IKIO Lighting Limited IPO Message Board (Page 40)

Off Topic
About Coal India OFS. No charm as of now as CMP is around 230 against Floor price of 225. To wait and see NR response by close of day.

USK infra results
Revenue 121cr up 61% from 75.3cr
PAT 4.67 cr up 31% from 3.56 cr

Valuations are a bit expensive
Thoda sasta Dena chahiye tha

Ikio Lighting Limited IPO

Date : 06-Jun to 08-Jun-2023
FV : ₹10
Price : ₹270 - ₹285
Market Lot : 52 Shares
App Amt : ₹14,820
Size : ₹606.5 Cr

Retail Form : 143,235
HNI Small Form : 1,462
HNI Big Form : 2,923
QIB : 50%
NII : 15%
Retail : 35%

Listing At : BSE, NSE
Registrar : KFin Tech
Allotment : 14-Jun-2023
Listing : 16-Jun-2023

IKIO Price band confirm
Price. ---- 270-285
Lot ------ 52

Price Band : ₹270-₹285
Lot : 52 shares

Unable to get info of cyient dlm
No required data

Ideaforge
Price band around 600
Issue size around 590 cr
Revenue 139.55cr
PAT 45.21cr
Market cap -3600 crPoint to be noted
Infosys owns 4% equity in the company where they are NOT offloading a single share
Which states its confidence in company

Ikio Lighting Ipo
App rate 15k - ₹550
Sub to - ₹3000/-
App Rate above 2 lakh- ₹1700/-
App Rate Above 10 lakh- ₹6500
HNI Sub to - ₹40k - ₹43k

@bipin kedia
From Bhobanipur , Bura Bazar, Rup chand Roy Steet, Brabon Road or MG Road. From city where Khadim is also there.
Very Very and very big city.

IKIO Lighting Limited
Basis of Allotment

QIB others - 173.36x
QIB MF - 118.88x

HNI Bucket1(Rs2 -10Lacs)
11 :598 allotted 728 shares

HNI Bucket2(Above 10 lacs) - 49 :540 allotted 728 shares

Retail - 29 :284 allotted 52 shares

Ikio 🚀 70 rs buyer

Circuit bhai
Agar gmp 70 he toh Is ipo me maja aayega
Gmp 41%

Just tried calculating share price and valuations of deltatech gaming

Price band around 195
Market cap at 1850-1900 cr
Issue size 550 cr
Fresh issue 300 cr , ofs 250 cr
Ofs shares:1.28 cr
FV: 1 PEER: NAZARA
deltatech gaming faced a net loss in previous fiscal by my knowledge
Greedy pricing expected
Nazara technologies revenue:1091 cr
Market cap 4240 cr Net profit:61 cr
Deltatech gaming revenue:178 cr Net profit: 5.1 cr
Expected market cap*- 1900 cr
PE: 350

Key pointers:
They have appointed Ashish kapadia as director of delta corp who is also a chairperson in raymond
Giving some good comfort

Expect opinions from all the members

As u mentioned peer as nazara, is this involved in gambling?

Yes # syed m faizi
It operates online gaming platform adda 52
Which is indias first online poker playing platform

Market cap must be around 1700 cr
Based on no of shares allowed as per authorized capital i.e 10 cr shares × rs 175 per share
I know the logic is dumb but had no other basis for calculations
Where 3.5 cr shares are unissued from which 2 cr shares are issued as Fresh issue and 90 lakh as ofs

Hence price band around 175
And market cap at 1750 cr
Issue size around 505 cr

As par my view IKIO can open more than 50%

The gmp is too good to believe around 32%

Premium 🚀 60 rs

In all 3 Companies
Deltatech Gaming , Ideaforge, Cyient DLM
Cyient DLM will be the more attractive if pricing keeps at reasonable price.
Strong Promoters and Defense sector play. Let's see

I have written about Cyient DLM on 31st May and strongly recommended this stock for handsome gain.
See today it's : 545
It's a great stock indeed.

IKIO GMP. 53--55

Will get more details on cyient dlm

Expected price band????

170-175

Coal India OFS likely tomorrow

Size :4000 cr approx

Floor price 225 approx

Discount to CMP (241) 6.6%

No retail discount
Not looking attractive.