Bedmutha Industries Ltd IPO Message Board (Page 18)

TECPRO IS BETTER THEN VA TECH FOR RETAIL INVESTOR FOR LISTING GAIN AS VA TECH IS A LONG TERM SRORY AND AT THIS 6000 NIFTY LENEL I THINK LONG TERM IS TOO LONG

jj

yes u can use asba refund for ashoka/techpro through cheque....

but the registrar says u will get the refund only on 4 oct as both 30 sept and 2 oct is bank holiday.

cheque issued to ashoka/techpro will come for clearing on friday 1 oct, if by that time ur asba money of eros is relesed then good, otherwise ur cheque will bounce......

there is nothing big risk in this, only loss is 350 rupees if cheque bounces, but i feel , the process will sail through....

i m myself will be doing this.....

sj

subah phir applcn bhurna hai "udh stur pe"

good night

sj bhia

left with very little money for vatech,........

na chahte hua bhi ooooooo qsn follow ho jayenge ........

sj bhai

ootna qsn ka ek hi jawab hai.......

"BANDER KYA JANE ADRAK KA SWAD"

&&&&

" BHAIS KE AAGE BING BAJAYE BHAIS BATHE PAGURAI"

YES, MANYIER TIME I DO GIVE HALF INFORMATION........

BUT I GIVE THAT ON THE ASSUMPTION THAT READER WILL UNDERSTAND THE BALANCE, I CANT KEEP ON WRITING LONG PAGES HERE, I CAN GIVE ONLY AN INDICATION NOT THE WHOLE TRUTH THAT I KNOW.....OR DONT KNOW FOR THAT MATTER,

DONT TRY TO COMPARE THE BOARDERS HERE, WE ALL R DIF.....

I BELIEVE HERE WE HAVE ONLY 4 EXPERTS ( ANDHO MEIN KANA RAJA), THEY ALL COME FROM DIF. BACKGROUND, THIER INVESTING STYLE IS DIFFERENT......

1) SJ - BEST AMONG EQUALS, BROKER/MBA BACKGROUND, INVESTING STYLE IS PROFIT MAXMSNG WITH VERY LITTLE RISK,

2) SREEDHAR - BACKGROUND NOT KNOWN , INVESTING STYLE PROFIT MAXIMISATION WITH HIGHER RISK.

3) SAHARANPURI, BACKGROUND ENGINEER IN A BIG IT CO, INVESTING STYLE PROFIT MAXMSN WITH UNDER GROUND INF, MEDIUM RISK.

4) GEM IPO FINDER - BACKGROUND CA, INVESTING STYLE CAPITAL PROTECTION AT ANY COST , MODERATE RETURN, RISK AVERSE.

WHO IS THIS SURDASS ?????????????


Anonymous Sep 26, 2010 8:14:55 PM IST
VA Tech Wabag Limited
Gem Ka pa hai
kya .vo ca hai
to tu uska pa hai.
Ca aj kal mare mare
phirte hai.Agle sal
se saral form ane se uska dhanda jo chalta
hai vo bhi band ho jaye.Jab bade bath kar
rahe hote hai to setu jaise new kid bich
me nahi aate ok.Dusre ke kaam pe dhyan mat de apne pe de.
jabe tera number ayega tab baat karna.Chal chalta ho
time mila to teri post read karooga.Gem ke pa.

loll GEM

LAGTA HAI TU YEHH SUB SUBHAH SE PADH KE IRRITATE HO GAYA

I CAN UNDERSTAND YOU ARE CA AND YOU WILL GET IRRITATED SEEING SUCH NEW ACCOUNTING FORMULAS


LOLLLLLLL


BHAI KAL KITNA LOT APPLY KARUN BATA NA

400 SHARE LENA HAI


JALDI BOL

TERA SUBSCRIPTION KA PREDICTION ACCHA HAI

IN THIS SITE WE HAVE MORE "SHEEEEEEEEEPPPPSSSSS"

SUB BHED BAKRI HAI..........

KHUD TO SUB ZEROOOOOOOO HAI AUR DUSRE KO BHI NAHI SAMAJHTE HAI.......

INVESTING KA K KH G SAMAJH MEIN NAHI AATA AUR DUSRE KO BLAME KARTE HAI MAROOO SA*OOOOO.......

KOI ANHA 5 KA FV 1310 MEIN BOLTA HAI......

TO KOI AHA NPM KO FD RATE SE COMPARE KARTA HAI, RELIANCE KA MARGIN DEKH JAKE, OOOOOO KYA BEWKOOF HAI OOSKO KYA BANK KA ADDRESS NAHI PATA..

TI KOI ANHA RPOWER KO DUHRATA HAI.......

MARO SUB MARO TUM LOG ESI KE LAYAK HOOOOOOOO

ARYANRAJ

I HAVE SEEN UR FOLLOWING QSTN. THRICE, THOUGH U HAVE NOT ASKED IT TO ME, BUT TO SJ, NOW I COULD NOT STOP MYSELF ANSWRING THIS QSTN:-

UR QSN -

aRYANrAJ Sep 26, 2010 9:19:08 PM IST
VA Tech Wabag Limited
One more question my friend Sj sir,

PAT margins are below average at 4%. So why would I give money to Va Tech and not take FD with 12.5% accumlated interest? :-)


MY ANS:-

HAVE U EVER HEARED ABOUT " SALES TURNOVER RATIO ".........
HERE IS THE DEFINITION FOR U.....

