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Zomato Limited IPO Message Board (Page 36)

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475. MAPatel |   Link |  Bookmark | July 16, 2021 12:32:44 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Bid in recent IPOs :

G R Infra :

QIB : 31.84 K Cr.
HNI : 33.72 K Cr.

Clean Science :

QIB : 48.36 K Cr.
HNI : 47.88 K Cr.

Zomato : (till 12:30 PM)

QIB : 43.33 K Cr.
HNI : 3.21 K Cr.

it shows that QIB interest will be highest in Zomato compared with recent 3 ipos

am i right experts ?
475.1. Ghatol |   Link |  Bookmark | July 16, 2021 12:51:05 PM
I feel absolutely yes.
475.2. MAPatel |   Link |  Bookmark | July 16, 2021 1:15:02 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Zomato QIB Bid is highest now in all recent 3 IPOs : 52.87 K Cr.
474. MAPatel |   Link |  Bookmark | July 16, 2021 1:07:31 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Retail : Cross 25 L applications
474.1. Gourav Singla |   Link |  Bookmark | July 16, 2021 1:13:13 PM (200+ Posts)
where do you get app wise data
473. MAMU |   Link |  Bookmark | July 16, 2021 1:12:56 PM
IPO Guru IPO Guru (1700+ Posts, 1100+ Likes)
Gmp - 14

Lets wait how HNI deal?
If Hni not deal around even 15-20 times then surely GMP will slip below 10
472. 🔥 IPO CALLING 🔥 |   Link |  Bookmark | July 16, 2021 1:12:40 PM
IPO Mentor IPO Mentor (900+ Posts, 700+ Likes)
Gmp 16 17
471. hitsur |   Link |  Bookmark | July 16, 2021 1:09:36 PM
Hello.
I have an query regarding MINOR DEMATE A/c.
I have a Minor (son) Demate account in Kotak securities.
While applying an IPO through KOTAK NET BANKING ASBA(MINOR BANK A/C), the pan number reflects in ASBA is FATHER PAN and not the MINOR PAN,where else in KOTAK SECURITIES (CLIENT MASTER LIST of MINOR) there the PAN Number is correct.
Now my query is,
If i apply an IPO for my self and for my minor son through asba(with different bank account), same PAN shows in ASBA. Is it both application will accepted.

Hope you have understood my query.
Thanks in advance.
470. P Patel |   Link |  Bookmark | July 16, 2021 1:08:35 PM
IPO Mentor IPO Mentor (900+ Posts, 900+ Likes)
Even major chunk of 50%, QIB portion is in high demand....
469. Shah bhupesh chunilal |   Link |  Bookmark | July 16, 2021 1:00:44 PM (200+ Posts)
15+
468. ratnakar anant sohani |   Link |  Bookmark | July 16, 2021 1:00:23 PM
Very good analysis by retail ipo & thanks lot.
How u will classified zomato & Tatva chintan ipos.
Ipo offer price is drastically different but goodwillwise both IPOs are different level hence comparatively I think Tatva chitan will give better listing price but for long run zomato is better.
Whats others opinion please.
467. Shah bhupesh chunilal |   Link |  Bookmark | July 16, 2021 12:58:52 PM (200+ Posts)
GMP 15+
466. Souparno Sarkar |   Link |  Bookmark | July 16, 2021 12:15:03 PM
Hi guys !! PLEASE SUGGEST! I will be applying IPO from hni category for first time. Till now I have applied from retail only. Do i need a different KYC for applying through HNi or any extra options that i have to activate through my broker for applying in this category
466.1. Kring |   Link |  Bookmark | July 16, 2021 12:41:10 PM
@ Souparno Sarkar,

No you don''t need any extra validation to apply in HNI category. Instead of Retail you need to select NII/Others option while bidding and you need to bid above 2L Rupees. That''s it. Thanks!
466.2. Souparno Sarkar |   Link |  Bookmark | July 16, 2021 12:58:19 PM
Hi king. Thanks a lot
465. 🔥 IPO CALLING 🔥 |   Link |  Bookmark | July 16, 2021 11:43:09 AM
IPO Mentor IPO Mentor (900+ Posts, 700+ Likes)
Zometo gmp

