Khadim India Limited IPO Message Board (Page 15)

Hellow EAGLEYE mam,
Please let me know latest GMP. It is really helpful for investors.

............... Khadim''s....................
Fashion for everyone!!!
_____________________________________
=>2nd largest footwear(as per retail stores concerned)
=>Good presence in East and south
=> 829 retail Khadim''s stores
=> m.cap = 1350cr near
_________________________________
Avg price of acquisition :
Promotor :
Knightsville Private Limited = Rs 3.52
Siddhartha Roy Burman = Rs 6.55
PE investor :
Fairwinds = Rs 153.79
__________________________________
Valuation :
@750 rs, PE 2017 = 43

FY18 Q1 EPS =4.11
(should b max that any footwear brand post in whole yr, check bata, relaxo)

Expected 2018 EPS 13-15.
Take 14=> PE : 53
_______________________________________
Peer:
............ .....Khadim... Bata.... Relaxo... Liberty

PE(2017)........43.......60......50......67
PE(2018)*......53........55......45.....80
Margin...........5%......6.5%.....7%....1.28%
Ronw............16%......12%.....21%.....4%
Sales cagr.... 10%......5%.......15%.....8%
PaT cagr..... 32%**......-.........28%......4%

**Posted loss in 2015 so not much reliable
*expected
________________________________________
Branded Footwear expected to grow 15% CAGR in nxt 5 yr, but how much u taking Khadim as a brand, depends on u and ur location !!!

Macchar maar rhe hote hai ye bade brand wale sare din, in hope of koi murga aa jaye aur hum pakda de!!
Competition will only get tougher and tougher from here on, hundreds of local brand emerging, difficult to sustain for khadims even at 5% margin imo.

I M seeing whole footwear industry as a overvalued as per current scenario,
Yes, Relaxo may be good pick if targeting 2-3 years

My fair price :
50PE 2018 = 14*50 = 700INR or below.

Giving 50PE just based on peers and mkt conditions, otherwise should not command above 40 PE imo.

Concl....

As per grey and mkt conditions you may get some like 5% listing gain but i m not seeing any,
If really want to confirm listing gain then wait and watch till last day subscription.

I M avoiding in any cases.

Galabhai don''t know, sharp fall in mkt is half reason other may b rcom, today i averaged rhfL but now no more fresh buying.don''t kn whether it''s worth averaging or not.

@rsk agree, but now no point given 30PE also.

lol, cut of 20 in PE. amazing

Khadim grey 15-16, HDFC 12-13, Mahindra 6-7

Friends,
I want to cancel khadim''s bid placed in yes Bank by ASBA. Not getting any clue to cancel. Please advise.

Go to bse site ,and download asba blank form , which would be 3set ,2nd set of form for revised bid , submit 2nd form as revised bid at lower band .That should be way for non allotment.

1)Super House and 2) Sreeleathers are two of its peers with not bad fundamentals and not in bubble trend. One can bet for long term after self analysis !

@GAMBLE Sir,
Thanks for your comment. Holding SPTL since 2013 before demerger @28 . Q2 result of 2017and management commentary is not up to the mark but still I hope for better appreciation for mid /long term.

*KHADIM INDIA LIMITED*
3rd DAY SUBS.FIGURE AT 10:42 A.M.
QIB 0.09X
NII 0.03X
RII 0.84X
TOTAL 0.45X

Total No.of FORMS : 79168
*Apps Wise : 0.62X*

On holidays applications can be submittd online, but it will be executed on next working day on NSE/BSE i.e. monday (for this issue).
Subscription figures not changed till applications executed on NSE/BSE.

Oh yes!!!! @PM

Khadim ka gmp Kya he???????

******contemplating to invest more on MF and Secondary market******

Futures and options ....................experts................is it a risky game? I m new to this....and also can''t afford to lose being middle class...........

Okay, let me find find out how option trade works.......Thanks Arup Jamshed, if you have any ideas, you can give some inputs on how to do it...i will follow your msgs. Probably, can we dscuss in secondary market forum?

When u bullish in some stock u may take a call in the money ,i.e Tatasteel if u bullish tn take 720 call buy ,this position must be hedge sell a call of 740 or 760 .

which are the upcoming OFS and when? please share name and date?

All IPOs are coming under Insurance sector these days, boring stuff, no action, and also not profitable for us. The last hits were dixon and MAS. I think we have lost steam in the IPO sector. What is the use of so many crores of IPOs coming, no gains and keeping flat..........may be good for those companies, but not for us traders? I donno if the action will come back or has stopped with MAS!

