Will post only after issue open...not becaanything i post, there are a big jealous fool as always replying me....although i don''t replies his foolish messages.....he may have some irksofobia type of disease seems.....
DEAR SEPTAJI TILL 2:45 PM IF QIB PORTION SHOULD CROSS ABOVE 20 TIMES ? I HAVE ICICI DIRECT ACCOUNT THEY SAY APPLY UPTO 3 PM ON LAST DAY OR BEFORE 3 PM THEN HOW MUCH TIME I SHOULD WAIT ON LAST DAY PLEASE GUIDE
starsipo Please clear your stand on HCG. Otherwise post listing you will start again. Let us tell now Apply or not? Then we can judge your perfection & predictions. I found your report fake. Please clarify your stand then we will talk post listing. As per my source no gain even loss is minimum so no point applying I am avoiding this
In the same period, its net profit halved and it closed last year with Rs 31.41 crore. ARJUN not sure about EPS u r quoting if u right price band would around 600-650 IMO
DEAR SEPTAJI ON LAST DAY IPO TILL WHAT TIME ONE SHOULD AND CAN APPLY ONLINE IN IPO ? IF QIB PORTION SUBSCRIBE 10 TIMES AT 3PM ON LAST DAY CAN WE APPLY ?
this is hard nut to crack on fundamental given its hub and spoke business model if this was just a conventional hospital business it would be no brainer given the price of it peers..... However in case of HCG it is hospital without brick mortar and land in its business model.
All spoke owner r small hospital in which they have a floor or two under JV so how can u value this business model at 1850 crores is beyond me. the show is run by doctors tomorrow the MD kaputt the HCG will be LOST IMO.....
I really do not know how to value this business model IMO at 50% discount MC to revenue ratio then the company was not left anything on the table.... also i am not sure how the market will take if it take this hub and spoke and does not discount as much to conventional hospital business model then it will list at premium.
Also given healthcare sector have done well on IPO front may be market will reward even with hub and spoke model.
I am going sit on bench on this IPO will see how is demand from HNI and QIB and general public before applying... also the GMP is not much Rs20 which could disappear in no time
Septa - I have great regard for your thought process, however, I think that you are a bit too worried about the hub and spoke model.
Given that the Company has 3 PE investors of great repute - Quadria, Temasek and Premji - if nothing else, then I think their diligence would have covered any concerns around this aspect. Also, Temasek and Premji will be significant shareholders post this IPO, so its not that they are ing the stock in the IPO and exiting. As such, if such investors continue to show faith then I would not be too worried.
As I understand, cancer care requires a lot of investment in equipment and hence strategy could have been to invest in equipment and avoid bloating Balance Sheet by investing in Land and Building.
As I have mentioned earlier, I would wait to see the quality and nature of Anchor book and if that looks good then I would go for it!
i am actual not worried abt the model as a whole i am not sure how to value such business.... plus market is tender hook... and present price offer does not leave much on the table for retail investor... yes big PE funds but they to get it wrong... wait and apply is best option ifQIB is over 20 then apply
I would reckon valuing it like any other on profitability, capital efficiency metrics, etc...all retail businesses follow the leasing out philosophy and it works out superbly well from a Balance Sheet health perspective.
My research suggests that Apollo Hospitals too is following a similar lease philosophy for its newer units under its single speciality businesses vertical.
i am very much familiar with apollo operation yes it has stand alone operation and Jv run however the big difference is it is 100% not one floor or two floor.... The issue here is not the business model the issue here is u cannot put HCG and apollo ETC in same level when u calculate the valuation. 1850 cr is big money for business which has no bottom line.... let see this is not a issue to spend more time best case it may give 10% return so better option would be wait.... plus market is no mode to reward it is more in a mode to punish....may give this issue a miss if QIB is not much interested
i like business which has less chance of going wrong and HCG has many such chance of going wrong....
N a message to the moderators of the forum. U think u can moral police people around here? If u have to do then be just. One can''t clap with a single hand. How do u know the word I have written is offensive? Give me any dictionary which says so. Its ur interpretation. Keep ur interpretation to itself. Without realising the context u blindly give notices. It won''t be my loss mind u. There r countless small retailers who would like just n frank to the point analysis.I m not someone who talks in circles. Choice is urs. Instead if u really want to do good then u should give shut up call to people like starsipo instead of moral policing people like us. Plus the individual in question operates in the name of .Kumar''s. For multiple accounts what u have done? Selective moral policing is not good my dear friend who ever u r.
Few weeks back someone wrote in this forum he has borrowed and invested with mounting pressure he wanted to commit sucide. In today paper a person committed sucide and killed his whole family with loans invested in market it wish not to play in market with that to borrowed money so pls only invest with ur money http://m.timesofindia.com/city/chennai/Man-kills-three-family-members-self-in-Chennai/articleshow/51347332.cms
Just for kidding......Time for agra mental to come out with ipo....becaa big barking fools will subscribe it fully............( note: this may irks some fools )
@star 2 , will reply after issue open.....i have never ever post a reply to well-known big fools ,but he always reply to my message,.....world knows how prejudiced are he towards my message......i don''t care......i know I have record of 95% accuracy......local traders and investors are taking my advise since 2007.....i predicted upa govt in 2004.....i predicted 281 seats for bjp and 48 seat for cong was 100% CORRECT in 2013 in a forum (almost 1 and half year before elections).....i don''t care any fools beca i know my sense well......
Hahaha...here is our own Bejaan Daruwala. He also predicted turmoil in world markets due to US attacking NK n then Russia attacking NK. See his predictions are 95% true.
Yeh muh khola kisney? Shares keep falling up n down so what? U idiot what to prove what? Just have to post something for the heck of it? Have u given any worthwhile suggestion except comment on peoples post? Does anyone ever follow u or u just have a self importance for self only. Has anyone ever spoken a good word about u? U know why? I think u will get the ans if u have an iota of mind in the top floor that the god has given.
Very true my friend. Here the dog except is u as u keep on barking about me in each n every post as if u have nothing else to do except criticise me n anyone who speaks or asks advice from me. N its true that no one really cares for u anymore here as ur comments as usual are uterlt useless without any real inputs. Also, u have the habit of creating panic where none exists by reading articles from third class magazines like US about to attack NK or Russia about to do the same. Without any knowledge u keep on posting garbage. Seems u were born with it in ur mouth. Can''t kick the habit as usual can u. Born in garbage, would do garbage n live in garbage.