One 97 Communications Limited IPO Message Board (Page 17)

Correction: it''s 25 % of share capital+ reserves

Good buyback. 17% on the table.. cmp 174rs.. tomorrow it may open 180+ level...expecting more than 70% AR..

Pomegranate is expensive.. Guava is cheap..

Nykaa enjoys near Monopoly in its business line. However, when it is coming to Paytm, it is in the crowded business.

Hence, it may not be proper to compare the valuations of these two companies.

Nykaa valuations need to come down.. it has become absurd now.. needs to be around 60-75k cr

Omi mungeri lal ke hasin sapne 😂😂😂

Near monopoly how? Amazon, flipkart, myntra all of them sell what nykaa sells (beauty & personal care) and at a bigger scale. And there are many D2C brands who are now direct competition, selling directly through their own websites/ apps.

@PSR/DSR...i don''t know how Nykaa is special/exclusive online store. Products sold in Nykaa are not available elsewhere?...i mean do they have brand exclusivity will all top selling brands?

@Jetha Lal lets see in a few days kya hota hai

I did not say that Nykaa has any sort of monopoly. My point was it''s a different business than Paytm..and should not be compared as such.

My family and friends personal experience.. they trust Nykaa more than Amazon and flipkart for the same product beliving that on other platform chances of getting counterfeit products is more.

In my view Nykaa is very strong in content and Mktg which keeps them apart from others.

Paytm might be trying to offer many things but frankly I don''t use Paytm anymore after Gpay..for rest of the things..I prefer dedicated sites..flight booking Cleartrip, bookmyshow for movies, mutual fund - I buy directly .. heck I don''t even know what else they offer... On top of that there were various controversies and legal cases... one of my closest friend from my mba batch is working in Paytm ..he also skipped this..It was a clear avoid for me from the start...

While we are at comparing Paytm and Nykaa, I''d like to share my opinion. Nykaa business is although similar to Amazon and flipkart but it still managed emerge as a trusted brand when it comes to the category of beauty and personal care products. On the other hand, Paytm Mall failed miserably. The potential of nykaa is very much clear. Also several international brands are launching there products via nykaa exclusively which gives it an edge over its competitors. Also in my opinion even though Paytm has a large consumer base, it is apparent that due to extreme competition from likes of phonepe, Google pay, Amazon pay and BHIM along with direct UPi from bank apps have certainly affected its revenue.

i feel paytm is worth much more then Nykaa...

i asked family members and friends ... if they have ordered anything from Nykaa...

they said never heard of that name until IPO came :)

they have used paytm many times...

My point is Nykaa is valued at $14bn, while entire India''s beauty and cosmetic industry market size including both organised and unorganised itself is $15bn or max $20bn pa

"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."
-- Warren Buffett

@sdz, you are making some good points, but most people in these forums only want to believe in Hype in my observation.
Pretty much every company that has come out of IPO in the last one year is ridiculously priced for their potential serviceable market and even many that have rallied are in territories that any sane individual should not buy at current valuations.
But, there are millions of new investors and they have no clue and they will continue to support such ridiculous valuations until something snaps.

Fir bhai kyu apply kiya

Mr. iposandy

It may list in discount but not 100% certainty. Such type of issues viz., Grand pharma, Barbeque, where in I participated, have given good returns on listing, and same thing cannot be totally ruled out in this case.

Further, I am long term player, and if it is discount listed, I will hold it as an investment.

Today a Gain of more than Rs. 11,000 was made in Nykaa, and I am still holding 12 shares.

I cannot expect profits in each and every issue, hence risk taken.

Hope, your doubt is cleared

@PSR,
I agree with your point. Since its India''s biggest IPO, I just want to participate; even it may list discount, I applied in retail 15 Lots.

Thanks

Looks like FIIs were selling from the secondary market for the last two weeks and applied in Paytm.
As per exchange data, 98% of QIBs subscriptions are from FIIs, looks like FIIs have more faith in Paytm than domestic investors.
Listing game in their hands only.

How sir?