IPO Discussion Page

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3262. jaimim nai  Oct 9, 2015 12:48:06 PM IST Reply

Coffee Day Enterprises Ltd IPO

Coffee Cafe Day ( CCD ) IPO:
Dates : October 14-16
Price Band: Rs. 316 - 328
Bid lot: 45 shares
Minimum Amt:14760
Retail: 35% - Rs. 397.25.
3261. anu rag  Oct 9, 2015 11:49:59 AM IST Reply
3260. jeet - Har  Oct 9, 2015 11:47:54 AM IST Reply

Coffee Day Enterprises Ltd IPO

navkaar main pata chala tha view kaise badalte hai, sab ki ...padi thi

china k condition thik ho gayi kya ? ab nifty 6800 kisiko nahi dikhti na bhai ? world economy ki ab kisi ko chita nahi ? diwali aa rahi hai "muhurat" or "murakh" na soda mate tyari thai rahi chhe k ?

best luck!!

Kostak bech k Safe Diwali manao.
3259. Septa  Oct 9, 2015 10:55:58 AM IST Reply
3258. Sreedhar R  Oct 9, 2015 10:46:07 AM IST Reply

Coffee Day Enterprises Ltd IPO

A few facts about this IPO :

1) Very highly priced
2) Only minor profits can be expected post Listing
3) Only good to hold long with the current price
4) Medium to Low fundamentals company
5) Can be purchased post Listing
6) Very good promoters
3257. mukesh kumar jakhar  Oct 9, 2015 10:33:51 AM IST Reply

Coffee Day Enterprises Ltd IPO

i want purchase ipo so you sugest me
3256. Septa  Oct 9, 2015 9:42:40 AM IST Reply

Coffee Day Enterprises Ltd IPO

As I said before fundamentally it is avoid. But this holding company has 40 subsidiary yes 40 ranging from IT logistics power real estate offshore mining list goes.
3255. amit bajaj  Oct 8, 2015 11:33:13 PM IST Reply

Coffee Day Enterprises Ltd IPO

Pinkyjain please explain retailer discount in any ipo
whether it is included in price band
3254. pinkyjain  Oct 8, 2015 6:53:17 PM IST Reply

Coffee Day Enterprises Ltd IPO

Everything is wrong. for co.

I am happy with promoters
And believe in Yes bank and Morgan stanley as BRLM.
3253. pinkyjain  Oct 8, 2015 6:50:07 PM IST Reply

Coffee Day Enterprises Ltd IPO

To my friends

Believe me it will not list at discount

Dnt expect bumper gains

It will list around 340 approximate

May give 5 % return on listing

High risk investors with long view can apply

But no listing loss
I am sure

3252. Rahul Singal  Oct 8, 2015 6:19:37 PM IST Reply

Coffee Day Enterprises Ltd IPO

In HISSAR(Haryana) CCD application rate Rs.250
3251. pinkyjain  Oct 8, 2015 5:07:23 PM IST Reply

Coffee Day Enterprises Ltd IPO

Indigo ipo update
Interglobe Aviation Ltd.
Price band 400-418
Lot 35 Shares
Retail discount Rs. 13/-

Date: 26th-28th October

BRLM: Morgan Stanley India

Guys apply for indigo

For ccd it will not list at discount

3251.1. Rahul Singal  Oct 8, 2015 6:22:16 PM IST

Coffee Day Enterprises Ltd IPO

Pls.. guide we apply CCD ipo or not..
If u have some information regarding this..
3250. Bullishbear  Oct 8, 2015 3:52:10 PM IST Reply

Coffee Day Enterprises Ltd IPO

The fate of Nandan Nilekani, Rakesh Jhunjhunwala and Ramesh Damani is trending on Twitter. Poor chaps are holding shares bought at @362. But something good happened I got to know what conglomerate discount is. IPO Central says it is not good for small guys like me.
3250.1. Septa  Oct 8, 2015 10:52:01 PM IST

Coffee Day Enterprises Ltd IPO

i was actual suprised at the price band.... given the price at which it was sold to some big names..... theses guys would have done there research before putting big money...fundamnetal it is avoid then again lately IPO on loss making company with high debt r doing better then fundamnetal strong IPO....

