Manoj Vaibhav Gems 'N' Jewellers Limited IPO Message Board (Page 13)

GMP start with 10rs

Quantum-State Investment Fund, Tano Investment Opportunities Fund, Nexus Global Opportunities Fund, Coeus Global Opportunities Fund, Neomile Growth Fund, AG Dynamic Funds, Chhatisgarh Investments and Eminence Global Fund are the investors in the anchor book.

Out of 8 fund, 4 funds( Quantum-State Investment Fund, Tano Investment Opportunities Fund,Neomile Growth Fund,Chhatisgarh Investments) was in Anchor book of Yudiz solution anchor book.
Most of these funds participate in Anchor books of SME or very small size IPOs.

1.AG dynamic was anchor in Veranda learning, Exxaro tiles etc.

2.Quantum-State Investment Fund: Yudiz Solutions, Vital Chemtech.

3.Tano Investment Opportunities Fund: Yudiz solutions and currently it holds stake in Ok play india, BLB, Balu forge industries etc

4.Neomile Growth Fund: Yudiz Solutions, Shri Techtex, Srivari spices & food, Drone destination (all SME IPOs).

5.Chhatisgarh Investments: Yudiz Solutions, Asarfi hospital, Drone destination, Essen Speciality, Hemant surgical, Remus Pharmaceutical, All E Technologies.

6. Coeus Global Opportunities Fund: HMA Agro, Inox green(Main board IPO anchor) and stake in Zee learn & Mitcon consultancy & engineering services Ltd.

Couldn't find data about Nexus Global Opportunities Fund & Eminence Global Fund as of now.

Thanks.

Anchor⚓
दमदार ऐंकर नहीं है!

Anchor List

Bohot mushkil saval he
Me research karke bataunga

I personally know about 4 funds from 8
Will present my view soon

​@newgen consultancy Ok sir thanks for reply

Strange anchor book

Can't say it is a positive or negative

No high profile funds
Will study all these funds and their recent investments and present my views soon

Very early as of now
We'll discuss on last day

Applying is almost certain

Sir,
Which one is better whether Manoj Vaibhav Gems or JSW? How? Please enlighten me. I have been observing and following your analytical views which are worthy to note.Thank you n all the best.

Just some facts:
Company operates 13 Jewellery stores out of which 11 in AP & 2 in Telangana.

FLAGSHIP STORE AT VISHAKAPATNAM ACCOUNTS FOR 62% OF REVENUE. HUGE CONCENTRATION FOR A RETAILER.

2nd Highest contribution of 5.6% of revenue from the Gajuwaka store.

From fresh issue company plans to add 8 new stores in Tier 2/3 cities in AP & Tel . At present 12 stores of the company located in Tier 2/3 cities account for just 35% of revenue with revenue sq ft. of RS 9,000 whereas RS 36,000 for the flagship store.

Company has very healthy and superior ROE of 23% as of now but further expansion is going to derail ROE in future.

Inventory T/O of 2.2X vis-a-vis 2.5X of Senco, 3.2X of Thangamayil.

Post listing, D/E 0.8:1.

FY 20-23 CAGR: Revenue 17%, EBITDA 19%.
Non-gold jewellery account for 11% of revenue as they have better margin.
EBITDA increased over the years.

Valuation:
Some valuation gap is left in comparison to its peers but don't expect it to be SENCO. The later is much more diversified and stable player.
Note : This is not a apply or avoid recommendation.

Hi @newgen consultancy @Tejas Pandya which are better to apply among the 6 ipos (vaibhav, saisilks, jsw, valiant, updater, signature) only for listing gains or short term

Only for listing gains
Manoj vaibhav ( 50% ) , JSW INFRA ( 15-20%),
Valiant Laboratories ( based on valuations but 10-15% is certain even it comes expensive) ,

UPDATER - Clearly AVOID

SSKL ( very small listing gains 5-10% )
Signature ( Reasonable listing gains 15 %)

Tq for the detailed information, it's really helpful, now I can manage my funds accordingly

Iske gmp ki gaadi aage kab badhegi

Perhaps anchor list can do something different
I am applying if good anchor participate besides no GMP activity

Kya Ye sahi Me GEM he???

Sab IPO ke Liye Stand Clear ho gaya bas Isme nahi pata chal raha he..

Sai Silk, signature and Updater - Avoid
JSW and Valiant - Apply

But Vaibhav Gems ????

Koi to help kar do... Your precious(like GEMS) views are welcome... Thanks in advance.

FF - Full force
Matlab jitni badi application kar sakte he aur jitne jyada Demat ho un sab me paise lagana

ok Sir samaj gya

off topic , can anyone please tell what's going on with chaman metalics , pls share ur detailed views

special request to
@newgen consultancy @Jetha Lal  @Crow @SSingh  @MRavichandran @Noorul @SJogi @svh  @Arjun Rajkot @Black Swan  @lokes 🙏🙏🙏

Anyone have the anchor book names , who all are in for this GEM

Hi - any idea on the post-issue P/E?
It is obvious but recently attractive P/E issues have provided good premium and this one stands out vs all other upcoming / ongoing issues.

Upstox does not allow SHNI from upi
please share name of brokers from which we can apply SNHI??

Also from phonepe or google pay we can apply of 2 lakh amount or not
please clear me

Thanks in advance❤️❤️

​@win GROWW allows HNI category

By UPI you can block upto rs. 5 lakh in Zerodha

​@newgen consultancy Why no GMP started? Any reason.?

​@newgen consultancy then could it happen that it sails thru without GMP plus gives good listing gains. It should happen.

Not possible sir
Brokers in grey don't miss good profits

Any details about when will GMP open and what rate?

New mainline alert

Valiant Labs confirmed
27-9 to 03-10

GMP start hua kya

Anything is bad in this ipo why no GMP still date ??
Hello Experts this type of things happen in any past IPOs ?

​@newgen consultancy Sir sirf 2 IPOs ke paise se 17 account se lagane ke liye retail mai konse 2 sahi rahenge-- i am thinking of Manoj and Jsw infra...

good choice even i'm thinking the same

INNOVA CAPTAB to raise Pre-IPO soon

790 cr ka Issue he
Thik thak he

68 Cr ka PAT he 2200 cr ke company he
32 Ka PE he

Paisa ban jayega

Likely to hit in next month

Aur Valiant Laboratories , Gandhar Oil ,
Allied blenders , Rashi peripherals ke IPO acchhe he

Unke liye Taiyar rahiye