Same strategy worked in Gland pharma and Macro tech IPOs In future similar scenarios, will go all out for maximum lots under retail with multiple applications
@aniket sir please suggest some good stocks to pick during locked down
210.2. Aniketiaf| Link| Bookmark|
April 22, 2021 7:01:11 AM
IPO Guru (1800+ Posts, 10200+ Likes)
Reliance, Airtel, HCL tech/Wipro, HDFC life/SBI life, Dr Reddy, Sun/Auro pharma, L&T.. for medium to long term. Seasonal flavour- Linde India, Emami/Marico, Elgi equipment, Dabur, SBI card
I applied on last 1hr after looing at Retail subscription, i though it''ll be like Gland pharma, so took risk with 1 lot. And it seems perfect. It is one of the stock, which went above it''s listing price. Most of the recently list IPO are not touching listing price also, which shows heavy profit booking, but in this IPO, very less retailers, so less profit booking. :)
For all those who predicted this share will fall and those so called experts who just voice their opinion without thinking , Please don''t confuse Retail investors. Stock Touched 490 just now.
206.2. Faizan| Link| Bookmark|
April 22, 2021 3:03:11 PM
Top Contributor (200+ Posts, 200+ Likes)
i knew this was gonna happen. But we cant blame others, we should take our decision on our own. I took mine. I took calculated risk in this one. I generally apply as HNI but for this, i applied in retail with only 2 lots. So that if it goes down loss will be less. Listing day it was in loss but I booked profit in those 2 lots today. Small profit, but profit is profit.
Mubarak ho India . Congrats when every country stock market in world is in green. Despite 3 months lockdown UK market never fell even in lockdown. Your stock market is fallen like this. Kudos and congrats .
205.1. Faizan| Link| Bookmark|
April 19, 2021 12:29:40 PM
Top Contributor (200+ Posts, 200+ Likes)
Yes, but UK doesn''t reported 2.7 lac cases per day. UK''s healthcare didn''t collapsed. They didn''t have shortage of oxygen, medicine and vaccines. And this is just beginning. We will peak aroung 4-5lac cases per day. Everything gonna collapse. Lockdown or no Lockdown, sales gonna hit, everywhere there is fear. People dont have money for hospital charges/medicine, so will not buy anything un-necessary, nor they will invest.
There are two kinds of taxes indirect tax indirect tax. This government is looting people by levying the highest ever indirect tax our country has seen. compare the tax in diesel and petrol to any of the previous regimes it is around two times higher than the highest we have seen in past. Not to mention the tax on liquor on medicines and the list is endless.
I’m not in the habit of commenting on the mindless blogs of undereducated, But since your kind of trolls are on each and every form threatening people that I am writing this blog.
Ignoramuses and nincompoops shouldn''t make irrelevant comparisons or offer their ''not-so-hot'' takes.
Btw not that it matters but the indian indices performed their european counterparts quite comfortably during covid. Usa which suffered a much worse first and second wave performed the best. People who are aware know the real reason why the indices went up and some stocks traded at record valuations. Why bother with that though when you can make stale and cliched arguments ?
Lodha has many no of Internal company , however Macrotech is only engaged in Suburban area developments . South Bombay and Wadala area development is doing different company which is more profitable since each flat cost is more than 10 Cr , for eg World One , Kadivali Hi end project is not listed in the description. Now I given this basic information and do as per your discretion since ultimately money is yours. May be i wriiten wrong so please verify from your end.
it has World View and World Crest on the same site as World One . That is a 7 acres site. Each flat( 3 BHK) was coating a price of 15 Cr and is designed and constructed with a UAE company along with Simplex Engg and Funded by Singapore''s Temasek and HDFC Subsidiary. They are good developers. The stock may see a good Listing and with RJ investing ( if it is true) may add value ( as Nazara and BBQ Nation proved). It may be this months Dark Horse IPO.
@arun Sir Powergrid invit lot size is rs 1 lakh with only hni quota 25% , QIB 75% but no retail quota. Really should we apply? It''s not an ipo but some hybrid instrument like REIT. I don''t have much idea about this instrument
There is already a listed peer in this space that is Indigrid backed by KKR and Singapore govt. This give 12.4 rs per year on a share of 130( current price). This transmission business is depends on maintaining the availability but not on how much power transmitted, so its revenue wont fluctuate on power demand. I am excited that we have one more option now.
These are very specialized, thorough understanding required (what is why lot sizes are high) as its a hybrid model like REIT. Dont buy for capital appreciation but for yield.
203.4. arunARUN| Link| Bookmark|
April 19, 2021 12:41:04 PM
IPO Guru (2000+ Posts, 1700+ Likes)
As correctly said by @poweruser this is yield instrument. Imagine buying NCD for 30 year at today''s yield environment from a central PSU like Powergrid. Good to buy in secondary market if you intend to hold upto Rs 5 lakh No occupancy risk like REIT but also no appreciation of underlying real estate
Yes, India Grid gave dividend 3.10 and 3.00 in jan 2021 & jun 2021. Is, there any other istance of dividend in last year? If not, then there was almost Rs 6.1 dividend for the last FY. Today it''s trading around 130 per share.
I am holding it, and yes they were giving 3 rupees every quarter, now increased to 3.1 per quarter. Check out Distribution section of following page for details https://indigrid.co.in/download-investor.html
Since Powergrid fixed costs are low, expecting more yield from it.
10 good lead managers have shown their potential. Ipo success also depends on LMs. They can even jack up the price of lodha developers poor ipo.
Retail investors, don''t get in trap in this share. I wonder how LM could jacked up the share price just in 2 days in falling market. There should be a big game behind this price appreciation.
No one should have any problem with posts of other people, expert or not.
If someone believes that he/she is smarter than other people then suggest ignoring posts of other people. People posted what they believed is the right opinion and you may post what you believe is the right opinion. Please do not disrespect or abuse each other.