Sir, you haven''t been very active. Hope everything is fine.
435.2. ColdBurger| Link| Bookmark|
July 15, 2021 8:27:17 AM
IPO Mentor (1300+ Posts, 400+ Likes)
We should keep for long term if allocated or apply for listing gain only? Please guide us!! I see less recommendations from experts. Without QIB numbers not able to understand future prospect.
435.3. PSR| Link| Bookmark|
July 15, 2021 11:28:55 AM
IPO Guru (1200+ Posts, 700+ Likes)
Mr. Spock
Yes Sir.
Not yet applied, but I am going to apply.
Most probably, I would be placing one application in HNI/NII Category and remaining in Retail.
Made some gain in Barbeque and still holding 100 shares.
Your memory is awesome.
435.4. PSR| Link| Bookmark|
July 15, 2021 11:34:22 AM
IPO Guru (1200+ Posts, 700+ Likes)
if QIBs subscribe 100 times HNIs 1000 times and before allotment thay withdraw bids than all shares allotted to retailers and Retailers BAKRA ban gayega....
435.10. PSR| Link| Bookmark|
July 16, 2021 6:17:26 AM
IPO Guru (1200+ Posts, 700+ Likes)
Mr. Sikanderpuria
To my knowledge, QIBs & HNIs are not allowed to withdraw Bids, and such such facility is available only for Retailers.
As far as return on investment is concerned, anything may happen either to Company or to Stock Market at any point of time, and I firmy believe that after 5 years from now, this stock either be above Rs. 500 or below Rs. 5, but not in between.
Small doubt. As for as I heard that Zomato is going to list only on BSE but not on NSE. What about icici, hdfc which are nsdl depositories i.e. NSE only .. Please help me out
Who told you that NSDL account holders can''t trade in BSE? And who told you that Zomato is listing only on BSE?
434.2. arunARUN| Link| Bookmark|
July 16, 2021 8:55:49 AM
IPO Guru (1900+ Posts, 1600+ Likes)
@vedam Zomato is listing on both stock exchanges. BSE and NSE. Please see page 1 of RHP to reassure yourself and anyone else is also welcome to do same 2ndly You can trade in any stock exchange with depository account Hope it helps
Retail IPO Very good analysis for beginners and new on this platform. Your valuable suggestions are always welcomed. Whether zomato is booking YOY loss? Even though the ipo is getting good response. What''s your opinion sir.
Yes I do agree that the valuation of Zomato is toooooooo pricy considering its present operational financial metrics and also loses on YoY basis. But keeping all these financial things aside for some time and considering the anchor investors interest, QIB action and present subscription figures till day 2 and market euphoria on this Zomato, there is no harm in giving a try for this IPO, in my opinion there are very less chances to list negatively. This is because, Zomato has; - First mover advantage - Market fancy - Talk of the town, in national and international media houses like BBC, and other int. media. - Buzz created by other technology companies, who are aspirants for launching their own company IPOs etc. So success of this IPO is required for many financial sections, not only to you or me (Success of this IPO makes paves for many other new tech companies)....
After all allotment is lottery process, and by day 3 end, it may go till 6x for retail or more, and even applying there is no guarantee allotment in this too, hence no need to worry too much, you can apply and wait for some time to observe the moves of Zomato if you are allotted, it may give 10-15% probably on listing day..
If you have funds issue or just wanted to play a safe game, and wanted to choose only one between Zomato and Tatva Chintan, you may go for Tatva Chintan, but allotment would be too difficult there also, as issue is very small (approx only 1lakh retail applications, our hungry retailers wont spare this), but if you get allotment, you will be rewarded handsomely (may be more than 50% considering current gmp trends) on the day of listing itself again not because of pure fundamentals / financials... it is more because of fancyness created around the Pharma sector due to covid out breaks.
So analyse your situation and take decision.
Disclaimer: I have applied for Zomato using all my accounts.
Shall we all also have platform like Chittorgarh.com where we can discuss about stocks which are good to buy and sell? If you all agree with me let''s ask admin to do so.
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.
This is getting interesting. Though consolidation will take place eventually, looking at sheer number of big players it''s gonna easily observed. Now I am afraid buy in dips would be too costly and alternative is buying big quantity on listing day would be risky. Decisions decisions :)
There rumours that nearly 5% of shares ie 4.5 crs shares avaliable to sell unlocked after listing which includes esops too I want to buy zomota at 25 in month end correction
424.1. arunARUN| Link| Bookmark|
July 15, 2021 11:25:51 PM
IPO Guru (1900+ Posts, 1600+ Likes)
Keep on waiting. Every current holder had a chance to sell in OFS. Only 1 out 74 shareholders opted that. Does it tell you something that what he could have sold at 75 he will now sell at 25 Good night and sweet dreams of Zomato at Rs 25
How do one track HNI quote over subscription numbers?
