저자: 미상 · 외국인
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BBQ(Barbeque Nation) IPO는 장기적으로 좋지 않다는 결론 [기업 개요] 발표자는 BBQ가 인도에서 빠르게 성장한 뷔페형 레스토랑 브랜드이며, 채식·비채식 메뉴를 모두 갖추고 있다고 소개함 [재무 상황] 2018년 이후 적자가 이어졌고 최근 누적 손실이 크다고 주장함. 발표자는 실적이 구조적으로 개선되지 않고 있다고 봄 [사업 환경] 비채식 메뉴 수요는 조류인플루엔자 우려로 줄었고, 주문 처리 시간이 늘어나는 등 사업이 약해졌다고 주장함 [IPO 일정 및 조건] 청약은 24~26일, 상장은 7일경으로 언급됨. 발행 규모는 약 452억 루피로 언급되며, 신규 자금과 기존 주주 매각분이 섞여 있다고 설명함. 가격대는 주당 약 30(단위 미확인) [시장 반응] 회색시장 프리미엄은 현재 확인되지 않으며, 낮을 가능성이 있다고 봄 [결론 및 리스크] 장기 투자는 피하는 것이 좋다고 권고함. 손익분기점 도달 여부가 핵심 변수이며, 업황이 회복되지 않으면 투자 매력이 낮다고 봄 [출연자 전망] 대상 자산(삼성전자 등 목록) 관련 가격 방향 예측 발언은 없음. 언급된 자산은 BBQ IPO 자체이며 목록 종목은 해당 없음
다듬은 글
Ajay Ko Hello Hello friends Namaskar Item I heartily welcome you all to the channel So friends in this video we are going to talk about IPO because Rakesh Jhunjhunwala will spend again So friends Rakesh Jhunjhunwala is that if we talk then he has invested in it that we get to see that the stupid company has raised money in the market Nazar Technology IPO and that has already been closed here, now another item is being seen where RJ itself company has invested money in this company so should we invest money in it, a detailed discussion related to the same is going to be presented about this So starting the fast, in the second round match today President vs Paytm, this ₹40 which share should be picked, do watch this video, the link will be found in the description box below, if anyone sets up for the first time then subscribe to the channel Stock Market Classes The video that has come here on this channel is that remember to protect your portfolio Keep it otherwise your money may sink, so you have to watch this video, you will find it in the description box below requested A 210, now we have put it on the normal screen and this IPO friends, Barbie Q Nation, this Barbie Q Nation is a very popular company, so related to this we have to know some things here, so first of all if we talk about the power company here, there is a big change in the restaurant skin of India, if we talk about food related to the best quality of food being provided, the ambulance is also very solid, the service it gives to the customer is also very good, we get to see it, so this is a very big restaurant in Chennai, we are talking about raising money here, great, in the same way if we talk about this company here, which means its initial stage, in 2008, we got to see its Barbie Q Nation restaurant here and till now if we talk about it, then there are 138 Barbie Q Nation restaurants 7330 In this, you are looking at it and if we talk internationally also, then at that time there are restaurants of International Barbeque Nation, so they are doing a very good business here, again, all these things are fine, we also like to go and eat in the bar, but if we talk about the market, then these things will have to be checked in the company's profit, that is, if you want to see in the long term, then we will understand all those things now, first of all there is inquisitive streak, why is it on a different level from other restaurants, then tell us, one of the fastest growing restaurant brands in India, okay, diversified offering for both, vegetarian or non-vegetarian, okay, this is also a big wife, experience from water and management, okay, financial position with proven track record of revenue growth for competition, whatever else is written, okay, we can say here, promoters of the company, you can see here, if you want the names of all these people, then Google and check here.
You can do it or you can also read about them in detail in DRHP. If you are interested in the long term, that is, in this company, you should know the detailed information about them. Now let us talk about the company's financials. Friends, look at the company's financials, you can get an idea why the company is not at all good for the long term.
Or if we talk about 200 grams, before this, the company had a loss of Rs. 18 crores in 2018, Rs. 95.28 crores and Kunwar Effect Million, as it is written, it is in loss of Rs. Meena Nagar. If we talk about the next year, then it is in loss of Rs. 333 million. If we talk about the next year, then it is in loss of Rs.
329 million. Till now, if we look at the data till now, then it is in the last thousand, that is, thousand million. A company and it is very simple. If you look at the nature of the graph, you will see the business, that is, the restaurant business, friend, used to be very good there earlier, but now it is not there and you can also see another big reason for this.
