ICICI Securities Ltd IPO Message Board (Page 8)

Most IPOs are priced high. They find their right valuation after listing. The price discovery is little faster in a bear market. Nifty below 10000 is a phase. Apply doing your own analysis of the valuation. Flippers beware of market trend.

Finally a person turned up with his useful comment whom I follow before applying any IPO. Thank you Mr. Chem Cho your comments were very much awaited in this forum. Can you please also update on MDNL IPO, whether Apply or Avoid.

Dear ChemCho,
Can you advise us on Mishra Dhatu Nigam Ltd.
Am confused on it.

In current market scenario learned members should stop subscribing to IPOs, whether ICICI Sec, Lemon Tree or other forthcoming ones in near future.

'STOP' is a very word in equity investing.

IMO every one should be selective (specially when sentiments are generally negative) but never stop.

I guess 2 pm is the deadline.

Welcome back sir, missed u badly during this time of ipo rush.

Sir any views on bandhan bank listing & also about overall market.

Very nice analysis & also ICICI group is not as worthy as HDFC & previously not given any positive returns. So clearly Avoid .

Welcome sir miss you so such . your analysis not only help us to take decision for apply but also help us after listing ( expected listing gain ka bhi idea aa jata h ). Plz comment on karda construction IPO I have applied three different lots application now feel there is somting wrong in this IPO after seeing subscription figure

Well, i haven't applied single ipo after HG, but planning to enter sandhar tech, bandhan bank post listing (hoping negative listing and initial downside !!!!!) Others r ok type. Can't comment.

Dear Gamble sir,
Well come. Do you think that Bandhan Bank will list at discount. All investors looking atleast Rs.15 to 20 premium over issue price.

Dear Gamble
Even I'm planning to enter sandhar technology post listing. According to you.. What is the intrinsic value of the share.

@Rajakumar i don't think BB will list at discount, but hoping for negative listing or downfall post listing to enter.
Both ST and BB r expected to list flat to positive.

@rajsindh Sandhar Tech, looking at peers, business segment and debt reduction post issue, it may command 2200-2300cr valuation i.e 365-380

@umang Mkt seeing natural downfall - consolidation phase after crazy bull run, so good time to distinguish btwn flipper and investor.

Mean while, in this sell-off market M seeking opportunity to enter at some discount in good issue.

Gamble ji.. can you please suggest us all few good shares to keep for in 1-3 year category / 3 - 5 year category and 5 + year category.. ????????????

Thanks

@Gamble sir, I am eyeing three IPO shares Capacite Infra, Cochin Shipyard and HUDCO. All of them are available at quite attractive valuations. What is yr take on these three?

Gamble bhai whats ur idea on sandhar technologies should hold or sell

Gamble ji,
While I value your opinion, I just wanted your views on an observations.Many of us apply in IPOs based on how many anchors HV put in demand for their share in ipo eg most of the well known anchors took part in icici security at highest price but share still listed lower and getting further low.Does it mean that they too are not able to work valuation properly or they view long term potential which may still be there or there is some other game which we are not aware of.i am confused as to how so many anchors could go wrong on many issues.your views may benefit me or many others