Name a listed company that has created wealth but its story is not well known or not well documented.
Just curious.
More from Aditya Kondawar
Paytmmmmm Karooooooo! Most of us have heard this jingle right?
After the much-celebrated #IPO of Zomato, all eyes are now on #PayTM!
So let's not wait and let's understand everything about PayTM in the below thread 👇
1/
- The DRHP mentions a Rs 16,600 Cr Fundraise
- Split - 50% Fresh, 50% OFS
- Valuation of $25-30 billion targeted from this IPO
Let’s put all of these numbers into perspective here –
2/
Some big numbers, right? Ok back to PayTM now –
What does it do?
Well, it does a lot of things but at the core of it let's term it a fintech company.
- It started as a digital wallet-based platform focused on mobile SIM top-ups and utility payments in 2010
3/
- They pivoted to marketing, mobile phone top-ups, payments, e-comm, then a full-scale fintech services company – The avatar that we see today
- The Paytm ecosystem has payments (wallet / UPI), merchant acquiring, credit, savings, broking, wealth management, and insurance.
4/
Total users - 333 mn
Monthly active users - 50 mn
Merchants - 21.1 mn
RedSeer - Paytm has a payments transaction volume market share of ~40% and wallet payments transaction mkt share of 65-70% in India for FY21
After the much-celebrated #IPO of Zomato, all eyes are now on #PayTM!
So let's not wait and let's understand everything about PayTM in the below thread 👇
1/
- The DRHP mentions a Rs 16,600 Cr Fundraise
- Split - 50% Fresh, 50% OFS
- Valuation of $25-30 billion targeted from this IPO
Let’s put all of these numbers into perspective here –
Paytm Pre IPO info -
— Aditya Kondawar (@aditya_kondawar) July 7, 2021
Unlisted price - \u20b92450-2500
Valuation - \u20b9151,250 Cr
Targeting 25-30bn$ as per various news sources
25 bn $ - \u20b9185,925 Cr
30 bn $ - \u20b9223,110 Cr
6.05 cr shares - FY21 (FV\u20b910)
Recent split to \u20b91 FV, 60.5 Cr shares
Exchange rate 74.37 taken
No reco!
2/
Some big numbers, right? Ok back to PayTM now –
What does it do?
Well, it does a lot of things but at the core of it let's term it a fintech company.
- It started as a digital wallet-based platform focused on mobile SIM top-ups and utility payments in 2010
3/
- They pivoted to marketing, mobile phone top-ups, payments, e-comm, then a full-scale fintech services company – The avatar that we see today
- The Paytm ecosystem has payments (wallet / UPI), merchant acquiring, credit, savings, broking, wealth management, and insurance.
4/
Total users - 333 mn
Monthly active users - 50 mn
Merchants - 21.1 mn
RedSeer - Paytm has a payments transaction volume market share of ~40% and wallet payments transaction mkt share of 65-70% in India for FY21
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Tip from the Monkey
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!
1. Yang
2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!
3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W
4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!
1. Yang
Meet Yang Ruifu, CCP's biological weapons expert https://t.co/JjB9TLEO95 via @Gnews202064
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) October 11, 2020
Interesting expose of China's top bioweapons expert who oversaw fake pangolin research
Paper 1: https://t.co/TrXESKLYmJ
Paper 2:https://t.co/9LSJTNCn3l
Pangolinhttps://t.co/2FUAzWyOcv pic.twitter.com/I2QMXgnkBJ
2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!
3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W
4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from