Varun Beverages Ltd IPO Message Board (Page 20)

Fully subcribed.

Qib : 2.93
Hni : 0.21
Retail : 0.29

Total 1.00 time

all are busy in applying. pnb hsng
today is not a varun day

hope tmrw is the varun day
expecting QIB+NII ==> 150-180 times @4.55pm

Barring icici securities all brokerage houses have negated this issue.

VB IPO IS IT GOOD OR BAD?I WANT TO APPLY TODAY.PLEASE GIVE ME SUGGESTION

Apply for certain allottment and gain

Hi All,

The object of the issue are to:

1. Prepayment or scheduled repayment of a portion of outstanding indebtedness availed by the Company; and
2. General corporate purposes.

What % of money will be used to repay debt?

I stopped following RJ after he entered Compucom software @~20 , took it to ~30. From last 4-5 years it is running between 8-12.
Also , see what happened to A2Z after he entered.

RJ is very sad that you stopped following him...

Do not follow RJ ...

This message has been removed by a moderator.

read all the comments in this forum you will get perfect

read all the comments in this forum you will get perfect

i want to know about varun ipo its good or bad
i want to apply but i need good suggestion

Best ipo
Varun beverages

@ 213. sajal Gupta
. Crappy ....is one thing ..but such sudden, cunning change in the fundamentals has taken it to another level. .I would say it''s Creepy rather than Crappy...
. If you like the rides ..or rather being taken for a ride to be precise, then you must try this one out... Should make even the likes of Fury 325 seem like picnic ..:))

VBL seems risky. It may follow Cafe Coffee Day (CCD).

the first day subscription for varun promising Applied for one lot long way to to go

Manjitsing your via for vb

apply with full force 70 rs listing gain

Here anybody has any idea about Camlin Fin. Script moved 85 to 116 level with in last two weeks. It is buy at current price or ?. Any advice

Its a crap company..posting losses.. Only this year in profit.. Window dressing to raise public money..

chartered logistic which very bullish and informed the forum is a good buy at Rs20 today had 13% jump my target is Rs50 in 12 months

septa sir please have a look on my msg in aurangabad portion on aurangabad and pls reply if possible

i happy for u eagle n septa frendz

Hello Mr. om. Finvest
RJ is the owner/head of the co. he has to keep shares with him untill he resigns or sell his stake from the co.. Another point is that VB agreement with Pepsico till 2021 ..yes they are renewing it from 1991 but this is stock market what if they dont get it renewed . As a long term investor what is the alternative.
2. they are in this market from 1990s & still need money from equity to repay there debts...
3. further argument is that hold it for 3-6 months and it will give return but friend winter season is coming next 6 months it will earn losses ...how will short term investor make money in that scenario..
there are many points that i have but i have no fight with u i am small investor and does not have that much knowledge but both of our''s goal is that whatever we know we can share with others.
Thank u

2021 far to go...but point 3 is very valid...I HV been talking this since IPo came...

" winter is coming...!!"

As I understand nobody like to see losses for their shares....so post listing buying also seem not to b there.
Let see wht HNI thinking.

Hem Securities View:
Reasons to "Avoid" The company has not shown consistency in its financial performance as in CY''13 & CY''14 co has posted losses while in CY''15 co has shown profits. Usually, first half of co is more strong then second half of any calendar year.Hence co is not expected to post strong nos in H2CY16 .Also return ratios & margin profile of company is not strong & hence unable to infuse optimism in investment profile of company. Termination or non-renewal of the PepsiCo India Agreements or the PepsiCo International Agreements or any material modification to the existing terms under such agreements adverse to co''s interest will materially and adversely affect co''s business and operations and its future financial performance. Valuation At price band of Rs 440-445,p/e multiple will turn out to be 84-85 on pre issue CY''15 eps of Rs 5.21/share (post conversion) of company. Due to unstable financials & seasonal nature of business, co is not expected to show strength in its financial performance. Also, pricing of issue looks expensive at current level. Hence, we recommend "Avoid" on issue .

Read more at: http://www.moneycontrol.com/news/ipo-issues-open/avoid-varun-beverages-ipo-hem-securities_7833761.html?utm_source=ref_article

In my view VB will give decent listing gain, subscription data far much better than PNBHF.
consumption theme always give better yield than any other theme.

Entire QIB portion is from FII....check at NSE But on the other hand PNBHF both FII & omestic Financial Institutions has made applications...I am not arguing that VB is bad But i am just talking about domestic enthusiasm on this issue i.e VB      

IT doesn''t matter whether Investor is FII Or DII or DMF or Any other fund. what matter is quality of Investors, Funds.
Will give you recent example:-
Mr. Rakesh Jhunjhunwala bought hugh quantity on ICICI Prudential, but yet to get Issue Price Mark. RJ was asked to share his view about Listing below Issued Price, than he replied It is a stock i will keep in my lifetime. it doesn''t matter where index is, Bull run, Bear run, Market at Highs or lows. "It will remain with me" its a all weather Investment.

Varun Beverages Ltd.

Day 1 at 5:00PM

QIB*: 0.88X (*Excluding Anchor)
NII : 0.18X
Ret : 0.11X
Emp : 0.00X
Total : 0.34X

Total subscribe till now

22% Unbeleivable.......

33% right now......................solid response from NII & QIB ....but please see the issue size is small as compared to PNBHF.....

what about VB IPO ,IS IT GOOD OR BAD ? I M CONFUSING.PLEASE TELL ME ANT ONE