Healthcare Global Enterprises Ltd IPO Message Board (Page 10)

US fed meeting on Friday to decide fed rates. Expecting no change in the rate. Expect the sensex n nifty to rise next week. This week however will remain volatile. Good time to buy selected well studied stocks for short term gains.

Strongly agree. I''m doing exactly that...Got some stocks at good prices today.
February CPI at lowest in last 7 months at 5.18, better than consensus of 5.60 & January''s 5.69.
Even though it''s still below Rajan''s target of 5.0, the stage looks for at least 25 bps rate cut on 5th April becaof the headroom provided by fiscal discipline in the recent Budget.

Qib will bbe less 5 times.... stay away from this ipo..

Anchors not typically good names like T rowe, Jp Morgan, Morgan Stanley, DSP Blackrock Monetary Fund Singapore, Abu Dhabhi Investment, Merill Mauritius Fund, Fidelity Etc. are missing.
Take decision according.
Retailers may loose.
Better not play big game or part aggressively

if QIB is over 10 to 15 then apply if not avoid it is growth industry with high growth industry is big plus however given the market condition and asking price wait and watch will be best option.... all healthcare IPos have been big hit and one thing common is QIB portion was over subscribed by at least 25 times

Dr lal 60 times
Alkem 57 times
NH 24 times
Syngen 51 times

So lets wait and see

Long term investment is OK but why buy at a higher price when u are confident that u may get it at a lower rate. Buy at lower rates n then hold for long term. In present conditions its better to wait for subscription figures.

rightly put RKS

http://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20160315-34
Splendid anchor book bhai. IFC never invested in IPO in INDIA and this first investment of theirs.. their investment in snowman logistics preipo gave huge returns to them
lagta hai mast opening hoga...dark horse of this ipo season accordng to me
i know Dr Jagdish Kothari and he also a shareholder like hundreds of doctors. This is a truly professional services company like KPMG, E&Y, MCKINSEY, ETC. which have partners running the company and as shareholders and not just resorting to one hero to run the show. Padma shri awardee doctors also as promoters and partners with cancer and infertility going to go up only see reports i read today
http://www.ey.com/Publication/vwLUAssets/EY-call-for-action-expanding-ivf-treatment-in-india/$FILE/EY-call-for-action-expanding-ivf-treatment-in-india.pdf

http://www.ey.com/Publication/vwLUAssets/EY-Call-for-action-expanding-cancer-care-in-india/$FILE/EY-Call-for-action-expanding-cancer-care-in-india.pdf

Where were u my friend for other IPOs? N such bullishness in ur first post on ur first IPO posting- smells like payment advise. Trusting ur post would be with a pinch of salt.

HCG Anchor Investor List :

1       International Finance Corporation      4,358,705       32.50%
2       Spring Healthcare India Trust      1,467,895       10.95%
3       HDFC Standard Life Insurance Co.      1,377,870       10.27%
4       Harvard Management Co.      1,377,870       10.27%
5       Sundaram Mutual Fund      1,377,870       10.27%
6       Nikko AM Asia Healthcare Fund      1,146,795       8.55%
7       Sabre Partners Trust      693,030       5.17%
8       Reliance Life Insurance Co.      459,615       3.43%
9       Kotak Opportunities Fund      459,615       3.43%
10       Neptune India Fund      459,615       3.43%
11       Citigroup Global Markets Mauritius      231,120       1.72%
      TOTAL      13,410,000

file:///C:/Documents%20and%20Settings/ASHISH/My%20Documents/Downloads/Anchor%20Allocation%20Letter%20-%20HCG.pdf

The quality of names in the HCG Anchor book is great I think...good proportion of long only Anchor investors...the likes of IFC, Harvard and Sabre Capital which are more private equity styled investors and would have done some intense diligence for a long term investment...

And other than them...names like Reliance, HDFC, Sundaram excite confidence...

I am happy to see that there are no flippers or so called short term investors in the Anchor book just to fill up the Anchor book!

Anchor book gives me a lot of confidence!

Looking at valuation not much gain.
But it can give reasonable returns on listing day.
This issue is backed by good promoters ,even Aziz Premji is invested so can see a 10% gain from here. Still to be on safer bet apply if QIB above 20 times.
I am applying in this issue.

