Zomato IPO Review | Should you Invest in Zomato IPO? Parimal Ade
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0:51 the only reason why i respect this gentle man..
Only this reason I brought there paid products
I think there are lots of reason to respect him 🥴
trueee
Amazon Food delivers food without any delivery charges for Amazon prime membership customers. Amazon Food is going to give tough competition to Zomato and Swiggy.
Zomato will implement the same.. like with zomato pro membership all deliveries free.
@@jayeshsonis yes but Amazon prime has way more benefits than just free food delivery
@@DeepakSingh-dw1mg Amazon has bulit an ecosystem , with prime you get movies and shows free one day delivery , music and now this 😬
@@madtitanoboa462 yes and dont forget..alexa.. just by speaking, you would be able to place orders
But Zomato and others give huge discounts so free delivery by Amazon doesn't matter here
अरे मला खूप आवडतात तुझे video, सगळे पाहतो मी, कोणत्या गावाचा आहे तू?
As seen zomato is also investing in other startups like groffers so can we see it like info edge
If we see zomato growth from other listed like door dash from revenue to valuation multiple.
door dash has revenue around 6 billion and right now valuation in 60 billion that is around 10x multiple while zomato has a valuation of 8-9 billion and revenue is below 400 million that make revenue multiple be 14-16 times that make it a little high.
but India has larger growth and also its other investment is also important
Ya true
Which shares do you recommend for long term?
Perfect
@@pulkitrana8515 depend on risk profile.
If can take risk and have long vision there are few.
Tata chemical (if ev battery or good place capital is allocated has potential to go to nifty 50 in next 10 year.)
Dmart ( no intro needed)
Motheson sumi
For moderate to low risk.
Itc, hdfc bank,l&t , reliance industries
Good day.. I make more than 6000usd in a week because Hamilton trades for me and he also manages my account..He's my account manager..
Current financials for Zomato are actually the best till now and has no room for any improvement:
1) Restaurant commission: Current commission is already unsustainable for restaurants and they are alread working on creating other revenue channels like Dotpe and Order Direct. It will be very difficult to increase this
2) High Average Order Value: This is the biggest reason for improvement in profitability due to COVID. Pre-COViD AOV used to be 270, and now it's 450...This won't sustain once lockdown eases and dine-in starts
3) Low delivery expense: Delivery boys pay was reduced drastically and is already less than minimum wages. As per labour laws, this expense will only increase due to PF for Gig workers and ensuring minimum wages
4) Business model is not sustainable in small cities where order value is less than 250. Only in 20-25 cities model is sustainable at CM level
5) Market is almost saturated and very few new customers are left to acquire
Avoid this stock for long-term...It's highly over-valued.
Even at best possible financials, Zomato is heavily loss making at EBITDA level and can only go down from here.
Unless you are only looking for listing gain, avoid the stock for long-term
I realised now ... 🥺🥺
With that kind of money.. Zomato is going to try acquiring its competitors.
@@anmolkissen5199 Bhai, money jo ye IPO se raise ho raha hai wo bhi bada hai..kar sakte hai kuch bhi wo log..monopoly banane ki koshish mai.
@@pranavpatil1362 fresh issue 9000cr zomato ka hai... and info edge ka sale 375cr hai.
Fresh issue alag chiz hai info edge jo bech raha hai wo Offer for sale bolte hai. Fresh issue sirf jo list hone wale company hai wohi kar sakti hai...OFS jo existing shareholders hai wo karte hai.
Swiggy kharidna almost impossible. As they are better in terms of serving customers but poor in dealing with restaurants.
i think cloud kitchen will be their wild card.they have data of many coustmers,they will focus on cloud kitchen .dubai base startup also launched their cloud kitchen where 70 brands operate in same place.
It’s only 10% for retail shareholders no chance of getting a allotment
Much chances of allotment...5:1 will be allotment ratio for retail
Exactly
Fir b apply to krna hi hee.. and hold b kruga long term k liye
Sir before the video finish let me mention here every day now when I come home from the office I see at least one zomoto delivery boy in my building compound that's encouraging me to see this startup as a future optimistic company.
