{"id":1016587,"date":"2026-06-24T08:38:52","date_gmt":"2026-06-24T03:08:52","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1016587"},"modified":"2026-06-24T08:46:41","modified_gmt":"2026-06-24T03:16:41","slug":"meesho-citi-recommends-buy-but-morgan-stanley-stays-equal-weight-decoding-the-valuation-moat","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/06\/24\/meesho-citi-recommends-buy-but-morgan-stanley-stays-equal-weight-decoding-the-valuation-moat\/","title":{"rendered":"Meesho: Citi recommends \u2018Buy\u2019 but Morgan Stanley stays Equal-Weight \u2013 Decoding the valuation moat"},"content":{"rendered":"<p>Meesho has drawn fresh attention from brokerages this month, with Citi initiating coverage on the e-commerce platform with a \u2018Buy\u2019 rating and a target price of Rs 210, while Morgan Stanley said the company\u2019s proposed acquisition of Kirana Club could open up a new B2B commerce leg without materially affecting near-term earnings. <\/p>\n<p>Citi\u2019s thesis focused on Meesho\u2019s core consumer marketplace and argued that the platform\u2019s low-cost, zero-commission model, long-tail seller base and reach beyond top cities leave it well placed to keep compounding in value e-commerce.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Meesho has drawn fresh attention from brokerages this month, with Citi initiating coverage on the e-commerce platform with a \u2018Buy\u2019 rating and a target price of Rs 210, while Morgan Stanley said the company\u2019s proposed acquisition of Kirana Club could open up a new B2B commerce leg without materially affecting near-term earnings. Citi\u2019s thesis focused on Meesho\u2019s core consumer marketplace and argued that the platform\u2019s low-cost, zero-commission model, long-tail seller base and reach beyond top cities leave it well placed to keep compounding in value e-commerce.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-1016587","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1016587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1016587"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1016587\/revisions"}],"predecessor-version":[{"id":1016614,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1016587\/revisions\/1016614"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1016587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1016587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1016587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}