L&T Infotech Ltd IPO Message Board (Page 51)

No big bucks applied.
Reason is big players wisely evaluate company''s performance as a result Names like JP Morgan Morgan Stanley DSP Merill Gift Singapore were missing because they find this as an overpriced issue. Hence I urge investors to wait and invest. They cleverly restated their balance sheet with showing extra other income as a result EPS rose so this one looking cheap. Soon the clouds will settle so then share will find its fair value around 635-675 zone. Merchant Bankers taking advantage of boom market and positive IPO sentiments. Hope new IPO investors those joined recently make Good investment decision and properly safeguard their hard money.

PBT      
2015-16      Rs. 1147 Crores
2014-15      Rs. 926 Crores
2013-14      Rs 854 Crores
      
Other Income      
2015-16      Rs. 295.96 Crores
2014-15      Rs. 91.50 Crores
2013-14      Rs. -ve 83.32 Crores
      
PBT Exco Other Income      
2015-16      Rs. 851 Crores
2014-15      Rs. 835 Crores
2013-14      Rs. 917 Crores

Just ignore above msg :)

nothing to worry all IT company i mean good IT company have big part of other income if a good IT company which does not have other income then i will worry more

who are ancher investors

Please refer earlier posting by Lokeshji here below


Lokesh Jain (27992) Jul 8, 2016 8:52:34 PM IST



L&T Infotech Limited - Allocation to Anchor Investors

1 AUBURN LIMITED 22,53,540
2 FIL INVESTMENTS (MAURITIUS) LTD 2,81,700
3 HDFC TRUSTEE CO. LTD. 5,63,400
4 PRUDENTIAL ICICI TECHNOLOGY FUND 2,11,280
5 BIRLA SUN LIFE MUTUAL FUND 2,81,700
6 RELIANCE CAPITAL TRUSTEE CO. LTD 1,40,860
7 THE NEW INDIA ASSURANCE CO.LTD. 2,81,680
8 MAX LIFE INSURANCE CO LTD A/C PARTICIPATING FUND 1,40,860
9 NTASIAN EMERGING LEADERS MASTER FUND 1,08,840
10 BNP PARIBAS ARBITRAGE 1,40,880
11 INDIA MAX INVESTMENT FUND LIMITED 70,460
12 GLOBAL STRONG GROWTH FUND 70,440
13 GENERAL INSURANCE CORPORATION OF INDIA 1,40,860
14 SHRIRAM LIFE INSURANCE COMPANY LTD 1,40,860
15 TATA AIA LIFE INSURANCE CO LTD 70,440
16 HDFC ERGO GENERAL INSURANCE CO LTD 70,440
17 STAR UNION DAI-ICHI LIFE INSURANCE COMPANY LIMITED 70,440
18 RELIANCE GENERAL INSURANCE CO LTD 70,440
19 SHRIRAM GENERAL INSURANCE COMPANY LTD 70,440
20 UNION BANK OF INDIA 70,440

Total Allocation :- 52,50,000 Shares

Total Amount :- 372.75 Crores

if eps 36 then no one will apply

i think one should apply in this ipo..
after all dilip sir is recommending too.

Nothing wrong in applying..but if in case opens below 750/740 then clear buy on listing day...and also one should not forget about indigo/parag ..i mean to say " har koi nahi apply kr raha hai to chances of allotments are more..may b ( 5/8 type).. Aaise ipo bar bar nai aate ki allotment bhi ho ...aur blockbuster return bhi mile...baki aapki marji :)... This is the simplest language for convince anyone to apply.Baki sab crap also still in d favour of issue..like PE/EPS/GROWTH YOY/PAT/etc etc...

Socho in the worst case it opens @650(which is only 7% minus)...this will gives it PE around 10.. Kabhi dekha hai wellknown IT share @10PE HAHAH !!!
..
Be logical...and apply...in the holy worst case 7% loss nothing more than that..

Eagleye other income is not a issue extra ordinary income is a issue...... All good IT company have big percentage of income from other income if an IT company does not have other income i will be more worried. A good example is Satyam computers

4431.12. Khemka Jul 9, 2016 10:35:35 PM IST
L&T Infotech Ltd IPO

Market never gives valuation including past others income, market always value future earnings less other income ,qib and hni have no appetite for IT shares so they may not be excited and oversubscription likely subdued from there.however retailers may seen huge.

