DLF Limited IPO Message Board (Page 29)

hi all now close this dlf discussions, i am giving you great news that all of you will zoom, it is very confirm news that dlf will list above 560 it will go next day around 590 -600 rs, from that it may cool down.
the reason is it is included in f &o from first day, and shares are except retail in very strong hands.
cheers & sleep

Hi Apurva, I am not sure on what basis you came to this conclusion. As tanushree said before, unitech is currently at 525 who is no.2 builders in india. DLF has got oversubscribed in overall for big money in the big market. Definetly DLF will not list their share less than unitech as they are the No.1 in real estates. Moreover if you have technical study in this ipo, it will show who is going to win the race.

Here people simple create panic, since they missed to invest dlf and wants others to suffer,so guys never go by others comments, do your homework and invest.....

It seems that DLF has hired Tanushree!!!!
Varun, Wait for another couple of weeks. We all will See who has a Last Laugh.

there is no chance that there will be much appreciation on the first day as it has a bad repute in stock exchanges.and moreover d real estate stocks r no more very considered hot.but it will give decent returns after 1 to 2 years.cclearly a long story and moreover it has been said that it has overvalued its land bank valuations

kab listing hogi DLF ?

thanx tanushree..i am dreaming because of your excellent analysis..i have applied for 50 shares @ 550 / share..i am hoping decent listing gain from DLF..

smartinvestment.in is all wrong.see for glory polyfilms they have given listing at discount and see how much gains they have given.
Now i am sure dlf will not give 10% listing gain but infact 20-30% listing gains.
Bad stocks like glory can list at premium with only 1% oversubscrition and infact adavanta was not even .20 oversubscribed in retail went so up now i am confident dlf will have decent premium and will continue to appreciate after that.
Premium

1) Vishal megamart-400-500 rs
2) dlf - 60 rs
3) meghmani -I think will have best listing .premium will be above 20 rs
4) nelcast- will list close to issue price

Great work tanushree...
Also todays business times news....
FII bid for DLF more than the total FII inflows for the year 2007....so be ready for Bang...listing 575...1st day.....625....one week...750.....those who want to wait for the price to come down to 400 can wait for ever...

Well said tanushree , Your analysis are very good about DLF.Keep you good work.

There are lots of retail investor have made stop payments, still many will go on monday, on monday 90% of cheques will come for clearing.
currently there are sellers at rs 8 premium, and fancy is not there, perhaps i feel that this issue will block over money, as it will never allow investor to sell shares. we have to wait minimum of one year to get atleast some money.
unfortunatly there is nobody checks pricing of issue.
DLF is clear story of wrong primium and false valuation.
Those who have applied , share which will list around 500 will wait to cross it 525 , but it may not come.
people will loose money if they will sell initially.
so pray god if he can save all of DLF

Please read below for correct information. Kp Singh has bought back shares in 2003 because he is was so confident of company performing superbly. It has appreciated 500% yearly and it has prices at P/e of 155 which is cheaper than its growth in years so I still believe correct price of Dlf should be 800+ and it has surely left lot of room for investors.

Promoter K P Singh opted to delist the company in its earlier avatar as DLF Universal from the Delhi Stock Exchange in September 2003 by buying back the public holding, valuing the company at Rs 112 crore. Over the past 45 months, DLF has seen an annualised appreciation of over 500 per cent going by the valuation it is commanding for its latest initial public offer

Please do comparision between unitech and dlf.unitech has been stock split from 10496 and now current price is 525 even though after stock split its gone higher and higher.So why does anyone think dlf does not deserve much more appreciation.I am confident after seeing todays interview of K.P Singh and his daughter Pia Singh(M.D)its an excellent company that this stock will be one of the best and i m sure those who did not applied thinking can get at lower price during listing will never get any chance as this stock will never go below 575 on listing .will close at 600-610 on same day. In 1 yr this stock will be near to 1200.please remember me.
Please give me an example of any company ipo whose profit is more than 732 crore and sales of 1932 crore has ever gone down during listing .
everyone have given positive on dlf: read hindu business line, moneycontrol,cm has given 40 rating which is good enough even tantia construction was given 40 even though it went 5 times during listing.



