Zomato IPO: Caution Before Frenzy
Zomato's revenues may have grown at the rate of knots since F18. But there are many more cautions one should be aware of, ranging from accounting...
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Zomato IPO: Improving Unit Economics Could Be Misleading & There Could Be Goodwill Write-Offs
Even though Zomato's 9MFY21 results seems like a significant improvement in unit economics, it is more an indication that Zomato is incapable of...
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Zomato (ZOM IN) | The "Desi" TAMinator
Indian OFD is a humungous opportunity. A conductive market structure, a two-player market, decreasing discounts, ability to increase delivery...
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India Internet & Consumer Weekly | Xiaomi, Zomato, Swiggy, BurgerKing and Flipkart
Our weekly monitor this week highlights Xiaomi's robust performance in India, Strategies deployed by food aggregators to gain market share. Burger...
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India Internet & Consumer Weekly | Amazon, Xiaomi, Zomato, PUBG, India's Dual Listing Norms
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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