Varun Beverages Ltd IPO Message Board (Page 24)

on VB i am very bullish short term medium long


on PNB i am not so bullish short term given housing sector is in mess value of house to income is way high compare to there countries also interest rent coverage ratio is way high compare to other countries NPA is not yet recognised give it takes 5 years loan to recognised any.

Here is the example in australia u can borrow at 5% interest and rent at 4% mean rent covers 80% of interest however in india ur interest is 10% and rent yield is 2% meaning rent covers only 20% of the interest...

Tell be which bank will give me loan to run a business were my profit covers only 20% of interest IMO no bank will give loan.

PNB if it had come with price and 560 it would have been a big hit would have listed around 850 plus however now at 775 the return is limited SHORT TERM MEDIUM AND LONG TERM I AM FINE WITH

FMCG VS HOUSING

Expecting interchange of GMP could be happen after subscription or in listing premium
pnb 16-18
vbl 51-53

Financial balance sheet is only matter...!!!


Sector is secondary.....!!

name the stock

Not possible 25..

Winter is coming....!!

OK, so lets consider full year EPS at Rs 19 then P/E will be 23.42 (Debt reduction program will support EPS and weak winter sales will get compensated by strong summer sales next year) these type of company easily command 25-35 times its earnings so on an average 19*30=Rs 570 what say?

Second half may be in loss

mann ki baat u r way of in your calculation if u look at 2015 2014 2013 2012 financial u will find second half company has given loss i am looking at FY 17 NP of 240 giving a EPS of around 13 so PE of around 34 which i am comfortable given last Beverages Imo came at around same PE is present quoting at 65 PE

These industry will grow 20% CAGR for next 10 to 15 years given the size of r population and increase of disposable income

any grey market dealers im in mumbai wish to sell at grey premium

mr septa i wish to trade in grey market whom to contact any dealers and from where u are getting gmp rate