Bhag Mikha bhag 🏊‍♂️🏊‍♂️🏊‍♂️🏊‍♂️🏊‍♂️🏊‍♂️🏊‍♂️
465.1. LearningIPO |   Link |  Bookmark | July 16, 2021 12:15:05 PM
20+ ??
465.2. Chalak lomdi |   Link |  Bookmark | July 16, 2021 12:52:59 PM
IPO Guru IPO Guru (1400+ Posts, 1000 Likes)
Subah 16.5 chhua tha... Abhi 13 per he... 12.50 pm. Wait and keep calm...
464. Milton |   Link |  Bookmark | July 16, 2021 12:51:58 PM (200+ Posts)
zomato is in very precarious situation. It is not in profit, but growth prospect is there. general conception is not to apply in it, but QIB and retail is applying. So think of the risk that you will be taking and apply. If you can not take risk, then don''t apply, simple.
463. Wolf of Wall Street |   Link |  Bookmark | July 16, 2021 12:25:15 PM
Mitron Zomato bhardo paisa milega, Hame darna nahi hai, petrol jese 76 mese 100 ho gaya vese ise bhi badha denge..
463.1. Chalak lomdi |   Link |  Bookmark | July 16, 2021 12:50:06 PM
IPO Guru IPO Guru (1400+ Posts, 1000 Likes)
Bhai bhai bhai bhai.. Wah modiji wah...😂🙂
Par yaha ind vs china ho jayega 😉🤓
462. JMAX |   Link |  Bookmark | July 16, 2021 11:35:51 AM
If I apply for shares worth Rs 50000 from pnb asba in hni category. Do my all funds get deducted and then refund after allotment or only the amount is deducted of which the shares have been allotted to me.''
462.2. JMAX |   Link |  Bookmark | July 16, 2021 12:10:57 PM
@lokes Thanks bro and sorry it was 5lac
462.3. Deepakkumar |   Link |  Bookmark | July 16, 2021 12:49:22 PM (200+ Posts)
No offence JMAX, but these type of questions show that we are in bubble and its like red flag for others.
461. BullOverBear |   Link |  Bookmark | July 16, 2021 10:44:44 AM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
Zomato is priced much higher, looking at bullish trend in broader market not only in India but outside too.

The start-up companies'' fancy is there in overall global markets and expecting same to be followed here. Also by foreign fund flowing-in will add to this.
Above are not being only but good enough reasons to say high probability of it opening/listing at premium; and thereafter more hand buying at higher price is also highly probability.

Remember, unlike other cos the start-up have good amount of shares allotted to employees and hence they may not apply in full force + present shares at low cost stops from buying at higher cost. (<< its guess work)
Can anybody confirm if employee quota is not fully subscribed, how is allotted to other categories??

I expect NII applications to skew upwards by day closure [normal in large IPOs] due to there high cost and here expecting high multiples.

The only spoiler here will be 3rd wave before its listing. Very difficult to predict, but with current scenario, it has low chance in next 10 days i.e. 27 July day of listing.

Apply- It could be applied for and with appetite to hold for at-least a year in case of Spoiler triggers-in.

PS: All the above is written from my limited understanding of business and others are required to do own study before taking decision.
461.3. PSR |   Link |  Bookmark | July 16, 2021 11:35:59 AM
IPO Guru IPO Guru (1200+ Posts, 700+ Likes)
I do not have any exact idea as to proportion in which unsubscribed shares are distributeed to other categories.

I am of the opinion that it would in the same proportion i.e. 75:15:10 for QIBs, NIIs & RIIs, in this issue.
461.4. BullOverBear |   Link |  Bookmark | July 16, 2021 12:27:30 PM
Top Contributor Top Contributor (300+ Posts, 100+ Likes)
I have applied in Retail portion.

