H-1B &L-1 VISA BILL WILL BE PRESANT SOON @USA CONGRESS.IT IS VERY BIG ISSUE IN FRONT OF INDIAN IT COS.SEPTA JI, EAGLEYE JI PLESE SH USE EXPOSER OF L&T INFD
All in millions Cash and bank balance : 2015 -1334 2016 -1221 Current investment : 2015-622 2016-67 Long term provision : 2015- 857 2016- 2333 Unbilled revenue : 2015 - 1434 2016 - 3700
.....so, all above seems(may b) problems,,but we should never forget about it''s official slogan which is,,,
Finally seems like I would definatly be allotted shares in this ipo. So much negativity with this IPO is good for me who has never been allotted anything by linkintime. Seems curse would be broken this time.
I am also victim of no Allotment after equitas . However I would like to skip this issue purely on fundamentally basis but would like to add once it corrected post listing
Chem Cho- who said negative about the issue? Talked about headwinds. I hope ur nuts understand what headwinds mean n what negativity means? Or ur nuts are incapable of comprehension?
IPO Santra-apologies bro. I m applying as some of u would like to say with full force. Taking into account all the things I have talked abut this issue till date and looking at it with future prospects and broader perspective-I have firmed my opinion in favor of applying. PCL I did say apply but at the last moment as the subscription level was not upto the mark. Sometimes u have to go with ur guts to make money. N my gut feeling for PCL said on final day-AVOID. So I did avoid. One of the best decisions ever from my side. Bro see in share market u have to be flexible sometimes. I hope u agtee with me. Dont mind my earlier comment. Only thing is that I m amazed at the pain u r taking to go so long back to PCL to check what I wrote then? Great man. Good work.
Okay ,now septa sir clear all our confusion which is created at tommo latenight...( seems extra knowledge bhi sometime costly pdta hai :) )...
If u r not comfortable with any issue /share ..just avoid..in market no share is unique..u can always replace it with others ...market have so much oportunities...
Ipo market is some what like satta market..where u cannot predict everything...agr aaisa hota to aap chittorgarh k msg nai padh rhe hote...:(:(:(
The real issue is PBT exco other income is flat rather declining (bottom line) despite robust increase in Top line (operating receipt) since last many years.
In simple words (for investors who do not understand accounting/finance well) , company spend equal or more amount for every incremental operating rupee earned since last many year.
Is this not a matter of concern?
If it is not a matter of concern as per yours analysis than go ahead with subscription. I will not say anything more on this point.
Happy investing to all of you. Hope your capital will be protected post listing of L & T infotech.
Agree with incremental profit given the head winds in IT sector..... Also weak Anchor book so listing could be negative but important is L&T valuation compare to peers is reasonable so downside will be single digit % but upside will also be single digit %..... If capital protection is important then one can avoid for me it is punt on IPO bull run if euphoria is to stay we could see gain.....
AMAN I AGREE BUT IN 2015-16 THEY HAVE GIVEN 20% INCREASE IN EMPLOYEE BENEFIT, SO LOOKING @ PAST RECORD WE CAN SAFELY assume that next 2 year employee benefit increase will be muted. and employee benefit constitute 70% of total expenses in IT industry. so next two year their Operating Profit will be substantially higher. plus as mention by septa sir eps is 12 so there is valuation comfort. in IT industry eps of 12 is ridiculously cheap.
Both infibeam and Parag Milk foods is fundamentally weak stock.
U may appreciate that it requires to extend offer period by few more days to get issue subscribed.
At the last day, Mr. ashish kacholia, one of veteran stock investor comes in the rescue of Parag Milk foods and sails this IPO. Without operator play this success can''t be repeated.
Regarding Infibeam, company does not have any profitability (bottom line) vision. With competitor like Amazon, Flipkart, snapdeal etc, company like. Infibeam can''t expect profitability.
My fundamentals says, if a stock comes with such a adverse outlook, better to avoid.
Regarding both stock, Market is expecting a big correction since long. It has been paused with the hope of better than expected monsoon and passage of GST in Parliament monsoon session. If it doesn''t happen market will again witness a heavy correction as happened on 24 Aug 15 and afterwards, which will be suicidal for both stock.
LOL. People are totally confused about this IPO mainly on account of excessive information on this platform by all and sundry. Some relevant and mostly irrelevant ! Some seem to have changed their minds several times. Some of them within seconds !Suggest to avoid this IPO if you are having misgivings and are not comfortable, you will not be losing a hefty premium any way on listing. There will be other opportunities. Rest easy!