Going by DLF's size and scale of operations, Unitech may be the only comparable player in the listed space. A comparison between the two is interesting:

DLF's land bank diversification across 31 cities is a positive. It has land in Tier-I and Tier-II cities, providing better visibility and realisation to its projects.

As much as 51 per cent of DLF's land bank is in the National Capital Region against Unitech's 19 per cent.

Further, it has higher visibility in metro cities, than Unitech. DLF's presence in prime locations in New Delhi and Mumbai (NTC mill land) also suggests the high quality of its land bank.

We believe that this would aid the company command higher realisations than competitors.

Further, DLF's strategy of taking an aggressive stance in familiar territory, while being cautious in moving to new regions, appears a less risky way of foraying into new regions. Unitech, which has land in 16 cities, is more aggressive in less familiar territories.

DLF has aggressive plans for residential projects, especially in Gurgaon. While we do see risks from the company's exposure to that market, some of the ongoing projects give comfort.

About 85 per cent of the projects under construction is in the commercial and retail space. Industry reports suggest that demand in these segments is likely to remain strong in the medium-term, especially in the NCR.

In the light of the above, the prospects for the ongoing projects appear encouraging. It has also managed to rent out 97 per cent of the commercial space it has built so far. As for the residential segment, the company undertakes massive projects but in phases.

This allows the company to modify its plans, depending on market condition. We believe this could give the company leeway to move to the middle and upper-middle consumer group, were it to see saturation in the high-end residential business. A shift from plotted developments to townships and high-end apartments could provide acceleration to the operating profit margin over the long-term.

DLF has realised the need to augment its resources and execution capabilities for its ambitious plans, and has been striking joint ventures with strategic partners. For instance, the tie-up with international players such as WSP and Laing O'Rourke would enable DLF outsource a chunk of the design and construction activity. Similarly, partnering with players such as Nakheel Developers is likely to provide superior know-how. These may provide a cushion against execution risks.

DLF has also tied up with the Hilton group for managing hotels in India and identified 22 locations for the same. Further, in-principle approvals for 26,100 acres of SEZs and tenders for infrastructure projects are businesses in the offing.

Though the revenue streams have not been factored into our calculations, success in these areas could make DLF one of the most diversified plays in real-estate and infrastructure.

Further, the sheer size of operations should give the company the advantage of economies of scale, right from raw material sourcing to higher utilisation of assets.

This is evidenced by DLF's OPM growing from 27 per cent in 2005 to 57 per cent in 2007 (on sustainable earnings).

retail investors do not trust dlf due to its frauds like in kolkatta stock exchange and when they illegally delisted their company by not paying stock exchange fees

if 1 applies to a vast ipo like dlf then it is sure that he is not going to profit in the small term.small ipos give huge profits in the short term but i believe dlf will be good after the monsoons as the demand of real estate decreases during monsoon.unitech the 2nd largest real estate company after dlf is trading at 1.5times the valuations of dlf.dlf is a long term story but i have not applied

anil n mukesh ambani invested 100million dollars each(410 crores)so i would probably invest after investing as i didnt believe in d story

HI ALL,
see todays business standard.
FII bids are came mainly from book runing lead managers.
DSP merril lynch-Rs 4500crores
Lehman brothers-2500crores
UBS-250 crores etc. Only they have put application to save their faces. these peoples meight eat the ipo money.

Actualy there is no demand for DLF shares. Retail investors not going to make any profit.

If you still belive make profit let it be. otherwise go for stop payment of the cheque.

Hi All,

Do you think that HSBC,RIL,LIC,SBI,Prudential,etc are investing in this stock without Valaution.Please Hold the Stock for Long term and sure that this will return atleast 30%/Annum

Its going to come down on listing..

What say guys???

Hello guys, DLF = Delhi Land and Finance Ltd.

siddarth

DLF means Delhi leasing & fin.co.