Others who "already" decided to apply don''t wait for last moment, as bank-wise cutoff time are important. Plus take in consideration of site slowing down or hiccups.
460. 🔥 IPO CALLING 🔥 |   Link |  Bookmark | July 16, 2021 12:26:32 PM
IPO Mentor IPO Mentor (900+ Posts, 700+ Likes)
i) Doordash was offered at 102/piece. at 169, it''s still 66% up.
ii) It''s all time low is 110, still above offer price.
iii) It got listed at 182, closed at 175. So, at 169, it''s down 7% & 3% from those levels.

IPO investors made the most & late entrants not in significant pain!
459. DuckEye |   Link |  Bookmark | July 16, 2021 11:02:06 AM
Top Contributor Top Contributor (200+ Posts, 200+ Likes)
1. People are seeing NII figures at 10.50am and thinking it will not subscribe much in NII, and some are even changing to apply as NII(with fewer lots like 20 or 30) instead of retail. Please don''t think it will under-subscriber or lower subscribed in NII. In my opinion, it will minimum oversubscribed 50x in NII. And this is the minimum estimate. It could be much higher, may be 90-100x. So if you have that much capital to apply with around 100 lots or more then only apply as HNI.
2. Retail subscription rate was highest on Day 1 (unexpectedly higher number) and I feel it got slowed down on day 2 and day 3. May be because most retailers subscribed on 1st itself. This would have included many retailer who generally don''t apply IPO and don''t know alot about stock, but as zomato is household name and everyone knows it, so obviously there will many new retailers in this. Now few of them would think it might be first come first serve so earlier application would benefit, but in actual no benefit. Second there were many who would applied 13lots, coz they don''t know applying 1 lot or 13 lot is same. Now this will increase subscription figure, but application-wise subscription will be far less. I think retail overall subscription will be 7x but application wise after rejection it would be somewhere 4-4.5x. So actually retailers have quiet good chances of allotment.
459.2. Kring |   Link |  Bookmark | July 16, 2021 11:56:16 AM
@ DuckEye,

One thing you need to consider in your calculation is the issue size. A 100x subscription in Zomato NII category is like 1000x subscription in other normal sized IPOs like Tatva Chintan. It never happened before and if it happens today then Zomato will be 8th wonder of the world. Cheers!!
459.3. DuckEye |   Link |  Bookmark | July 16, 2021 12:24:37 PM
Top Contributor Top Contributor (200+ Posts, 200+ Likes)
@Kring - I agree this issue size is 9000CR. viz around 6-7 times than other IPO on avg.
So 100x is like 600x. This is the max number i have given. On avg it could be like 60x, that would make it like 6*60=360x, which is highly likely. Dont forgot this is Zomato, a very common household brand. QIB figure denotes same, its 12x now. Large issue, and QIB get 75% and that subscribed 12x (its like 6*12=72x)till now. It denotes people have huge huge money.
458. Abhishek T |   Link |  Bookmark | July 16, 2021 10:50:36 AM
Top Contributor Top Contributor (200+ Posts, 200+ Likes)
All retailers who wants confirm allotment can do this, Apply in HNI category for upto five lakhs if the bank balance allows.
Benefits:
1. Market estimates HNI over subscription to be 20x which will get you shares worth Rs. 25000 which is a good exposure to this IPO.
2. If the market is very bullish and HNI over subscription is approx 30x, you will still get allotment worth Rs. 16500.
458.1. ipo stonks |   Link |  Bookmark | July 16, 2021 11:58:59 AM
Top Contributor Top Contributor (200+ Posts, 200+ Likes)
Highly Likely your calculations will hold good
1. Margin for HNI is increased by brokers to 5%
2. Lending is done at 8.5%p.a.
So max in best case scenario it will get over subscription of 30x
457. sahab |   Link |  Bookmark | July 16, 2021 11:58:24 AM
IPO Guru IPO Guru (1000+ Posts, 500+ Likes)
mutual fund put heavy money on zomato ipo. now i will apply in this ipo. and make money.
456. Bangali |   Link |  Bookmark | July 16, 2021 11:50:25 AM
Don''t know but smelling like SBI CARD IPO