Kabir_1112
TF Premier
All big ipo opening will also have a good opening on the listing day. That's what is evident from October to December 2025 listing's. Majority of them have had a good week run at least.
-
Hey there! Welcome to TFC! View fewer ads on the website just by signing up on TF Community.
Upcoming IPO' s 🔜
- Thread starter hender
- Start date
- Replies 851
- Views 12K
- Status
@ MEESHO IPO
My Personal Non-professional Opinion
1. How long will the company survive under this type of model—zero commission to sellers?
2. Is this model sustainable in the long-term perspective?
3. What will happen if bigger players enter into this low-commission model just to riddle the market of Meesho? Does Meesho have that kind of cash flow to compete with the bigger players? Ex: when Jio entered the telecommunications market, it ended the games of major telecom companies in 2015-2016; however, Airtel survived the wave because of its cash flow and trust of its long-term customers; on the other hand, Vodafone and Idea almost vanished. So cash flow is really important.
4. Revenue is increasing, which is a very plus point, but the loss is increasing as well—probably because of its business model.
5. Debt is zero, which is a sign that the company has sufficient cash flow for now.
So will I apply?
Of course, but for listing gains.
-- for the long term, it needs to prove itself in the next five years. It’s not easy to just remove Amazon and Flipkart from the market. India is becoming a duopoly market in this segment.
My Personal Non-professional Opinion
1. How long will the company survive under this type of model—zero commission to sellers?
2. Is this model sustainable in the long-term perspective?
3. What will happen if bigger players enter into this low-commission model just to riddle the market of Meesho? Does Meesho have that kind of cash flow to compete with the bigger players? Ex: when Jio entered the telecommunications market, it ended the games of major telecom companies in 2015-2016; however, Airtel survived the wave because of its cash flow and trust of its long-term customers; on the other hand, Vodafone and Idea almost vanished. So cash flow is really important.
4. Revenue is increasing, which is a very plus point, but the loss is increasing as well—probably because of its business model.
5. Debt is zero, which is a sign that the company has sufficient cash flow for now.
So will I apply?
Of course, but for listing gains.
-- for the long term, it needs to prove itself in the next five years. It’s not easy to just remove Amazon and Flipkart from the market. India is becoming a duopoly market in this segment.
aishwarya
TF Premier
I'm thinking of buying it. What is your opinion on it.
Meesho has very good reach in tier 2 / tier 3 due to low cost non branded items. They seem to be making money by logistics. But they seems to have got good penetration as of now.
I am planning to apply in HNI for first time.
I'm also applying
Applied for listing gain (if allotted 😁)
Looks like AI bubble has reached us 😢 what does the company do? Just Customer Experience support which are dime a dozen.
This is like Droneacharya which was the darling during it's IPO. Now SEBI investigation.
RAHUL GOYAL
TF Premier
which one is good for listing gains reply fast
RAHUL GOYAL
TF Premier
ravelcare ka ipo 2.6L par hi kyo apply ho raha hai 15k - 16k hote the na phele toh ipo
S M E , application size is 1.3 lacs and above
RAHUL GOYAL
TF Premier
acha phele toh option aata tha na ki HNI se karna hai ya normal retail ya ye sirf HNI ke liye open hai
Wo Retail hi hai,
SME ka retail = normal ka HNI
Ji Malik ....
S A M E
- Status
Similar threads
- Deleted member 18439
- Stock Market
