DLF Limited IPO Message Board (Page 30)

do stop payment in dlf & invest in gvfilms @9rs
news in bsewebsite:GV Films Ltd has city distribution of the prestigious mega film of Super Star Rajnikanth's 'SHIVAJI'. As par Economic Time survey, film is likely to cross Rs 100 crore revenue. + partnership with ksera sera +profit increased news.

Hey Tanushree,
First of all, I want to tell you that we are not here to argue with each other. I just wanted your opinion about my views. As, the two faces of coins are completely different from each other. Same is the case with us, I thought that our diversified views may result in any valuable informations. Discussions can only be fruitful if the participants are not aggresive. Hope you can understand. Don't take it otherwise.
With regards to your views, I have my own opinion & I know it will be definately different from yours...

1).With regards to this point, I think that one cannot draw conclusions applicable to whole country just on the basis of what company is doing in gurgaon. Actually, what DLF has done till now is mainly in Gurgaon.

2). Its purely our views regarding the valuation of company. Rather I think you may also be agree with the fact that in retail section there are much sellers then buyers. Think what will happen if so. Secondly, untill the retailers are not ready to sell then how can the FII of MF's can buy from market. Lastly, & most importantly, you have not read my comments properly, I have written that in any of the worst of the worst situation, it will slide to Rs.450. Means I am hopeful that it will not drift below that price even in future. & at such levels those FII & MF's will prevent it to drift further.

3).Agree with your point.

4).All SEZ are not approved even for DLF now. As par my knowledge, there are 2 SEZ on which decision is still pending. One is in AP & second in WB. WB SEZ facing hurdles because of ownership issues as company has not solved those problems even now.

5). Most important point where you have raised my attraction. A person like you is not fair to talk like these. Ambanis are not GOD. they also commit mistakes. It is not sure that all of there holdings & ventures have turned into profitable one. VIMAL brand of ambanis has became a big flop in past, & they have to shut it down. Even all of there MF holdings are not profitable now. Who knows, you can also be the next Ambani. Its a well known fact in stock market that dont follow friends, brokers or anyone else. Just do your own research work & enjoy the benefits.

6).answer to last question is Parsvnath developers who has really disapponted investors. and please note that I am not asking about oversubscription. I always laid my emphasis on fundamentals of the company, & never on the basis of oversubscription. Even the earlier FPO of ICICI Bank is not subscribed fully in retail segment but still the company is worth investing for.

I would be highly impressed if you can just tell me what is the full form of "DLF"??? Answer it to me please & if you want the answer just ask me via e-mail. Even the company has not mentioned it in its DRHP. Dont take it otherwise, but I just want to place that the investor should know each & every thing about the company in which he is investing his hard earned money. Research should be done before investing & not after.
After all market is not based on our sentiments. Please think rationally, please understand me & don't take me otherwise. Hope you will don't mind.
I have asked you specially to express your views as I think you can be better supplier of informations to me & nothing else.
and last but not least, I have also applied for the IPO with two max bids from two different account. If I got hefty premium, I will definately give you a party.:)
Writing my e-mail id. If interested please contact me. I think you can be my better companion for discussing stock ideas...
siddharthsurana27@indiatimes.com

HEY
tanushree,sid,blackdog & varun

u all will have no place to hide yourself on d listing day of DLF.YOU ALL YES U ALL make all calcultion u can do.
those will be proved castle in d air.

DLF WILL BE LISTED BELOW ITS ISSUE PRICE.

everybody who have applied in this ipo & with any payment
option will get full & firm allotment.and i have great
sympathy with those who applied choosing part payment
option.there will be a lot of hue & cry to get d money back
from those who have applied in big lot.

at last do not worry investers it is d part of d game.DLF
has priced its issue so aggresively that they have left
nothing for d lure retail invester.

may god give u all that much power.so u all can bear shocks
of loosing money in this asia`s largest ipo.

DLF says govt must augment supply, not curtail demand

Hurt by the government's statements that have the potential to dampen demand in the real estate segment, India's largest realty player DLF today asked it to rather focus on augmenting supply and cutting interest rates to further boost growth in the sector.

"The government should think of augmenting supply and not curtailing demand, which is a theoretical exercise, it should think positive," DLF Chairman Kushal Pal Singh said.

Only last week, Finance Minister P Chidambaram said that the government was keen to curb demand in overheated sectors like real estate and housing.

Incidentally, the Finance Minister's statement came when bidding process for the initial public offer of DLF was going on and the impact was seen immediately on Dalal Street with a sharp fall in the share prices of listed realty firms. Market observers said the statement also hurt the investors' sentiment toward the IPO.

DLF, which has a land bank of 10,255 acres, could raise Rs 9,625 crore through the public issue - subscription for which closed yesterday. Bids were received for 3.5 times the size of the issue comprising 17.5 crore shares of Rs 2 each.

Asked whether the government's over-cautious statements about overheating in the real estate sector hurt the demand for the DLF IPO, Singh said: "Definitely, very definitely."

"Intention is to constrain demand in those sectors where there are signs of what you call overheating and example of that could be real estate and housing," Chidambaram had said.

"The only way to contain the increasing (property) prices is to flush the market with more supply than demand," Singh said, reports PTI.

hai guyz dont worry about dlf ipo beause Retail (RIIs)0.9752 bid for who can bid they have storng heart and they hold at six month up so don't worry investor
dene wala jabhi deta deta chapper fhadke
enjoy lising at 1100/-

Let us wait for the D day. hope i dont loose money.
grey market is in discount for dlf now...

So stop looking at the share price on the day of listing and take a slightly longer perspective of the company. There will be no losers if people are just patient. JQ '07 results will take the stock price to Rs 750. Year ended March 08 results will take the price to Rs 1,500 at the very least.

