Synopsis: Quick commerce stocks fell as Amazon’s expansion to 100 cities raised competition, cost pressures, and margin concerns, weakening sentiment ahead of earnings expectations. Quick commerce stocks came under pressure as competitive intensity in the sector rose...
Synopsis: The article compares Swiggy and Zomato, highlighting HDFC Securities’ views on their growth, profitability, platform fee hikes, and operational momentum, emphasizing long-term financial prospects and expansion strategies. The article compares Swiggy and...
Synopsis: JM Financial has maintained a BUY rating on Eternal, and they believe that the recent decline of around 40% in the company’s shares from its peak is largely attributable to concerns over leadership issues, rising quick commerce competition, and global...
Synopsis: Axis Capital sees Eternal stock as an attractive buy, with Blinkit as the core value driver. Strong quick-commerce growth, healthy long-term outlook, and margin expansion underpin a potential 118 percent upside. The article outline the rationale on the...
Synopsis: Bernstein remains positive on Swiggy and Eternal despite rising AI buzz, stating that strong logistics infrastructure protects incumbents from disruption. With AI seen as an incremental demand driver and targets implying 45–60% upside, the broking maintains...
Synopsis: Stocks such as Waaree Renewable Technologies Ltd, Multi Commodity Exchange of India Ltd and three other stocks from other sectors have delivered consistent four-quarter revenue growth, signalling strong business momentum and scalable growth models. Amid a...
Synopsis: Markets have a habit of overreacting. Stocks are often punished brutally for short-term setbacks, even when the core business remains sound. History shows that when fear peaks and expectations collapse, patient investors can find powerful comeback stories...
SYNOPSIS: Foreign shareholding in Eternal has declined steadily as ownership was capped to retain Indian control, enabling an inventory-led quick commerce model, while limiting further FII participation. Shares of one of the leading online Food Service platforms in...
Synopsis: Swiggy vs Zomato is a close call, especially after Morgan Stanley cuts targets but shows relative preferability for Zomato on account of size and execution. Zomato turns a profit on a revenue base of Rs 13,590 crore, although it is second to Swiggy in...
