Swiggy IPO Review - Worth applying for long term?

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Disclaimer: I am a SEBI certified research analyst (INH000018391). The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented.

#swiggy #ipo #sahilbhadviya

[Dipu-m]

I compared the financials of Swiggy and Zomato, and they appear similar except for one key difference: the cost of goods purchased. Zomato manages to procure goods for its quick-commerce business at significantly lower rates than Swiggy. For Zomato, the cost of procuring goods is only 25% of its revenue, while for Swiggy, it amounts to 40% of its revenue. This cost advantage for Zomato may be due to its Hyperpure platform, which allows it to procure goods in bulk for B2B supplies. What are your thoughts on this?

[balajivenkatesan]

I would like to wait for a quarter or two to decide if to go for it or not, given the fact that it's loss making currently.

[rohit_sj]

Most of the people here are ignorant, they are comparing Zomato ipo price with swiggy issue price, it don't work like that. The price alone doesn’t reveal much. Zomato's shareholding post-issue was around 785 crore, while Swiggy's shareholding post-issue will be 224 crore. It all comes down to demand and supply: the higher the number of shares, the lower the price, and vice versa

[sampathkumarv]

Very expensive for a loss making company. Others are advising to avoid this IPO.

[snehaprabhu]

Please don't indulge in such promotions Sahil. You're one of the few influencers who gives genuine information, not out of monetary greed. Hope we see genuine stuff from you in the future.

[iamsrf]

Dont apply, wait for few quarters, let the price reaches optimum levels, then we can invest

[rrsetty]

Immediately after listing many swiggy employees will leave the company,

[jayvadher]

Is this a paid video Shail?
Although you have not mention paid promotion but I was not expecting this kind of option from your side.

[nspavankumar]

Swiggy price is Over valued...Buy At Secondary market At 150/ to 180/ is the best price

[yashvijayvargiya]

Zomato is currently profit making and it took it a lot of time to turn around and still doesn't have a track record of consistent profit. Thus thinking that Swiggy is coming at 60% discount is not accurate comparison. You should compare the period of Zomato where it made similar loss and what was its valuation then. Comparison between Zomato's post turn around valuation vs Swiggy's pre turn around valuation doesn't paint a good picture for your viewers.

[TxusLikido]

LV bags are heavily copied, and small cute bags with funny handles are not practical everyday bags, the kislux bag would be much more practical. Thanks again for the informative video.

[stressbuster]

Not at all worth investing at this price

[stressbuster]

How can you say it is disconnected price as compared to zomato.
Zomato has shown it's potential & yet it's price is not even 300 & this loss making company asking for 390 price i mean how is this justified & discounted as compared to Zomato don't misleads sahil we trust your knowledge but we are also not dumb that we don't understand it is paid video

[yogendradadhich]

Sahil...how you can be sure that Swigy is going to be in profit in the near future ...I don't think so

[pallabdas]

You have not discussed recent exodus of top executives. That may be the reason for GMP in single digit.

[furiouslearner]

Did he do a video on innova captab????

[venugopal-sgbt]

Ami organics can i buy now please suggest

[thenaughtyanil]

Nah, market is bearish, its not worth taking risk at this time. After listing there will be huge discounted price for sure. Wait for sometime u will get better deal for sure

[___rnd]

Is it the right time to buy WAAREE Energies now, currently its trading at 80PE, or will there be a correction in near future?

[sunilbidvai]

Many company shows comparative market cap. Why cant company increase no. Of share and reduce offer price ?

5000 cr. Investment by anchor investor is approx 5.7%, figure seems lower for investing decision.