My order of preference in upcoming ipo Nazara technology-Gmp 750 around Laxmi organics -Gmp 90 around Anupam Rasayan- Gmp 155 around rest ipo I shall ignore
Eaglye give all upcoming ipos estimate subscription and gmp. Data
114. Aniketiaf| Link| Bookmark|
March 13, 2021 8:41:25 PM
IPO Guru (1800+ Posts, 10200+ Likes)
As, 7 IPOs ( including Easy trip ) have approached within 10 days, I think it''s the only reason that Kalyan jewellers , Craftsman Automation and Suryoday sfb are placed at bottom of every one''s priority list.( GMP has also some impact) But, If these IPOs would have been coming at one week interval, then things could have been different. So, it''s sincere advice to keep Connoisseur eye on all the IPOs. Some Dark Horses may be hidden among them.
@Aniketiaf hello sir me craftsman automation me 8 aur suryodaysfb aur kalyan jwellers me 3-3 application kar raha hu...thik he ya usame koi changes karu?
MTAR 2 lots allott huye he hold or exit? thanks in advance
Aniket sir 1.Craftsaman Automation has debt to equity ratio of more than 1 and debt is making major dent over its margin. They had opportunity to reduce most of the debt through IPO but they are paying very less amount of debt and most of the portion is OFS hence making it unattractive. 2. Kalyan Jewellers has very flat financial and they had jig jag profitability in the past. The margin is also very thin. This is the reason it looks unattractive. 3. Suryoday Small finance bank they have much higher NPA % as compared to peers and i don''t have much idea about this company.
I want your view on Laxmi Organic for long term. The anchor book is really very strong. Kindly give your insight for long-term prospect.
can someone preferably EAGLE EYE here tell what is grey market premium of all upcoming IPO it will help us in deciding which to apply and which to not?
Hello Guys, Bank will go on a two-day strike on March 15 and 16. Does the ASBA facility can work on march 15 and 16 as bank will be closed? Please advise. Thanks!
@ Aniketiaf I have three family dmat account and a total of 70 lacs to invest. I request your suggestion on the best option to apply in first four IPOs ( skipping Kalyan) My thinking is of 3 application in RII for 1 lot in any 3 IPOs, ( say Nazara, Anupam & Craftsman) and 2 application in RII for 4th IPO and maximum remaining fund in HNI for 4th (say Laxmi)
Please give your thoughts, suggestion on best options to apply and help...
Hello Aniketiaf sir🙏 I have gone through the anchor list of laxmi organic and i found marquee name like Abu dhabi investment authority, Goldman Sachs, Malabar, HDFC Life etc. It''s definitely great for listing gain but i want to ask that if allotted then should i include in my long-term portfolio? Kindly reply guru ji 🙏🙏🙏
Roxpatel ji જે કંપની રાષ્ટ્રીય કક્ષા એ કામ કરતી હોય તેમ ceo થી લઈ ને સુરક્ષા કર્મી મેનેજમેન્ટ થી અકાઉન્ટ તમામ લોકો હોયજ અને 15000 તો કોઈપણ રોકી શકે જો નફો દેખાતો હોય તો પણ આ ipo માં એ જોવા મળ્યું નથી હજુસુધી
Employee quata ko nahi dekhaneka Bhai..IRFC yad hai na???
106.3. arunARUN| Link| Bookmark|
March 13, 2021 2:56:54 PM
IPO Guru (1900+ Posts, 1600+ Likes)
@God is great IRFC employee quota oversubscription was meaningless as many railway employee filled form in that category As you can see on basis of allotment page. IRFC had 26 employees only and issue was oversubscribed amongst employees
I have demat account with IIFL. I don''t have BHIM App as there is some technical issue . Can I use any other UPI app to create mandate? Please advise which app will work with IIFL?
105.1. lekker| Link| Bookmark|
March 13, 2021 2:20:37 PM
IPO Guru (1300+ Posts, 2000+ Likes)
You can create your UPI ID using phone pe or google pay .
1) Based on Annualized Net Profit of 64cr, PE is ~86x 2) Post reduction of debt, net profit would increase by ~33Cr (Annualized Finance costs 65Cr ''multiply by'' 564/842 and ''multiply'' 75% for tax shield). Based on this increased Net Profit of 97cr (64+33), PE is ~57x. 3) Utilization for 9M2021 is 74.65% (major capex already done in the last three fiscal years, hence it leaves a good headroom for top line growth without incurring any major CAPEX) 4) In-house good R&D capacity
Therefore, from valuation point, it is more or less rightly priced in my view.
According to reliance securities, this issue is overpriced than peers, so indirectly it means avoid it. This month we are going to have a rain of ipos, so we should be choosey,