Bottom line CaGr 78%(2013-17) TOP LINE CAGR 34% EBITDA 44%
Ronw 25% Profit margin 3%
- Negligible debt - divided paying company - pat 5 to 50cr in last 4 FY - risk is also there if 1 or more top customer (among gionee, Philips, Panasonic,intex, reliance retail etc) walks out
@1766 PE 40 2017
@50 PE 2225 RS = med term value(tgt) for me. (50 PE reasonable for 78 % CAGr is MILLION $ QUE, !!)
If give 30% growth every yr then
2018 PE 30 2019 PE 23 2020 PE 18
Rii segment forms req near 1.5L So with 6-7 lakh forms(my expectation) allotment ratio may come near 1/4 to 1/4.5
Imo Kostak sell is not advisable at 450-550 rate.
... Concl....
Looking at consumer electronics and mobile phones market growth(especially in 130cr people''s country) one may subscribe with medium term view. Listing gain should be more than ½ Fd(imo)
424.1. juju| Link| Bookmark|
September 4, 2017 7:05:35 PM
Top Contributor (300+ Posts, 300+ Likes)
Gambleji appreciate your efforts Your analysis just finalizes the call for this IPO.. It is Apply for risk savvy investors and yes listing gains may be available Thank you
Please share your analysis on matrimony.com IPO form. Is it worth to subscribe this fully priced IPO? If we consider retail discount is it worth to apply for FD kind of gain?
Dear gamble pl advise me whether I apply for matrimony.com
423. R R Patel| Link| Bookmark|
September 9, 2017 5:06:21 PM
IPO Mentor (800+ Posts, 3400+ Likes)
Dear Eagleye & Septa, Please come back on this forum. Both of you are real star of this forum. Many investors including me benefited on this forum through your valuable comments, analysis, predictions, financial data. I am (35) Officer in Central Govt. and investing in the market and IPOs since 2009 and joind this forum in 2015, since than i have learned many things mostly from you and few other knowledgeable members.
Presently many more good IPOs have already launched and some others will come soon so at this important time everybody needs your help, advice on this forum. You very well know that helping people is a great job of satisfaction.
I know that some idiots, fake members commenting adversely/wrongly against you but you know that such type of idiots are everywhere in the world and they spread negativity.
Please ignore these people and spread your good things for goodness of investors and you will blessed definitely.
So please please come back......
Come back Eagleye Come back Septa Come back Eagleye Come back Septa Come back Eagleye Come back Septa
I am requesting other member also that please demand come back of Eagleye and Septa.
Dixon still available in OBC Bank. I have applied one application today which was missed out earlier due to late fund credit. I have taken risk and applied. Lets see what happens to this application. Matrimony is now showing in yes bank or OBC.
420.4. KING VINOD| Link| Bookmark|
September 11, 2017 3:46:05 PM
IPO Guru (2500 Posts, 5400+ Likes)
Refunds / Allotment date 15 Sep
420.5. KING VINOD| Link| Bookmark|
September 11, 2017 3:47:25 PM
IPO Guru (2500 Posts, 5400+ Likes)
Correction: Refunds / Allotment 14 Sep
419. KING VINOD| Link| Bookmark|
September 11, 2017 2:31:59 PM
IPO Guru (2500 Posts, 5400+ Likes)
Dixon Technologies India Limited IPO
Allotment / unblock of Funds 14 Sep Credit of Shares in Demat Account 15 Sep Commencement of Trading 18 Sep
Recently read SP tulsian''s view on recent ipo listing. he told how operators is playing in ipo market boom after reading his article and some analysis imo listing will be in between 2450-2480 may go upto 2800-3000 within 2-3 days then there will be a sharp fall of 10-15% letsee
i think u can apply one lot at cut off remaining without cutoff
413.2. P M| Link| Bookmark|
September 11, 2017 9:50:48 AM
(1100+ Posts, 1100+ Likes)
there is no meaning to apply more than one lot in RII if issue is heavily oversubscribed because only one lot is allotted to successfully bidders on lottery basis.
413.3. KING VINOD| Link| Bookmark|
September 11, 2017 1:29:47 PM
IPO Guru (2500 Posts, 5400+ Likes)
If you are lucky you will be allotted 1 Lot ( 8 Shares) or else Zero
Starting from Avenue to Dixon, except cl educate,sis,S chand, I applied full lots but no allotment except Apex. I am planning to go for secondary market. Please suggest me.
BJS Bhaskar ji, You should apply only 1 lot. Applying full lots makes no sense in case of over - subscription. Whether you apply 1 lot or max lot you will get only 1 lot or zero. This is the new method