Adani Wilmar Limited IPO Message Board (Page 36)

FALLING GMP
AVOID FULL FORCE

THANKS

Madhuri ji aap mat apply kijiye a6a h allotment ka chance bad jayega.
Good fundamental and Adani nam hi kafi h
Listing gain mile ya na milte par apply for short/medium/long term.

This will start upward journey after listing.
Employee have already applied with FF during this saturday sunday. Subscription will update tomorrow morning.
Only 4 % remaining in retailers hand & once retail start selling this it will digest by big HNI & play big game onwards.
This IPO is just keep to maintain number one position in Indian Market.

GMP 28

How to apply under shareholder category from IDBI BANK asba online?? There are 2 categories there _ individual and employee...Already applied one lot in individual...How to apply SHAREHOLDER Category as i hold the required shares since long....ANY QUICK HELP ????

and when u will ask for form for offline ,bank clerk will say"form is in printing press"...please come tomorrow or go to bigger branch...lol

Now shareholder is visible in IDBI capital ... check now

Adani premium 23 buyer
no normal / no subject...
22 todega to bech ke bharega....

Hahahaha...lol only 10% gmp.🤣

Thanks

today's full-page newspaper ad about AWL IPO change my mind not to subcribe.
they apply full force to retail subscribe.

** If u don't have any idea about full-page newspaper ads cost, pls go0gle it :)

thx

They gave ad of full page on 27th itself in telugu paper.

In future bhi full page ad NSE ke ipo ki ayegi
Toh aap apply nahi kroge??

So if I am reading is right, the profit margin is 1-3% that's it? Isn't it too low for a FMCG player?

https://www.tataconsumer.com/sites/g/files/gfwrlq316/files/2021-10/Investor-Presentation-Q2-2021-2022.pdf

AWL profit margin is in the range of 3.5% which is lower than ITC at 5-6% and Agro Tech foods 6%. Marico is 15-20%. IPO proceeds will be used to pay about half of debt rendering better margins in future. This alone may not suffice. Typically FMCG business is about brand building at sustained level. This will need enough cash, backing and continuous efforts. Adani being a big house has all of it. Wilmar too is an ace in this business. For those looking beyond listing gains, this is a good investment over 3 to 5 years. Adani group has the ability & experience to ramp up inorganically with acquisitions/part divesture/ stake sale etc as they undertook in Adani gas, Adani port and so on. This will add definite value later. Applying in both categories.

It may also possible that the listing will be in negative and after that it may rise.

good possibility of allotment in retail and good chance for listing in profit , i hope i get allotment here.

Heard from Some Close Sources....
QIBs Subscription figures will be Good as Good Demand is Seen from FIIs,DIIs.....

Which city broker sources?

Anyone having any news about hni funding for this ipo?
@iamnimitshah or anyone?

@ Lokes sir
If I apply one lot in retail. Then I also eligible to apply above 2 Laks under shareholder category?

Yes....
From single PAN, we can make two different applications, one in retail category for 1 lot mainly, and second application for any maximum possible amount in shareholder category if we are AEL shareholder on 19th Jan.....

Thanx Lokes sir

Stats from few recently listed ipo which gave listing gain(size>3000 crores)
Company Size Qib Quota Qib sub Qib investmnt
AWL 3600 cr 661 cr -------- ----------
Pb Fin 5625 cr 1894 cr 24.89X 47142 cr
Nykaa 5351 cr 1615 cr 91.18X 147224cr
Zomato 9375 cr 2955 cr 51.79X 153048 cr
Few other things to be noted here also.Secondary Market condition,ipo timing is different.Those already listed three companies have three different new age businesses whereas AWL is in a conventional one.A plus point for AWL is absence of any OFS portion.

Ipobull sir apply or not in Adani Wilmar?

Thanks

After budget the GMP will improve i think i m expecting minimum 30-50 percent listing gain in this ipo..

Some concerns are there regarding valuations. If we look at PE (for 2020-21), it is around 36. Now, compare that to some of the other companies:

Hin Unilever - 70
Britannia - 47
Tata Consumer - 79
Dabur - 59

So, in relative terms, its valuations are not that bad. Considering market sentiments/budget, we may not see a very good listing. But a decent listing is expected.

Premium first 140 then 170 then to 90 and then 50 now it is 30 rs....so premium is corrected as the market is ....I think it will list at 290 to 300 as compare to others we can give PE of 50 rs to this giant group and company....

In the absence of Aniketiaf Sir, other senior forum members are requested to please guide whether to apply or not in this IPO?

I already applied FF possible in both retail and share holder.. not bothered about low gmp, profit/loss or current market condition.. I am only considering Financials, Adani brand.. Take your own decision..

https://www.chittorgarh.com/ipo/ipo_discussions.asp?a=1173&c=492185&ap=0

Apply with full force.

Adani premium 28

yes and now 27 ...

100 rs. to 27 rs. ye tel khilata he lekin iska nikal gaya...😁 abhi 22 rs. apna stop loss he...😉 ager toda to Grey me bech dega... varna tel me teji karega..😏😎

lagne ka chance 3.5 per 1
share holder no bhav... bill player will play in share holder hard...

kisi ko loss balance karna ho to 3 share holder ke samne 1 normal bech dena... that's backup.

F 600
S 1414
P 27

Chalak lomdi ji apply or not in adani wilmer?

Thanks

I think listing will either be flat or twenty to Thirty percent Premium. Discount listing nahi hona chahiye. Baaki agar hota hai to bhi ye stock mid term se long term me accha karega. Jab Adani ke sabhi stocks accha kar rahe hai to ye kyu nahi. Isliye agar extra fund hai to 1-2 lot hold karne me koi issue nahi hai. Baaki jinko same fund upcoming IPOs ke liye use karna hai wo listing ke din sell kar sakte hai. I have applied five applications till now in retail. Tomorrow will apply 5- 8 more applications in retail after seeing subscription figures.

Till what time on the last day can sh applying for more than 2 lac apply in SBI and HDFC ASBA?

SBI 2 PM
HDFC bank 3 PM
Last day

Thank you @ ganesh jaiswal

Gmp ki nahi socho company ko dekh kar paisa dalo
Full force to apply
29 application retail

Last year profit was 750 cr
3600 cr will go to company it self
Some debt will be repaid so profit will increce
Palm oil prising are increased it also effect the bottom line perfomanace
Expect min profit of 1000 cr in 21 22 and 1300 cr in 22 23
FMCG co. With 2 big name must get pe of 30 to 40
So one year time horizon market cap. Must go to 40000cr to 50000cr mence price of 300 to 350