Allied Blenders and Distillers Limited IPO Message Board (Page 22)

Just In

Waaree Energies has fixed valuation and IPO size with LM's

To file DRHP soon
Expected IPO size : 2800-4200 cr
Valuation : 18000-22000 cr

4 IPOs to ideally hit in December

​@newgen consultancy  What are they? Any good listing candidate?

1.Allied Blenders
2.Indian Shelter Finance
3.DOMS Industries
4.Innova Captab

No one from the above is poised for big
listing gains

Innova captab can give 30% gains if priced well

​@newgen consultancy 4 me se eak bhi nahi laga Bhai😭😭😭

Are bhai
Mujhe bhi sirf 2 Tata tech lage he

Naraz mat ho , Aur vapis naye utsah ke sath December me apply karo ,

God had better plans for you

Maybe you will get allotment in Polymatech electronics which will list at a premium of 150% .

​@newgen consultancy Polymatech Electronics..? When this will available for apply..I don't know about this IPO..

​@newgen consultancy can I buy Polymatech electronics @785. Growth is very good but less disclosures in financial reports. Also your view on Mobikwik expected price band. Thanks

Use Icici bank .....I am using since 2016..17...

Try IDFC first/Kotak.. its good for me...

ASBA UPI both have same chance
Asba only avoid technical rejection nothing else.

I always apply through ASBA but there is no difference between UPI and ASBA as far as chance or probability is concerned. If someone really think that UPI has less chance, he should apply in an under-subscribed IPO via UPI and then he will realize the truth.

@nexgenconsultancy
You are gem of CG board.

Your views & projection are great 👍

​@newgen consultancy  Thanks for sharing info on upcoming IPO's very useful as always, though hard luck for me in TataTech so putting my hopes on IPOs to come, pls advise which upcoming ones may have possibility of SH quota.

This company owns good stakes in Lucknow Super Giants Team , Durban Franchise In South Africa
Also has a good real estate portfolio

BTW LSG is valued at 7500 cr

So RPSG ventures Fair value is atleast 18000 cr now trading at a 2200 cr valuation

Feel free to comment on this little discussion

Dear

How did you reach to a fair valuation of 18K crores. Can you pls elaborate 🙏

​@newgen consultancy Sir, Major revenue portion of RPSG comes from BPO, around 85-90%, of which FSL itself is a major contributory. Plus the cyclical nature of the sports ventures, be it Mohun Bagan or LSG which flourish at the time of respective cricket leagues, player auction, prize money. Property revenue share is around 2%, with only single operational mall plus some residential projects in the process. Scaling up FMCG and AYURVEDA is quite a task due to the inherent competitive nature of the respective products, although "TOO YUM" has become a renowned name, possibly why its IPO might be on the cards amongst all the different business RPSG operates in.

Should the above factors be taken into consideration while valuing the conglomerate?

Awaiting your valuable feedback.

Glad to see you after long interval.

Tomato price reached @ 90/ per kg in retail.

​@newgen consultancy Sir ji jana small finance, Doms, shelter ipo sebi issued observed letter so kab Tak aa sakti h ye ipo kuch batyo isme financial ka bare me
Thanks 🙏 adv

Ideally A Liquor company who is the Market Leader in its segment whose Revenues were 8500 cr in 2019 and now 7200 in 2022 with no profits and Various complications in liabilities should not bring its IPO
Also QIBs wouldn't be that interested here

They should atleast post a 150cr PAT in 2024 and then refine DRHP for an IPO of bigger size and more premium valuations so that company reaps maximum advantage and Investors are happy to invest 😀

If they need money now itself then they should bring IPO at attractive valuations and reduce Size

Like a 1.2 k cr IPO at 4-5k cr M.cap would be attractive keeping PAT and PE aside

But company is targeting at post money valuation of 7-8k cr M.cap Which Could be an Accidental Capital Markets entry for the company

I am not much excited here but Yes if valuations are attractive , I am in

But yes , Good allotment chances

# Happy investing

More than profit it will encash on its Brand value (Officers Choice, Sterling Reserve, ... etc). PE ratio is irrelevant.
Company plans to use about ₹700 crore for pre-payment of certain outstanding borrowings (Debt abt 926.9 cr).
After part reduction of debt, interest saving may turn into small profits.
Seems 35% of Retail quota.

But Newgen you would agree that, this will sail through considering the participation the ipo's has received this week. The company has timed issue perfectly, the non-allottes from Tata,ireda,flair etc will participate in this, the bumper listing of 4 ipos will benefit this issue.

​@newgen consultancy  Sir it looks like many of your posts have been deleted?

​@newgen consultancy Any opportunities to buy stock in secondary market, if you have any stock on your radar can you suggest so that we can see if it fits our requirements then we can invest in it.