JSW Infrastructure Limited IPO Message Board (Page 31)

I too have:

MTAR
MapMyIndia
Sona Comstar
Anupam Rasayan
KIMS

I have only Kaynes from IPO 😅

Applied 3 retail application

Reacted and now I am alkaline seeing the subscription

Applied 4 shni+1retail(FF)

👍🏻

Applied for
sHNI - 2 and Retail - 2 applications.
Simply applied basing on the name of Group and reasonable P.E. multiple.

Applied 9 SHNI + 4 Retail

👍

Is this the only thing you are able to contribute?
"Those who are applying.." kind of thing.

And the point is, Admin approves it.

Applied 8 BHNI+3 SHNI

​@BrownAngrez Actually...NO!😂
I also like to discuss stocks as well, like Senco, which is currently on fire🔥 because of its lower valuation📊 than its peers, etc. And I also like to discuss stock patterns📈📉 and be part of some other discussions as well, as long as they are in a polite and respectful manner with some wit as well.✌️

I hope we can discuss🗣️ some of these things in the future.😃

BHNI-4
SHNI-4
Grey me bech k kiya hai

​@Tejas Pandya Applying after skipping many!🌟

1 BHNI 1 SHNi 11 retail

​@IPO mining Don't worry, QIB gonna change the pH.👨‍🔬🧪

​@VVIIPP Nah.. actually apply to Kiya tha par aap ke thread me react karna shayad bhul gya tha..😉 applied in signature and Sai silk but allotted only in Sai silk..

9 SHNI 🤞

Done

FF

​@Tejas Pandya Woah... congratulations!🌺
The risk paid off, now you have to order sarri👗 from there.😅😜

Applied
1 Bhni
6 Shni

​@VVIIPP By mistake told profit of Sai silk to my wife now she is planning to order one for herself 😄..

​@Tejas Pandya Only one?😜😅

​@Tejas Pandya @VVIIPP Same pan card se 1sHNI and 1 Retail Lot apply kar sakte heh kya same ipo mei?

​@ShubhamS NO..
​@VVIIPP One saree worth all profit of Sai silk..😂😂

​@ShubhamS Nhi!❌

Okay Thanks. @Tejas Pandya @VVIIPP

Applied FF

​@VVIIPP but bro, on light note isme to sabhi FF apply kar hi rahe hai na,kya fayda tradition chalu rakh k, ye thread kum sub wale IPO me useful laga muze, like Kalamandir and Signatureglobal

14bHNI, 1sHNI

​@Ascension It's good to hear your views.👁️‍🗨️
And I agree🤝 with you that it's useful for confusing issues. But here it gives a confidence boost🚀 to some of the people to take a concrete decision, and again, nothing is 💯%. Even some people👥 here will not apply because of their own reasons, which can't be denied and are not to be argued🤐 with.

Anyway, good day.😃✌️

​@Tejas Pandya Actually, it was nice that you hadn't allotted Signatureglobal; otherwise, you would have had to buy one house as well.😂😅

27 BHNI+4 Shni

Applied 9 retails application from 9 different accounts.

@VVIIPP yes pH change happened

Applied
10 Bhni
5 Shni

1 BHNI applied

Applied little little.

Hame bhi 4 pm k baad rate nahi aaya he broker se

How do I get similar GMP messages on my phone?

🤣
On a lighter note I was wondering that despite being from such a renowned group (Aarti) why this firm needs to come to primary market for such small amount?

Agar Paisa unblock nahi hua to research waste Jaye gi 😁 Qib bhi makkhi marte hue najay aaye n ge 🐝

@newgen consultancy hello brother I have 20 atgl @ 920 what should I do?

Exit on small bounce and book loss
Mujhe ATGL 580 pe jald hi dikh raha he

@newgen consultancy ok thanks bro 👍🏻

​@newgen consultancy 
Sir maine 640 par ATGL 15 liye hai, long term ke liye. mujhe bane rahna chahiye ya loss book kar lu.

I think 2 bhni would have been better

Experts please advice..

​@Sanduli no.
- with 10 shni, maximum allotment chances are 50.76%.
- with 2 bhni, maximum allotment chances are 46.23%

In bhni he can get max 2 hni lots, if lucky.
But, in shni he can get more than 2 hni lots, if lucky.

I would have also gone with 10 shni.

1 out of 3.5

Jetha Lal .. How you managed to get allotment in all these IPOs?. Best wishes...
My IPO success rate is very poor......

Your posts are very informative and helpful for new comers like me...

@LJ ji,
Glad that i could be helpful to you:)

I have multiple dmat a/cs of family & friends and in some i got retail and in some HNI.
I apply in only quality IPO of fundamentally strong companies.

All the best for JSW Infra & Upcoming IPOs allotment.
Keep trying, your luck will also work:)

Great jetha lal ji,
I really like your analysis.

Jetha bhai, what is your view on Aeroflex and EMS? I have 1 lot each and holding since allotment.

Jetha bhai, what is your view on Jupiter Hospitals, Sai Silk and Samhi Hotels? I have 1 lot each and holding since allotment.

Thank God! Allotted for the first time in jsw infrastructure in my spouse account; one shni.

@jethalal ji.... you said highest exposure in Concord... so I believe you are very much bullish on it. Please share your views on Concord.

​@Jetha Lal Ji...Have you got any lot here??

​@Jetha Lal Sir, would you mind sharing tips on how to choose a fundamentally good stock from long term perspective? It would be very helpful for many juniors like me.

@Jetha Lal @newgen consultancy and other experts.... what's your view on Vedanta now after demerger... good to buy?

