Aether Industries Limited IPO Message Board (Page 4)

Global rout may continue for some more days. no respite yet in US Indices.
Global currencies are also weakening against US Dollar
though our core CPI inflation MoM is slightly improved , we can not decouple with Global markets. Hope Sensex may find support at 50K

Impressive strength by Aether in panic market.
Very low FF(7% till Anchor book open) combined with institution demand are working for it.
Short term players need to watchful for upcoming result on 16th June and half anchor book open on 30th June(post this date FF will be 8.5%).

@Jetha: I think the strength of this company (Strong CAGR in both Revenue and Profit, exceptional ROE and ROCE, Marquee clients, global product leadership for some of the products) is posted by you in various tweets in this forum. I think apart from low FF it is showing inherent strength in anticipation of very strong Q4 FY22 results to be announced on 16th June and strong growth in coming financial years.

Given the experience of IPO bound company i would recommend wait for result and take call post result

A whopping $17 billion loss puts LIC IPO among top Asia wealth destroyer.
Thanks to Putin otherwise the destruction could had been much more.

More pain ahead as the management’s communication with investors is confusing. They haven’t held an analyst call after the results.So there is no clarity on how the company is planning to grow, what is going to be its strategy. The dumping by anchor investors just begun. Institutions have no mood to catch this falling knife.

The sandalwood is too stinky!!!

For 21k Cr ..The government lost 2L cr is valuation.. .
This is how efficiently this government works.
First they messed up SCI
Second LIC
Then Metal sector.
More companies in line to get messed up soon.
Good things go to private sector.... Garbage goes to Public .

Please tell me how i can participate in buy back offer of Birlasoftware. I had applied for Nucleus software buyback but my offer was not accepted. I had taken printout of offer and mailed them in time. Wheather there is online process for that. Please reply. Thanks.

After fooling innocent retail investors with pipe dream while launching IPOs and post debacle of share prices now Promoters of two companies feel that investors couldn't able to understand business and fundamental of their companies so their share price falling.
Interestingly those both were biggest IPOs of country when they launched and they are big brand names in their sector.
I hope now you know name of both companies.

LIC buyback is impossible. Who will buyback. Shares in IPO were sold by Government of India. Government of India will make OFS in next financial year, so rare chances of share price coming to IPO price. Don't be optimistic about LIC share price. LIC IPO was successful due to retail and policy holders investment.

With disastrous listing of LIC, govt should seriously thing to buy back entire 3.5% listed shares and de-list it asap . It will be only face saver for govt.. instead of talking about non-existent embedded value of LIC..

Anchor book Lock-in end dates of recent IPOs.

Rs 4307 crore worth of LIC shares will be allowed to free float from Monday.
No demand from institution side.
Retailers will be only slaughtered in its downfall.
Beware of those MFs who take exposure in junk stocks.

Worse does not seem to be over....
I hope LIC Stock movement on 13th June may not spoil many a day dreaming, after having spoiled many a sleeping....

With market melt down, we may see more and more buybacks/right issues and less ipos going forward till market becomes stable ..

दोनो सरकार ने रिटेल निवेशकों को भारी मुश्किल में फँसा डाला....???

@Cautious ProPrio Ji
Second one is "PAYTM".
Oh god, post listing VSS used to come every week on TV channels and used to make people understand Paytm biz model and he even went to extent of comparing Paytm to Bajaj Finance.
Wo jitna smjhaya share price utna gira🤣

No bhai bhai....its goi 😊

Campus Activewear.
MFs have increased stake from 2.19%(as on 5th May 2022) to 5.7%(as on 31st May 2022).
Showing good support around 320-330 with decent delivery.
Institution demand will be always there in consumer/footwear companies.

Disclaimer: I have it in my portfolio and no buy/sell recommendation. Thought to share data only.

@German Ji,
Motilal Oswal stake in Campus:
Allotment in Anchor book: 4,85,112 shares
Buying on listing day: 32,00,000 shares
Buying post listing : 63,14,888 shares
Total holding : 1,00,00,000 shares in two schemes i.e Motilal Oswal Flexicap fund and Motilal Oswal Midcap30 fund having 50 lakh shares each scheme.
Motilal Oswal holds 3.286% of Campus as on 31st May 2022.

