Au Financiers (India) Limited IPO Message Board (Page 58)

Can Any body apply from Kotak Bank.
Where to Fill the CDSL DP ID

AU SMALL FINANCE BANK LTD Day 2 at 01:40 pm (BSE+NSE)
QIB      0x
NII      0.1061x
RII      0.6739x
EMP      0.3062x
TOTAL      0.3612x

AU SMALL FINANCE BANK LTD Day 2 at 1.45pm       (BSE+NSE)
QIB      0x
NII      0.1027x
RII      0.57x
EMP      0.2402x
TOTAL      0.3024x

you can check it on bse and nse website

Can you provide link Manisha please? thank you

Initially price fixed at 321rs and after greedy promoters and BRM increased price to 358rs...response is quite low on this IPO...

Septa Sir, Pl. guide us regarding FII limit confusion. Should we apply as per your message no. 192 or not ?

Books are cooked, promoters not reliable.falling profits. 2016 np was 247 cr. 2017 np is 142 crores. fair value 250 only.qib believe in financial share only after 2 or 3 quarter results.. buy after listing

AU SMALL FINANCE BANK LTD Day 2 at 01:00 pm       
QIB      0x
NII      0.1056x
RII      0.6501x
EMP      0.2837x
TOTAL      0.3435x

QIB......zero subscription.........so should it b another flop ipo?

Q1B open account only tomorrow

AU SMALL FINANCE BANK LTD Day 2 at 12:36 pm (BSE+NSE)
QIB      0x
NII      0.1054x
RII      0.6167x
EMP      0.263x
TOTAL      0.3267x

Analysts have given a thumbs-up to AU Small Finance Bank Ltd’s (SFB) Rs1,912 crore initial public offer (IPO) that opened on Wednesday, even as the company said it was working with the Reserve Bank of India (RBI) to address the issue of its inclusion in a so-called caution list of foreign shareholding.
If Grey Markets are Right and the company list at 100/Share premium, the stock would trade at 6.5x FY2018 P/B and 60x FY2018 PE. We believe it would be a Great Sell at 460 and Assign Fair value of the Stock at no more than 350/Share.
concerned with highly recommended investor.

Friends,

Tomorrow is the last date for application. By what time I need to apply through ICICI ASBA?
I am waiting for the CDSL money refund. Will we get money refund today?

Thanks.

SUBSCRIPTION FIGS. ?? I THINK NOW CDSL ALLOTMENT OUT SO STATUS CLEARED NOW CAN SEE GOOD NOS. IN SUBSCRIPTIONS ..PLS UPDATE THE SAME IN INTERVALS

Au Financiers (India) Limited IPO
A day ahead of its IPO, AU Small Finance Bank has been placed under the caution list by the Reserve Bank of India to monitor the foreign shareholding of the company which is hovering around the permissible limit of 49 percent.

Type mistake :
Careful! maximum allowable limit to FII have already reached hence after listing FII will start selling and they will short cover at much lower price and finally retailers will book losses.

Earlier I recommend to avoid Eris Life science IPO due to its very high premium with face value Re 1. I personally thanks them who did not apply. This time I recommend to avoid AU Financier IPO, wait and buy from market.

AU finance is a stock which u want in portfolio this company was CARG is 45% with Indian mindset moving from buy when u have cash to buy if you can pay the EMI. Au finance is a business on this model with 300000 customers with a loan book of 6500 crs and average loan size is approx 2 lakhs. most is backed by physical assets.

In my modelling i have put a growth rate on 22% in my DCF model only when the company has grown at 45% IMO the fair value of AU is close to Rs 500 with 25% MIS it will have bumper listing this animal is best of the last three SME banks equitas, ujjivian this is the superstar equitas and ujjivian are just supporting actors in this setup

Initial Cash Flow:       Rs 3,26,00,00,000.00                   
                        
Years:      1-5      6-10            
Growth Rate:      20%      15%            
                        
Terminal Growth Rate:      5%            Discount Rate:      10%
                        
Shares Outstanding:      28,42,50,906            Margin of Safety:      25%
Debt Level:                        
                        
Year      Flows      Growth      Value      
1      3,91,20,00,000       20%       Rs 3,55,63,63,636.36       
2      4,69,44,00,000       20%       Rs 3,87,96,69,421.49       
3      5,58,63,36,000       19%       Rs 4,19,70,96,919.61       
4      6,64,77,39,840       19%       Rs 4,54,04,95,758.49       
5      7,84,43,33,011       18%       Rs 4,87,07,13,631.83       
6      9,25,63,12,953       18%       Rs 5,22,49,47,350.51       
7      10,82,98,86,155       17%       Rs 5,55,74,44,000.09       
8      12,67,09,66,802       17%       Rs 5,91,10,99,527.37       
9      14,69,83,21,490       16%       Rs 6,23,35,23,137.95       
10      17,05,00,52,928       16%       Rs 6,57,35,33,490.93       
                        
                        
Terminal Year       Rs 17,90,25,55,574.73                   
                        
PV of Year 1-10 Cash Flows:                   Rs 50,54,48,86,874.62       
                        
Terminal Value:                   Rs 1,38,04,42,03,309.50       
                        
Total PV of Cash Flows:                   Rs 1,88,58,90,90,184.11       
                        
Number of Shares:                  28,42,50,906       
                        
Intrinsic Value (IV):                   Rs 663.46       
                        
Margin of Safety IV:                   Rs 497.59       
                        
What Percentage of IV comes from                   73%      
the Terminal Value:                        
                        

SO APPLY AND BUY ON LISTING IF IT LIST BELOW AROUND 400 FOR BUMPER LONG RUN
BTW I HAVE NOT TAKEN 518 CRS ADDTIONAL PROFIT FROM EXTRA ORDINARY BUSINESS ( IN THIS CASE SALE OF ASSETS)

Sir, what to do with eris??

Thanks Septa Sir,
Applied under High Networth Individual (HNI) category..lets hope for best..

Au small finance bank..... Apply strongly... Better compared to ujjivan n equitas due to its secured lending

RBI Issuing restrictions on fii buying actually good since all allotment will be to domestic buyers now n fii will be forced to buy from mkt when listing happens. enough headroom will be still left for fii once ipo completes.

Hi Septa Sir ,
Very Good Morning.. We use to follow your directions..
I am Planning to apply under High Networth Individual (HNI), is this good decisions to apply under HNI and also How many shares we cn choose with cut off price...

Please advise.. Appreciated for your great advise

This issue will get fully subscribed 2mrow bcas people who didn''t get allotment in CDSL will apply to this

Should apply for A U Finaniers ? what will be the Listing price and RII subscription Ratio ?

AuFinance
GMP: 66-68
Kostak: 550

Cracked vertically...

Some Relief...
GMP: 70-72
Kostak: 600

Surprise to see no QIB and negligible NII on day one. GTPL had at least opened 0.69 QIB interest on day one. Hope RBI don''t messed up AU. Otherwise it will be S Chand.