"A MEASURE OF THE NO. OF TIMES A CO'S INVENTORY IS REPLACED DURING A GIVEN TIME PERIOD. A HIGH TURNOVER RATIO IS A SIGN THAT THE CO IS PRODUCING AND SELLING ITS GOODS AND SERVICES FASTER."

IN LAYMAN WORDS, FD WILL GIVE U 12.5% RETURN ONLY ONCE IN A YR, LETS SAY ON 1 LAC RUPEES U EARNED RS.12500 IN ONE YEAR AND NOW SUPPOSE I SALE A PRODUCT WHERE NPM IS 4 % BUT MY SALES URNOVER IS 20 TIMES, MEANS I WILL EARN 4000*20 TIMES = RS.80000

AUR SAMJHOOOO
AGAR MAI DELI 1 LAC KA ICECREAM BECHKER 4% NPM KAMATA HU , TO KYA TU BOLEGA TERA QSN.....CO KA 4% NPM HAI OOSKA MUTLAB OH SALES PER 4% KAMATA HAI , NAKI NET WORTH PER

TUM JO COMARISION KER RAHO HO OOSKA CORRECT TARIKA HOGA "ROE AND 12% BAND FD RATE"

Thanks SJ for your advice. I will go ahead in full swing in cantabil, Vatech and techpro. Very less in asoka may be 2-3 lots.

All other issues that are coming in the next week is a clear avoid to me.

Gane.

Are bhai


Jab haan bolaa to samajh naa

kaye ko eek baar koo baar baar puch rahe hoo


BAAR BAAR PUCHNE SEE MERA VIEW NAGHI BADLEGA DEAR

Regards

ARE YOU PRUDENT INVESTOR OR PEPSODENT INVESTOR

LOLLLLLLLLLL......!!

Dear SJ,

Thanks, for your advice on the analysis of the Tecpro and Ashoka.

Can I go with full force in the cantabill by mobilizing the funds that I have secured for the Ashoka?

Thanks

Dear TCB

this is not diwala ka phataka

KE PHULJADI BHI KHARID liya

aur ladi baam bhi kharad liya

seven sound bum bhi le liya

rocket bhi kharid liya

aur alu bum bhi kharid liyaa


Too much diversification is injurious to health and your wealth


Avoid Ashoka.

IPO is fully priced for growth and listing gains is expected to be less coz they did not leave much on table for investors



So if you want to celebrate IPO DIWALI

You can buy ashoka as well


Ehich i will not suggest

I will buy rocket only this Diwali

in the form of VA TECH CANTABILL and Techpro for my clients


And 1000 ladiyoon ka laaaddiii bumm in the form of Va tech personally

Regards

TCB

i just gave my email id to nisha for Va tech report below...

plz send me test mail

Now i have seen

but its not possible for me to see every post and add email ids

Hence i time and again keep posting my email id to someone who wants analysis or reports

Regards

Plz send test mail

ipo aacha hai. profit dega. subscribe karo

Prudent investor

Just before i also release ashoka and techpro

Just take my initial analysis

In ashoka everything is fully priced

In techpro growth rate is good

The underlying story is good

It is more exciting than Ashoka


Ashoka is just another EPC

So is IRB and C&C

Do you think C&C and IRB which are multibaggers are less exciting...


NOOOO....!!


Your name is prudent investor

RIGHT


Let me tell you when you do investment in a company first see what are the comparatives

That is what we used to call in our MBA days as oppurtunity cost of capital


So when i invested in SKS Microfinance

The opportunity cost of capital to invest in some other company did not exsisted

The only other listed was SE that too it was part microfinance


So i invested in SKS. It gave good listing gains as well as good medium term gains of 40%



Now same story is playing out in case of ashoka and techpro


PRUDENT INVESTOR IS ONE WHO TAKES AND INVESTMENT OPPURTUNITY THAT IS

HARD TO FIND AND THE LOGIC OF INVESTING IN SOMETHING ELSE IS NOT THAT

GREAT WHEN COMPARED TO THAT INVESTMENT.


If 2004-2007 end belonged to construction companies engaged in EPC road business and other projects


2010-2015 will be belong to power.


When you do a business first thing you look for is if there is a need for the product

Then if there is a need what is the demand supply gap

If the demand outstrips supply by a hugee means really huge margin

That business will flourish and will be given a premium by markets


Techpro is such a power equpment supplier that like BGR energy JYOTI Structures Siemens

Will now be in demand

COZ th next bull run will be led by power sector

This current run was not a bull run

But just adjustment of valuations from depresed values of 2008 back to fair values today.



Ashoka's positives are fully priced in its offer price and hence even listing gains will also be limited or less than Techpro.


