Varun Beverages Ltd IPO Message Board (Page 10)

Kumar Babu
I m jst ask for my better known.
I dnt knw abt allotment .. Thats y

Dear Investor,

Unit : VARUN BEVERAGES LIMITED

We thank you for your e-mail with respect to your application made in the subject IPO issue.


As per SEBI guidelines effective from 01.01.2016, withdrawal of bids is permitted until closure of the issue.

The retail investors may either withdraw or revise their bids until closure of the issue.

Substituted for "finalization of allotment" by the SEBI (Issue of Capital and Disclosure Requirements) (Fifth Amendment) Regulations, 2015, w.e.f. 01.01.2016.“


Please refer to page no. 182 of the attached SEBI guidelines.

For further clarifications kindly contact concern DP(Broker) for necessary resolution.

Allotment kab hai ??
Anyone tell me

why curious about allotment? you will get wat ever you applied in RII quota!!!

What happened with HPL Electric and power IPO? That might be repeated with VARUN.

still not block amount i am going to bank & withdral the amt
is it ok

Yes. It is ok.

The subscription Figures tell us
RII subscribed : 0.8x
NII subscribed : 0.5×
Remaining part from the above will be absorbed by over subscription from QIB''s.

On the day of Listing selling pressure comes mostly by RII and NII and due to adjustment of trades in Grey market.

In case of Varun there is hardly or No grey market activity observed hence no adjustment of Grey market trades will lead to Selling Pressure.

Also NII are value investers and mostly dont exit in listing losses. (NII sell on listing day when phenomenal listing gains are achieved but not when stock is in loss as they have the capacity to hold on to the stock for few more days untill it gives profit).

This leaves us with only RII selling.

It is expected that stock might list at discount but the selling pressure by RII will be absorbed by FII and domestic institutions as well.

Retail Investor must be patient for 15 - 30 day for this stock it will surly jump above its listing price.

Although profits are not gurantees but talks about fair valuation of anything below 445 are baseless and shud be ignored.

very good analysis. let''s see what happens.

Assuming EPS Rs 14 for the CY 16.

(EPS of Rs 14 is minimum and most likely even after considering H2 losses made by the company)

@ Rs 445 PE turns out to be 31.+
@ Rs 500 PE would be 35.+

Manpasand Commands a PE of 60 +
Jubiliant Food ( Dominoes Pizza) has PE of 64 +

Similarly industry PE for the Catagorie is 55 +.

Hence it is irrelavant whethere company is making profits in H2 overall the company prospects at current valuation are more than reasonable.

Possibility of negative listing 50 - 50 due to market sentiments however the stock will reflect its optimal valuation (Rs 460 - 490 according to me) within 15 - 30 days.

Experts correct me if I am wrong.

All we applied in varun beverage for listing gain.. As There was no gmp.. All hoped for some decent listing gain.. No body hoped for listing loss.. I think.. So guys.. Dont sell it below ipo price.. Selling below ipo price is a win-win situation for whom who didn''t apply in this ipo and will enter at our cost.. Forget you holding if lists below discount.. Nice brand value of the company will surely move it up..

lower circuit

all sellers. heavy selling from all categories on day 1. will go down 15 pc.

eventually will be half the issue price

this will follow adlabs, ufo entertainment, monte carlo type of issue with expensive value.

fair price not more than 250 rs

By mistake applied in varun beverage.. after icici prudential allotment I guess in this also I''ll get loss or hold this share for long.. m I correct?

Hello Septa,

may i know on which platform you published recommendation, any blog or social media Id

@Amarever : before replying to the query translate in to google in your native language, so that you can understand :(

next ipo will be Greensignal pharma ..... issue 9 sep to 11sep

Septa sir, What could be the problem with this IPO. I dont feel FMCG stock should give good return. Even manpasand which was available at around 300 1 year back is more than double. which deals with only mango drink .This is having many in the basket. cock,fruit juice water etc...

Varun Beverages - GMP (-35)

Baroda

For those who applied for Varun "Happy DiwalA"

For those who applied for PNB "Happy Diwali"

For those who applied for both "Happy DiwalA & Diwali"

Cheers!!!

Yes I also got the same message that , cancellation is permitted only during bidding process. Now it is not possible to withdraw the application who has applied through ASBA net banking .

I RECIEV MSG FROM KARVY ABOUT WITHDRAWL OF VB APP. KARVY REPLY THAT YOU CAN WITHDRAW OR REVISE UP TO CLOSER OF ISSUE. NOW YOU CONTACT YOUR BANK OR BROKER. ENJOY CONFIRM ALLOTMENT.

Do not panic those who have applied VB. Don''t sell immediately on listing. It will give decent returns of 10-15% in 2-3 days.. Request the Retail investors present in the forum not to sell immediately on listing the with Panic.

Look like textiles is the new theme. Beaten down sector however no one is going to stop wearing cloths. Some re rating in this sector like tyre

Septa ji could we get connected on watsapp my watsapp no 9871-440-975

Hi Septa sir,

I agree with you on Textile being THE THEME!! I have been a close follower of the sector for the last 4 years. As far as favorites are concerned, the Home Textile segment have been a rank performer!! Companies like Trident and Welspun(before the scandal) have done well over time!! I prefer Indo Count Industries!! Stock moved from 40 to 1250 and now cooled down at 800. with a EPS at 64 and a expansion on the anvil!! Stock looks good for the long term! Your views please

have a look at caplin point i had recommend this small chennai based pharma at 1200 in this forum it now around 400 after 1:5 splits so basically it at 2000. With US entry in coming years this be big wealth creation