HDFC Standard Life Insurance Company Ltd IPO Message Board (Page 33)

https://twitter.com/Siaa_Money/status/928093225985884160

Qualified Institutional Buyers(QIBs)*                  2.52
Non Institutional Investors      0.31
Retail Individual Investors(RIIs)            0.27
Employee Reservation            0.62
Shareholder            0.13
Total            0.81
*Excluding Anchor

Total No.of Application Approx : ~ 314981
Retail Subscription on the basis of Apps : 0.17 x

Does it look like a 2L application will get full allotment ?

As there is separate shareholders category and GMP also on downward side therefore retail portion will not be fully subscribedHowerver there are 0.01% chances of getting full allotment in 2lac application

My bad. Checked RII figure of Khadim instead of Hdfc std.

HDFC Life Insurance IPO is really good to apply only if you''d like to invest for at-least 1 year.

Avoid if you are considering listing gain.

Will be list around 2%-3%, might be at discount price.

Latest subscription figures please

आज नोटबंदी की बरसी है
बरसी को कोई अच्छा काम नही
कल महूर्त देख कर
मतलब Qib देखकर

मित्रों,
आप लोग इस ipo में जरूर लगाएं,
क्योंकि इस इंश्योरेंस कंपनी में इन्वेस्टमेंट के लिए LIC से नहीं बोल सकता।

gmp 8.5/- ?

Total ---- 65%

subscription fig please

(HDFC Standard Life Insurance Company Limited)
Qualified Institutional Buyers (QIBs)      1.3952
Non Institutional Investors(NII)      0.2428
Retail Individual Investors (RIIs)      0.2305
Employee Reserved      0.5779
Reservation PortionShareholder      0.1069
Total      0.5069

thank you sabby

Gmp.. .?

Please

Very slow progress in subscription figures.

Just exceeded 50%.

Not so encouraging till now.

Guys latest subscription data plss...

2 lac application 3500/-

this is bogus news.

apply for long term. Long term appreciation 20 % possible

Hey!! .. Looks like someone just applied with FULL FORCE...I was trying to open the subscription site and it broke my screen inspite of Gorilla glass 5...:(

Just spoke to One of the HDFC Bank managers and he suggested to apply in full force as it''s definitely going to list with 20-25% Premium. As per him, this is one of the most awaited IPO''s.

FYI - These are NOT my views.

GSK Bhai, sahi bol rahe ho aap, knowing that this is the last biggest IPO in this year from Insurance sector, it may surprise us. This said, everyone had written off Reliance Nippon even before it had listed comparing it with RPower, and it still gave some decent listing gains...just my two cents :)

Branch Manager is not top official of the Bank

Deepak Parekh said if you want 20% on listing day then don''t apply

Seeing anchor list euphoria & the non allottee in anchor list (demand was worth of 50K crore & allotted 2400 crore worth share) , QIB must be subscribed 25 times. If QIB subscribed 25+ times then RII should apply this issue.

........... HDFC Standard life.............
(sar utha ke jiyo !!)
_________________________________________
=> valuation(@290)

2017 PE 65,PB 15,
But 2017 gone, let''s focus on future!!

2018 Half yr EPS 2.77,Full expected 5.5, BV 24.5 => PE : 52, PB : 11.9

EV = 140.10 billion, M.cap = 58277cr
P/EV = 4.2

Note : P/EV means m.cap/Ev which is imp parameter to compare insurance peers.
________________________________________
=> peers

.............. Hdfc Lyf..... . Sbi Lyf...... Icici pru

P/EV.......... 4.2x..............4x.............3.4x
PB(''17).......15x.............11.3x.............9x
PB(''18)........12x............10.6x.........8.6x
PE(''18)........52...............58..............34
M.cap.........58.2kcr......65.7kcr.......56kcr
PAT CaGr*....11%..........10.5%.........1%
NBP cagr......18%..........9.2%.........9.1%
AUM cagr......23%..........16%..........12%

* CAGr of 3 yr, 2016-2018(expected)
NBP = New business premium
Taken value of sbi lyf 650rs,icici pru 390,hdfc lyf 290rs
________________________________________
Just look this ????

Last 6 month(ended sep17) performance with YOY half yearly comparison

HDFC
.... EPS 2.77 vs 2.33
.....PAT 555cr vs 464cr
.... BV 22.32 vs 18.32
SBI life
.... EPS 5.39 vs 4.29
.....PAT 538cr vs 428cr
.....BV 61.82 vs 51.72
Icici Pru life
.....EPS 5.76 vs 5.75
....PAT 827cr vs 823cr
.....BV 47.59 vs 47.63

it''s clear that icici pru is lagging in almost all parameters, so hdfc life can command higher valuation than pru and also somewhat superior than sbi life

=> Just give same PE(2018) of sbi life
. i.e 61*5.5 =335 ( 3 month target after list)

=> PB 12.5 = 306*(listing tgt)

________________________________________
=>Allotment

RII 18.5L near form reqd for 1x,so almost everyone should get allotment imo

______________________________________
=> conclusion

I M applying big time in this superior-Class quality brand with holding period of 3 month( temporarily decided),
expected listing gain 0.5FD!!

Contra call :
Buy sbi life near 640type(if possible )
Buy icici pru near 380type(if possible)

Listing beyond imagination,

Was expecting 306 type but now can see 310-11 type,


Booking partially only to set some cash free. !!!

This time in hdfc, You are the only guru, other expert fails

Man gye bruh.

Bhai GIC me bhi 2,00,000/- vali application ke 4500 Rs bolte the .. kya Mila?

Yes, GMP cannot be trusted everytime

can i apply or avoid this ipo ? please suggest expert what i do ???