Mazagon Dock Shipbuilders Limited IPO Message Board (Page 39)

MAZAGON GMP
105 +/-3
⬆️????⬆️

MAZAGON 425/- KOSTAK

On public demand .. GMP update :

CAMS 308
Chemcon 350
UTI 75
Mazagon 110




THANKS

MAZAGON DOCK PEERS COMPARISON

*COCHIN SHIPYARD*
EPS FY19-20 48.05
RONW FY19-20 16.98%
BV 283.02
PE 6.61
PB 1.12

*GARDEN REACH SHIPBUILDERS*
EPS FY19-20 14.27
RONW FY19-20 7.01%
BV 90.81
PE 12.05
PB 1.89

*MAZAGON DOCK*
EPS FY19-20 21.36
RONW FY19-20 15.54%
BV 152.17
PE 6.79 (At higher price band)
PB 0.95 (At higher price band)

*EXCLUDING RELIANCE NAVAL SINCE THERE IS NOTHING LEFT IN IT TO COMPARE*

ISSUE LOOKS FAIRLY PRICED COMPARED TO PEERS BUT SINCE IPO MARKET IS RED HOT AND ISSUE SIZE IS SMALL WE CAN EXPECT BUMPER LISTING..IMO.

@sdj
sorry but I can't recognize the stock. U might be saying bharti defence or cochin shipyard..?

Tks for your prompt reply.
Yes know name change to bharati defance.
Tks.

Employee Quota is back here too again.Prima facie looks like govt. is caring so much for their employees.

PSU employees are opposing IPO s as they view it as first step towards privatisation. so Govt may offer them quota and/or discount in forthcoming PSU IPO s

Solid PSU with good prospects due to indigenization of defense procurement. IPO pricing is attractive. Company's performance and operational efficiency will likely improve further post listing. I feel this is a better company compared to Cochin Shipyard.

Allotment in RII category may be tough due to oversubscription. Hence better strategy to apply from different PAN of family & friends.

One must apply for good medium term gain.

Good Attractive price
GMP suggest it will over subscribe heavily.
Must Apply

I will be obliged if anyone can get me the amount of:

1) Employee discount in UTI AMC

2) Employee discount in Mazagon

3) Retail discount in Mazagon

????????

Dear Admin

Seems no discount for retail as well. Could you please confirm

There is 'no discount to retail investors'.

GMP AT JAIPUR. 82 - 85

MAZAGON GMP
65 +/- 3
⬆️⬆️⬆️

Mazagon Dock Shipbuilders sets IPO price band at Rs 135-145, to raise Rs 444 crore

Very good information ????????????????????????

---------------------------------------------------------------
Comparison between recent IPOs based on issue size and subscription figure.

HMT Issue size --> 600 Cr
ROUTE Issue size --> 600 Cr
CAMS Issue size --> 2244 Cr
CHEMCON Issue size --> 318 Cr
ANGEL Issue size --> 600 Cr
UTIAMC Issue size -->2159 Cr
LIKHITA Issue size -->61.2 Cr
MAZAGON Issue size --> 444 Cr


HMT Retail portion size --> 70 Cr
ROUTE Retail portion size --> 210 Cr
CAMS Retail portion size --> 777 Cr
CHEMCON Retail portion size --> 111 Cr
ANGEL Retail portion size --> 210 Cr
UTIAMC Retail portion size --> 752 Cr
LIKHITA Retail portion size --> 21.4 Cr
MAZAGON Retail portion size --> 155 Cr (Assuming no Retail discount)



HMT Reserved Applications for Retail Quota --> 46,958 Forms
ROUTE Reserved Applications for Retail Quota --> 1,48,368 Forms
CAMS Reserved Applications for Retail Quota --> 5,26,870 Forms
CHEMCON Reserved Applications for Retail Quota --> 74,398 Forms
ANGEL Reserved Applications for Retail Quota --> 1,40,056 Forms
UTIAMC Reserved Applications for Retail Quota --> 5,02,796 Forms
LIKHITA Reserved Applications for Retail Quota --> 14,280 Forms
MAZAGON Reserved Applications for Retail Quota --> 1,02,803 Forms


HMT Retail Applications Count --> 22 Lakhs Forms
ROUTE Retail Applications Count --> 15.2 Lakhs Forms
CAMS Retail Applications Count --> 21.36 Lakhs Forms
CHEMCON Retail Applications Count --> 22.77 Lakhs Forms
ANGEL Retail Applications Count --> 4.47 Lakhs Forms
UTIAMC Retail Applications Count --> 17 Lakhs Forms (Tentative)*
LIKHITA Retail Applications Count --> 4 Lakhs Forms (Tentative)*
MAZAGON Retail Applications Count --> 13 Lakhs Form (Tentative)*




HMT Times(X) Retail Applications --> 46.85 X
ROUTE Times(X) Retail Applications --> 10.11 X
CAMS Times(X) Retail Applications --> 4.05 X
CHEMCON Times(X) Retail Applications --> 30.51 X
ANGEL Times(X) Retail Applications --> 3.18 X
UTIAMC Times(X) Retail Applications --> 3.38 X (Tentative)*
LIKHITA Times(X) Retail Applications --> 28.01 X (Tentative)*
MAZAGON Times(X) Retail Applications --> 12.65 X (Tentative)*


*(Highly depends on listing of CAMS and CHEMCON ON 1st Oct)

May give some listing gain , adverse market conditions coupled with being a PSU are the drawbacks . Will apply on the 2nd or 3rd day.

One of the best naval ship building company in India. Excellent orderbook and track record. Only lacunae A PSU.
Pricing also done very well and money left on the table for the IPO investors.

Gmp of mazagon dock is
52 - 54 rs

Mazagon Dock Shipbuilders Ltd IPO

Opens : 29th Sept 2020
Closes : 1st Oct 2020
Price Band : Rs 135-Rs 145
Lot : 103 shares
GMP : 48-50
Expected listing Gain : around 6k

I will be thankful if anyone can get me the amount of:

1) Employee discount in Mazagon

2) Retail discount in Mazagon

????????

MAZAGON DOCK SHIPBUILDERS IPO – Issue Information *(FINAL)*

Issue Opens on: 29 September 2020
Issue Closes on: 01 October 2020
Issue Type: Book Built Issue IPO
Issue Size: 3,05,99,017 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.135 – Rs.145 per Share
Discount: Rs.10/- (for Retail & Employees) *(Estimated)*
Market Lot: 103 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 20,16,90,000 Shares
Employee Reservation of 3,45,517 Shares @135/- = Rs. 4.66 Crs (after discount of ~10/-)
Offer for Sale of 3,02,53,500 Shares @145/- = Rs.428.09Crs
Equity Shares outstanding after the Issue = 20,16,90,000 Shares

Category-wise Break up:
Anchor – 90,76,050 Shares = 131.60Crs
QIB – 60,50,700 Shares = 87.74Crs
NII – 45,38,025 Shares = 65.80Crs
RII – 1,05,88,725 Shares = 142.95Crs (Lot size: 103 = 1,02,803 Forms) (@135 per Share)
Empl. Quota – 3,45,517 Shares = 04.66 Crs (@135 per Share)
Total Issue – 3,05,99,017 Shares = 432.75Crs.

Subscription required for 1X
RII = 1,02,803 Forms
NII = 65.80Crs

Mazagon Dock Shipbuilders Ltd IPO

Opens : 29th Sept 2020
Closes : 1st Oct 2020
Price Band : Rs 135-Rs 145
Lot : 103 shares

Mazagon Dock Shipbuilders Price Brand 135 - 145
Lot size 103