Yatra Online Limited IPO Message Board (Page 7)

As much as i am reading i can only see red flags in this company.
Let me give you few examples:
1. Yatra Online had sold shares worth ₹62.01 crore by way of a rights issue to THCL Travel Holding Cyprus Ltd., a promoter, as a pre-IPO placement on 10 December 2022 at an issue price of ₹236 apiece. It is now looking to sell 10% stake at a 40% lower price in just 9 months and one of investor Pandara trust will completely exit its 0.4% stake at 22% loss.

2. Historic avg. cost to promoter is Rs 139/share and it is looking to exit at Rs 142/share. It shows how desperate they are for fund.
3.This business is already listed at NASDAQ since 2017. This has been severe wealth destroyer with share price down from USD 11 to 2.35 now. 80% wealth destruction in last 7 years.
4. Rs 167 cr OFS is asked to potentially provide partial exit to the NASDAQ listed ultimate holding co's shareholders. This is extremely unwarranted when business itself needs funds for growth and existence.
5. Fresh issue consists of 602cr out of which 392 cr planned for customer retention and organic growth. 65% of fresh issue will be burned to retain customers who don't have any loyalty with these companies.

They want us to fund and bear such utter nonsense.

Hyper competitive industry where consumer don't care about website or agent for booking. The most important factor for consumer is cheapest ticket and comfort for booking.
We go to Skyscanner or Google flights for flight booking and then choose Yatra or MakeMyTrip etc whichever is cheaper and convenient.

You can check financial of Easy trip to understand growth and financial as from last 4 Qtr revenue is flat and return is -23% in last 1 year.

Signature Global files RHP

https://investmentbank.kotak.com/downloads/signatureglobal-india-limited-RHP.pdf

yatra and oyo like companies are dying companies because their period of growth is over. Now competition is so high in travel and tourism sector that these company can't survive and and So this is right time for them to get back their initial investment. so they are coming with ipo. Same happen with Paytm also. Internet based companies are very risky investment, only one out of 1000 can be sucessfull, because it is low investment and no barrier business. So, Anybody who want to be a businessman can try their luck in this business.
I am not aware of any financial data, this is my perspective about these type of companies. I may be wrong....no worries.

​@newgen consultancy  Sir PE 292 kaise ,
Please guide kre kuch miss kiya kya maine
mere hisab se max price/EPS = 142/0.69 = 205.79

Sir Is company ko PE se Judge mat karo
Forward earnings pe Judge karo

Next year 30-35 cr Profit hoga

To PE sasta lagega

Agar next year profit bada aur price same raha to next year kharid lege. PE formula is supposed give idea in how many years company will recover its cost price at zero interest
So suppose you have a perpetual bond (no maturity date like shares) Its price is Rs 100 and it pays Rs 10 interest then its pe can be taken as 10 (100/10)

Taken in same format as share will never pay back its acquisition price. Where is the sense

Other listed share in the sector looks much better play if you like this sector

M.cap : 2228 Cr
PE : 292

Mehenga tha , mehenga he , mehenga hi milega

Thinking to buy Yatra From NASDAQ
Getting at 60% Discount 🤣

Hello sir, do you think it is wise to buy Easemytrip considering listing of this IPO? And what other stocks you recommend seeing today's Small and Midcap downstream. Thanks.

👎

Yatra Online IPO

Date : 15 - 20 Sep ,2023
Price Band : ₹135 - ₹142
Market Lot : 105 Shares
Appl Amt : ₹14,910
Size : ₹776 Cr Approx
Retail Portion : 10%
Retail Form : 51,979
HNI Small Form : 1,856
HNI Big Form : 3,713
Face Value : ₹1

Price Band : ₹135-₹142
Lot : 105 shares

nifty 20k ke paar abhi ipo ki baaraat aane wali hai

एक साथ क्या आ रहे हो दम है तो एक एक करके आओ ..😜

​@Tejas Pandya आपने और भड़का दिया, दो और को लेकर आगए।😜

Due to large inflows of the ipos in this drought season very confusing situation
Which to 💋 Kiss 💋 &
Which to Miss. 🤣😅🥲😂😋

And one naughty boy in the class said why not Kiss the Miss sir? There would not be any confusion any more!!

Just a light hearted comment, no offense to anyone, ladies if offended i apologies in advance.

I am also planning to launch xyz IPO , directly talking buisness as sales pitch

Pros
No debt, no liability, asset lite, no cases outstanding, ultra high growth as lots cash to burn post IPO, promoter holds 100%, no OFS, assets are non tangible/ correspondingly high EBITA .

Cons (knit pick)
Company does not exist due to founder democratic values wherein he will take shareholder opinion and their effort too prior to deciding where to invest... Mostly it will be invest in SME IPO from multiple accounts

zole lene nikal padenge ji or GMP dekh ke saab main lagayenge....... ( depend on GMP)

It is very difficult for an investor to keep track of 5 main line and about 8 sme ipos. Even more difficult to manage and allocate funds and its proper distribution in each ipo, then check allotment. lien and see listing. New companies are pounding each and every day. I think this trend will continue till there is negative listing in 2 to 3 main line ipos. Till then happy and safe investing.

Lagta hai abhi +ve mahol dekhke sab lootne aa rhe hai. Abhi ye 2-3 IPO market ke sentimate ko negetive karne wale hai

EK OR aa gaya ab iske liye fund ka bhi sochna padega

Isi ki Kami thi
Ye bi AA Gaya..