My status of IPOs applied after MAS.

Astron Paper & Board Mill Ltd --------------------------> Yet to decide to apply or not apply.

HDFC Standard Life Insurance Company Ltd -----------------> Not applied.

Khadim India Limited ----------------->Not applied.

The New India Assurance Company Limited -----------------> Not applied.

Mahindra Logistics Limited -----------------> Not applied.

Reliance Nippon Life Asset Management Ltd -----------------> Applied, got a lot, yet to sell (probably on listing day)

General Insurance Corporation of India -----------------> Not applied.

Indian Energy Exchange Ltd -----------------> Not applied.

MAS Financial Services Ltd -----------------> Applied, got a lot and sold.

@@@@@@@@@@@@@@@@@THE END (SHUBHAM(SHOW OVER????!!!!) @@@@@@@@@@@@@@@@@@

Gmp plz

Day 2 Subscription
==============

Qualified Institutional Buyers (QIB) ------------------- 0.09x
Non Institutional Investors (NII) -------------------------- 0.03x
Retail Individual Investors(RII) --------------------------- 0.84x

Total -------------------------------------------------------------- 0.45x

No.of Applications (Approx) ---------------------------- 79168

Retail Applicationwise (Approx) -------------------------- 0.62x

Experts..pls guide me..
I''ve recently started applying for IPOs and I couldn''t understand the allotment logic when the issue is over subscribed. After going through messages in this forum, I finally came to this understanding..
1)When the issue is oversubscribed, there is no difference between applying for 1 lot or more in the same application..
Is that true??
2) Also, most people are suggesting to apply from different PAN numbers as different applications to increase the chance of allotment.. However, what I really didn''t get is, if suppose I apply for 2 lots in same application number, and during allotment process, if I''m alloted 1 Lot, then will my application number be considered for allotment process again for the 2nd lot or not..

PS:Some people post 2/4 , 3/6 allotment..Is that even possible, when the issue is oversubscribed?

People who post 2/4, 3/5 etc are applying single lot through multiple applications.

Sheela Foam IPO could not be like ,but even then all are expensive and say so.

Sheela Foam IPO subscription detail
Number of Times Subscribed (BSE + NSE)
As on Date & Time      QIB      NII      RII      Total
Shares Offered / Reserved      1,500,001      1,125,000      2,625,000      5,250,001
Day 1 - Nov 29, 2016 17:00 IST      0.0000      0.0000      0.0300      0.0100
Day 2 - Nov 30, 2016 17:00 IST      0.0900      0.0100      0.0700      0.0600
Day 3 - Dec 1, 2016 18:20 IST      14.5100      3.3500      0.4400      5.0900
Listing gain near 25%

Instead of applying 13 lots in one application? If I apply one lot each in six applications giving same DP ID number and PAN Number, whether all 6 forms will be rejected OR
All 6 forms will be considered by the registrar

All 6 will be rejected. More then 1 application with Same PAN Number will be rejected.Every application should have different PAN Number.

100%sure all will rejected . All will treated under multiple applications

I applied for 13 lots / 767 shares of Reliance Nippon. Even though the retail portion was over subscribed by around 6 times, I thought I would be allotted 2 lots ( 118 shares). But nothing has been allotted
Is there anybody to advise me on what basis the registrar is alloying shares in IPO
I am from chennsi

it is purely based on lottery, you may refer basis of allotment. basis is allotment in this case is 2:9. it means out of 9 applicants, 1 lot will be alloted to 2 applicants.

When over-subscribed under retail category, each application can get atmost 1 lot.
No application gets 2 or more when over-subscribed under retail category

Pls share figs. Of Khadim day 2.

Khadim India has allocated shares worth Rs 157.5 crore to 13 anchor investors at the upper end of the Rs 745 - 750 price band set for the IPO.

The company has sold shares to institutional investors as part of its anchor book allocation. The anchor investors include Franklin India, UTI Mutual Fund, HSBC Global Investment Fund, Nomura Singapore, Sundaram Mutual Fund, Aurigin Master Fund, Principal Mutual Fund, Forefront Alternative Investment Trust, Birla Sunlife Insurance and IDFC Mutual Fund.

Khadim India Ltd. IPO:
Subscription figures on day 2
(BSE+NSE) @5:40pm:-
QIB - 9%**
HNI - 3%
Retail - 83%
Total - 45%
Let''s wait for tomorrow although I am going to avoid this.