114.5. Faizan| Link| Bookmark|
January 15, 2021 10:13:08 PM
Top Contributor (200+ Posts, 200+ Likes)
I am completely new to OFS and doesn''t trade for OFS arbitrage. Just wanna clear my doubt. So does this mean following? 1. Anyone bidded above retail clearing price ie 67.35, will get full allotment? 2. Anyone bidded below retail clearing price ie 67.35 but above non-retail clearing price ie 65.65 will get partial allotment.? 3. Anyone bidding below non-retail clearing price ie 65.65 will not get alloment?
Also how we can predict what could be clearing price in real time? I mean just checking the bidding details on BSE will suffice? Like at what price most shares are bidded?
I have account in INDSUND BANK. Through net banking registration in ASBA can any body tell in NSDL what I should fill say IN301653 OR only 301653. Please guide me.
Which Company shares should I buy to be entitled for allotment under shareholders quota in case of likely IPOs of BTW JSW Cement & JSW Paints. Admin/Friends having knowledge about this please let me know.
As per NSE circular , he not only does fradulant trade practice in Aptech but also in J.K Paper and TVS Elec.
He was holding trading account at Mehsana , Gujarat while he lives in Mumbai.He has multiple account with Motilal Oswal , ICICI , Kotak etc.
He used to call broker from unknown number but still caught by SEBI as his contract note has common email id of all the 3 accounts.
In each stock he earned 10 % in BTST.He used to already kept bought on previous day and sell on next day morning when he recommends to buy in 2020 show. Contrast.
SEBI has just found transactions between Jan 2020 to MAY 2020.More irregularities can be found further.
His all the 3 PAN cards are barred from securities trading activity till further notice issued by SEBI.Finally SEBI wake up.
Recently Saurabh Mukerjee was caught by SEBI with 138 Cr. Rs. abnormal profit from Mannapuram stock.By mistake he revealed inside information on CNBC and what ? SEBI got evidence.
Never follow Prakash Gabba.He is Prakash GAPPA.Another D D Sharma.Once I heard beep sound in the live conversion on CNBC.Somebody was very angry on him on giving wrong strategy.If you notice most of the time he never advice to exit.He praises every stock and advice to stay long. Lier...
Manas Jaiswal has very genuine calls most of the time.Follow him.
Sir, thank you very much for your kind elaborate enlightening. Your contribution to the forum is very much appreciated. In fact every IPO Guru, every IPO Contributor and some others are contributing so much helpful information to the forum with their valuable knowledge and experiences. I bow down to each and every such contribution which is a kind gesture of their hard working and lust to help. We are all indebted and fortunate to have such kind hearted ones. Once again thank you all and pray to continue to be kind.
IPO Contributor may kindly be read as IPO Mentor. Sorry for wrong typing.
108.3. OldFox| Link| Bookmark|
January 15, 2021 10:02:33 AM
IPO Mentor (700+ Posts, 300+ Likes)
One more interesting fact, which we all know, is that these experts KNOW about ALL shares BUT don''t own ANY (as per their disclaimers). Whereas, we mortals, OWN shares and don''t KNOW about them and get their expert opinion !!! What a joke....
Yes, Manas Jaiswal is sincere and so is Gaurang Shah.
Yes Oldfox you are right . Gaurang Shah''s opinion about Indigo soon after CNBC''s interaction with Indigo''s company management - Apply with long term view.
Yes Satish Kumar , Anil Singhvi is also very genuine and reliable trustworthy expert.
107.1. Faizan| Link| Bookmark|
January 12, 2021 2:22:22 PM
Top Contributor (200+ Posts, 200+ Likes)
GAIL has rallied a lot in last 2 months. Gone up 35% from December I guess. If we take base price as 120 avg, and premium of 25% then BB price comes at ~150. Current price is 141. So I don''t think much profit at current price. Also note that, Govt(promoter) will participate to great extent in this as they want to offload. So, AR will be on lesser side. Better to wait and buy on dips below 130 if we get. I have bought extremely small qty at 105 in November, should have bought more that time. Disclaimer- This is just my personal opinion and I could be wrong as well.
Government holds only 51.76% in Gail. I think that government has to maintain more than 50% minimum holding. So more chances for retail investors in buy back. We should wait for announcement of quantum and price of buy back.
Faizan i think retail quota is separate from general quota. I guess Govt participation will be in general quota. Didnt understand how Govt participation will reduce allotment in retail category.
107.6. Faizan| Link| Bookmark|
January 12, 2021 11:24:35 PM
Top Contributor (200+ Posts, 200+ Likes)
InvestorMahesh, yeah i think i am wrong. Still new to buybacks and learning.
107.7. Faizan| Link| Bookmark|
January 15, 2021 1:01:44 PM
Top Contributor (200+ Posts, 200+ Likes)
As Predicted BB price is 150 GAIL. 20% premium from avg price of nov and dec. Market and other people was expecting it to be 160+ and some even 170+. Current price is too high and it rallied too much in last 1month. BB price expectation of160+ not fulfilled hence GAIL tumbled today. I will accumulate if it goes below 130. As against by previous post BB AR may be high for GAIL. Because public shareholding (below 2lac) is too low for GAIL. Its only ~5% i guess.