For me it is avoid... fundamental however this time i am going to apply just one lot for my friend and home town native V.G. Siddhartha
3250.2. SHASHANK K S  Oct 9, 2015 10:23:51 AM IST

Coffee Day Enterprises Ltd IPO

So Mr. Septa , you are from Chikamagaluru?
3249. Priyesh tibrewal  Oct 8, 2015 3:30:48 PM IST Reply

Coffee Day Enterprises Ltd IPO

code VQAC2 on peppertap app to get 60% off on grocery 150 off on 250 ....hurry!
Why wasting time on ipo earn right away as a peeny saved is a penny earned
3249.1. BIPEEN GUPTA  Oct 8, 2015 4:12:16 PM IST

Coffee Day Enterprises Ltd IPO

please write clearly so anybody can understand what you want to share with people and we can be benefitted well if we understand what you mean/.
please elaborate.
3248. monty khandelwal  Oct 8, 2015 1:45:10 PM IST Reply

Coffee Day Enterprises Ltd IPO

To through some light company doesn''t provide separate numbers for outlet business as it includes coffee trading and commenting only on cafe coffee day standalone will be difficult,besides that it has stake in Mindtree and Sical logistics and financial services we have to look it like that how that will be taken into account some time later......sentiments are good so may be listing gain......and one more thing Nandan nilkekani,Rakesh jhunjhunwala has acquirred at 362 per share in march this year
3248.1. Roadside Romeo  Oct 8, 2015 1:51:32 PM IST

Coffee Day Enterprises Ltd IPO

Hi Monty. I attended analyst meeting yesterday night. Coffee business has almost 20% of revenues coming from exports. However this is only 1% EBITDA margin business and is done as an ancillary to main retail store business. So at operating profit level, there is no impact whether you include or exclude coffee trading activity.
They have holdings in Sical, Mindtree and ways2wealth and all those are full profitable business. Its easy to calculate value from market price and apply holding company discount.
3248.2. Bullishbear  Oct 8, 2015 3:53:45 PM IST

Coffee Day Enterprises Ltd IPO

I''d rather buy these businesses separately.
3248.3. monty khandelwal  Oct 8, 2015 9:53:00 PM IST

Coffee Day Enterprises Ltd IPO

Hi Roadside Romeo.....may be ur right but CDEL is a holding company and around 52% revenue comes from cafe coffe day that is from selling coffe and rest comes from other,logistics financial and technological park....and said that we can buy that business separately as many are saying.....and also it has 2700 crore consolidated debt which will come down to 2100 post ipo......but still losses are mounting every year.....Operating level they are profitable but going ahead how will they retire their debt as starting outlet always require money so.....that will be seen when they report results
3247. patel keyur  Oct 8, 2015 1:12:59 PM IST Reply

Coffee Day Enterprises Ltd IPO

3246. D Pandey  Oct 8, 2015 1:04:52 PM IST Reply

Coffee Day Enterprises Ltd IPO

My previous comments are for Uchit Patel''s analysis not for Romeoji.
3245. Uchit Patel  Oct 8, 2015 12:25:32 PM IST Reply

Coffee Day Enterprises Ltd IPO

I am not understanding why analysts comparing CCD Jubilant Foods. We cannot compare CCD with Jubilant Foods. Both have different products. Pizza is very popular in Indian community. Domino’s have all range of pizza starting from Rs. 44. They are targeting normal people also. Roadside pizza is also available from Rs. 50 to Rs. 70. People love to buy Rs. 44 pizza from Domino’s instead of roadside. Same time people have restaurant comfortless like AC etc. Jubilant Foods have more than 60% sales coming only from Rs. 44 pizza. This is the main fact why its stock is performing well. Becaof low price menu, company is successful. While in CCD Indian people think twice to spend Rs. 60 to 70 on simple tea or coffee. Same time other option, normal tea or coffee available in Rs. 10 to Rs. 15.
Comparing of CCD with Jubilant Foods is misleading to investors. It is same way many analysts told Punj Lloyd is second L & T few years back. We know now what is L & T and what is Punj Lloyd.
3245.1. Roadside Romeo  Oct 8, 2015 12:54:36 PM IST

Coffee Day Enterprises Ltd IPO

I simply do not understand why you make statements like "India people think twice to spend Rs 60 to 70 on simple tea or coffee" and "Roadside pizza vs Dominos Rs 44 pizza" without any statistical/arithmetic evidence or support. Making arguments on gut-feel doesn''t really help investors make calculated decision.

