Apeejay Surrendra Park Hotels Limited IPO Message Board (Page 23)

what will be the expected final subscription for sNII & bNII categories

Good to see now buyers coming in for Apeejay in market. GMP will rise further

🤯Yesterday, Paytm's stock value dropped by about 20%, triggered by RBI's decision to ban India's largest UPI bank, Paytm.

💭Why do you think RBI banned India’s biggest UPI bank Paytm?

Let’s understand 👇🏻

👉🏻Unlike Google Pay and PhonePe which partner with banks like ICICI for transactions, Paytm operated with its own bank, which allowed cost savings and enhancing its payment services.

👉🏻But this process followed by Paytm also involved regulatory non-compliance.

👉🏻Paytm broke rules by offering products like personal loans and "Buy Now, Pay Later," products of other Non-Banking Financial Companies (NBFCs).

👉🏻Paytm ventured into areas that may not be directly permitted under the regulatory framework for banks extending beyond permitted banking activities.

💡Hence, RBI took its steps.⬇️

1️⃣RBI has given Paytm until February 29th to partner with a traditional bank to continue operations.

2️⃣This impacts millions of daily transactions on Paytm, affecting 30 crore wallets and 3.1 crore merchants.

🤯The move raises concerns about its business implications.

Budget Expectations
( Estimates )

KEY METRICS

GDP : 340-350 lk cr
Income : 30.5–30.7 lk cr
( Excluding State Taxes )
Expenditure : 47.8 lk cr
Deficit : 17.2 lk cr
Fiscal Deficit : 4.95%

Income Including State Taxes : 39.2 lk cr

Income Split :
1.Income Tax - 11.9 lk cr
2.Corporate Tax - 10.9 lk cr
3.GST - 11 lk cr
4.Non Tax Revenue : 3.8 lk cr
5.Disinvestment : 50-60k cr

Key Expenditures :
1.Capital Expenditure ( CAPEX ) - 11.8 lk cr
2.Defence - 5.2 lk cr
3.Transport - 6.5 lk cr

Sectors Under Focus :
1.Nuclear Energy ( Transmission , Reactors , Generators )
2.Electrolysis
3.Ethanol Blending
4.Semiconductors
5.Jute Sector
6.Green Hydrogen
7.Renewable Energy ,
( Solar PV Modules , Wind Energy , Hydropower )
8.EV ( Extension of FAME Subsidy )
9.AI , Data Science , Cloud Computing , Cybersecurity
10.Alternative Energy ,
Flexfuels

Expecting Hints Of Disinvestment , OFS ,
New PSU IPOs :

Disinvestment :
1.SCI
2.IDBI
3.BEML
4.Concor

Upcoming PSU IPOs :
1.Thermal Power Corporation Limited ( THDC )
2.Braithwaite And Company ( Railway Infra Sector )
3.Export Credit Guarantee Corporation ( ECGC )
4.IIFCL ( India Infrastructure Finance Company Limited )

Most Important Guidance Expected From Finance Minister
Is The FY26 Fiscal Deficit Guidance of Anything Below 4.5%

I Personally Expect Guidance Coming At 4.3-4.4%

Something Surprising Possible in
PSU FDI Limit ,

Specific Manufacturing Sector
Positive Taxation Tinkering ,
New Initiatives , PLI Schemes ,
Subsidies
Speciality The EMS Industry Benefitting Dixon , Amber , EPACK , PG , Avalon , Centum

Marine Industry can also be in Focus

​@ipo stonks brother, state gst has be exluded in Central Government receipts..

Thanks for your wisdom words sir 🙏 🙌

​@newgen consultancy - Thanks for guiding us in the forum, could you please suggest some stocks to invest that could give some good return in 3-6 months.
Thanks again..

​@Admin @ Chittorgarh.com - Suggestion from my side.

Instead of blocking the person who gives Stock
Recommendation. Kindly block the person who asks for it.

The matter will automatically resolve & we may not lose our Gem Mentor's.

​@IPO Small Investor Agreed bhai, you have logic 😊

​ @newgen consultancy Sir waiting for ur initial response about the price band and GMP.
Thanks in advance 🙏

A bit expensive
But still ok

@newgen consultancy thanks 🙏.Now waiting for your final Verdict on last day. Your Budget highlights are so valuable Sir ji . Hats off to you.👏🙏

Price Band : ₹147-₹155
Lot : 96 shares

Thanks

Gmp 25(16%)

Apeejay and rashi dono ipo kese he koi bata sakta he??

​@newgen consultancy @Basuvr Dear sir, Any Upcoming IPO with Share Holder (SH) Quota?

Good listing on cards , Keep funds ready

Apeejay Surrendra Park Hotels

Date : 5-7 Feb
Issue Size : 920 cr
Fresh - 600 cr
OFS - 320 cr

Retail : 10%
FV : Rs.1 /-
Employee Quota : Yes

FY 23 :
Revenue - 524.3 cr
PAT - 48.1 cr

H1 FY 24 :
Revenue - 272.3 cr
PAT - 22.95 cr

Opens : 5th Feb
Closes : 7th Feb

Applying 5 Small SNI is good
OR
1 Big HNI and remaining 4 retailer.
Expert please suggest.

Both retail and SHNI are getting heavily oversubscribed each time out as compared to BHNI. Applying 1 BHNI is sure, hence choose retail with the other 4 if SHNI is subscribed less than retail category otherwise go for option 1.

Expected date?

I personally feel
It will be A good Hospitality Sector IPO After a Long

If valuations are Reasonable than 20-40% gains seems visible

I think 42% GMP can sustain as per financials

​@CoolAsh It may even go higher as well. Let's keep a watch.

My 2nd favourite sector is here. Juniper Hotels is also on the anvil and I'm excited.

Another loss making company....koi to accha ipo Lao yar...

Did you bother to see FY 23 profit? For hotel companies FY 21 and FY 22 were damper due to covid

​@whiteFox Look at SAMHI Hotels IPO for reference where everyone is panicking due to losses and other issues, and recently the stock has made its 52 week high.