Anchor investor list is insipid and wishy-washy hub and spoke model.....Visited Mylapore Spoke of HCG today just to get ground realty how it works looks like a commercial complex with home lifestyle on one side and kauvery hospital with HCG take some space in the complex......

Also...a second glance at your list seems to suggest that there are more tech focussed investors in the names that you would like to have seen...

Accel, Helion, Blume, IDG, Tiger, Qualcomm, Nexus, Bessemer, Steadview, Jungle, Zodiac are all tech focused investors and not classical public market investors!

neotrade i agree with u but i will still wait for full QIB before applying given the demand for healthcare may be we could see big demand from QIB

Anchor investor list is out. IFC has been awarded 35% of anchor investor portion. What is the call of board members on anchor investors...???

Brokerage houses are divided on the prospects of HealthCare Global (HCG) IPO. The company’s INR649.6 crore IPO open for subscription on 16 March. A mix of fresh issue and offer for sale, the IPO is priced in the range of INR205-218 per share. The IPO will offer an exit route to Azim Premji’s PremjiInvest, Temasek Holdings, and India Build-Out Fund.

Here is what analysts have to say about the IPO.

SMC Investments & Advisors have cautioned investors against investing in the IPO as valuations look stretched. “The company’s operations have been growing on top lines, but bottom lines remain in negative. However, its unique model of cancer and fertility treatment under HCG and Milann brands are expected to generate positive earnings going forward. That said, the issue is offer for sale, and the amount raised would go to the selling shareholders. On the valuation front, the issue looks pricey. An investor who hashigh-risk appetite can opt the issue,” said the brokerage hoin a note.

Another broker GEPL Capital recommended investors to avoid the issue. “We assign Avoid Rating for this IPO as valuation & leverage ratio looks expensive as compared to its other listed peers,” said Dhiral Shah, fundamental analyst at GEPL Capital.

There are supporters of the IPO as well. Mumbai-based Monarch Networth Capital has put a “SUBSCRIBE” rating on the IPO. “We compared HCG’s valuation with leading hospital companies viz., Apollo Hospitals (Apollo), Narayana Hridayalaya (Narayana) and Fortis Healthcare (Fortis). As per Bloomberg Consensus estimates, average EV/EBITDA multiple of Apollo, Narayana and Fortis is at 20.9x and 16.9x FY17E/FY18E, which provides good scope for an upside to HCG’s share price post listing. We recommend a “SUBSCRIBE” to the initial public issue of HCG,” the analysis of the broker mentioned.

ICICI Securities has also come out with a SUBSCRIBE opinion..

HCG GMP 10-11

Guys Any Idea about Crompton Greaves Demerger. I Bought 500 share @ 150 on 14/03/2016 & the record date is 16/03/2016. In this case I will get 1+1 share of CGL ( Engineering Goods + Consumer Business) . But my doubt is this is on record date my name is available with the company books or not . Please clarify.

Further when will the Consumer Business new company list.

HCG anchor investor news should come out today...need to watch out for that to form an opinion...does anyone have any information?

HCG Anchor Allocation report is out.It can be checked @http://www.nseindia.com/products/content/equities/ipos/ipo_current_hcg.htm.

Infibeam: The only critical but unanswered question for me is, "why the company is reaching out to public when we know that various VCs/PEs are generally thought to be more than willing to provide capital to e-com players"?

I''m concerned that Infibeam could be out of favour with these gods of money....and if this is the case then we retailers better count our ''chillar'' and hang on tight.

Avoid...Kotak and I-Sec walked out after filing the DRHP...bankers clearly know more than public at large since they chose to walk out of a deal..

axis bank and axis direct does not have the link i just hate when bank want us to to transaction online do not provided link online

i am still not applying I always check in case if i need to apply

maybe they will show the link only on issue date

http://ipocentral.in/hcg-ipo-rabbit-holes-tsunamis-dont-go-together/

ifibeam and healthcare waste of money loss making company totally cheating

Infibeam me to 200% paisa banega & ye bi ho sakta hi ki 1 mounth ke ander 2x ho jaye & mughe lagta hai HCG me bhi 10-30% return aa sakta hai becasector accha hai grouth acchi hai or hai mangha to nayaran hurdyala bi ta osse to sasta hi hai

what is gmp of infibeam ?

HCG GMP ... Bhav ''zero-zero'' ... No trades ...

Grey Brokers are lying low ... will take a call only after seeing the Anchor list tomorrow ...