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ICICI Lombard General Insurance Company Ltd IPO Message Board (Page 37)

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136. KDeepshah |   Link |  Bookmark | September 15, 2017 12:38:09 PM
Share me GMP AND KOSTAK
of icici plz
136.1. PSR |   Link |  Bookmark | September 15, 2017 12:45:50 PM
IPO Guru IPO Guru (1200+ Posts, 700+ Likes)
It is not worth discussing about GMP and KOSTAk at this point of time since they are very marginal and listing could be at nominal premium or at nominal discount. However, prime-facie it appears that this issue may generate good returns in long term.
135. Savan |   Link |  Bookmark | September 15, 2017 12:36:53 PM
I have share of ICICI prudential Life insurance so can I apply for shareholder quota in IPO
135.1. PSR |   Link |  Bookmark | September 15, 2017 12:37:25 PM
IPO Guru IPO Guru (1200+ Posts, 700+ Likes)
No
134. Nitin guglani |   Link |  Bookmark | September 15, 2017 12:36:08 PM
what is the embedded value of icici lombard?
133. Savan |   Link |  Bookmark | September 15, 2017 12:10:38 PM
For shareholder IPO which share require for IPO ICICI Lombard
133.1. StockInvestor |   Link |  Bookmark | September 15, 2017 12:34:53 PM
ICICI Bank share are required to qualify for shareholder quota.
132. P A S |   Link |  Bookmark | September 15, 2017 12:23:26 PM
I m from Gandhinagar, Gujarat. I want to sell 2 application. Any body want to buy? Reply
131. Ankit Ojhaa |   Link |  Bookmark | September 15, 2017 11:46:00 AM
I think there is also same story like ICICI Pru, may Lombard would be list on discount, However it will be blockbuster in future trends.
As per my view secondary market will be safe side.
130. HNM HARDIK MODI |   Link |  Bookmark | September 15, 2017 7:40:26 AM
Any quota reserved for allotment for ICICI bank account holder?
130.1. P M |   Link |  Bookmark | September 15, 2017 11:45:39 AM (1100+ Posts, 1100+ Likes)
43,12,359 shares reserved for ICICI shareholders not bank a/c holders
129. TEENA GARG |   Link |  Bookmark | September 15, 2017 11:18:24 AM
is there any possibility of listing gain or not.
128. Kartikshah |   Link |  Bookmark | September 15, 2017 11:01:29 AM
Can we sell both application I.e.
shareholder & other regular application in Grey mkt? ...Pls reply or call 932266808one
127. gamble |   Link |  Bookmark | September 14, 2017 8:29:23 AM (1600+ Posts, 3900+ Likes)
... .... Lombard general insurance........

@661
2018 estimated EpS = 18-19 => PE : 37

06,2017 Bv 86. 54 => P/B : 7.6

BOTTOM LINE CAGR : 16%
TOP LINE CAGR : 24%

RONW = 18%

.....RII FORMS reqd near 14L..so yes full allotment under RII category.

...... No actual comparable peer but compare with prudential

..... ........ ...........prudential..... Lombard

, PAT CaGr : 4% 16%
, P/Bv : 10x 7.6X
, PE(2018) 36 37

, PE(2020) 33 27

........ So imo lombard general insurance ipo is fairly(if not attractive) priced given MKt conditions. Pru is lagging in terms of financials.

.......... Pru. Vs lombard is just like iphn 8 vs 10.....but All want 10 despite of valuation.

...... So @40 PE = 720* rs(within 1 mnth tgt if not listing)

@45PE = 810*rs(till 1 yr after listing)

* in my opinion only


.. .. ConcL.. .... ..

Short-mid-long term investment may consider.
Listing gain should be more than ½ FD imo.

7 day 3.5% return kaun deta hai bhai?? Or
365 days 23% return kaun deta hai bhai??
127.5. gamble |   Link |  Bookmark | September 15, 2017 9:33:44 AM (1600+ Posts, 3900+ Likes)
Secondary mkt pick : GHcL cmp 221 no sl, PE 5,
Avg it if goes down.. 25% gain possible over a yr(my view)
127.6. Vidya rattan |   Link |  Bookmark | September 15, 2017 10:51:11 AM
GAMBLE JI,WELL DONE,VERY GOOD ANALYSIS DONE.
126. Expert Rai |   Link |  Bookmark | September 15, 2017 10:50:08 AM
GMP

