सही कह रहे हैं आप गुप्ता जी !! वोडा की प्लानिंग और Emmforce के हाई प्रीमियम के कारण ये इशु थोडा़ नजरअंदाज किया जा रहा है!! एलौटमेन्ट आने की अच्छी संभावना है यहाँ !! वोडा में भी बहुत पैसा ब्लाक हो गया है लोगों का !!
39.2. IPONEED| Link| Bookmark|
April 24, 2024 11:03:36 AM
IPO Guru (2100+ Posts, 1100+ Likes)
VI page open krte hi error aa rha h ki Cg site blocked by court why ?
> JNK India is the youngest and one of the leading heating equipment companies in India. FY23 sales of 400cr from heating equipment is highest in peer group. > FY 23 JNK India had 27% market share in new order booking for heating equipment (market size Rs 2200 cr in FY23). > Expected market size for Heating Equipment in India is Rs 27,089cr from FY24 to FY29 (from Refineries, Petrochemical and Fertilizer segments combined). This is for only Indian market size. Global market size is around 49,000cr and JNK Korea has 15% market share (CY2022). However, JNK Korea can or cannot outsource to JNK India. > Majority Heating Equipment orders are from Refineries and JNK is a well-recognized name among the Oil & Gas downstream companies. To note, these are highly regulated industries which acts as a significant entry barrier to new entrants (suppliers). > Apart from Heating Equipment, JNK is also a prominent player in Waste Gas Handling Systems (Flaring systems and Incinerators). Market size 2150 cr from FY24 to FY29. > JNK India has one of the largest workforces among its competitors in India. The company has 190 design, execution, and R&D engineers.
35.2. UjwalG| Link| Bookmark|
April 23, 2024 6:55:15 PM
IPO Guru (1000+ Posts, 500+ Likes)
Still to read rhp. So Indian market is 27kcr of global 50kcr. More than 50%.Also assuming that other big market would be chinese for heaters
This IPO is going to see a listing gain of 15% at least.
Apart from that, JNK is in a niche segment where there are very few players. Considering JNK's expertise in thermal products and upcoming projects, JNK will get a good amount of market share.
Off topic query- Aster Dm Healthcare & Fortis Malar hospital announced huge dividend. Everyday their share price was rising but there is a sudden drop in share price of ~25% with market open today. Can someone guide what is this correction and why. Would share price rise back?
30.1. Paymzia| Link| Bookmark|
April 23, 2024 1:43:03 PM
IPO Guru (2400+ Posts, 4500+ Likes)
Yestedays price - dividend = today's price
Take some time to reach high price
29. UjwalG| Link| Bookmark|
April 23, 2024 12:54:26 PM
IPO Guru (1000+ Posts, 500+ Likes)
Huge amount of money is blocked in VI FPO So some chance is here for allotment Company is looking good. PE is higher side but unique Monopoly type business Let's wait for anchors
@Hope is life Yes all retail will get full allotment. My bad - may be side effect of prolong Block-Unblock-Next IPO application game. Meanwhile SHNI will be lottery and BHNI will be part allotment so refund for both.
About 7,500 cr of BHNI+SHNI from VI will be available for this even though Retail fully blocked and after accounting for overflow from Retail to HNI. Also, this is not a very large issue and hence should see good overall subscription along with interest from some non-investors in VI, like me.
Solid anchor book by the way.
Keep minting!
26.6. MVP| Link| Bookmark|
April 23, 2024 9:35:09 AM
IPO Guru (1400+ Posts, 1000+ Likes)
Retail and SHNI will have some fund crunch. I think BHNI will be unaffected.
@Tejas Pandya Ok good one tejas bhai, thank you. All the best for allotment.
25.14. B.M.SURANA| Link| Bookmark|
April 25, 2024 10:58:35 PM
IPO Guru (2600+ Posts, 4900+ Likes)
@Tejas Pandya Ji Aapne Yaad dila diya 😅😂🥲 Hota hai alag alag Ahmedabad mein Alag hai aur Chennai mein Alag Beech mein jo Dalal hai Wo 5-7 % khata hai na??? Akhir mein Maal toh Gujarat, Jaipur, Mumbai hi jaata hai.