Techpro is in a sector that will now enter high growth phase due to heavy power shortage in India and government initiatives to bridge that gap

Agreed that road sector also has potential

But the ground work has already been laid in road business by companies like HCC IRB C&C Ashoka etc


But power is at a tipping point and is on the crossroads to high growth phase once the already laid 2-3 years projects will start commisioning and which will commision in next 5 years to filll the huge void in demand supply of power

Thats why i have also held Adani power in my portfolio

And Techpro gives me an opportunity to enter power equipment supplier sector

Just like auto anciallary boomed when Auto sector was deregulated and Tata motors and other players started growing apart from Hindustan Motors and Maruti Suzuki in India



So apply Techpro for good listing gains

You cannot write off techpro over Ashoka

coz one day is stil left

And if you had applied in GPPL then you would have known that last two days action heated up

as was also witnessed recently in Electrosteel Castings

where i was ridiculed two days back constantly

and then it went 8 times subscribed on last day in amtter of few hours in last 2 hours of its closing


So keep tension aside

And follow this theory of investing

Trust me then you will not need an SJ on Chittorgarh to tell you where to invest

You will decide yourself of how to seperate wheat from the shaft..!!


I hope i was able to clear your confusion


Regards

P.S. I will also post Techpro and Ashoka after Va tech. You will get enough time to read today night or tommorow morning. if i can burn midnight oilo to prepare reports and mail it to you and my clients in my fever you can also study the report today night and tommorow morning for putting your hard earned money into something fruitful.

SEBI to issue norms against ‘planting' of news, ads

Merchant bankers should practise self-regulation on pricing.

Our Bureau

Mumbai, Sept.24

Stock markets regulator SEBI is considering issuing certain norms to deal with the “planting” of news articles as well as the misleading advertisements that are published in the run up to a company's public offering of shares, said Ms Usha Narayanan, Executive Director at SEBI.

“We are working on creating some advertisement guidelines for companies ahead of IPOs. Some companies are violating the norms by disclosing information in their corporate advertisements without mentioning the risk factors,” she said, speaking at a summit of the Association of Merchant Bankers of India (AMBI).

“We have to take cuttings of these advertisements and articles and send it to the concerned investment bankers. We will not be tolerating this forever and will be coming out with norms. We are preparing a paper currently,” she said later.

Self regulation

Merchant bankers should practise self regulation when it comes to pricing of public issues. “Issuers want to extract maximum from the issue price. One way of measuring merchant bankers' performance is by comparing the issue price versus current market price. If the market price is lower than the issue price, then that could kill the retail investor. AMBI should enable merchant bankers to self-regulate.”

The Applications Supported by Blocked Amount (ASBA) scheme which was started by SEBI to make more retail investors to participate in public issues, has not gained popularity, said several speakers at the summit. Only 20-30 per cent of the total retail applications comes through the ASBA route, added Ms Narayanan. “We are looking at ways to popularise ASBA. We are looking at a common ASBA/non-ASBA issue application form. Consultation is on and shortly we will come out with what needs to be done,” she said.

(The ASBA allows subscribers to public issues to have their application money blocked in a special account so that they have to pay only upon allotment of shares).

The regulator is also in talks with merchant bankers and other intermediaries on this. “The ASBA process will help us to further shorten the time period between the close of issue and the listing of shares, to our ultimate aim of seven days,” she said. SEBI had earlier made it mandatory for companies to list their shares within 12 days of closing of issues form 22 days, from May 2010 onwards.

‘Sector-neutral'

Regarding the listing of insurance companies, Ms Narayanan said that SEBI's disclosure norms are sector-neutral at present but they are considering revising the norms for the insurance companies as there are some disclosures that are unique to this sector.

Ms Narayanan also said that SEBI will come out with norms for rights issues by companies that have issued Indian Depository Receipts (IDR). Though the guidelines of IDRs had come out in 2004, the first issue came out this year. “In due course of time we will look at allowing rights issue for listed IDRs.”

More Stories on : Investor Protection | Regulatory Bodies & Rulings | Advertising | Radio/TV | Newspapers & Publishing | IPOs

Dear SJ bhai,

You know why you are not not getting well soon because you have a undone task in your mind i.e. releasing the report for the VA TEC WABAG.

Now, if you want to leave the same in between then ok, leave it but then you will get another two undone task of writing reports on the Ashoka and Tecpro.
I think you are correct in leaving the its analysis as peoples as already make up their minds for the same as it is clear cut case for the teams:
-Supporters as all the ranking and fundamentals are way clear requiring no further explainations.
- opponents as it is over valued and RS. 5 nominal value sounds too low.

Your, real role come when the things are neutral i.e. not poised in any specific direction, 50-50 sort of things.ASHOKA and TECPRO falls in the same as both are neutral in ratings and neither overpriced nor at discount.

Please enlighten us with our research and analysis for the both of these issues as creating lot of confusions.
I am requesting for the standalone analysis and not comparative one between the same as I want to judge them on the absolute basis and not relative basis.

Thanks in advance.

Your help will be appreciated,and rewarded with blessings for getting well very soon.