Thanks a lot. Looks like Zomato could be at the verge of unlocking multiple revenue streams

What was the thought process in keeping the weightage more or less around five percent for all the stocks or was it deliberate . With the budget , elections and the changing commentary on the rate cuts , it sure is a brave move but the who knows. Also a high percentage of your stocks are trading at all time high with high multiples hence what’s your protection mechanism in the event of any downturn.

I have recently visited their flagship store in Kolkata Baguati, I went there to check the customer experience and dig some –( on ground ) info from the store. Few things that I found out are listed below. I have not validated these with any sources, so these information are completely based on what i experienced and heard in that store. (So don’t invest in Senco based on only these pointers, do your own research before you invest.)

1. CX is very decent, at par with almost any leading Jewelry store across the country. I have visited other stores like Zaveri, Tanishq, Kalyan, in cities like Bangalore and Ahmedabad.
2. The team working in Senco’s flagship store, seems very happy with the work culture and sounds very motivated.
3. Senco is entering into Luxury accessories segments like Bags, wallets, belts, Laptop bags. These are very premium, in a range 15000 INR and above.
4. Also heard they have aggressive plans to enter into perfume segments as well, again luxury and premium segment only.
5. Very good collection in the artificial jewelry segment, they have almost a dedicated floor on the same. The ranges starts from 1000 to 15K

I have not invested in this but tracking this closely. Any further guidance or intel specific to Senco as an opportunity will be helpful.

I suggest try uploading to google docs and share the link. This is one solution, but OfCourse there can be many other ways.