End version friends, you all know here which means what is going to happen in the future. Why are the numbers going to remain struggling? Because if we talk about non-veg in restaurants, then you all know that the threat of bird flu is still being seen, so the level of craze that used to be there is not being seen right now.
Earlier, their band was played in the middle because of this plus big queue and we will see negativity. So here I would like to say in clear words, as per my understanding, after giving these numbers and studying, I would like to say that the company is not good at all for the long term, not at all, not at all.
If you like this company, then you people should do one thing that the company will reach the break even point. I had also said in this that which roast after working in it. Let me tell you about Burger King also, if you are interested in Burger King, then portion two on the break even point means the break even point where the company is in the country, not more than the first company.
In the last, from such a low caste, then there is a little profit, then a little, then gradually it reaches a level where there is no profit. No loss, in such a situation, I understand that the gas company should make a comeback. So, at the moment, if I look at it, I don't see any comeback from any company here.
If you use your brain, then even after seeing Azhar, you people will come to know that if I talk about restaurants, then it is very easily understood that their business is going on in a very struggling phase and as I say, friends, I am very practical, if you people also check, I will have to share my own experience with you.
If I order any food in parcel earlier, normally, it used to take thirty minutes, fifty minutes, if I see, it does not come in 10-15 minutes because the business has reduced comparatively. If I tell you these numbers, then this is not long term from my side at all. I can forget this much and waste this money will come, what will we do with it, then you can read here 25 cricket to make repayment of all and part of companies outstanding boring right, meaning it will reduce the general and purpose, the ribbon which is there here IT will open on 24th and will close on 26th.
The listing will be at five. The face value of the equity share is the price band of the IPO. From the quantity point to the fund, it is not important. The cut-off price is 30-share. Let us talk about the return. It will be sold on both NSE and BSE. It will be worth Rs. 452 crore. If we talk about the total security of Rs.
180 crore, Rs. 272-273 crore will go to the fresh company. Here, the old August means that the promoter who sells his share will get it. We can also say this. Let us see the time once. It is going to run till 2426. Like on 26th, Puja, on 1st April, the allotment will be given here. Straight initial means if you do not get it, then you will get the return on 5th.
On 6th, whoever gets the shares will get it. And on 7th, what is going to happen here, it is going to be listed with that only. Let us talk here that one share which was to be returned will be Rs. 15000. If you adopt the maximum and make a retail cut then Applying for 13 lots, if you do more than that, you will go to the retail category, 60% of the shares are with the promoter, right after this all these things will change, so for now, whatever you have read, I would like to say one thing clearly, according to this, for the long term, how much difference is not visible yet, the companies will provide a lot of money, it may take a long time to see, friends, the situation is because of these two, and if we talk about barfi, then the company is still doing well and we can see ourselves doing it in the future as well, so for the long term, I mean, I have told you my point clearly, long here, if we talk about logic design here, then friends, then you can see that the most special thing about this IPO will be the company of Rakesh Jhunjhunwala ji, his pack is back in action, due to this this company is going to remain popular here, but I feel that this stock means Long-term, when Sita Khas Nazar Technology is a different company, I mean, I asked to write for the first time, it is capable of beating in volume, let's talk about this company's Barbie Q Nation, which we saw, its listing gain, so friends, till now its official listing has not come out here, but the nature that I have seen, if we see, where is it available till now, many people ask, Sir, will we get this testing, I mean, where is it available for free in the grey market, we have understood, friends, no one knows, everyone searches by Googling, we collect information from here and there, we also get to know about it, right in the morning, we check by Googling the market premium, when is Barbie Q Nation going to come, and as you will find out, it is very low, like in Kalyan Jewellers, people whose ears were very low, then many here do not make sense, applying for IPL in it, so till now Barbie Q Nation has listing gain, that is, grey market criminal is available, but according to me, if you believe this much, then its grey market, you told me this much It may not seem special, there will be very rare chances, there will be so many difficulties, but this is just my guess because till now, if we talk about the valuation of the company, keeping all other things aside, we are getting to see all the other things in the grey market as well, so as of now, we are not getting to see the grey market premium, as soon as it comes, I will update you, but in return, for the long term, it will be better to avoid it for now, whether the RJ has invested or someone else, according to Bigg Boss, his company has come, but friends, I have told you all the details beforehand, so like and share this video, I am also tweeting after waking up in the morning, till then bye-bye
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