Indosolar Ltd IPO Message Board (Page 29)

Dear SJ,

I am silent admirer of your advices. As the five IPO is opening within 7-10 days, everyone is confused including me. I sell application only on KOSTAK rates and presently my broker is giving Rs. 1700/- for Indosolar and Eros international. With my past experience I can say that I will earn more with more oversubsription as the brokerage will be minimum. So, Should I catch the indosolar ride and miss the possibility of microserve etc. Please give your valuable opinion.

SIR ,SHREEDHERBHAI

KYA KARU INDO SOLAR APPLY KARDU ??? YA DUSRE IPO KE LIYE WAIT KARU....SAMAJ NAHI AARHA HAI....PLEASE HELP SIR....

PRINCEEEEEEEEEEEEEEEE

setuji, what happened to sreedhar i don't know.He is the person who always applied and recommends fundamental strong companies suddenly takes a U Turn and applying indo solar and tirupati.In indo solar retail got more allotment and chances of loss is higher and tirupati i think One lac application will not get confirm allotment and it will go in lottery like ARSS.Both issue are not worthy.But if some one have excess fund like sreedhar he can consider both issue for long term.Anyway it is his decision and he has taken decision after considering ups and down.

IPO will give handsome premium on its listing

Dear BJ

No i was saying that 1200-1300 is price

You know retail mentality is 1200 se 1300 rupiye hai

Bohot mehenga hai bhai....zyada return nahi milega

Wohi share ko tum 10: 1 stock split kar do

Aur dam 120 ho jaye tab logon ko sasta lagega..

I am taking that assumption that it will be subscibed less in retail. Due to that logic that i have experienced in past.

Regards

Setu,
Well I think sks was subscribed less in retail becuase it was a fairly big ipo in size (1500 cr).

setuji, you are the one of the most respected members of this board that is why some persons want to target you just or fun.But in true sense they are also reading your comments regularly and getting benefit from it.One of my friend is also your big fan but also try to irritate you by posting fake comments.he is applying on your recommendation and after getting profit he starts posting comments that he is not following your advice.

Dear Mukul

I post that disclaimer whenever i give analysis with figure and facts

You must have seen i had posted disclaimers when i gave financial analysis of Gujarat and SKS on forward estimates.

This habit i have since i was analyst during my training period 5 years back.

Kida abhi bhi hai uska

Dont take it personally. It is just a way to caution other boarders also.

Regards

Setu

setuji i am not a type of person who will blame any one for th e loss.Because loss and profit are predecided by the god.A person can only walk on the steps created by god.

Setuji,which i have thought you have just made my strategy according to that you are also a brain reader also.Thankyou genius once a again.very cooperative person i have not seen the person like you in my entire life.

Dear Mukul

HA HA HA HA ....!!!

8 LAKHS is not only boss it has 5 zeros attached to it. lol

Anyways

First of all before price band for various IPOs that are coming are not announced proper analysis of valuations is not possible

However if you intend to invest 8 lakhs in IPOs only.

Then you can allocate as i am allocating

50% in Va Tech Wabag

Logic:

1)58 EPS is FY 10 FY11 EXPECTED EPS 70+ If price band as rumored is 1250-1400 it will be 25 PE. Industry PE is 30+ on average it will be a good bargain.
2)It will enjoy scarcity premium coz it is largest pure play in water desalination. Only other pure play is Ion Exchange.
3)Since price band is so high retail will not apply more than 2-3 times. You will get majority shares. See what happened in case of SKS. It was priced at 950 and retail subscribed only 2 times.
4)it is MNC company in futuristic business. SO it will not go zero

25% in Eros

Logic:

1) Again MNC Company.
2) Only comparative bet is UTV.
3) Media industry revived now after slowdown in 2009 due to recession and now add rates are going up
4) it has tied up with wilbur ross with star tv and with big production houses in India. Recently DABANG is running with full houses
5) It has entered into futuristic media sources like online videocasts, home entertainment, etc.
6) In 2009 and 2010 first half bollywood suffered because there was strike and few big releases. Now it has revived.

If it is available at 10% discount to UTV please apply


25% in Careerpoint

Logic:

1) Good business model. Coaching classes is hottest sector in education field currently and big brands are entering this space
2) it has good capex plans and expansions in different avenues
3) its brand name is well known and is very much visible all over India. SO it has past goodwill.


Careerpoint is bit risky coz it can be high risk high gain

Eros and Va tech are safer bets. But Careerpoint can give maximum gain out of the three if applied and risk is taken.

Since you are looking for listing gains Mukul please do not buy in Grey market

Kindly fill applications only.

