250 crore – ₹ 7,500 crore of fresh issue and ₹ 750 crore of offer for sale. The IPO would be the largest since March 2020, i.e., when SBI Cards raised close to ₹ 10,000 crore. Should you subscribe?

Xelpmoc: The X factor of India’s start-up ecosystem

When was the last time you heard about an IT company funding start ups from the cash flows of its core business? Yes. Info Edge. And no, we are not comparing this company with the behemoth. However, a 400 Cr Mcap company, with a revenue of 14 Cr & an investments of 47 Cr in various startups surely commands our attention. Read on to understand, how this small IT company is growing in an untraditional way.

Capitalmind Saturday Coffee | 8th May 2021 edition

Burger King IPO: Should you invest?

Burger King opens for subscription on 2nd December,2020. In this post we look at the the IPO and the food services business in India. Burger King has been a late entrant in India, it set up its first restaurant in 2014. It has been aggressive in setting up outlets across the country having 249 operational outlets currently. Revenue growth has been impressive at 54% CAGR over the past 3 years, however it hasn't been profitable. It has had to resort to debt and equity dilution to fund its expansion. We take a look to see if the IPO makes sense to invest in.

Your window to the startup world: Inside Info Edge

Couple of years back, Mr. Sanjeev Bikhchandani got five calls from Housing.com investors saying, “You’ve got the business (99 acres was generating 70-80 Cr of revenue)”. They said, “We’ve got the product right with Housing.com. Why don’t we merge?” Mr. Sajeev replied, “If you have got the product, how come we have the business?. You merge with the complimentary product, not with the substitute”.

Podcast #30: The Big Hairy Audacious Reliance

Podcast #21: The amazing rise of passive and what you need to do about it

JUBLFOOD: Same Store Sales Collapses As Startup Competition and High Prices Take Their Toll

On Slack: Fat Tax, Flawed Data, Freedom 251, GDP Data and much more...

Morgan Stanley Lowers Flipkart Stake Valuation from $80m to $58m

On Slack: Squeezing the small saver, Indigo A320neo, Mideast Money and more....

On Slack: Zomato trimming 300, Amtek debt issue, EM stocks, Uber, Russia, Force Motors and more....