DLF Limited IPO Message Board (Page 39)

will partly paid shares of DLF be traded in the burses as such or will be dealt only after they become fully paid ups?

setting hai bhai KP SINGH ki. As per NDTV dlf is fully subcribed

Hi

If i apply in Payment Method 1, will it be considered as Rs. 500/share or 550/share.

Im planning to apply 180shares for 550/share. Kindly suggest Payment Method 1 instead of Method 2, whichone is preferred and will it make any difference when it's overscribed.

Regards
Sankar B

DLF vs. Unitech

DLF stock is a high-risk high-return stock. Extreme short-term propspects will depend entirely on how the public issue fares. While a large number of experts believe that it is a bit overpriced on the higher end of the price-band at the same time there is a lot of interest on all sides. The reasons are obvious. It is the largest realty player in the country and a highly successful and established one also. It's strong brand recall ensures it can command a premium for its property in the market. Its land is mostly situated at lucrative sites and most of its projects don't seem to have constraints of land availability for coming 2-3 years at least. This makes the stock look like a good mid-term investment.
This issue has sucked off a lot of liquidity from market. A big amount of selling is believe to have taken place on other counters in order to finance investment in DLF. Also, this being a completely India-centric company and India being the flavor of these times the foreign institutional investors must be taking it as a very good mid to long term investment. Considering that the retain investors more often than not take inspiration from FIIs and big indian players during IPOs (and often rightly so) it is not very unlikely for the retail portion to be oversubscribed 2-3 times, or even higher. The retail investors with a long-term perspective can gain from the part-payment option.
If the issue is oversubscribed heavily, leaving people dissatisfied with allotment then the liquidity that has been sucked off from the market may go on to jack up the prices of other comparable realty player, Unitech (most likely within one week of the allotment being disclosed).
The price movements in Unitech will be an interesting thing to watch. This company has announced dividend and bonus issue recently. I personally regard its management to be very professional and pretty investor friendly. Currently the market cap of Unitech is around 11 billion USD while that of DLF post-IPO may be anywhere around 24-25 billion USD. In such scenario and depending on the market conditions the market dynamics may make the price of Unitech to appreciated considerably. It will be no surprise if in such a scenario Unitech scrip touches 650 (one must consider the fact that it has tumbled down to Rs. 507 after the news of bonus issue).
However, while comparing DLF and Unitech one must take into consideration some important facts. One of them is DLF's superior strategy regarding risk-mitigation. Since the fortunes of construction companies currently are dependent to a large extent on interest rate regime people who do not hold these shares for mid or long term might be dissappointed. Here one should consider DLF's new plans, it is bullish on commercial property, SEZs, Malls etc. It has recently announced plans to venture into insurance and has tied-up with a prestigious international hospitality player. These factors give DLF an advantage over Unitech. DLF might make up for the slowdown in residential property by showing a better performance in other segments. There is a lot to write about (much of which you would completely disagree with, of course) but ultimately the investor has to decide. To a first time investor who may happen to read this I would like to say, don't believe me or anyone if you think that is the only option available to you (in such scenario stay away from the IPO and write down your own predictions after a detailed study and just watch, compare your predictions after all this euphoria is over and may be you will feel more comfortable while deciding on more blockbuster IPOs to come shortly). Do mention in the reply, if you find the suggestion foolish.

DLF Retail may be oversubscribed 20times and Vishal may be 32 times. By investing 27k in dlf ,we may get 10 shares and a profit of rs 1500. In vishal by investing 60K we may get 25 shares adna profit of 6000 on listing. This is just a rough calculation

grey mkt 70(up by 50 rs due to qib interest)12+ times os exp

somewhere I read that if Retail Investor portion is unsubcried to the full extent, that portion can be offered to QIB. Is it true?

I am applying for 180 shares of this IPO can anybody tell me abt. LISTING GAIN


Ajay

can anybody tell me abt. RATING of DLF IPO

Ajit Jain

Dont ever think of applying for this issue.They have a loan of 9500 crore and issue size is also the same .They just want to take public money to repay such a huge loan.Dont even think of applying for this issue.Other real estate like Unitech are a much much safer bet at these level.

its rs2 face value share, as mkt is in correction mode, we can buy much cheaper, after listing, in case one decided to keep it in its portfolio

This qib subscription over 2 times is just to create hyphe and make retail investors to apply. QIB's if withdrawn application on last day it will be problem. I think this is a high risk-reward issue. You see DSP Meriil Lynch was there in CAIRN also. We also have to see at what what (
lower or higher band)price they have put in their bids.

Anyway hapy investing guys and gals.

As per my analysis Dlf is becoming prestige issue also, there is great intrest from QIB & HNI section which will be oversubscribed many times, in retail it will very near to 1.5 times will give good no of shares , which will near to 160 or 170.the issue will definettly will list above 550 and will list around 580 -590.On listing day may touch 600 rs also, giving us confirmed return of rs 5000/.
There is no speculation in this analysis but very high truth that issue is getting good support at rs 580 level.this stock will behave horse in long term and most important part is its inclusion in futures . My analysis shows that any share included in future in first day had given steady returns , but may not like nitin fire.
now if anybody gives y rs 5000/ confirm , otherhand vishal will highly oversubscribe and you may not get share.
so be wise invest when FII is there no worry

On day 1, QIB's portion is oversubscribed by 1.38 times. Im sure QIB's portion will be oversubscribed by 10 times at the end of the offer. Retail segment is subscribed .0328 times only.

what should v do ? how much apply ?

i am confused. Should i apply in DLF or not? how long i have to wait to get any profit? comment

DLF is a really good Share. Go for it.
After 6 Months company will definately declare Bonus.
Dont go in Rumour.
Once Again GO FOR IT.

Apply your own sense on this. Do not follow anybody.

Guyz,
Just wait and watch. It will be better to go for this ipo on last day.

Again here also I see people who wants to divert investors attantion from DLF so that they can get better DLF allocation.