Zomato Limited IPO Message Board (Page 37)

Paytm filed drhp

Issue size 16,600 Cr
Fresh issue 8300 Cr
OFS 8300 Cr
Retail portion 10%
God knows, how market will react with this huge size IPO

Should give us enough insights to tackle the behemoth that is LIC coming in Q4 2021. 1 lakh crore!!!

Seeing the size of the Public issue, it appears that they would go for private placement of about Rs 4,000 crores before the issue.

Where can i find Basis of Allotment Document?
Unable to find various BoA on Chittorgarh. Any Newspaper or Something?

Till 10.41 AM
QIB: 8.14
HNI: 0.67
RETAIL: 5.55
TOTAL APP: 2199058
APP WISE: 3.49

Hi Nicks, can you tell me how to calculate app wise data?

I dont think its fair to compare zomato with food delivering compnies world-wide.

In india, we always have someone (maa, behan, biwi,.....aur koi nahi to maid) at home who looks after regular cooking responsibity. Unlike western word, where both the sexes are working and they have to depend on outside food to eat. So, this home-delivery-food-thing is not going to penetrate as deep in India as in developed countries.

Isiliye laar tapkana band karo :P

@amit k singh ji

kahan sahab...i have been delisted since long......can no longer trade in the market...100% owned by a single promoter now :D

Anchor investor number may be huge but remember to check how much percent of their portfolio is this Zomato.. it may be 260 anchor investors but they may be risking 1-2% only out of huge capital they have.

Can any one kindly advise, what''s the maximum amount allowed to apply through NII category?

No jokes! the NII quote of aprox 1350 Cr canbe aplied by single applcant also. in fact the upper limit for any individual in NII caterogy and in QIB categorty is the size of the issue itself!

thats why I said for any one in NII limit is approx1350 Cr.

Thanks Mukesh

Paytm IPO DRHP Link
https://www.axiscapital.co.in/uploads/equity_documents/20210716104312_one_97_communications_limited__drhp.pdf

Paytm IPO Size- 16000cr
OFS- 8000cr
Fresh Issue- 8000cr

Hi... Is there any lock-in period for the HNI application?

I read, 1 year lock-in period for the existing shareholder before IPO.

@Monster Zero - Correction in your message..

Lock-in period:
1) Anchor Investor - 1 month
2) QIB - None
3) HNI - None
4) RII - None

Paytm Files DRHP....

what if NII is undersubscribed, will the balance move to QIB or RII?

Yes

No Chance. Already all funding managers books are full. See figures at 4 PM today. Will be above 40 times subscribed under NII.

Guys,i have an question...
Does any of you guys ever applied for more than one lot and got the allotment?
And should we apply for one lot or more than one lot in highly subscribed ipo?
Plz reply..

In the past when the allotment was proportionate and subscription was low, I have applied multiple lots in retail and got allotment more than the stipulated lot size. But now amidst oversubscription, it is 1 lot per PAN. However if the issue is not fully subscribed, you may get more than 1 lot if applied multiple lots.

It''s not common, but it does happen on occasion. In Sona Comstar, it was possible to allocate 1 lot to everyone, and still some were left over, so people got roughly 75% of the shares they applied for, over and above 1 lot. https://www.chittorgarh.com/ipo_basis_of_allotment/sona-comstar-ipo/1112/ <- This this pretty instructive, focus on the bottom left of the newspaper article.

On a lighter noteZomato me agar listing postive ho to khudse kuchh order karke manga lena aur agar negative ho to utni amount ka voucher Zomato valo ko ipo holder ko dena chaliye 😀😂

I personally believe, may be true since this share market highly comprises of Gujrati and Jain and they believe in no nonveg concept. Also some hindus those are vegeterian are not subscribing this IPO which is causing low subscription in NII section, otherwise FII is fully subscribed... Also I have seen messages floating over social media which might be the reason. Bye the way I am applying for this in full force. As I have told in Anthony waste,KIMS,Sona comstar and Gland pharma to apply . This IPO is also go ahead for me.

I don''t agree with this kind of thinking. Many Pure Veg Jains & Marwaris applied/traded in Barbeque Nation.

Zomato & Tatva Chintan Pharma both are must apply IPO. 1 out of 4 in Zomato & 1 out of 20 in Tatva may get allotment. So try your luck n apply single lot per applications in both.

Zomato could go 1 out of 6 if we go by 2 days'' figures. Agree with Tatva. Very very difficult, almost like MTAR.

Thank you for your support.

Was lucky to get allotment in both Clean Science and GR Infra. Will not even bother applying for Zomato. Extremely pricey, brokerages say subscribe only 4 listing gains which means there is no long term benefit at current valuations. Swiggy is piloting Swiggy direct under pressure from restaurants. Zomato will be forced to follow this which will reduced revenues. Expect Zomato to list with at least 20% discount. This is 1 IPO I''m happy to miss applying. U see CEOs of internet companies promoting this IPO as most of them are hoping to have similar pricey issues in the future. If u want to be a part of the Zomato story, best to invest in the secondary market once it settles. I''ll be happy to buy it closer to 35.

@Bernard Are you willing to write a call option at price of Rs 35 as stated by you on September 1, 2021
Please let me know call option price on the specific date. As you are very confident it will be hitting that price

Only applied 2 lots for both the IPOs in my wife''s name and mine. It''s a matter of luck although 2021 has been one of the better years for us for allotment. Keep trying is all we can do.

This IPO IS costed at more than double rate of CAFE COFFEE DAY. Will it meet same fate?

Wow what a connection. It appears you applied in Cafe Coffee? However it is called random relation and no cause
Many persons who are bald have more money than people with hair. Does it mean going bald will add money to you?
Think

Coffe day''s debt is more than market cap by double, zomato is a cash rich company with 12000 cr in cash post IPO.

Coffe day haspromotor holding of less than 20%, zomato promoter holding is more than 80% post IPO.

I did like bald and money analogy

Applying in HNI......

Zomato ke IPO mein itna confusion kyu create kara hua hai? Please koi to clear kare ki Zomato sirf BSE pa list hoga ya NSE par bhi? please abmin atleast aap to confusion door kar dijiye

ZOMATO GMP
15+
Heavy short covering going on.. Punters exiting since no signs of correction in market..Another record is to be written after SBI Card tomorrow..

GMP of Zomato has doubled in 2 days! Probability of listing profit is increasing each day.

I plan to buy zomato below 100Rs on listing day(for mid/long term) in case of 0 allotment in IPO. Please suggest.

@learningIPO

wait you will have more chances after 2-3 days of listing.

Post-listing, expect to see a lot of short selling in the first week itself. Price may hit 40 without giving any time for retail investors to exit in time! Careful folks.

Pray. WHo is willing to shortsell to get losses. While i dont have opinion on opening price or end of day 1 price of Zomato i am very clear that at end of week 1 It will not be Rs 40
I am willing to purchase at Rs 40 knowing fully well that we are not going to see that price in one month of listing