Varun Beverages Ltd IPO Message Board (Page 18)

The show appears to be rigged with the promoter slated to win it big time.... issue priced at EV/EBIDTA of little over 14 leaves investors with nothing but a hope against all hope which in modern day Hindi translates to '' Baba Ji Ka Thullu '' ...

. A blip in the price may come only with the onset of production from the newer facilities. But that will be it...There is no further visibility ... There is No economic moat here ..no monopoly or pricing power of any kind ...PepsiCo shall always have a clout and the power to decide the Co''s fate ... Not a pretty picture to see...

Varun Beverages Ltd.

Day 3 at 12:00noon

QIB*: 2.97X (*Excluding Anchor)
NII : 0.22X
Ret : 0.43X
Emp : 0.02X
Total : 1.08X

Applns : 81,000 (approx)
Application wise = 0.31X

Link Plz BSE/NSE

there will be big gamble pnb down n varun will be up in quick short time like manpasand beverages this will be guaranteed u all see...septa eagle eye nidhike

Plz advice.. what should we do?

Varun Beverages Ltd.

Day 3 at 11:30AM

QIB*: 2.95X (*Excluding Anchor)
NII : 0.22X
Ret : 0.41X
Emp : 0.02X
Total : 1.06X

Applns : 78,000 (approx)
Application wise = 0.30X

Can anyone post the latest subscription figures in various catagories?

Eagleye please 11.00 am subscribe figure

Varun Beverages Ltd.

Day 3 at 11:00AM

QIB*: 2.95X (*Excluding Anchor)
NII : 0.22X
Ret : 0.38X
Emp : 0.02X
Total : 1.05X

Applns : 73,000 (approx)
Application wise = 0.28X

What are 12 PM nos??

Anybody knows thyrocare Q2 result date.

Nidhike Sir is the best person to advise us about Varun ...

I have not been able to figure out how to value this Company ... therefore I shall not make any comments on this one

Septa Sir also understands this stock well ...

The soft drinks market in India is underdeveloped in terms of per capita consumption of 9.4 litres in 2015, when compared to the world average of 91.9 litres and the more mature U.S. market, with a per capita consumption of 347.3 litres CAGR of 18.2% by total volume from 2010 – 2015 so next five years the consumption will at least double.

Capacity line is 5 Billion Lts per annum so can increase production big time with out additional capital or minimum out lay

So based on this parameters i am happy to invest at Rs445

Plese post latest figure

Some Quarterly Result dates
Dilip Buildcon 28-Oct-16
Inox Wind 28-Oct-16
GNA Axles 01-Nov-16
Dr Lal PathLab03-Nov-16
KCP Sugar04-Nov-16
Automotive Axle05-Nov-16
KEI Industries05-Nov-16
PNB05-Nov-16
Bodal Chemicals10-Nov-16
TeamLease Ser. 10-Nov-16
Kiri Industries 12-Nov-16
Coffee Day 14-Nov-16
Welspun India 14-Nov-16
Precision Camsh18-Nov-16

for me welspun india is most important given debacle with USA clients

Would you suggest bagging Welspun?

Varun Beverages Ltd.

Day 3 at 10:00AM

QIB*: 2.95X (*Excluding Anchor)
NII : 0.21X
Ret : 0.34X
Emp : 0.02X
Total : 1.03X

Applns : 64,000 (approx)
Application wise = 0.25X

What is the current status of subscription

What''s final call apply or avoid

I think war situation is there in the world and it will impact on mrkt sentiment as well as on both the issue.

I am getting feeling that Varun listing will surprise every one...@eagleye what is max downside risk you see on listing? and what are long term prospects of this company?

Nidhike.....septa sir...your valuable advise pls...???

dear longterm investor,,, already lot of comments given by septa & nidhike open and read all the old messages

I am applying in employees quota... that''s why confident that will get full allotment.... but confused abt listing price......please suggest......as today is last day.....want to go for 200000

Sir......m applying in employee quota.. but m not employee of this company...one of mah friend is employee....applying through his account

What does your friend say about the company and management?