ICICI 22 - 24
SBI 42 - 44
DIXON 755 - 765
Matrimony 10 - 12
CAPACIT 138 - 142
125. umeshh |   Link |  Bookmark | September 15, 2017 9:57:27 AM
Is there any GMP going?
124. chitra kamat |   Link |  Bookmark | September 15, 2017 7:16:33 AM (200+ Posts, 200+ Likes)
Those looking for listing gain can give this one a miss. Those looking for long-term portfolio stock can go for it.
124.1. sugreev |   Link |  Bookmark | September 15, 2017 9:07:02 AM (200+ Posts, 200+ Likes)
IT IS BETTER TO PURCHASE AFTER LISTING FROM SECONDARY MARKET FOR LONG TERM INVESTMENT.
123. manishhind |   Link |  Bookmark | September 14, 2017 1:22:30 PM
please answer my query.when put call ratio is higher at 1.4 means that time to take a contra call means buying.

But why tv analyst says stay cautious when put call ratio is higher
123.5. AKH |   Link |  Bookmark | September 15, 2017 5:22:20 AM
IPO Mentor IPO Mentor (900+ Posts, 700+ Likes)
Put call ratio at 1.41 means trading in 1.41 call (bullish) against 1 put (bearish) already done.
You may also refer it as over bought condition
123.6. manishhind |   Link |  Bookmark | September 15, 2017 8:48:17 AM
Akh kya bol rahe ho aap.
1.41 put call ratio means 1.41 put position against 1 call.
It is a state of jab log sochte hai market girega lekin hota ulta hai or ye time hai jab hum contra call le or buying kare.youtube par videos me hi bataya hai.
Lekin CNBC awaz ulta bata hai
122. Hari ji |   Link |  Bookmark | September 15, 2017 1:16:48 AM
Top Contributor Top Contributor (400+ Posts, 400+ Likes)
@gamble sir
@uchit patel sir
@chem cho sir
What your view on ICICI LOMBARD IPO
APPLY OR AVOID?
PLEASE SUGGEST
121. Dinesh Analyst |   Link |  Bookmark | September 14, 2017 10:23:03 PM
After see the Anchor investor list I am applying in this issue with full confidence
121.1. KRB |   Link |  Bookmark | September 14, 2017 11:07:58 PM
Dinesh Analyst

Investment decision should not be based on anchor list. CL Edu and S Chand also had great anchor list.(Please don''t ask me list. Just google search it)

If you think ICICI lombard can give good listing gains then do apply but do your research too.

After analysing SBI life insurance indeed ICICI Lombard is looking cheap.

I am avoiding both IPOs.

SBI life insurance has crossed all boundaries of fair valuation with PE = 73.3, PBV =12.60 and Embedded ratio = 4.23
120. juju |   Link |  Bookmark | September 14, 2017 10:55:54 PM (300+ Posts, 300+ Likes)
After watching anchor list(Nomura, Blackrock, HDFC, Kuwait, SBI life insurance etc) , I can say it is huge IPO with most distribution of shares.
In anchor allocation itself, they have distributed to such a level that there is no accumulation of shares.I think there might be post listing..Surely we can predict positive listing with some gains, but still valuation is full. Not much appreciation due to it''s fundamentals, but demand and supply.
Anchor list makes it lucrative, but I will skip the IPO and buy later

119. Nidhike |   Link |  Bookmark | September 14, 2017 10:50:42 PM (300+ Posts, 500+ Likes)
Anchor investors include Nomura, Amansa, Franklin Templeton, DSP Blackrock, Abu Dhabi Investment Authority, Birla Sun Life, FIL Mauritius, Kuwait Investment, Russell Investment, Arch ReInsurance, Goldman Sachs, Wasatch Emerging Fund, MSD India, BNP Paribas, Aurigin, CitiGroup, SocGen, Reliance Nippon, Invesco MF, HDFC Std Life Insurance, ABN Amro, UniSuper, RochDale, DHFL Pramerica, EastSpring Investment, Canara Rebeco, Kotak Mahindra, Axis, IIFL, Sundaram, Motilal Oswal, Greater India, Edelweiss, Samsung India Securities, Pioneer Investment, HSBC and Master Trust Bank of Japan.

****subscribe*****

Atleast it''s not exorbitantly priced like SBI life.
Nothing cheap now so be it!!!
118. Ankur Goell |   Link |  Bookmark | September 14, 2017 10:38:41 PM
Where is the anchor list?
117. KING VINOD |   Link |  Bookmark | September 14, 2017 10:34:43 PM
IPO Guru IPO Guru (2400+ Posts, 5300+ Likes)
Dear Admin
Please update lot size as 22