And, if HNI quote gets subscribed 2 times, how much would each get?
Thanks
423.1. arunARUN| Link| Bookmark|
July 15, 2021 11:23:15 PM
IPO Guru (1900+ Posts, 1600+ Likes)
On pro rata basis. If you applied 2 lot and HNI subscription 2 time then you will certainly get 1 lot
422. Sharvam| Link| Bookmark|
July 15, 2021 6:23:12 PM
IPO Guru (1100+ Posts, 800+ Likes)
Although I am going to apply, but I don''t understand QIB game, because mostly QIB comes on last day. Here on day 2 QIB is 7 times(IPO SIZE IS ALSO 9.2K crore) , even the most lucrative ipo''s doesn''t get 7 times on day 2(if I am not wrong). Does it mean that QIB won''t come heavily on last day, as they have already applied on first 2 days. May be this exercise is done to inspire retail & HNI investors.
May be it due to high no of foreign institutions interested in it. Due to time zone difference they don''t want to take last day risk. It going to be subscribed 30-50 times under QIB category.
Shrawan ji, QIBs are behind this IPO overwhelmingly. Anchor book was highly oversubscribed by QIB. The left out QIBs are applying from 1st day itself. Most probably on listing day, these QIB will buy all shares offered by retail and HNI.
Zomato has received 186 Anchor bids, highest ever as far as I know and very few of them got allotted. Rest of them will mostly apply in QIB quota. That is why this mad rush. Retailers are like small fish in the pond - Zomato will not care if Retail quota is subscribed 10x or 100x. Most of retailers will sell on listing day anyway. So the real deal is institutions and looks like the company has got overwhelming response from them. Cheers!!
422.5. DuckEye| Link| Bookmark|
July 15, 2021 9:14:15 PM
Top Contributor (200+ Posts, 200+ Likes)
@Kring- What about HNI? What do you think, how many times it will subscribe? Do you think 80-90x for HNI? or may be more?
No idea. Because there is also Tatva Chintan IPO which belongs to chemical sector, a hot favorite in this bull run. Many HNIs may prefer Tatva over Zomato or apply both so money will be split between the two. So final subscription figure is anybody''s guess. Thanks!
422.7. sdz| Link| Bookmark|
July 15, 2021 11:05:33 PM
IPO Guru (1000+ Posts, 500+ Likes)
NII 40x= 60k cr & 50x= 75k cr More than 60k cr and forget 75k crvin HNI itself will be a 6 sigma event i think
In Sbi they do not link PAN of account with that of applicant as they allow 5 different applicant in an IPO. But in ICICI the applicant''s PAN should be same as account holder''s. ICICI Allows only one application and that is of account holder only.
If the DP ID, Beneficiary or PAN furnished by me/us above is incorrect or incomplete or not matching with depository records, my/our bid shall be rejected and ............... .
Sir/mam Please explain it
Because from last 3/4 months, I am applying in IPOs, but not yet got any single lot.
IMO, it''s wrong to see low employee quota subscription as negative. It is not wise to assume that majority of its employees (for any company) will be interested in equities.
419.6. Pokemongo| Link| Bookmark|
July 15, 2021 9:13:09 PM
Top Contributor (400+ Posts, 300+ Likes)
employees quota mostly is undersubscribed for all companies. nothing wrong with it.
@harit, how its big concerns for employees, most of the employees are delivery boys, do you think that every delivery boys have demat account
419.8. P Patel| Link| Bookmark|
July 15, 2021 9:44:11 PM
IPO Mentor (900+ Posts, 900+ Likes)
@Roxpatel - Delivery boys are not direct employees of Zomato Limited. They have appointed delivery franchise in all major towns. Delivery boys are employees of this delivery franchise. It is similar setup like Amazon, Flipkart and other eCommerce companies. Delivery boys are not direct employees of Amazon, Flipkart etc...
Heard Many PE firms will be selling Zomato on Listing Day.....
418.1. arunARUN| Link| Bookmark|
July 15, 2021 9:48:04 PM
IPO Guru (1900+ Posts, 1600+ Likes)
Only alternative investment fund and venture capital fund dont have lock in. Pray if they want to sell on day 1 they could have participated via offer for sales. Even infoedge reduced offer for sale share number
It is your wish or dream that fellow who can sell confirmed at 76 a large quantity will take chance at stock market floor. If you are saying that listing will be Rs 90 so this fellow will come to sell then i rest my case