Next upcoming IPO ?

IPOs in the Pipeline

Which have got SEBI approval already

Hinduja Leyland Finance >>> DRHP date 29-Mar-16
CL Educate >>> DRHP date 30-Mar-16
Seaways Shipping and Logistics >>> DRHP date 28-Mar-16
GreenSignal Bio Pharma >>> DRHP date 04-Jul-16
Laurus Labs >>> DRHP date 19-Aug-16



Which are pending SEBI approval

Aster DM Healthcare >>> DRHP date 24-Jun-16
Sheela Foam >>> DRHP date 29-Jul-16
IRB InvIT Fund >>> DRHP date 07-Sep-16
BSE >>> DRHP date 09-Sep-16
Security & Intelligence Services >>> DRHP date 26-Sep-16
Genesis Colors >>> DRHP date 28-Sep-16
Shankara Building Products >>> DRHP date 28-Sep-16
Avenue Supermarts >>> DRHP date 29-Sep-16
G R Infraprojects >>> DRHP date 29-Sep-16
Prataap Snacks >>> DRHP date 30-Sep-16
Continental Warehousing Corp. >>> DRHP date 30-Sep-16

Which have got SEBI approval more than 6 months ago
(hence considered not serious anymore)

K.P.R. Agrochem
Nihilent Technologies
New Delhi Centre for Sight
GVR Infra Projects
Maini Precision Products
VLCC Health Care
Sandhar Technologies
Matrimony.com
Paranjape Schemes (Construction)
SSIPL Retail

Subject to price

Few High profile private company or organisation which i like to come with IPO

COCA-COLA INDIA ( Warren buffet is the biggest share holder in the parent company so technically he is the biggest share holder in COCA-COLA INDIA)
BCCI ( some analyst put it profit for 2016 at 1000 crs which is growing at 30% CAGR)
LIC ( if listed this will be the biggest market cap company in india)
HYUNDAI MOTOR INDIA ( biggest exporter of manufactured goods in india)
GUJARAT COOP MILK MKTG (AMUL Asia''s largest milk brand however given it coop society bottom line is not that attractive )
PARLE PRODUCTS ( India''s largest manufacturer of biscuits and confectionery for almost 80 years.)

NSE BSE and VODAFONE these three will be going public soon

In the era of free pricing of issues, these companies also price their issues too high and issue huge bonus prior to issue,skim all the butter themselves.Gone are the days, when the share holders could make big money in ipos.

Gamble many sports boards r listied

Varun GMP pls eagleye

BTW just my broker is expecting RII will be subscribed by at least 2 times on application level

earlier i have made it clear Varun is high risk IPO however i am happy to take the risk. BTW i like ur pharmacist broker take :)

Eagleye when u r feeling of uncertainty or lack of conviction on Varun better not apply. BTW kostak is only Rs 250.

I am going to apply

not much GMP however if u look deep down till second total money on PNBHB was 1240 Crs

Varun on the other hand day two 794 Crs not bad even with all broker house negative on the issue

BTW i have already put my application left one to apply on HNI if the issue get subscribed below 15

this is i look at this 8000 cr MC on topline of 4000 cr this in few years will grown big time. all the thinking on buying may not get the chance fiis will lap this up in no time like what the did to other good stock

actual i should have waited till day three if RII does not get full application for some reason like indigo then like indigo put full RII lot and one HNI. may be change before 3 pm cut off with my broker

Varun IPO

I have gone thru the RHP 3x but I still cannot figure out how to value this stock ... So I have decided to apply only if I can sell in kostak @450/- ... Otherwise not

kostak is only Rs250 so u r not applying....

After today''s bumper ... I expect some momentum to build up for Varun too ... but I shall definitely not go open in this IPO ... will only apply if I can sell 100% in kostak ... and that too @450+