Varun Beverages Ltd IPO Message Board (Page 21)

Icici life insurance me apki kya ray hai.hold kar sakete usme??.or varun ka ipo bharna chaiye???

RPG Life Sciences i have taken a big position very small Pharma stock with MC of 800 crs look good for long term

my average price is around 400 my last purchase was at 490

Ajanta pharma is much better than RPG Life Sciences

Even risky share can give u 20% in 10 days . ...!! SRS @8.00

131. gamble Oct 16, 2016 11:01:51 PM IST Reply
Varun Beverages Ltd IPO

Technical buy ::

ONGC (CHART STRONG)
ABAN OFFSHORE
ICICI PRUDENTIAL
NOCIL
SRS LTD(RISKY)
INOX WIND (suggested @225/205/185)

Varun Beverages

even after 30 hours ... I am still uncertain ... the fact that the domestic mutual funds have given a pass to this issue (except Sundaram) is not at all encouraging ... also the GMP is quoted @10/- ... but no buyers ... only sellers ...

Hence, my inference is that ... this issue looks like only for long term ... not for IPO flippers

... I shall conclude my thoughts on this IPO later today ... after a closer review

watch this space !

Mam lssue price of parag milk was 215, after discount 203 for retailers and listing price was 217.50. I did not have an expert knowledge but it gives 5 % listing gain after poor response by qib & hni and on listing day closing price was more high than listing price. Without any arguments I am quoting an example. so pl. take it as simple discussion not as comparison and serious debate.

I Believe In Sundaram Rural Fund Mnagaer Picks. His Fund Has Given Good Return Compared To Others. So VB Is Worth Taking Risk.

No confusion

139. gamble Oct 19, 2016 10:12:14 PM IST Reply
PNB Housing Finance Ltd IPO


Avoid varun( check gmp before ipo date if above 45 then only apply for safer side)

PNBHF apply ( ignore gmp)

Nidhike sir u also change ur mind in varun like PNBHF or still firm ???

Believe this issue has been priced quite well .
IMO all consumer stocks in past was also said to be pricey be it jubilant or manpasand or parag or prabhat but all given good.

One leading analysis report at the time of manpasand IPO was saying its drink is not like Pepsi or coke so its costly. now same report saying its not manpasand like drink n ppl avoiding carbonated drink so avoid Varun......sometimes stock price or GMP rule the mind and heart of analyst.

Varun is high risk IPO given it balance sheet and debt. So listing chance of discount is high. However i am going to apply both head and heart says skip . but my gut feeling is it will bumper IPO btw several times my gut feeling has given negative return. If capital is important and u cannot take a risk then my advice avoid if loss is not a issue then apply.

In this IPO I believe
"Darrr Ke aage jeet hai". :) so apply!!!!!!

@ Septa sir you are very clear on this issue. After your heartly comments and clear mind no explenation need.

Varun Beverages
GMP 10/-
(only sellers quote; no buyers)

This company is just selling water to the public ,
so just apply and enjoy DIWALI

PNBHF???

Smallcap world fund anchor in many recent IPOs namely;
Sh kelkar
Dilip buildcon
Endurance

what about currant gmp from varun ?

Can someone please post below details for VBL
1. Book value
2. P/E ratio
3. EPS
4. Debt equity ratio
5. Operational income & Growth
6. Industry P/E

http://www.moneycontrol.com/mccode/news/article/article_pdf.php?autono=7833761&num=0

After Seeing the Anchor list ... I am seriously disappointed ... My enthusiasm to apply in Varun has significantly diminished ...

Nidhike Sir & Septa Sir .... What is your Advice?

Issue subscribed by Abu Dhabi Investment Authority tend to give good returns. Last was parag milk.

American Fund and Small Cap World Fund are both Capital, one of the largest institutional investors in the world.
Abu Dhabi Investment is what is called a managed account so difficult to understand who fund actually bought.
Morgan Stanley is P Notes investor.

Septa sir after anchor list apply?
Listing gain?
I have many account please replay

How many chances to get profit in varun??
Reply in percentage....
Give your kind help & suggestions

VBL anchor.......


Small cap world.......20%
American fund..........6.7%
Abudabhi.....,.............12%
Morgan stanely.........2%
Merrillynch................8.16%
NorDEa(all)...............20.4%
Wasatch emeging india..,.......3.45%
Chennai 007...............3.45%
Sundram...............10.71%
Stichting depositary.......13.02%



Well,,, if some one see this anchor book as a good then PNBHF''s anchor book consider as

Legen....wait for the word...almost their....dary

"legendary"

there*their....

20% of anchor shares are allocated to one investor. This shows that there was not race to acquire the share like in PNB housing.

Varun Beverages garners Rs 327-cr from anchor investors

Varun Beverages, PepsiCo''s largest franchise bottler, today raised over Rs 327 crore by allotting shares to anchor investors, a day ahead of its initial public offering opens for subscription.

The shares were alloted at Rs 445 apiece, which is the higher end of the price band of IPO.


Among the anchor investors are Abu Dhabi Investment Authority, Merrill Lynch, Morgan Stanley and Small Cap World Fund.

"Under Anchor Investors (AIs) portion in the public issue of Varun Beverages, 73,50,000 equity shares have been subscribed today by 14 AIs at Rs 445 per equity share," BSE said in a circular.

The initial public offer of Varun Beverages, that entails sale of up to 2.5 crore shares, will open tomorrow and close on October 28.

The company has fixed the price band at Rs 440-445 per share. At the upper end, the firm company would raise Rs 1,112.50 crore through the offer.

Proceeds of the issue would be utilised for capital expenditure, repayment of loans and for other general corporate purposes.

The issue is being managed by Kotak Mahindra Capital Company, Axis Capital, CLSA India and YES Securities (India) Ltd.

as I mentioned earlier fii r very positive on this issue.....

Domestic institutions are not confident at all barring sundaram.

Some biggest Fiis in the list
http://www.bseindia.com/markets/MarketInfo/DispNoticesNCirculars.aspx?page=20161025-27