Gland Pharma Limited IPO Message Board (Page 22)

Aniket Ji

After seeing Anchor List..

Aapka view abhi bhi same ha, avoid ?

Or can we take risk with 1 or 2 lots..

Thank you.. ????

Nandkishor Ji

Yes, anchor top 3 are big names..

But valuation wise if ya IPO 1300 pa ata, toh 15-20% listing gain maximum people ko milta..

As retail lots 15 lacs+

Do chiz ka fear ha, market almost at all time high, and 1500 price band..

Let's wait for Aniket Ji final call..

He is Master and Wizard of IPO.. ????

I am also waiting for ANIKETIAF sir's recommendations.

If Biden wins Presidential Election, Then IT and Pharma will Blast.

I am not much Bullish on Gland Pharma due to Valuations so applying with 40% of My Total Capacity.

Buybacks are are assuming much importance these days.
Admin is requested to start a separate message board for buybacks

Some of the analysts are very ga ga over this IPO, for listing gain as well as a portfolio stock.
Very confusing.

Anchor investors list includes few big name.

Now the decision purely depends on last day's subscription figure.

Gland pharma IPO: A few bullet points to consider before applying

PROS: -Great EPS growth of last few years.
-Revenue Growth is also steller.
-Even though its chinese promoters, the pedigree is very good.
-Their B2B bussiness is going through great expansion in US markets. Stock market is always willing to pay a premium for high growth robust bussiness.
- Their financials and book look very robust and having deep pockets, may go for aggressive expansion and growth.

CONS:-TTM PE wise valuations are definitely on higher side.
-This IPO is enchashing the recent PHARMA rally and coming at a time when pharma cos are at top of their valuation
- GLAnd pharma IPO is arriving at the Top of Market TOP as well locally as well as globally. So in case of a prolonged correction, the ipo may correct
heavily.
-The IPO size is quite huge. So it does seem immediate listing gains maybe limited. I could be wrong.
-At an ROE of 21%, the asking P/BV of aprox 6 times is not justified.
-THe chinese promoters may create a negative sentiment among indian investing community as there will always be an overhang of anti china sentiments.
In case of deterioration in india china relationships /Border tension/Trade sanctions, gland pharma may bear the repercussions of any government action.
-This overhang will staY IN FORESEABLE FUTURE. So risky from that point of view of long term investment.

Based on these points, i think this IPO does contain risks. But then " ISHQ hai toh RISK hai ".c Take your own informed decision after considering all facts.
Good luck.

Looks like this ipo is very good, i am not know this hidden information about gland pharma. check this https://rb.gy/lwcw0k

Gland Pharma IPO

GMP 60 +/- 2
Kostak 450 +/- 25

I will invest irrespective of China or India. Business do not follow geographical boundaries. Only condition is QIB and NII should apply in full force on last day

What will be PB ratio?
will it be 1500/235.32 = 6.37

yes

Thanks HMT and arun sir

@ arunARUN
You are right. My mistake. I wrongly saw total of mutual funds only.

Are ye toh China ki company he,, sorry me toh nahi investment karunga..

Mat karo

Me too. Also price to high

PE 30 and BV 6 times. Seems expensive IPO. Not much left for listing gain.

Compare with high growth pharma stock. you would understand that it is cheap

very expensive . stay away from this ipo. will get cheaper after listing

no data point given by you. See book value of Rs 250 for face value of Rs 1

Alkem `s PE is 21 and this Gland pharma is giving on 30 PE, wonderful. Thanks to SEBI and Govt.

What is eps growth of alkem in last 3 years?

Three Drawaback of the issue.
1) Chinese promoters 74%
2) High P/E around 32
3) Hive B/V per share

Boycott Chinese

how high book value of 250 for face value of 1 is bad?

It seem now it has become big nexus where such company's are allowed to bring high price IPO's where only company benefits.

Face value of Rs.1 for share price 1590

DON'T JUST AVOID. ENSURE SUCH IPO'S FAIL BIG TIME BY NOT APPLYING.

fv 1 book value 250 asking price 1500. not that bad

Don't apply
Otherwise nuksaan uthana pad sakta hai
Face value of share is rs. 1/-
Issue price is rs. 1500/-
It comes on share price if rs. 10/- = rs 15000/-per share
Issue is big size
Company is good earning is good but
Issue price is very high. Nothing on the table remains for gain.
High risk players take risk.
My advice is to AVOID

IMO

FV is 1 doesn't mean, it will be loss
Issue price is INR 1500/- doesn't mean, it will be loss
In past many IPO came with FV of 2 and 5 and other IPO where price was 1000 to 1750 (atleast for those where I applied)

A good company with good valuation, doesn't mean, it will be loss.

Note: I have not decided to apply yet.

fv 1 book value 250 so fv 10 book value 2500. not that bad

FV is only 1Rs.

book value of fv 1 is rs 250

Gland Pharma = IPO Price of 1 Share Rs. 1500, Face Value Rs. 1 = So Rs. 10 Face Value Price Rs. 15000=00. Very Very Very Costly. Avoid. IPO Dwara Loot Machane ka Achchha Tarika Hai Ye.

book value of face value 1 share is 250 so for 10 face value 2500. relatively cheap