​@Jetha Lal Ji aapka opinion kya he JSW ke listing pe? And target for 1 year holding period?

Holding last 4

​@Sathvik Ji,
Aeroflex is good and unique business to hold. Valuation is bit streched but it will come down with good earning.
I didn't study EMS & I don't like businesses which work with government or government bodies except Defence/Clean energy business.

​@tappukepapa Ji(Aka Jethalal 🤣)
Jupiter is a good hospital stock but now valuation has come in line with bigger player like Medanta which has better growth prospects. Though if you have from IPO then you can keep holding it and watch few Qtr result then take final decision.
Personally I don't like Silk & Samhi but there are in good trend now so hold it for short term and take final call after Q2 result. If I have to bet on anyone of them then I will go with SAMHI due to upswing in hotel & tourism sector.

Thanks 🙏

​@Sunnyboy Ji
Read it.
You will understand prospect of CONCORD :)

​@The Nest Ji
I got few retail allotment from relative accounts.
I would be keep to accumulate it post listing if available at good price but NO FOMO.

​@Seth. Ji,
If you have then hold it. It is a portfolio stock which can be good high teen compounder and if market sentiments will be good and company post decent upcoming Qtr result then it should give 50% return in few months.

​@Sunnyboy I never bought Vedanta & I will never buy it. I prefer growth & capital appreciation over dividend.
The corporate restructuring they are doing is not to reward shareholders but to survive. Two global rating agencies have downgraded them and you can't take it lightly. The dividend you received in past is not going to repeat because you can't give DPS(Dividend per share) more than EPS every year.
I prefer to stay away from these mess and I have every right to be wrong:)

Thanks 🙏

​@Jetha Lal  ji Got it thanks 🙏

​@Antany Ji,
Everyone is learner here and everyday is a learning opportunity.
I will always share whatever I learn and experience from the equity market or economy without hesitation and unbiased.

There are certain parameters for me to take investment decision in equity and I only invest in equity:)
1. Sector/Industry in focus
2. Business model of company
3. Growth prospects ; Prefer companies whose topline is growing atleast 15-20% over years & there is plenty of headroom to expand.4. Promoter intention & capabilities.

5. Financial: Growing topline, improving or stable margin, lean Balance sheet i.e net debtfree or minimal debt.
6. Valuation: though valuation is ignored in extreme bull run but it will be killer if growth numbers shattered (best example Campus or Dmart) but in long run never ignore ballooning valuation.
7. Institution demand and retail investors are not too much bullish on the company. I stay away from darling stocks of retailers.

Thanks 🙏

​@Jetha Lal Ji...IAapki analysis bohot badhiya he .. bohot kuchh sikhno ko milta he...

KIO ki FY 22 - FY23 me koi growth nahi he ... PE bhi kam nahi he... Or jab tak capax (FY25) na ho jaaye tab tak future growth bhi dikh nahi rahi he... Or to or 70% + revenue is from Phillips only... Which is not it's parent company also... To muje lagta he me kuchh miss kar raha hu... Please kya aap muje batayege ki me kya miss kar raha hu . kyu aap isko kharidna chahte ho... Taaki me bhi kuchh naya sikh saku ..

​@IPO VALSAD Ji,
Q1 FY24 is not comparable with Q1FY23 due to consolidation & IndAs adjustment.
Q1 FY24 has grown 13% over Q1FY23 wherein Lighting business with Phillips grown 25% YoY & Industrial refrigeration also grown 25% YoY whereas export revenue shrinked 35% YoY because of inventory issue.

Philips has 50% market share in functional & decorative market in india & Signify (Philips) contribute 50% of total revenue of IKIO. The company works with Philips as strategic partner rather than as a vendor for it's lighting business. With Philips they will get opportunities to supply for Philips for international market as well.

They are investing around 212 crs to build 5 lakh square feet of capacity to be completely operational in next 24-30 months. It is divided into 3 blocks out of which 2 blocks of 2 lakh sq ft capacity and one block of 1 lakh sq ft capacity.
The block 1 of 2 lakh capacity will be completed by end of Q3 FY24 and will be operational by end of FY24.
Currently company has total are of 3 lakh sq ft and fixed asset turnover for this business is 5-5.5X as mentioned by management in Concall.

The company is expanding its product portfolio into industrial refrigeration where it has customer like Voltas, Frigoglass etc and it is also venturing into solution for recreational vehicles which has good market potential in USA.

On valuation front the company has P/E ratio of 46 on FY23 basis which is not much pricy considering it has growth of 20%+ and EBITDA margin of 21-22% which is highest in their segment. They get such good margin because company is fully backward integrated and they are original design manufacturer rather than outsourcer/contract manufacturer.

First half of the year contribute 45% while second half of the year contribute 55% of the revenue.
QoQ is not comparable rather YoY is comparable but Q1 & Q2 of FY23 is not comparable for Q1 & Q2 of FY 24 but going forward yes YoY is comparable.

I am closely monitoring this company performance and I expect 20%+ revenue growth over next few years and the company is not into commodity lighting rather into functional & decorative lighting and aspirational consumption is going to do much better going forward & they will get benefits of indigenous manufacturing and China+1 strategy.
Company is worth 2700 crores now and there is ample growth opportunities to grow for this company. Considering small size company with good growth prospects, 20% + margin, 35-40% ROE make it attractive for me.

Thanks 🙏

Respct  @Jetha Lal Ji... Salute he aapko . ..

​@Jetha Lal Thanks a lot sir for your inputs. You are the gem of this forum. You have guided us with your knowledge like me and many others. Since you mentioned IKIO and JSW, which price range do you think sir is the good position to enter sir.