106. Paymzia| Link| Bookmark|
January 15, 2021 11:39:17 AM
IPO Guru (2400+ Posts, 4500+ Likes)
Home first finance dates tentative 21....25 january 2021
106.1. P Patel| Link| Bookmark|
January 15, 2021 11:56:54 AM
IPO Mentor (900+ Posts, 900+ Likes)
Wow - great going... back to back. Companies want to leverage market all time high
You can apply upto 1/5/10 application if your bank allowed it BUT BUT
allotment is done by Registrar and they directly reject your other application that is from third party where your bank pan is not matched with their demat pan
So please avoid multiple app from same bank account
try with other people said, you only got replied when check allotment "no record found" If other then that you got then I''ll change my name
104.8. G.kumar| Link| Bookmark|
January 15, 2021 9:35:17 AM
IPO Guru (1000+ Posts, 700+ Likes)
IPO king ji i mostly apply 5 demats with 1 axis bank ASBA nd nver got this msg "no record found" nd also got some allotments also
It is depends on issuing companies. In case of glandpharma (firm allotment) not allotted to third party Demate account. It is safe to apply from concerned bank account separately
Between... The Securities and Exchange Board of India (Sebi) on Wednesday barred a television (TV) anchor Hemant Ghai, his wife and mother from accessing the capital markets for indulging in fraudulent trading activity.
The market regulator has alleged that the three individuals pocketed nearly Rs 3 crore between January 2019 and May 2020 by dealing in stocks that were being recommended on TV show Stock 20:20 on CNBC Awaaz, a leading business news channel.
“It was observed that Jaya Hemant Ghai (wife) and Shyam Mohini Ghai (mother) have undertaken a large number of Buy-Today-Sell-Tomorrow (BTST) trades during the relevant period in synchronization with the recommendations made in the Show. Shares were bought on the previous day to the recommendations being made on the stock 20-20 show and sold immediately on the recommendation day,” said Madhabi Puri Buch, whole time member (WTM), Sebi
103.1. Aniketiaf| Link| Bookmark|
January 14, 2021 7:59:48 AM
IPO Guru (1800+ Posts, 10200+ Likes)
Not only Hemant, but many other anchors, Experts sitting in business channels studio are doing the same.
103.2. crsl| Link| Bookmark|
January 14, 2021 9:51:53 AM
IPO Mentor (600+ Posts, 300+ Likes)
CNBC terminated Hemant Ghai after SEBI action.
Statement by Network18 Group ---------------------------------------- The Network18 group has terminated with immediate effect Mr Hemant Ghai, a show host and anchor with our Hindi Business channel CNBC Awaaz. His temination is a consequence of an interim ex-parte order by the Securities and Exchange Board of India against Mr Ghai for prima facie violations of SEBI (Prohibition of Fraudulent and Unfair Trade Practices relation to Securities Market) Regulations, 2003.
All employees of Network18 are required to pledge themselves to a code of conduct which among other things, expressly forbids the manipulation of prices of listed securities, Mr Ghai was also a signatory to the code of conduct. Network18 takes its commitment to honesty and integrity seriously. We will not tolerate any behaviour which does not conform to the highest standards of professional and ethical conduct. In keeping with our values, we have teminated Mr Ghai within hours of becoming aware of the SEBI order.
Cnbc awaaz tv should have banned for 1 month for massive malpractice corrupt activity of their editors ...if not so then 20-20 programme must be banned
103.4. OldFox| Link| Bookmark|
January 14, 2021 10:27:04 AM
IPO Mentor (700+ Posts, 300+ Likes)
That''s why, do the opposite of what the ''Panel'' says or just listen to your INNER voice.
103.5. crsl| Link| Bookmark|
January 14, 2021 10:28:49 AM
IPO Mentor (600+ Posts, 300+ Likes)
Below is one example from many fraud trades examined by SEBI
12.1. Ms. Jaya Hemant Ghai --------- 12.1.1. --- It is observed from the material available on record that buy recommendation for the scrip of Aptech Ltd. was given on the Show co-hosted by Mr. Hemant Ghai on January 9, 2020.
--------- 12.1.2. ---- On January 8, 2020, orders were executed in the trading account of Ms. Jaya Hemant Ghai to buy 52,000 shares of Aptech Ltd. and thereafter the entire 52,000 shares were sold on January 9, 2020 i.e., the buy recommendation
**** On January 9, 2020 Hemant Ghai gives BUY CALL & on same day Ms. Jaya Hemant Ghai SOLD shares
@cautios IPO and Aniket Ji, CNBC Awaaz has become a complete traders channel (mainly day traders). As a policy decision SEBI should bar all business channel anchors from directly participating in Market. They can participate through MF. I found only two editors Udyan mukherjee of cnbc Tv 18 and Anil Singhvi of Zee business who openly disclose that they are not investing directly in market. but through MF.