Shareholding pattern is published by company every quarter but Mutual funds have to disclose their holding of every month as per regulatory requirements. All mutual funds holding are disclosed by end of 10th of next month so you can see what changes they made in their portfolio.

Thank you 🙏

Thank you Jetha ji!!!

Thank god for Saturday and Sunday. US market is in deep red due to estimate beating inflation data for May.
We get two days relief before we too feel the heat.
If USA goes into recession then foremost sector needs to be avoided is IT.

Today the top loser sectroial index was "IT".

Combined Traded volume close to 94L, delivery - more than 20%, short term it can move up to 840, folks can play momentum on this counter , as in weak market too, it is emerging strongly.

trading above 800. safest bet in current turmoil

finally ended in green.
closing of above 800 is the major resistance.
lot of supply is coming 800+ above.

Sold 2 lots @ 831. Plan to re-enter in 700-750 range with more quantity.

@Agni.
Please see again. It's 670 now.

Looks like a misunderstanding .
LIC vs Aether

IPOS EXPECTED IN JUNE-JULY
1- JK FILES
2- GEMINI EDIBLE OILS
3- HEXAGON NUTRITION
4- RADIANT CMS
5- WAAREE ENERGIES
6- AADHAR HOUSING FINANCE.

1- JK FILES -JK Files & Engineering Limited, a subsidiary of Raymond Ltd enjoys leadership position as the world’s largest manufacturer of steel files with a share of over 25% of global capacity in 2020, with a presence in over 55 countries. The company is the market leader in the files segment in India with a market share of over 60% by sales volume in fiscal 2021. JK Files & Engineering has earned a repute as a manufacturer offering expansive and versatile range of custom made files and tools as per BS, FS, ISI and DIN standards or as specified by customers. The company also has a strong presence in the Asian, African and Latin American regions and is the largest brand in the African market with a market share of over 50% by volume in steel files in 2020. In addition, it is amongst the leading players in the drills segment in India.

2- GEMINI EIDIBLE OILS- Gemini Edibles & Fats India Limited (GEF India) is headquartered out of Hyderabad, India and is engaged in the business of manufacturing, distribution and branding of edible oils and specialty fats in India. GEF India has three port-based manufacturing facilities on the east coast of India, with two in Kakinada and one in Krishnapatnam.

3- HEXAGON NUTRITION- Hexagon Nutrition is a differentiated and research oriented pure-play nutrition company offering clinical products, micronutrient premixes, and therapeutic products since 1993. There is a growing demand for functional nutrition and Hexagon Nutrition has been able to move up the value chain with a presence across retail pharmacies, hospitals, and prominent e-commerce players. Hexagon Nutrition sells its products across India and has exported to around 70 countries to meet the demand for holistic nutrition through Micro-nutrient premixes, Fortified rice kernels (FRK); Clinical Nutrition, and Therapeutic Nutrition.

4- RADIANT CMS- Radiant Cash Management Services (RCMS) was founded in March 2005 by Colonel David Devasahayam under the name of Radiant Cash Management Services Private Limited. We are an ISO-certified company, and an integrated cash logistics player with a leading presence in the retail cash management (“RCM”) segment of the cash management services industry in India and are one of the largest players in the RCM segment in terms of network locations or touchpoints served and on revenue or profitability as of Fiscal 2021. (Source: F&S Report). We provide services across 12,150 pin codes in India covering all districts (other than Lakshadweep) with more than 42,420 touch points serving more than 4,700 locations as of July 31, 2021. Our marquee clients include some of the largest foreign, private, and public sector banks, and the end-user of our services include some of the largest e-commerce companies, retail chains, NBFCs, insurance firms, e-commerce logistics players, railways, and retail petroleum distribution outlets.

5- WAAREEENERGIES: Waaree Energies Ltd. is the flagship company of Waaree Group, founded in 1989 with headquarters in Mumbai, India. It has India's largest Solar PV Module manufacturing capacity of 2 GW's at its plants in Surat and Umbergaon in Gujarat. Waaree Energies is amongst the top player in India in providing EPC services, project development, rooftop solutions, and solar water pumps and also as an Independent Power Producer. Waaree has its presence in over 350 locations nationally and 68 countries internationally.