I too agree with your words. It is going to be game changer in long term
Issi hisab se har chat pe Sintax plastic ka tank hota hai. But Sintax plastic 90Rs ka IPO---- 0.5 Rs ka low dikhaya tha. Thoda sambhalna dost.
Even if you apply your chances of getting are very slim. Just apply and see if you are really very lucky..
True
Why?
@@NikolaTesla_369 over subscription..too much hype
@@ramyasri6093 ok
@@ramyasri6093 ty
Zomato IPO is like love marriage , absolute peace or complete disaster, depends on luck
Ohhh....maa...maataji.......:)
Kya example hai 🤣🤣🤣
@@Mynameissachi 😀
😂😂😂👍
Aurat ka chakkar babubhaiya Aurat ka Chakkar Aadmi ko Bekar bana deta hai 😅😅
I dont think it will grow much in coming 2 to 3 years As Covid cases go down and economy opening up people will go to restaurants instead of buying from home.
Zomato will be adding features like “Reservation of Table with Pre Set Menu”, “Priority Services” etc. if you visit the restaurant. In that case, Zomato will still be the king of ordering food online.
You can do dining bill payment using Zomato app and get heavy discounts. They are already acquiring that space too. In Bengaluru most major restuarants, pubs now accept Zomato pay and I also witnessed large number of people using it.
I think if they focus on cloud kitchen than that will make profitability for this type of business
Most of analyst says that 8.5billion $ is high valuation. At 12.5 times EV to sales.
What we aspect from u from long term investing point of view
1) by considering growth in how many years company can be profitable?
2) if u have to invest yourself, at what price you can invest.
I hope you will not only highlights my comment but u will specifically reply to.
Thanks.
I feel Zomato valuation is super expensive!!!
You buy their debt with their share
@Raj Nair I agree
HI buddy. It would be really great if you make a video on how to apply for an IPO or how to increase the chance of getting an IPO. Really appreciate your work and videos.
Hell lot of videos available on how to apply for ipo
@@chandranshpandey1929 There are lot of channels on share market, why don't you go there with your smart comments.
IPO price is between 72-76, does that mean when it gets listed on 27th July, the listing price would be anywhere between 72 - 76 ??
No.its issue price. .listing price depends on demand...in high demand it will list say example 20-50% of issue price .if no demand then it will list below issue price which is vall discount listing
Sir while explaining if u can show the numbers on the screen will be good...itne numbers yaad nahi rehte...but u explain really well...thank u so much
Right 👉
फ्री मे चाहीये सब हां !☺️ 😊😊😊
Finally no more Zomato ads on TH-cam
Sir, though you are a super conservative but supporting Zomato, where other analyst are facing difficult to found valuation...
I don't think Amazon ...but Indian moms are biggest competitor to Zomato :)
😅
Indian wives, sisters,daughters will help zomato grow. Dony worry
@@ramasri2000 as the number of working women grows, so will their spending.
@@ramasri2000 😃😃😃
🤣🤣🤣🤣
Should we be buying info edge.. As they will be getting inflow of funds via offer for sale?
12 dislikers are of listing gains category 😂😂. Baaki Tuchh Praanis toh poora video samajh rahe hai. Long live Tuchh Praanis 😎
121
great Lines Prabhanjan ji.💝💝💝👌👌👌👌
Right bro
Real price should be 40rs
Long term -उच्च प्राणी Listing gains -निच्च प्राणी😂😂
Listing Gains Should be तुच्छ प्राणी
I am not inclined to invest in Zomato IPO....the risks are too many and its not big players like Reliance & Amazon entry will shrink their margins
Good evening sir
I am watching your videos regularly. I like your method of analysis & the way of disclosing the real factors if the stock, trend etc. in a clear cut way, all these are very good.
I would like to give one suggestion , if you don't think otherwise.
