Dear Members Good Day. My aim is very clear that we all are here for profit & profit only wheatear it's Global Or any other counter. At the time of LIC ipo I have written and informed through this platform that this is coming at very very high valuation and at that time too some intelligent members have opposed my views and misguided the members and till today it is trading at all time low value. Any way it's all your money and no one forces you to apply or avoid as it's your hard earned money. Take your decision wisely & Know the members of this group. See today's movement in KIMS & Max Health care which is trading more than +5% value, Take the advantage of Global health issue in the other counter. There is nothing in name.
In fact, now we have 2 more IPOs in Mainboard to apply other than this. because if we block our money in global, then it won't be available. Let people subscribe here.. they will drained out of money and we will have better chance for BIKAJI and Other 2 Upcoming ipos like Five star and Archean.
I completely agree with your views Some so called Members are trying their best to subscribe this issue through innocent retailers so they can have big chances in other 5 IPOS.
everything is game and everyone have their hard earned money. decision will be yours.. Till yesterday GMP was 8. now it's 20. still not even 10% premium so it can vanish anytime. I won't apply here.
promotor thinks like, Bull market hai.. paisa hi paisa hoga... Loot lo and Brought issue.. High debt and only 33% promoter holding after Issue. means even Promotors don't want to hold this company.
34.2. arunARUN| Link| Bookmark|
October 31, 2022 12:16:25 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@immortal False statement. Dr. Trehan is not selling. Amongst private equity 1 is selling and another has increased its stake by bying from first PE at near issue price in this month Why don't you talk financial numbers language to prove your point
@arun, Did i say the name of anyone? It's my personal opinion and If you see the performance of pharma sector in last few months, totally in downtrend. Sector is witnessing bearish side in this bull market. Ipo is slightly as over priced at FV 2. These are my views. if you find this IPo very good, then please subscribe 1-2 Cr worth issue in HNI as HNI quota will need those application. We will see the Gains on listing day. On other side in DCX, I know very small issue and retail is subscribed heavily but i don't apply in retail. If you see the BHNI, You can easily get in BIKAJI, better premium than DCX also. and ratio would be 1:10 or around. Please don't advertise global if you are not going to apply in full force as Many innocent people here will trap by watching IPO Guru tag and Betting there money here. market is also at resistance, Can fall anytime. this gmp will vanish in no time if market falls.. I'm not saying it will happen, but I believe in Safety first.
34.4. arunARUN| Link| Bookmark|
October 31, 2022 12:57:28 PM
IPO Guru (2000+ Posts, 1700+ Likes)
How pharma sector performance is related to hospital sector. I would like to know that. Your statement was "Totally Going into his pocket" So just trying to find who is HIS?
I intend to apply to this issue. However everyone has their own risk reward profile based on their existing portfolio. If this was not so then no body will buy stocks on dividend yield like PFC or REC Maths of subscription works like Chances of getting allotment into likely value So if one share has one in ten chance of allotment and likely gain as 100 then expected value is 10 i.e. 100 multiplied by 0.1 (chances of getting that) Now you have one in two chance of alltoment and likely value is Rs 25 then expected value will be 12.5 i.e. 25 multipled by 0.5 (chances of getting that) So that is how you apply on likely expected value Now show your maths
Immortal I truely supports your view and it's always good to protect our hard earned money than to loose . If we avoid any overpriced issue than nothing to loose and at present there are numbers of options are available in Primary as well as in Secondary market. We have to respect each other's members view and if not possible don't be smart and criticise it. If anyone feels appropriate he will follow it otherwise neglect it. Nothing wrong in it.
@maria, yes you are right. let's leave it to individual decision. I know there are many better opportunities and This premium can vanish anytime as this ipo money won't be also for next 2 mainboard ipo too so obviously people will prefer that and bikaji over this. Some people won't understand and then regret later. Hope for the best. Next upcoming 2 Ipos are mostly confirm. and Global funds won't be available.
Here is some clarity on the points being discussed by members (based on RHP): 1. Promoter is NOT selling. One of the private equity funds is selling, after being invested for 9 years 2. On valuation, to me this looks reasonable on P/E and EV/EBITDA both. As per a recent IIFL report on hospitals, all other listed hospitals trading at 22-27x FY23 EBITDA, this is being priced at 16x FY23 EBITDA. 3. Dilip Davdaji also explains valuation as attractive, and substantiated with numbers. So all those saying expensive, please also explain the ratio and maths.