If you have not invested in DLF, pick up as much of it as you can once it lists, any price below Rs 750 in July is a definate buy.

Some interesting points from DLF financials... may be indicative of future performance and the potential share price:

2006 income was Rs 1,145 crores, stocks (mostly construction in progress I would assume) were worth Rs 493.8 crores. PAT Rs 96.1 crores.

2007 income was Rs 1,429.5 crores, stocks were worth Rs 4,310.3 crores.. PAT Rs 414.6 crores.

Give the nearly 8 times increase in stocks, out of which construction in progress is up 2.5 times and some 3000+ crores is invested in buying out land / other construction companies as it would seem, there is a fairly good chance that 2008 income would double and profits would increase 3 - 4 times. June 07 quarter earnings itself should be announced within 2-3 weeks of listing.

Putting it all together, the PE at Rs 525 a share is 41, with profits increasing 3-4 times, the PE will be down to below 15 or else the share price will soon rocket to above Rs 1,500.

I think this ipo will open around 475-500 Rs. One should buy and forget this stock . ONe should have outlook for 2-3 years.

Great news from Mr Rajesh...he has already stated intraday price for DLF...450...400...350..why dont u wait more n let the price go to face value i.e. Rs 2...u should buy @
those levels....

dlf will be listed 450/-to 500/- and it will be comes down to 350/-inter day,every body take from secondary market easily for long term. But at present this sector are in a big problem.

thanks

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.

Tanushree, if there are "millions" waiting to buy DLF on listing day on any dip, why have they not applied under the IPO ?
Those who have applied with "full-payment" option should exit the stock at the earliest, as supply will be even more after the partially-paid shares are fully paid.
DLF promoters have exremely poor track record. I had DLF Cement under IPO, and know their attitude towards investors.
I have not applied for DLF, and 'am not gonna buy it.
Triveni is another company with such kind of promoters. They propped-up share prices on listing, but see now where it lies. Same might happen with DLF. Exit early.

hai tanushree this are the right job you done
every investor in dlf ipo happy lising abut 610 /- rupees and second day go up at 970 /- beause SBI INFRA FUND PUTS A LOTS OF MONEY IN THIS STOCK thanks tanushree to join dlf megha ipo

Can anybody give me an explanation as to why DLF reduced their issue price from Rs. 550/- to Rs. 525/- ? This issue is going to bomb in the market taking all poor investors with it ! When all the dust is settled, you can see that it's price is below Rs. 500/-. Ofcourse the 1st 3 days one may see fireworks played by institutional players duping investors. All the best.

hi tanushree

if u think reliance is not fool then sir why employee portion is not fully sub.no doubt DLF is a good brand and it earns a lot of money through rent,but look at ipo size and number of shares,ITS VERY LARGE,market follow demand and supply rule and i am sure while listing Supply will be more then demand.look at Akruti,unity infrastrature,gvk power and infra, all r in red.

if its ipo size is small arround 5000 crore then u r right for example its like mango rate is higher in winter and lessar in summer bcz (demand and supply)

dlf 45 rs byer
roman termet 70 rs byer
meghmani rs 12 byer
vishal retail 380 rs byer
icici 5% discount invest for 1 year
do not apply celestial labs avoid see me on this page for only reliable news, tanushree ip 122.163.181.165 is only person whom any body should listen other are kids playing without brain.
this is 100 % true that dlf will list only above rs 580
may touch rs 600 rs on listing day,i will buy your shares
on rs 10 premium of dlf

Hey all, lets stop fighting.

Like kamal told, we'll watch now ICICI. Guys lets meet in ICICI & BEML.

siddharth i have best answer to ur comment
1) please come to gurgaon.do you know how much money they get from getting rent from companies.i am working in gurgaon and i know the compnay where i am working for pays above 10 lakh rs only on rent to dlf for just 1 floor .the amount they collect from rent in 1 year is surely not even the amount they have invested in the construction plus if they sell the commercial place u cannot even imagine how much they can get.they get millions in rent onlyleave aside land bank value

2) 450 hahahahaha. that is biggest joke. i know u must have not applied. but let me tell you their may be millions who would be waiting on 1 st day even if it falls 5 rs from issue price.

3)let me tell u one more thing u know commercial property never goes down and their rent keeps increasing its only that residential property goes down and dlf has mostly commercial properties
4) its only dlf whose all sez has been approved and remember they get the money only with there name they will never make there brand name go down
5) do you think amabanis are fool that they have bought shares at 550 rs.give me one such example where they have done any wrong deal.remmeber ril invested even though it has its own rel infra because in future reliance may want to have parternship with dlf and most importantly reliance retail coming up which will be given orders to dlf.
also siddharth i need one more answer specially from you tell me 1 example of big company in real estate whose ipo has failed.if u r looking at oversubscription let me tell u even gremach and orbit were not even oversubscribed and see where they are even though small size issue.
so do u think its oversubscription that u r going for.

6)lets see the listing now and mark my words.

Tanushree is much excited about listing. I will pray to God, to make her wish come true.
Rather I think that DLF may test the levels of Rs.450 in any of the worst situation, which can also be its year low in future. No FII or MFs will allow it to cool down below this levels, as this is going to be one of the favourite stocks of the traders & they will keep their eyes on this stock.
Not in comsent with Tanushree that it may test the levels of Rs.1200, rather I think it can touch the levels of Rs.720 to Rs.810 in a year. But its certain also that it will be available below IPO price in near future for a short while, as their will definately be a panic selling done by retailers...
Express Your Views, specially Tanushree...
Lets Hope for the Best...