Zomato Limited IPO Message Board (Page 46)

nice analysis done by anil singhvi sir on zomato .
clear cut avoid for listing gain .only for long term .

I feel it''s a great price and a wondeful offer from Zomato.. the real value is Rs.100/- but we are getting at more than 20% discount.

Ps : This msg has nothing to do with IPO but about the delicious offer I got on Masala Dosa yesterday.

haha...good information to start off with this ipo

Finally the day has come, the opening of ZOMATO IPO. Really the sensation created by media makes everyone tempted.

Here it is not based upon valuation and earnings, it''s based on temptation and emotion, investment is decided.

Media info makes it as if heaven is falling and it will be a huge loss if we do not apply ZOMATO.

Investments made based on emotions and temptations have never become success.

Only to say I have applied for ZOMATO IPO, you can apply. All those who, apply will get allotment.

Your money. Your wish matters

No. Anchor investor response by asking for 16 times more shares than the total issue size reflects the market conditions today for stocks in general and internet based company stocks in particular.
Above mentioned response also gives a very high imaginary valuation of 2.5 trillion dollars on basis of price to revenue as against total market capitalization of $ 3 trillion of all companies in india.

Plese vote Listing range Will be

Issue price 76

A). 70-74
B). 75-77
C). 78-85
D). Above 85
E). Below 70





Mine vote "A"

NOTA.

D

Over 100 Anchor Investors to be alloted shares in Zomato IPO at Rs.76/ Share

Top FIIs Include Baillie Gifford, BlackRock, Capital Research, CPPIB, GIC and T Rowe Price

Top DIIs Include Axis MF, HDFC MF, Birla MF, Nippon, HDFC Lite and ICICI Pru Life

Seems like gmp is going to swing.

Good Participation by Anchor INVESTORS

NO LIC investment as per the rumour mill.

35X demand (as per paid news) for anchor book is like zyada mangne se zyada milega syndrome. No real indication of real appetite. However anchor book is exceptionally strong.

Issue is very huge as all have said > If all the money that was put in in GR infra and Clean science were to be invested NII portion may be x58 oversubscribed. (may be unlikely as tatva chintan IPO seems a better bet)

i applied 3rd party for gril & clean using my friends demat apart from my own a/c''s he is having a/c with angel broking. the problem is he''s not able to access his a/c. he tried calling their call center but nobody is lifting the phone & the mails are getting bounced back.

what should i do in case shares are allotted in both the issues on his name

You will get standard replies from them,

Angel Broking promoter has Lamborghini Ferrari Benz McLaren Bugatti in his garages but cannot afford to pay 25000Rs*10 per month to build a customer support team.

I am applying. Let''s see if this retailers bearish mood continue after anchor investers list is out and also after looking at QIP numbers. I am in for a long haul. I believe same story of global markets going to play out here as well, albeit slowly.

Now sentiment is of disbelief and surprise :)
Amazon handsomely rewarded patient investors. People look at future growth potential, it''s revenue increased manifold till now. Ofcourse there is a risk this may not work out.but 74 different share holders already invested before Ipo and scores of anchor investors now. High risk high reward chance if you look into long term.

Zomato got more than 35 times bids from anchor investors :It received bids worth 1.5 trillion rupees ($20 billion) from large funds compared with the 42 billion rupees offered.
Smart Money paying homage to Profitless Prosperity. (Ajay bagga)

Zomato IPO really took the "anchor" word literally. Matlab sasura duba hi diya boat ko...

Anchor book really raising the eyebrows of many.. without doubt its gonna b the most interesting ipo of the year..

Very True....Dhamakedar subscription on card and Listing will B Good....

Zomato anchor Book received bid worths 1.5 lakhs crore vs size of 4200 crs as per reports None of ANCHOR INVESTORS Got more than 3%.
186.Investors in the Anchor Book ( Largest Ever Anchor Book) Fun and Games will happen on Listing Day. As no one got Anything vs Demands ...(.Varinder Bansal on Twitter )

⚓⚓⚓⚓⚓⛵⛵⛵⛵

🌒🌒🌒🌒🌒🌒🌒

Kaya samje ???