Both Jubilant and CCD are classified as quick service restaurants. You can look up any such examples anywhere in the world. Starbucks, Yum, Dominos, McDonalds are all classified and compared.
Your comment on 60% sales coming from Rs44 pizza is irrelevant. What matters is total bill/order size. Dominos would have been bankrupt if 60% of their deliveries were individual Rs 44 pizzas.

Jubilant stock did well for some years after listing as they were able to consistently beat market expectations. The stock was flat for a few years as they disappointed on same-store growth and their margins declined. Last 2 quarters, growth has again revived so stock has started doing well.

I think you are misleading people by putting L&T and Punj LLoyd example to explain these 2 restaurant companies.
3245.2. D Pandey  Oct 8, 2015 12:57:52 PM IST

Coffee Day Enterprises Ltd IPO

Absolutely right sir. Your overall analysis matches with Dilip Davda Sir also. Thanks for providing analysis. Please provide your analysis in future IPO also. You are the first one on Cittorgarh to provide detailed analysis of CCD IPO.
3245.3. Sunil K  Oct 8, 2015 8:26:23 PM IST

Coffee Day Enterprises Ltd IPO

Ya, 100% true Patel bhai.
I know core history of CCD.
3244. Nasirul Choudhury  Oct 8, 2015 12:22:44 PM IST Reply

Coffee Day Enterprises Ltd IPO

First thing first. A Holding Company with so many holdings is difficult for my small brain to understand and put all the dots together coupled with a 900+ pages RHP is not easy. Write a long report to confand a very short one to convince is what one of my professor said. Also, almost always I apply for listing gains. BecaI normally buy shares worth 2-4lakhs in one go for investment purposes and it''s difficult to get that much in an IPO. So, I stopped applying in IPO nowadays and just focus in secondary market but do advise my friends who are still small retail investors.

Now what I inferred/understood from reading the RHP. Promoter is a smart guy and knows how small the coffee market & how it''s growing especially with urban middle class spending. This is a mix of an asplay and bet on the coffee business. You can check their investment portfolio and value them at CMP and find the worth of their investment. However Coffee business remains a loss making entity. We have seen how loss making companies performed in share market.

So, I will advise my friends to give a miss and buy it from secondary market.
3244.1. Sunil K  Oct 8, 2015 8:32:56 PM IST

Coffee Day Enterprises Ltd IPO

I agree with ur comment sir,
Plz if possible give some sec mrkt tips.....
3244.2. Nasirul Choudhury  Oct 8, 2015 9:10:02 PM IST

Coffee Day Enterprises Ltd IPO

I can bring the following stocks currently.

Cement Sectors: Deccan Cement, Anjani Portland, Keerthi Industries, NCL Industries all becaof huge pick up in demand in retail side in Andhra & Telengana region. I hold just Keerthi but Deccan is best and NCL & Keerthi improving the underlying in a fantastic way.

Healthcare: Kovai Medical.

Pharma: Ajanta Pharma, Anuh Pharma (up for a big game and gonna buy for long term), Torrent Pharma (Will sell out soon), Granules, IPCA (Hold just 200 and will increase as USFDA issue can be resolved soon).

Agrochemicals & Chemicals: Insecticides India (Won''t perform for sometime due to monsoon) & Vinati Organics.

Auto & Auto Ancilliary: Atul Auto, Menon Bearings, Menon Pistons.

Tyres: Indag Rubber, TVS Srichakra.

Packaging: TCPL Packaging & Moldtek Packaging.
3243. RANJAN NK  Oct 8, 2015 12:19:43 PM IST Reply

Coffee Day Enterprises Ltd IPO

Holding 46% of coffee chain in indian market....whatever the profit position but as per chairman loss bcoz of loan and depreciation cost so once they got money from IPO it will come to profit.
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