6- AADHAR HOUSING FINANCE- Aadhar Housing Finance Ltd (Aadhar) is one of the largest affordable housing finance companies in India servicing the home financing needs of the low income sections of the society. Aadhar endeavours to empower underserved millions to own their first homes. The erstwhile Aadhar Housing Finance Limited was incorporated in 2010 and later amalgamated with DHFL Vysya w.e.f 20th November, 2017 and subsequently name changed to Aadhar Housing Finance Limited. Formed With the merger of DHFL Vysya and Aadhar Housing Finance, Aadhar is one of the few players which has a pan-India presence. Today, we provide financing solutions to all segments of customers whose monthly income is between INR 5000 (USD 76) to INR 50000 (USD 765) and above.

BCP TOPCO VII PTE. LTD. (a Blackstone Group Company) is the holding company of Aadhar Housing Finance Ltd.

Just a overview of the companies taken from website.

Appreciate the info and work.

I think there is no any perfect answer for this. I am just 6 months into this market and realised that it's no casual game. The reason there are no rules; just like war.
Everyone is interested to make money without reason, moral and justice.
So to make money in such situation you have to be very careful and 💯 involved, otherwise as the things turned out,you feel bewildered and shocked. Best is to wait for the 🐂 to return. Till then watch from outside. I am writing this because many people lost in IPOs. Ex: LIC

@dr. perfect.... bahot nuksan hua mere jese naye admi ko..

Invest in market money fund and wait for opportunities. One more interest rate hike and then a pause, after that upward or further downward journey. Meanwhile, My well diversified funds are down 9%.

Aether's Board Meeting is to be held on 16th June 2022 to consider Q4 and FY'22 result.

@Jetha Lal instant information about board meeting , could possibly run up after declaration of annual result

@Jetha Lal Ji...I would like to say a big thank you to you for your valuable research and deep study of companies which is highly appreciable because due to this all forum members get confidence to invest the money for earning.
I am a new member of this forum and stock market as well. So, looking forward for yours and other senior members valuable guidance.

Thank You Once Again.

What happened in China w.r.t closure/restrictions of speciality chemical companies can happen in india too in next 5-10 years time frame.
Environmental and safety norms are things which should be closely monitored while analysing any chemical company.
Companies which are adhering highest safety standards and into green chemistry will be valued better and sustained longer than others.

'Officer's Choice' whisky maker Allied blenders May file for ipo this month.

Magic moments at 8 PM is more interesting proposition 😜

Disclaimer: I am teetotaller:)

@jethalal :D for me Magic moments was good until I found McDowell's :D Now successfully boosting my spirits and my portfolio as well.

Why this is going negative daily ..Even after fundamentals strong?

Sandalwood tree/ Real Estate giant finally broke 800 level and entered 700 range towards journey of making new low daily.
Congratulation shorters of LIC.
What a shame for government who made 40 lakh retailers fool.

HDFC Life, SBI Life & ICICI pruli are up by 10-15% since LIC listing and LIC is down by 17% from IPO price. It clearly shows institution demand has shifted from LIC to private players. Private players will keep on eating market share of inefficient LIC over period and institution will always prefer private players over Junk LIC.

If still anyone have hope then they should visit IRFC. From day 1 I expressed my opinion that it is IRFC 2 and maybe New India insurance 2.
A PSU will always remain a PSU in terms of efficiency ( made and will be forced to make junk investments from policyholder money) and valuation (in PSU DVR concept work i.e It's absolute decision of government and other Shareholders voting doesn't matter).
IRCTC made handsome return but never forget that it is regulated monopoly and you have seen the picture (-25% down in single day when railway asked to share revenue from IRCTC) and it can happen anyday again in future.
Defence PSUs companies are still bit favourable until big private players enter this space. We still have few good private defence companies like Solar industries and smaller players like Data pattern.

One of the mantra to make wealth in long term is to stay away from PSU.

@lokes
Good to see back 👍
Me,Avenue, others were worried about you

Hope all is well

Thanks

@Mravi sir: ya sir, i have read all messages today, i have replied in other thread here to you guys. Thanks all for your concern, now am fine.
Congrats on your big allotment and good unrealized profits in aether.

View about CAMPUS hold since ipo listing @jethalal sir

Thanks to very kind person of forum
@ jetha sir

What a superb analysis, Jetha lal ji