So my strategy

Va Tech Wabag 50%

Eros 25%

Careerpoint 25%

Rest you can apply They can give you listing gains coz this is bull market

But above three are safe bets backed by good long term stories in which listing gains chance is more than risky IPOs like Microsec Tirupati and Indo Solar

Regards and Best of Luck

Setu

____________

Disclaimer: Mukul this is the allocation even i have planned for my clients. I have just applied for va tech personally as you know i apply for long term.
So if you suffer losses i will also suffer because i am planning same myself for me and my clients.

Any one suggest me, can i apply for indosolar ipo.

setuji, i am holding only 8 lacs in cash in 5 accounts and i want to diversify my funds in upcoming ipos.i will get money approximately 10 lacs in october but at this point of time i have only 8 lacs.Please help me in diversifying my funds in these ipos. I have got benefit from you in the past. Please help in making my strategy. I am not applying indosolar.

please current grey market price for indosolar ltd.

@ 129 IPO EXPERT

Solar energy has great potential

I have bought shares from 10 year horizon before also and i have got multibagger returns

And i will not stop doing that.

Even no body bought oil marketing companies did not give any profits and HPCL was at 300 for last 3 years

Now HPCL is at 530 and everybody is buying it

Ramdeo Agarwal was the lone buyer of HPCL since last 3 years and all fund managers were underweight

Now he is getting handsome gains

Bharti at 270 was bad coz it was going down now bharti 350 is good ...WHY ?

If anything becomes good it will not be available cheap

Agreed moser baer is not performing since 3 years

Coz it was doing massive investment in solar energy since 2007 and now they have built ample capacities


Power projects at least take 3 years for commisioning and instalation.

they will breakeven and post profits in 2011. DO you think then price will be 65 only..?

I will keep it for 10 years no matter what people say

I was telling people that if you want to invest in solar businesss you shud have patience of 10 years

and indosolar is avoid coz it is 3 times book

Moser baer is half times book

Anyways.

Let me tell you something about long term investment

If you would have held wipro in 1980 100 shares till now

You would be now having more than 1 crore rs.

Thanks for your advice on shares to buy

Although central bank and adani power are good bet from your picks for multibagger returns. Those two are good picks.

@ Ashish

I do not own this website

I am not saying that people should listen to my views

But people commenting on my view and saying that it is baseless and ridiculing me without analysis hurts

I overeacted thats another issue

I was ridiculed for my advice on SKS Micro for my advice on Gujarat Pipavav for my advice on Jai Balaji and my advice on SE investment.

I guess now i should get used to it

Yes you are right you should not listen to me.

You should only ridicule me.

Thanks buddy

SJ Noone is saying to buy moser baer its only when they compare it with bad company indo solar they find it better in comarision. moser baer has not given excellent erturns since 3 years of anyone holding .

we need to see where we make profits and not look at who has invested in company.
moser baer ,nhpc,reliance power all these stocks are underperformer and have not given returns.

rather buy stocks in banking sector

buy these stocks if you need advice and dont cry

1) central bank
2)UNITED bANK
3) cOX AND kINGS
4) Adani Power
5) Recltd
6) NTPC
7) tcs
8)IL&FS TRANSPORT


But these 8 stocks and you ill become rich. dont go for companies with 10 year outlook

jab main bol raha tha kw avoid indosolar and buy moser baer everybody questioned me....called me mad and said that it is not going up and is indiabulls power type company.......

Now when experts are saying to buy moser baer everybody will beleive him

i will not give any stock advice from now on

its better to keep my ideas to myself

instead of getting abused and insulted on this board.......

It is a start-up company & loss making. Promoters lack experience. It is expected to report losses for a few quarters more.

Land requirement is high. Cost of power is more compared to coal, hydel, nuclear. There is over-capacity in the solar industry and the demand will remain subdued till solar energy prices don't go up from high to higher.

The IPO may give listing gains (upto Rs.40) depending on the secondary market situation but I would like to AVOID this IPO.

sala jab main bol raha hun ke isko avoid karo aur Moser Baer lo to koi nahi sunta.

Mereko gali de rahen hain keh rahe hain ke i am fooling people etc etc...

Jub SP tulsian ol raha hau tab sab sunenge

Thik hai bhai

Tumlogon ko koyi stock advice dena hi bakwas hai

Advicde bhi karo gali bhi khao

DEAR ALL 117 MESSAGE IS NOT MINE.

IN MY OPINION ITS AN AVOID IPO.

I DONT HAVE 25 APPLICATIONS.

I HAVE ONLY 2 APPLICATIONS AND THAT TOO I WILL NOT INVEST IN INDO SOLAR. MUST AVOID IPO FROM MY POINT OF VIEW.