Good morning & nice day to all As per reliable sources Global health care will list in discount or will not give much more return. I have suggested to buy the Max health care and see it's crossed 440 and within 10 days it will surely reach 465 level too! Indirect advantage to all reasonable hospital stocks ( Max & Kims)
32.1. arunARUN| Link| Bookmark|
October 31, 2022 12:06:09 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@Maria Are you stuck in MAX? Have raised question to you on your post's content Subscription of Medanta and investing in MAX are two different things and one can decide that independetnly
Company buying is going on, To subscribe the issue. or else it won't even sail through due to High size. Promotors being too greedy, Totally Going into his pocket. .This GMP won't even sustain after Subscriptions periods overs.. Mostly discount to PAR Listing will be there.
31.2. arunARUN| Link| Bookmark|
October 31, 2022 12:17:14 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@immortal Your bias is appreant Who is HE in your message
@arun Company promotor is selling his stake. Also, There is nothing much even left on the table for investors. There are 3 better opportunities in Mainboard and 3 better opportunities in SME. Why to waste that and Apply here? doesn't making any sense.
30.3. arunARUN| Link| Bookmark|
October 31, 2022 12:13:38 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@immortal What is your estimate of what is left on table. What are the chances of getting allotment in DCX. As it is retail is subscribed in first hour. I never comment on SME issues as I don't understand them Ye market hain sab janti hain
Yes Because they need IPO to sail through. No one will apply and ipo dates will be Extend if It not even subscribe 1x. that's why They are increasing premium. Premium is only on paper. mostly Listing at discount.
no param, I'm not saying gmp is false. It's true and even trades are there. I'm just saying can you give me assurance that This 20 rs gmp will be there on listing day?? If no, then Trust me This gmp is by Operator to just subscribe the issue. Rest you can see on listing day bro
29.4. arunARUN| Link| Bookmark|
October 31, 2022 12:07:29 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@immortal If you are so confident then sell in grey. You may make money if what you say happens
28. SSingh| Link| Bookmark|
October 30, 2022 4:00:56 PM
IPO Guru (1400+ Posts, 800+ Likes)
Looks like HNis will get almost confirm allotments. So here good strategy will be SELL in grey n APPLY
What is your advice on Policy Bazaar. My average price is 550. Shall I average or exit? One year lock-in period ends on 15th Nov 2022. or wait to average till that time.
27.3. svh| Link| Bookmark|
October 29, 2022 11:07:43 PM
IPO Guru (2600+ Posts, 3700+ Likes)
Watch yesterday's ( Friday ) CNBC Bazaar Hindi program 2:45 PM. So many IPOs' lock-in period ends in November. This topic was covered. Indirectly experts advised to exit from all new age companies. PB Fintech , Paytm , zomato , Nykaa , delhivery. Paytm lock-in period also ends in November.
Buy Max Healthcare for fantastic returns as this stock is much much better as compared to Global Health due to strong fundamentals and trading at attractive valuation.
24.1. arunARUN| Link| Bookmark|
October 29, 2022 10:14:33 AM
IPO Guru (2000+ Posts, 1700+ Likes)
@Maria You need to give more reason to buy MAX from market. Given your multiple post on MAX i have started wondering whether you are stuck in this counter
23. svh| Link| Bookmark|
October 28, 2022 10:05:56 PM
IPO Guru (2600+ Posts, 3700+ Likes)
Mr. Ravi kant Jaipuria is associated as non-executive nominee director. RHP Page #272 Earlier he brought two issues of his group companies. Varun Beverages and Devyani International. Varun listed in discount while Devyani in premium.
Just for info.
ππ
23.1. arunARUN| Link| Bookmark|
October 29, 2022 10:07:21 AM
IPO Guru (2000+ Posts, 1700+ Likes)
So far that matter , Dr Trehan is non executive director in Varun and Devyani
Other than it being pure historical information, how does it help?
IPO Open : 3-Nov-2022 IPO Close : 7-Nov-2022 Basis of Allotment : 11-Nov-2022 Initiation of Refunds: 11-Nov-2022 Credit of Shares : 14-Nov-2022 IPO Listing Date : 16-Nov-2022