2022 High Conviction - FSN (Nykaa) - Marketplace and Inventory Mix Make It a Very Expensive Stock
FSN E-Commerce Ventures (Nykaa), is a lifestyle focussed e-commerce platform and consumer brand offering a portfolio of beauty, personal care and...
319 Views
FSN E-Commerce (Nykaa) IPO Trading - FOMO.
FSN E-commerce (Nykaa) raised around US$720m, via selling a mix of primary and secondary shares in its Indian IPO. In this note we will talk about...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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FSN ECommerce (Nykaa) IPO: Glowing Beauty, Growing Fashion. A Primer.
Nykaa has scripted a glowing story in online beauty retail, but the pace of growth ahead will largely depend on how it plays its cards in a far...
154 Views
PB Fintech (Policybazaar) Pre-IPO - The Positives - Fast Growth
PB Fintech (PBF), India’s largest online platform for insurance and lending products, aims to raise up to US$800m via selling a mix of primary and...
253 Views