This is news to me just go and check infosys TCS wipro HCL other income before giving such wrong info...... other income is not a worry extra ordinary income is worry

:)

L&T Infotech IPO
GMP 70-72 (hardly any buyers even at these levels)

Sir. ..
L&t ..ka ipo me
Invest karna chahiye ..
Apply for ipo ..plz..
Advise.....👐

Reaply sir plz.....

Dear Septa, Eagleye and other learned members,
How to decide if anchor allotment is satisfactory or not?
Can anybody pl throw light and comment on L & T infotech anchor allotment?

Subscription :- It may get 2.5 to 3 times subscription in retail category,
while many times in QIB and HNI category.
Discovery Price :- It could be at upper price band of Rs710.
Refund / allotment :- Allotment may take place on July 19 and
fund will be unlocked on July 20. Shares will be deposited in account
on July 21. ¾ of the investors may get 20 shares.
Listing :- Listing may take place on July 20 around Rs775 to Rs800
and may cross Rs825 level.

L&T Infotech :- In the issue with price band of 705/710 the deals started at 90/95 and
touched 140/150 at one point of time but now it has touched bottom of 70/72. The application rates have come down from 700 to 550.
Quess Corp :- The issue witnessed deals at 195/200 and touched peak of 25 but came
down to 165 /170 and it is at seller''s 185/190 currently. The application rates were at 5200/5400 (Subject to). IPO may get listed on July 12 and the listing is expected to be highly volatile and may cross Rs 500 level.

* This week''s NCDs issues:-
• Edelweiss Housing Fin :- Rs500 crore issue with base price of Rs250 crore has opened on July 8 and may close on July 11. It has received 812.63 crore which is 3.26 times of base price.
* Next week''s listing (Quess Corp.) :- Quess Corp''s issue may get listed on July 12.
Allotment :- the company has allotted shares in ratio of 36:897 means out of 25 applicants one applicant will get 45 shares.
Listing :- It may get listed on July 12 around Rs475 to Rs500 and may touch Rs500/525 in short term. It is better to book profit when it crosses Rs500 level.
* SME Listing:-
• Zeal Aqua (Code: 539963) :- the issue with fixed price of Rs130 got listed at Rs133 on July 7 and went up to Rs138 and down to Rs132 before closing at Rs133.

Good work....

Dear banglore king,
You have quoted application rate for Quess as 5200 which appears wrong.
Your estimate for OS for retail category is application wise or amount wise ?

GMP 75-77

Normally Eagle eye will give expected subscription figures before start of any important/complex issues and similar figures will be shown in NSE website after closing date. This one line will leave out the reading of 500 pages of RHP
Based on experience I am expecting subscription figure as QIB -15 times, NII-40 times and RII-6 times by 13th evening.

Dear Seenuipo,
How do you estimate OS particularly in QIB and HNI category?

Based on valuations

L&T kostak ???????

Don''t apply in l & t ipo because of the high price and anchor investor figure was not satisfactory...

Check this out. http://newsletter.geojit.com/researchnotes_new/research_note_2016-07-08_07-39-54-000000.pdf

Invest ya stay away in L&T IPO ?? GIVE ME ADVICE

IPO Gurus,
I am currently struggling to do a Short term and Longterm Capital Gains tax from my equity trading . Please throw some light to get a good Excel tracker for this purpose.
FYI, i need to do the calculations from FY2010 to Till date.

Advance thanks for the help

BTW, Must apply for L&T since comparing to companies like Mindtree, L&T Fundamentals and management capability is good.

Hi Septa,
I am using Sharekhan and getting the STCG and LTCG from 2012 . I want to calculate for 2010 and 11 . Thats the reason for getting an excel.

Any formulated excel will be helpful.

Cheers,
Raj

hope this helps

http://www.caclubindia.com/share_files/excel-based-stcg-ltcg-on-stocks-calculator-4175.asp

Uchit sir, what about your view from l&t info ipo..you r always right pridicstion..so pls suggest

Whattsur openion on l& t ,,Buy ? ya stay away

Thanks buddy for your effort in helping..Really appreciate it!

Cheers,
Raj

L&t infotech ipo can risky..wait and watch...

Larsen 61-65 pure seller everywhere

Mumbai Broker sure that this will list below 700. Eagle ye will bring more clarity