Alkem Laboratories Limited IPO Message Board (Page 32)

WHAT IS LATEST KOSTAK PRICE IN RAJKOT........

Health Care Enterprises Ipo
Issue open 11th December 2015
Issue closes 14th December 2015

Price band 131-136
Lot size 105 
Iska kya primium hai

HCG is a loss making company and in 2015 all loss making company IPO have listed at discount... good company but better avoid and pick up if interested on listing

IPO SIZE IS ALSO SMALL.. PLAY SAFE

Kostak minimum application 1700
Premium 235


Apply with all power

what is latest grey market price in alkem and dr. lalpath labs per application and per share ?

This Year Alkem has reported a strong performance in six months period ended September 2015. Profit shot up 152 percent year-on-year to Rs 431.3 crore and revenue rose over 34 percent to Rs 2,659 crore in H1FY16 so they have increased the profit almost to the level of last years full year profit of 437.

So fundamental this looks even better so back on envelop calculation 431*2 = 862 Cr at 1050 MC is 12500 @ 862 PE is 14.5 far far far better then any large cap pharma company on NSE

Hello,
I am new here. Which is better ipo alkem lab or lal pathlab? I have only 70k to invest ...so which can garner more returns?
Thanks in advance

Alkem: GMP 195 per share
(this is NOT Kostak Price)

Sir can u advise whether to go open in both ipos (alkem & dr lal) or sell in grey? Tnx in advance

Grey Market Premium : 170 to 175
Kostak Price : 1300 to 1400

Can you suggest the name of broker with contact number in ahmedabad

can anybody tell me when alkem laboratories limited ipo is coming

In this IPO i have some reservation. Here is the points:

1. Profit is continuing declining as compare to upward Revenue / Sales
2. Issue Price is high, high P/E as compare to other pharmaceuticals companies like Dr. Reddy, Torrent Pharma, Cipla
3. Market condition will also track this issue, like fed hike rate in this month and USD/Rs. trend.

Alkem Priceband finalized :-

Price Band: 1020-1050
Lot Size: 14 Shares
Min Application : 14700/-
Cheque: "Alkem Public offer escrow-R"

price band is out according my source the price band is 1020-1050 for face value of Rs 2 this puts market cap 12500 post issue working on a PE of 28 which is same as syngene IPO so clearly big upside for listing gain minimum could Rs 100 do apply and happy applying i will see how is RII is subscribed if is under subscribed which i thing is highly unlikely... but for sure 7 application from my side

Sir thx for advising on alkem.......Please give advise on dr lal also? Go Open or not in Dr lal?

Sir thx for advising on alkem.......Please give advise on dr lal also? Go Open or not in Dr lal?

Alkem Labs Price Band - 1020 -1050

210 priyam & 1400minimam app

In which city give & which broker give?
Pls. Give name & contact number?

Alkem GMP 185

What is latest Grey for Alkem???

Apply with full force

It''s promising...

No doubt

Some of my analysis of Alkem Laboratories IPO:

Please note dates, price band and lot size are tentative. It is not officially declared.

It is a more than 40 years old company. Fifth largest pharmaceutical company in India in terms of sales. Operating from total 16 manufacturing facilities.
Tentative dates of this IPO – 8th December, 2015 to 10th December, 2015.
Tentative price band – Rs. 1020 to Rs. 1075.
Lot size – 12 to 14.

There are total 23 promoters in this company and they combine constitutes total 53.8% stake. Promoters are planning to sell 10% of their stake. Promoters are looking valuation of Rs 15,000 crore post IPO. 23 promoters quite a big number. Post IPO how many from these gets board member rights is a big question. Purpose of this IPO is not yet clear.

Alkem is largely a domestic company with only 25% of its revenue coming from global markets. Company started operations in US from 2009. Within six years span it shows robust growth in US market from $10 million sales to $100 million sales. Company hopes international market will account for 50% of its revenue in the next five years.

I have last 4 years financial data. From 2012 to 2015 company’s income increases from 20640 million Rs to 33595 million Rs. It shows 20 to 25% increase each year. It shows good growth. Net profit is 4318 million Rs in 2012 and 4370 million Rs in 2015. However, no growth shows in net profit. I think this is becaof company is spending much on expansion, research and US facilities (merger and acquisition).

If we see the Rs. 15000 crore value post IPO, it is available at 33 P/E ratio. Though it looks little high but comparable with big pharma companies in India.

If we compare with large cap pharma companies in India, this company is little different. Alkem’s 75% revenue is coming from domestic market. Please see this is positive for company. Company don’t have to worry for FDA compliance, US inspection etc. for it’s 75% of sales. We know the current situations to Dr. Reddy’s and Sun Pharma.
Also, Alkem is the company is operating from the US, using units which are already US FDA complaint and people who are well versed with the nuances. Out of the 16 manufacturing facilities that the company has, five are US FDA compliant two of these are in the US, contributing the largest portion of sales to US. If company get legal notices in future on FDA compliances then it will affect only 25% of it’s sales. Otherwise there is no question on it’s growth.

Market sentiments are also important at the time of listing. I think Alkem will list on fourth week of December, 2015. Major two events will drive market at that time GST bill and Fed rate hike. I think GST bill will pass. Fed will increase rate by 25 bps points on 16th December meeting. Post rate increase dollar is going to be strong compare to euro and other currencies, emerging markets will be weak. However, India is best choice of foreign investors becaof constant economic reform.

Grey market premium is also good. Today (30th November, 2015) in Ahmedabad grey market premium is Rs. 1175. Real buyer and seller. Real transactions.

I suggest everyone to apply for this IPO for listing gain and long term also.

Clap for Uchit Patel

Hi Mr. Uchit Patel,

Thanks or sharing the information about Alkem Lab...could you guide me by giving me the number for grey.

Issue prise,issue date,any retail discount pls given details any guy''s

FV 2? Costly IPO at price of above 1000. Won''t apply. Also even when the company has grown its gross sales, its PAT is stagnant showing the saturation of its products to add on to its profits. Future prospects dont look bright.So big avoid.

Agree but in last few year company is on expansion mode with US purchase which could have resulted in increase in sales Margin has drop at net profit level what is important to see if GP margin has drop need more info.... the purchase of US factory would have resulted in higher debt not sure but it is very important observation Rajeev Kumar Singh

other then these two 3 more IPO to hit according press trust nuziseed amar ujala narayana hrudayalaya

All before dec 2015 so RII have a good choice to your head not heart