Comment

https://www.bloombergquint.com/amp/business/how-zomato-compares-with-global-peers


Read this for better clarity.


One more thing i check almost all international food delivery companies listed above issue price. (No matter what happened after listing) so here if we have to think about this ipo. First we have to be confident enough paisa bane na bane par tute na. Baad me to listing pe he dekh he lenge.
Even i am confused what to do?
But postive thing i see.

1) if they become profitable (both swiggy+ zomato ) in near future. There would still be a concentration of profit pool. +Amazon bhi add kar lo chalo. But considering under penetration in india, is it still not worthy?

2) Size is low in industry (not taking about issue size) overall growth opportunities seem promising.
(Consider Various factors like urbanisation, more disposable income+ People see first comfort first. Which is surely there) so growth side is open.

3) we are looking this company as normal company,and applying same conventional methods of valuation but i dont think there is perfect metrix now to judge this accurately. (Tech company) +1 (positive)

Now please share your views as well. As i am just trying to understand it. Learning. Do share your thoughts for a better clarity and learning. Thanks.

This IPO may give positive listing.
I irregularly order food from Zomato/Swiggy.
Regarding your positive points. (In simple language/ no business jargon).
1. Regarding this. One can''t eat food from restaurant on regular basis. There is no quality control. The food is not comparable to Ghar ka khana (home food).
2. Percapita GDP is still very less in India as compared to developed world. If I have disposable income then I hire house help (that is also cheap as compared to restaurant food) to prepare food and order food only when she is absent.
3. No one know the future. Uncertainty has brought you and me here. Tecnology is ever evolving. Nothing is absolute.
I

Egleye mam latest premium pl??

Zomato ipo is good ipo for medium (3months) to long term. This ipo will be favorite of financial institutions and foreign investors.

Only 25% reserved for hni and retail and rest will be allotted to financial institutions. Financial institutions have strong hands. Weak retail investors may sell this share because many more good quality ipo are in pipeline and we may have fund crunch.

The concept of this business is unique in india and it has organic growth scope. This company is the first of it''s kind to be listed in stock market and will have first mover advantage.

Even in covid like situation, it''s revenue decreased only by 23%. Also it has reduced it''s loss from 2400cr to 800cr for fy 2020 to fy 2021. If this trend continues the company will be profitable in fy 2022.

Although it may list near to it''s issue price with+- 5% listing gain or loss. But after listing we may see huge buying orders in open market. Before rejecting this ipo, think about gland pharma, barbeque nation, lodha developers, sona comstar ipo.


Zomato ipo anchor book will have plenty of foreign investors like govt of singapore and other reputed insurance and pension institutions.

Although I agree that issue size of 9375 cr is very huge. But bright side of this is zomato will receive 9000 crore from this ipo which will be utilized for organic growth and other purpose. Company will do lots of development with this huge cash.

Also company debt to equity ratio is 0.02% and hence it is debt free.

I will apply for this ipo and will hold it''s share for long term. When I don''t hesitate to order food from zomato, why should I hesitate to apply in this ipo?

big issues mostly listed at discount so wonder it is worth applying or wait to buy from the secondary market after listing

Anchor list is out and it is full of foreign investors.

My Comment Was -> "Zomato ipo anchor book will have plenty of foreign investors like govt of singapore and other reputed insurance and pension institutions"

One Should Be Positive About Zomato IPO. FPIs have endless source of money to push the share price higher and higher. We retailer & hni will be allotted only worth Rs 2338 Cr share and soon we may sell it at small gain. Only few among us have the appetite & capacity to hold it for long term

We Should Not Look At GMP or Issue Size in this ipo.

Lets see how gmp behaves now

8.5 - 9.0

This is fat anchor list. I have seen such type of anchors in hdfc life. But number of anchors was less than this list.

186 Anchor Investors

Anchor list on NSE.

Full of FPIs, some names never seen before.