Coffee Day Enterprises Ltd IPO Message Board (Page 14)

navkaar main pata chala tha view kaise badalte hai, sab ki ...padi thi

china k condition thik ho gayi kya ? ab nifty 6800 kisiko nahi dikhti na bhai ? world economy ki ab kisi ko chita nahi ? diwali aa rahi hai "muhurat" or "murakh" na soda mate tyari thai rahi chhe k ?

best luck!!

Kostak bech k Safe Diwali manao.

A few facts about this IPO :

1) Very highly priced
2) Only minor profits can be expected post Listing
3) Only good to hold long with the current price
4) Medium to Low fundamentals company
5) Can be purchased post Listing
6) Very good promoters

i want purchase ipo so you sugest me

As I said before fundamentally it is avoid. But this holding company has 40 subsidiary yes 40 ranging from IT logistics power real estate offshore mining list goes.

Pinkyjain please explain retailer discount in any ipo
whether it is included in price band

Everything is wrong. for co.

I am happy with promoters
And believe in Yes bank and Morgan stanley as BRLM.

To my friends

Believe me it will not list at discount

Dnt expect bumper gains

It will list around 340 approximate

May give 5 % return on listing

High risk investors with long view can apply

But no listing loss
I am sure

In HISSAR(Haryana) CCD application rate Rs.250

Indigo ipo update
Interglobe Aviation Ltd.
Price band 400-418
Lot 35 Shares
Retail discount Rs. 13/-

Date: 26th-28th October

BRLM: Morgan Stanley India


Guys apply for indigo


For ccd it will not list at discount

Pinkyjain..
Pls.. guide we apply CCD ipo or not..
If u have some information regarding this..

The fate of Nandan Nilekani, Rakesh Jhunjhunwala and Ramesh Damani is trending on Twitter. Poor chaps are holding shares bought at @362. But something good happened I got to know what conglomerate discount is. IPO Central says it is not good for small guys like me.

i was actual suprised at the price band.... given the price at which it was sold to some big names..... theses guys would have done there research before putting big money...fundamnetal it is avoid then again lately IPO on loss making company with high debt r doing better then fundamnetal strong IPO....

For me it is avoid... fundamental however this time i am going to apply just one lot for my friend and home town native V.G. Siddhartha

So Mr. Septa , you are from Chikamagaluru?

code VQAC2 on peppertap app to get 60% off on grocery 150 off on 250 ....hurry!
Why wasting time on ipo earn right away as a peeny saved is a penny earned

please write clearly so anybody can understand what you want to share with people and we can be benefitted well if we understand what you mean/.
please elaborate.

To through some light company doesn''t provide separate numbers for outlet business as it includes coffee trading and exports.....so commenting only on cafe coffee day standalone will be difficult,besides that it has stake in Mindtree and Sical logistics and financial services also.......so we have to look it like that how that will be taken into account some time later......sentiments are good so may be listing gain......and one more thing Nandan nilkekani,Rakesh jhunjhunwala has acquirred at 362 per share in march this year

I''d rather buy these businesses separately.

Hi Roadside Romeo.....may be ur right but CDEL is a holding company and around 52% revenue comes from cafe coffe day that is from selling coffe and rest comes from other,logistics financial and technological park....and said that we can buy that business separately as many are saying.....and also it has 2700 crore consolidated debt which will come down to 2100 post ipo......but still losses are mounting every year.....Operating level they are profitable but going ahead how will they retire their debt as starting outlet always require money so.....that will be seen when they report results

IPO SARO 6 MEMBERS

My previous comments are for Uchit Patel''s analysis not for Romeoji.

I am not understanding why analysts comparing CCD Jubilant Foods. We cannot compare CCD with Jubilant Foods. Both have different products. Pizza is very popular in Indian community. Domino’s have all range of pizza starting from Rs. 44. They are targeting normal people also. Roadside pizza is also available from Rs. 50 to Rs. 70. People love to buy Rs. 44 pizza from Domino’s instead of roadside. Same time people have restaurant comfortless like AC etc. Jubilant Foods have more than 60% sales coming only from Rs. 44 pizza. This is the main fact why its stock is performing well. Becaof low price menu, company is successful. While in CCD Indian people think twice to spend Rs. 60 to 70 on simple tea or coffee. Same time other option, normal tea or coffee available in Rs. 10 to Rs. 15.
Comparing of CCD with Jubilant Foods is misleading to investors. It is same way many analysts told Punj Lloyd is second L & T few years back. We know now what is L & T and what is Punj Lloyd.

Absolutely right sir. Your overall analysis matches with Dilip Davda Sir also. Thanks for providing analysis. Please provide your analysis in future IPO also. You are the first one on Cittorgarh to provide detailed analysis of CCD IPO.

Ya, 100% true Patel bhai.
I know core history of CCD.

First thing first. A Holding Company with so many holdings is difficult for my small brain to understand and put all the dots together coupled with a 900+ pages RHP is not easy. Write a long report to confand a very short one to convince is what one of my professor said. Also, almost always I apply for listing gains. BecaI normally buy shares worth 2-4lakhs in one go for investment purposes and it''s difficult to get that much in an IPO. So, I stopped applying in IPO nowadays and just focus in secondary market but do advise my friends who are still small retail investors.

Now what I inferred/understood from reading the RHP. Promoter is a smart guy and knows how small the coffee market & how it''s growing especially with urban middle class spending. This is a mix of an asplay and bet on the coffee business. You can check their investment portfolio and value them at CMP and find the worth of their investment. However Coffee business remains a loss making entity. We have seen how loss making companies performed in share market.

So, I will advise my friends to give a miss and buy it from secondary market.

I agree with ur comment sir,
Plz if possible give some sec mrkt tips.....

I can bring the following stocks currently.

Cement Sectors: Deccan Cement, Anjani Portland, Keerthi Industries, NCL Industries all becaof huge pick up in demand in retail side in Andhra & Telengana region. I hold just Keerthi but Deccan is best and NCL & Keerthi improving the underlying in a fantastic way.

Healthcare: Kovai Medical.

Pharma: Ajanta Pharma, Anuh Pharma (up for a big game and gonna buy for long term), Torrent Pharma (Will sell out soon), Granules, IPCA (Hold just 200 and will increase as USFDA issue can be resolved soon).

Agrochemicals & Chemicals: Insecticides India (Won''t perform for sometime due to monsoon) & Vinati Organics.

Auto & Auto Ancilliary: Atul Auto, Menon Bearings, Menon Pistons.

Tyres: Indag Rubber, TVS Srichakra.

Packaging: TCPL Packaging & Moldtek Packaging.

Holding 46% of coffee chain in indian market....whatever the profit position but as per chairman loss bcoz of loan and depreciation cost so once they got money from IPO it will come to profit.

what is retailer discount
Is it included in price band
Kindly explain

And preferably we are in need to be long term investors in this stock.
Else there is chance to lose the money.

Dudes.

This company has its branch even in foreign countries. and there is more chance of getting FII and other NRI''s involving in it.

This stock will be in all time high. Becaof its assets and also the Market leader and eye catcher.

Every where we can see this company around the city(Preferably city not in village... :)).