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On 1/25/2022 at 11:44 AM, NBK NTR said:

Zomato towards becoming penny stock...get ready folks :D

recovery vaste matram goppa vishyame for loss making company like Zomato

Zomato ki em kadu brother. ą°œą°Øą°¾ą°²ą°•ą°æ ą°¬ą°¾ą°—ą°¾ ą°…ą°²ą°µą°¾ą°Ÿą°Æą°æą°Ŗą±‹ą°Æą°æą°‚ą°¦ą°æ. ą°µą±‡ą°°ą±‡ ą°µą°¾ą°³ą±ą°³ą± ą°•ą±‚ą°”ą°¾ ą°°ą°¾ą°²ą±‡ą°°ą± ą°…ą°‚ą°¤ ą°ˆą°œą±€ą°—ą°¾ .

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1 minute ago, Sunny@CBN said:

Zomato ki em kadu brother. ą°œą°Øą°¾ą°²ą°•ą°æ ą°¬ą°¾ą°—ą°¾ ą°…ą°²ą°µą°¾ą°Ÿą°Æą°æą°Ŗą±‹ą°Æą°æą°‚ą°¦ą°æ. ą°µą±‡ą°°ą±‡ ą°µą°¾ą°³ą±ą°³ą± ą°•ą±‚ą°”ą°¾ ą°°ą°¾ą°²ą±‡ą°°ą± ą°…ą°‚ą°¤ ą°ˆą°œą±€ą°—ą°¾ .

swiggy IPO vastundi ga bro and 2nd largest in country for food delivery.

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14 hours ago, Sunny@CBN said:

Ya Swiggy and Zomato unnayi. Inka evaru leru ga. Amazon kuda ravataniki try chesindi but kastam chala. Janalaki alavatu ayyaka offers tagistaru...profitable avutayi.

Still Risky...Ā 

As long as offers are there ppl will use...Ā 

If prices increased too much... Then that is the time someone can try to enter... Ppl ki delivery evaru chep istje vallave teskuntadu... Zomato alavatu ainfani.. Pakkana evadaina takkuva eate ki istuna.. Zomato ne pattukuni veladalsina avsaram undadu...Ā 

Ā 

But that someone who will enter... Takkuva rates ki ivagalada anedi question... Which is not vry easy.. At same time not impossible also

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2 hours ago, chanti149 said:

Zomato beacme tomato.... Haha... Pachadi aipoidi.. Idi and paytm...Ā 

Nyka is better

Ā 

Zomato below 50 level vastademo :DĀ ....below tweet says all about it. Twitter lo 100s of complaints chudochu zomato meeda

image.png.eeb84838f83984c89f3757adaeae3fd8.png

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4 hours ago, chanti149 said:

Still Risky...Ā 

As long as offers are there ppl will use...Ā 

If prices increased too much... Then that is the time someone can try to enter... Ppl ki delivery evaru chep istje vallave teskuntadu... Zomato alavatu ainfani.. Pakkana evadaina takkuva eate ki istuna.. Zomato ne pattukuni veladalsina avsaram undadu...Ā 

Ā 

But that someone who will enter... Takkuva rates ki ivagalada anedi question... Which is not vry easy.. At same time not impossible also

Ā 

When the platform size increases, their cross sell opportunities also increase. They have one of the lowest delivery time and can be used to deliver groceries and other companies' products.

They can also get significant revenue from advertisement. (New restaurants)

QSRs such as KFC, Pizza Hut, Dominos are decreasing their restaurant size and trying to increase their sales through delivery. Zomato, Swiggy are very important in such a strategy.

Still studying this stock. I have only a small tracking position. Inka padite chudali.

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2 hours ago, Sunny@CBN said:

When the platform size increases, their cross sell opportunities also increase. They have one of the lowest delivery time and can be used to deliver groceries and other companies' products.

They can also get significant revenue from advertisement. (New restaurants)

QSRs such as KFC, Pizza Hut, Dominos are decreasing their restaurant size and trying to increase their sales through delivery. Zomato, Swiggy are very important in such a strategy.

Still studying this stock. I have only a small tracking position. Inka padite chudali.

Devyani international (food business - KFC, pizza hut) loss making company antunaru.

Retail Investors also should be careful with Burger king and Barbeque nation stocks....

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On 1/28/2022 at 6:10 PM, Sunny@CBN said:

Ā 

When the platform size increases, their cross sell opportunities also increase. They have one of the lowest delivery time and can be used to deliver groceries and other companies' products.

They can also get significant revenue from advertisement. (New restaurants)

QSRs such as KFC, Pizza Hut, Dominos are decreasing their restaurant size and trying to increase their sales through delivery. Zomato, Swiggy are very important in such a strategy.

Still studying this stock. I have only a small tracking position. Inka padite chudali.

U can see 2 posts above from co members reg price.. Customer will be always price sensitive.... Oka 5-10 ruppees varku.. Can tolerate.... Not more higher prices...Ā 

So just zomato swiggy matrame players ani.. Vallu 50 extra chesthe bill... Ppl will stop ordering... ..it only takes time for customer to recognize it... Chala mandiki telidu inka.. These guys manipulate prices ani... I myself realised it lately and stopped many times from ordering

So high margins kastam ee companies ki with present model...

Edited by chanti149
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3 hours ago, chanti149 said:

U can see 2 posts above from co members reg price.. Customer will be always price sensitive.... Oka 5-10 ruppees varku.. Can tolerate.... Not more higher prices...Ā 

So just zomato swiggy matrame players ani.. Vallu 50 extra chesthe bill... Ppl will stop ordering... ..it only takes time for customer to recognize it... Chala mandiki telidu inka.. These guys manipulate prices ani... I myself realised it lately and stopped many times from ordering

So high margins kastam ee companies ki with present model...

As I said before, there is no competition to Swiggy/Zomato. Valuation is a concern..so it is only an insignificant part of of my portfolio.

I read somewhere recently that delivery of products is not the main business of Amazon. It is the Ad revenue which is the main component. Similar is the situation with Zomato/Swiggy. Do you think food delivery will only be the revenue source for Zomato/Swiggy?

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