You are often using the word "TUCHCH PRAANI". In Telugu, we call it as Ootha padam (or
Swear word in English). To listen, it is not so good / attractive.
Instead of using that wordt, you may use Ashaavadi (optimistic) or any such other word like that. But, to listen/ heard/ referring to some one, it should be very good.
Why Zomato has sold all his good running business to Talabat in UAE?
Aapne to hamesha achha kaam kia.. But aapne aur niraj ne irctc pe bearish view diya tha jab stock 45 ke pe par tha.
Not only Amazon soon reliance tata will come up to join this party😁
Nah
Even south east asian giant ready to enter the market.any guesses?
@@tarunsalecha6542 who
Gojek
Avadhsugar and adanipower pls suggest hold or sale
gray market premium- from where u get the information ?? plz let me know .
Love your 1st statement when you do IPO review... listing gain walo ke liye video khatam 😀
My very first check would be if they are currently profitable? If currently they are not profitable then I am not sure how they will utilise the funds they are raising.
Mostly you are the one who started the video with end and I loved it. thank you.
It will be like Kalyan jewellers my opinion is to buy after a week from the listing where it will consolidate to actual market price.
Like it's profit are nil so is it ok to invest in companies like this
Clear Science and technology or Zomato or both???
Clean
sir company main jo loss hai woh kitna hai,matlab es ipo se woh kitna percent kam ho jayega.....ya company debt free ho jayegi.
Is there any scope for swiggy to list in future. Kindly include swiggy business and growth and volume also in analysis of next video.
Hi Sir, Is there any difference if IPO listed on BSE or NSE?
Dont know SEBI is in our support or opposite
I am guessing
Zomato will be another ITC
No, atleast ITC making profits
🤣
Sir ,ipo application k date me trading hours me hi ipo apply karna hai ya baad me bhi kiya ja sakta hai.???
What is the best time to invest in Nikhil Adhesive? What’s your say regarding this share?
😂😂😂 Rachana Mam ka bhi intro fikha hai ..parimal sir ke intro ke sammne
Mai recently hi enter kiya hun, Third Wave ke Darr se Market girega toh kya karna chahiye??
Sir...Can infoedge be bought at this level???
Sir.., clean science Or GR Infra ka review bhi kre plzz...
Sir Clean Science and GR Infra IPO ka analysis share kariye please
I think company ko gross profit he kya sir because company is paying more on Advertisement
Sir price to sales tyo 30x lag raha.. Why are you saying only 16x..Can you please share the calculations..
Respected sir,ji --For investing in New IPOs like Zomato--For Retail Investors, to protect Capital amount, wait for the BEP, (Break Even Point) & study Q2, Q3, results, growth momentum and start investing.
In Future after listing,study the parameters of stock like,
1.Chart - long term
2. Promoters Holding - 50%++
3.Promoters Pledging ?
4. Debt(loan)
5. MF-FII - FPI Insurance Holdings
6. about co. website etc
7. Management
And keep Note of Warren Buffets Rule no. 1&2.
"Rule Number One: Never Lose Money. Rule Number Two: Never Forget Rule Number One"
In my opinion, Food Delivery (if only cooked food) can never be a profitable business especially in a country like India. I'll not apply in this IPO no matter what GMP is.
Right. + Zomato is itself a loss making company.
Don't forget that they bought Grofers. . . ;)
True.Not only food delivery,Cab Businesses too
@Rohit Mehra Good Thought sir
Sir aapane invest kiya kya?
Dhanyawad
Hello sir, today by mistake I buy 60shares of Motilal Oswal at 958.25 in futures now please tell me when I should sold these and at what price
If u don't like a stock and u have better options than the current on then the best time to come out is now ...... but the problem is u are in loss as motilal oswal is trading at 945 . So research on this stock and if u find worthy enough then hold or else come out .
Now it is 995 so may I know how much profit I booked
How much profit earned ??
Let's wait for listing, what will be the result?? We'll see
Good to buy or not... ??