Aptech -------------------------------- Open ------- High ----------- Low ----------------- Close 8-Jan-2020 -------------- 154.00 ----- 164.90 -------- 153.50 ----------- 163.60 9-Jan-2020 -------------- 182.05 ----- 187.45 -------- 177.00 ----------- 178.40
EVEN considered bought @ day high price on 8 Jan i.e. @ 164.90 = 85,74,800.00 and considered sold @ day low price on 9 Jan i.e. @ 177.00 = 92,04,000.00 PROFIT = 6,29,200 (ACTUAL MAY BE HIGHER)
102.1. P Patel| Link| Bookmark|
January 13, 2021 2:38:40 PM
IPO Mentor (900+ Posts, 900+ Likes)
The JSW Group announced the establishment of JSW Paints on 2 May 2019. The venture was set up with a total investment of Rs 600 crore (US$84 million), with Rs 250 of equity investment and a Rs 350 crore debt investment from Axis Bank.
Sir ji...... JSWpaint is owned by which specific JSW company..... jsw steel or jsw holding or jsw energy ............ MAHASEAMLESS also from jindaalS. THANKS
Maharashtra seamless belongs to another Jindal.All other JSW group companies are same under one roof of promotor.BTW JSW Cement IPO is also coming soon.Hopefully this year 2021.
102.5. jajo| Link| Bookmark|
January 14, 2021 9:41:29 PM
Top Contributor (300+ Posts, 200+ Likes)
@Virat Kohli, JSW Paints is not promoted by any listed JSW group Cos. But a new Co promoted by promotors of JSW Group
Very costly IPO among all peer group companies. P/E & P/B ratio highest among all the peer group companies.
Only +ve thing is the '' GROWTH '' Factor. D/E Ratio almost same with other peer companies.
This growth factor can be paused by other companies like TATA , MRF , British paint , Jotun etc. which are spreading their footprints PAN India and other small local companies like shalimar paint which is not taken as listed peer company in RHP.
HNI subscription may not be as per expectation as IRFC IPO jumped in between which can result in fall of GMP by the time IPO closes.Also listing is after budget which is a critical factor.
Growth factor is the biggest positive here. Company has products which are not manufactured by its competitors. There have been many instances where two good IPO’s have come at the same time and have been subscribed tremendously. So, just because IRFC is also our at the same time does not mean Indigo’s ipo subscription will get affected; besides it’s a smaller ipo than IRFC so I don’t think HNI’s would shy away from a high growth business.
101.2. Paymzia| Link| Bookmark|
January 14, 2021 11:25:57 AM
IPO Guru (2400+ Posts, 4500+ Likes)
HML Sir, Thank you very much for sharing your mark view by analysing the pros and cons. Please continue to help the forum by posting your analysis in respect of each forthcoming IPO.
@ KAMMA SIVA RAMA KRISHNA JI Thanks a lot.I will try my best. In case of Indigo it is better to check on last day whether GMP sustained or not in the bull riden market because from next week correction may start at slower pace due to profit booking before tax laden budget.High GMP is only due to technical factor.IMO it may settle near 400 Rs. till the time IPO closes.
Hii everyone, I a have demat account in aditya birla capital which is link with hdfc bank, will it affect in my ipo application , because i want to apply for indigo paint through my demat account. As i have apply for burger king and bector foods ipo, i did not got any allotment also i have used Bhim app for UPI.
There is no issue in applying for IPO from Hdfc bank with Aditya Birla Demat. The reason you did not get allotment in Burger king and Bectors Food is because both of them were oversubscribed and you application did not get selected in lottery. Don''t lose heart. Keep applying. Open your family members account and apply through their accounts as well.'' All the best.
Indigo IPO at PE of 141 on FY 2020 earning and at PE of 150 on FY 20 half yearly working . Can some reader including Dilip Ji , who religiously give these figures, can let us know that which IPOs were floated above PE of 100 at recent winking periods. Wishing Indigo ipo retail investors a huge success.
"Desclaimer: This is for long term investors only, I have no clue how much listing gain is possible "
At Rs 1490 issue price, the EPS (and PE) are: - Rs 10.6 for F20 (140 PE) - Rs 12 when annualizing F21 (125 PE) - Rs 15.3 for TTM (97 PE)
A TTM PE of 97 might be justified (Asian paints has a TTM PE of 112, and Burger King has a TTM PE of 145, and the sector PE itself is close to 92 as on moneycontrol).
However, these calculations are only for those who get the allotment. Looking at GMP, if someone buys at Rs 2300 after listing, then that would mean a TTM PE of 150 (2300/15.3 = 150) which appears pretty pricey in the short term.
But who knows, the market might find that justified as well, afterall everyone loves betting on the next David taking over the Goliaths of the industry.