Varun Beverages Ltd IPO Message Board (Page 16)

Varun Beverages Ltd.

Day 3 at 3:30PM

QIB*: 4.82X (*Excluding Anchor)
NII : 0.28X
Ret : 0.68X
Emp : 0.03X
Total : 1.73X

Applns : 129,000 (approx)
Application wise = 0.50X

Varun Beverages Ltd.

Day 3 at 3:25PM

QIB*: 4.82X (*Excluding Anchor)
NII : 0.26X
Ret : 0.68X
Emp : 0.03X
Total : 1.72X

Applns : 128,000 (approx)
Application wise = 0.49X

Retail will get 100% allotment, lets see whether they throw party on listing day or throw pepsi bottles

Planning to short the scrip on Listing day :) Happy diwali

According to Tradeswift Broking''s Sandeep Jain , VBL is a big avoid as its revenues & losses can''t be understood . So no question of fair price . Till then wait and watch as there are many IPOs in the November pipeline.

Where is Om Finvest Mumbai ?

Strongly advised to subscribed and to avoid PNB
Also IPO Central suggested to subscribe and avoid PNB

I they both are the brokers of varun beverages.

Last Call :

Investors can look at better levels to enter the stock post listing
as per IIFL

**Not applying

Firstly happy Diwali to all forum member last few years we having eco friendly Diwali suggest all do the same d''not burn ur money when u light some poor families
So as informed the forum I have gone an applied in HNI let see what''s happens

Happy to know Septa sir that you are applying in HNI category...

But sir what is the power which makes you to take such big decisions.....???

Karan thank u for ur appreciation. IMO it is less of power is more of calculated risk.
Let me explain short run all are negative say 99% only 1% positive however if you read the comment 100% or majority of them r bullish or positive on long run. So i have taken a calculated risk if my strategy works i get a handsome return if it fails it will be short term long run i will be fine with averaging or just keep it long term.

basically fear and greed majority are fearing this IPO will be bad and chance of that happening is high however that little chance of that not happening will give handsome return and downside is limited

At 3:00 PM      
QIB:      4.8249
NII :       0.262
Ret :      0.6491
Emp :       0.0325
Total :      1.7072

Bye bye Varun. I would wait for Patanjali Beverages IPO :)

septa already said applying in this ipo...so lion hearted will keep and mint money

Dear Egle eye.....by seeing subscription figures.we need to worry?? or will be listed at good premium

Eagle Eye, Septa Ji both absent, are they busy withdrawing their applications???

Dear Mann ki Baat,

My application was subject to my being able to sell kostak @450/- ... I could not sell ... hence did not apply ...

QIB 4.5
NII 0.27
RII 0.63

Just tried to analyse this on my own as I usually do these things at last moment.
Comparing with their last year performance:
Their June 2015 Six month figures:
Revenue: 2240 cr Expense: 1989 cr Profit : 251 Cr PAT: 167 Cr
Their Dec 2015 1 Year figures:
Revenue: 3408 cr Expense: 3246 cr Profit : 162 Cr PAT: 87 Cr

So, they usually have losses in the 2nd half of the year, that eat their 1st half profit.

If the trend for this year will be same they could be at close of the year at 90-95 Cr PAT which puts yearly PE around 75x, which is too expensive.

They timed the IPO cleverly, so they can get the valuation benefit of 1st half, this is pure cheating by the company.

You r right as sales in H 2 r muted and there are fixed cost attached.However the profit would improve because of refuction in interest cost as well as % fixed cost as a percentage of sales as sales growth is v high

Yes sales growth is high but their expenses growth is also high, looking at their books they are unable to handle their expenses resulting in very low margin.

your 2nd point of interest savings, even if we consider that still the PE comes around 60-65x which is too high.

They are not jubilant food who entered market very early, they are Pepsico and are present here for a long time, so most of the things are stable for them but still they are not able to control their expenses, So, Franchise premium is also not applicable to them.

At 2:30 PM      
QIB:      4.4037
NII :       0.2599
Ret :      0.6198
Emp :       0.0325
Total :      1.586

Please
Post latest suscbrition figer of varun

Peer Group Company : ManPasand Beverages
Issue Price : 320
Issue Size : 400 Cr.

Listed @ 290

@ 10 @ Discount . Now Trading @ 700

Sorry @ 10 % Discount

Overall 1.5 times till ,2 /15 pm

At this rate of subscription, the retail investors should get 2 shares and a complementary bottle of Pepsi against each share applied ...

It is a managed issue

Maniac ....

Love your sense of humour !!

I just pray that I am never at the receiving end !!!

AT 2 20 pm

QIB 4.22
HNI .25
RET .58

If you look at the QIB subscription, only Foreign Institutional Investors are applying. Domestic mutual funds and institutions are not applying in a big way. It is avoidable IPO.

Please any one update on current subscription and how to check subscription current status in any site

in bse site can you give step how to get bse demand schedule

here u can see Bid Details, Cumulative Bid Details, Demand Schedule, Cumulative Demand Schedule, Demand Graph and Cumulative Demand Graph

http://www.bseindia.com/markets/publicIssues/DisplayIPO.aspx?id=1212&type=IPO&idtype=1&status=L&IPONo=2283&startdt=10/26/2016

At 2:00 PM      
QIB:      4.2337
NII :       0.2521
Ret :      0.5718
Emp :       0.0311
Total :      1.501