Sula Vineyards Limited IPO Message Board (Page 8)

Main
S 23 seller
Abans 4 seller

Sme
Arham 38 buyer
Drone 72 buyer
All E 67 buyer
PNGS 29 buyer
Arihant 82000 st
Uma 24000 st
Dollex 6 seller

Low GMP wale ipo mai paisa nahi lagana hai
market tough hai
riska na lene mai samajhdari hai

I won't apply

GMP: ₹20 - ₹22⬇️

I'm not applying...
_Safe players can avoid this IPO_

Yesterday discussed the stock NDTV
Today all buyer in this stock with + 4.99 %.
Let's enjoy the ride without any fear.

Unipart
Ipo price :577
Listing @ 575
Low : 538
Current price @11.16 hrs :553
This type of Listing certainly creats panic and better to watch carefully when the pricing is so aggressive and debt is too high in purely ofs.

Irrespective of GMP, why Sula Vineyards can't be ignored:
Verlinvest SA venture capital firm (backed by the family that owns beer brand *BUDWEISER*) is one of the early investor in Sula Vineyards. It also invested in Indian companies like BYJUS, Veeba, Purplle, Wakefit, Epigamia, .... etc.
Besides Verlinvest SA, Sula Vineyards is also backed by PE funds such as Cofintra SA, Haystack Investments Limited, Saama Capital III, Ltd, SWIP Holdings Limited.

Anchor book includes marquee participants - Abu Dhabi Investment Authority, Goldman Sachs, New York State Teachers Retirement System, Ashoka India Equity Investment Trust Plc, Segantii India Mauritius, Morgan Stanley, BNP Paribas Arbitrage, and Citigroup Global Markets Mauritius.

Domestic investors includes Aditya Birla Sun Life Trustee, HDFC Mutual Fund, SBI Mutual Fund, ICICI Prudential Life Insurance, HDFC Life Insurance, Aditya Birla Sun Life Insurance, and Max Life Insurance.

For such a small company of size about 3000 cr market cap so many marquee investors.

With a Market share of 52.5% in a small sized Wine business, Company appears to be a big fish in the small pond. Pond has the potential to become big.

No gmp today

A clear cut No No for me.

Apply and hold until new year… Around new year, all alcoholic stocks will be in limelight.. Christmas followed by New Year… 😀

IPO Events Today :

1. Uniparts Listing
2. Sula Vineyards Opening for Subscription
3. Abans Holdings Opening for Subscription
4. Landmark Cars Anchors List

#NDTV

Board approves a proposal to invite RRPR Holding Private Limited, an indirect subsidiary of Adani Enterprises, to nominate two (2) Directors
to the Board

#Alert Appointment to be considered in the next meeting of Board of Directors, to be held on
December 23

Very good information. keep it up.

If some1 can wait 5-6 months and having good patience then NDTV is the perfect script for multibagger returns without any doubt.
One can verify the returns in
1. Adani Enterprise
2. Adani Green
3. Adani Power
4. Adani Gas
It is to be learnt that most of the rights of cricket matches, Government ad's and other entertainment would be rewarded to new NDTV & it's balance sheet would be so strong that never before results into the unbelievable market price of NDTV.

I'm Seeing Buyer at Every Rate....
QIB Commitment Levels Looks Good...

Very good information. keep it up.

This IPO does not appear compelling for investment. If one were to really invest in alcoholic beverages sector, there are many established counters with high potential and good lineage are available in secondary market.

United Spirits from Diageo stable (debt free this year)
United breweries from Heineken (almost debt free)

Both have over 50 % foreign holdings from parents

Radico Khaitan & GM Breweries, both well established and almost debt free again.

With these why go for Sula Vineyards with so low promoter interest at such high OFS price? Take your decision with discretion and

Happy INvesting

सुखी संसार द्वारा दिए जाने वाले आईपीओ स्कोर

Sula Vineyards का स्कोर 21
Landmark cars का स्कोर 13
Abans Holdings का स्कोर 10

Dharmaj crop का स्कोर 35

Heavy demand in beverages sagement. : Source CNBC tv18

I am expecting good participation of QIBs.
Current valuations are of course not comfortable, but markets are forward looking.
Agree that current wine culture in India is low, but the same can be argued as the potential for more penetration and some rerating. All are guesses, no right or wrong.

Knowing the quality of their products, I see the potential for topline growth. When it comes to alcohol consumption, there is good consumer loyalty (stikiness to brands), so baseline should stay. And wine is generally considered good (or not that bad) when it comes to health.

I would certainly consider subscribing, how much will be based on the last day subscriptions.

If one can verify the track record of the Main ipo
Only Global health care have given respectable gain and all other main ipos have given very less in the range of 1000- 3000 in retail category and the risk is too much here. So risk is too much & reward is too less in most of the Main ipos. The promotrs of the Main ipos don't leave sufficient value due to aggressive pricing, isn't it?

As they say IPO= Its Probably Overpriced! Many times it is true.
Not all IPOs can be no-brainers like Hariompipe, Global health, Paradeep etc.
Despite the valuation argument, there are the likes of AWL, Ruchisoya, Campus etc rewarded the subscribers very well. And there were the likes of Veranda, which I avoided based on business model/valuations etc, which proved me wrong. Sometimes it is good to err on the side of caution, as there are always other opportunities. But there are also businesses like DMart which are hard to miss. In any case the average risk/reward (even with the mainboard IPOs) has been generally good. I am clocking an average 25-40% IRR across various family portfolios, thanks to occasional booster shots from good IPOs.

GMP 31-33

GMP 31-33

Ye company ka 3rd quarter tagda aaega fir iske valuations attractive banenge