Thanks Parimal ji. Cheers
What to do about tata motars at this situation
Listing gain 😂😂😂😂😂😂😂😂
too good😂😂
It is not good for long term??
Mtlb m smjha nhi🤔
Really...that was too good 😂😂
Thank you 😊
*Clicks on the video and Zomato ad pops😛😂
Shareholder quota nai h ?
10% for retail ... Jo Thora bahut chance hota hai Milne ka vo bhi nahi hai iss baar . Ab paytm aur LIC ka intazar hai 😁
5:1 allotment will be there ...many will get the allotment
@@Rohitgupta-up4kh buying lic IPO won't be fruitful
@@ardeshirmehr5221 why is so ?
@@ajaykumardas5404 it's so big that it will suck all the liquidity. If there are not many traders then price won't change much just like ITC Ltd
All your videos are very informative, Parimal. Thanks.
Liked just in the beginning, for this genuineness
is there any lock-in period for zomato IPO ?
First it was Adani group stocks, now this. I wont be surprised to see the famous journalist probing this stock after listing
Zomato might be the next Jet Airways
I loved how you didn't waste our time and just explained about the listing gains in the beginning, you gained a subscriber
Aapke show ka naam hona chahiye Amrut Vani for Tuchh prani !!
9000 thousand or 900???
History of BIG IPOs in indian market.... MOST of Big IPOs were listed below issue price. in company specific, loss marking company with higher valuation... I.e. signal of worry
Please analysis about CRISIL stock and about target of the stock
Are you applying
As issue size is large hope will list below IPO upper band price also negetive point continuous loss making company.
Why Zomato share face value is 1 Rs?
Sir clear science aur gb infrastructure ka kuch boliya
Are IPO price range and Listed price both will be different...?...and if yes then how will 195 minimum quantity cop up... Please any answers ???
IPO/ Listing price will be 76. Your investment 14800. So 14800/76 = 195. Market price will be plus or minus to you listing price
How to invest in grey market??
Sir discuss about Bajaj healthcare stock.. What is the possibility and opportunities...?
How to buy in grey market?
Dont forget to nominate in mutual funds, bank accounts, demat. Abhi bahut rona aa raha he. Huge amounts banks have frozen accounts and are not letting us take money unless we produce succession certificate.
Listing gains waale be like, "Gazab bezzati hai!"
Only 10% for retail investor that's bad I think
On Listing day high volatility
Will it listed as gain
ye grey market premium kaha se pata chalta hai ??
Kindly include growth of active users and numbers of restaurants on board of last 3 or 5 years.
Which are truly parameters to predict future growth.
Will the person holding info edge get few shares of Zomato?
No
Zomato is not a very good company. I have seen Zomato underperforming compared to Swiggy. I don't think Zomato will be a good buy for the long term. If Swiggy goes for an IPO, it will be a better long-term bet. Moreover, because of competition, it will keep on having debt for long term
Good analysis,..Will you Apply Parimal?
At which PE is listing
Restaurants has filed a case against Zomato and Swiggy.. don't it heart if Amazon want to encash from that?
If Zomato makes 900 cr. profit, EPS will be 1. Its FY21 loss is 821 cr. There are ton of companies in the market which make more money. Zomato share price will be 35 in 3 months.
Confident??
Government employees IPO me invest kr sakte hai?
Yes, ofcourse.
प्रमोटर के बारे में भी जरा इन्फॉर्मेशन मिलती तो बेहतर होता। प्रमोटर होल्डिंग 5 % ही है। सो रिस्क बहुत है।
Sir captain polyplaster share information
Share growth aage badhega ya nahi yesi Information batao sir
Thank you
Everyone is going to invest in Zomato, Paytm and LIC ....atleast for listing gain. 🔥🔥🔥
Btw superb for long term ❤️.
Amazon is going to kill Zomato...free delivery for prime members!
Operations Clean chem .....
@@vcom Not necessary, Uber eats Zomato ke sath competition main survive nahi kar paya.