Narayana Hrudayalaya Ltd IPO Message Board (Page 35)

Nrayana Hrudayalaya GMP 42-44 per Share

I follow mr. M gupta. His comments are always correct. He uses direct language and not diplomatic. If he says"Avoid" means "Avoid". Thnaks mr gupta.

He was the only guy who predicted monte carlo to be a discount material. Grey market was very high but he said loot and koot to happen. Thereafter also whenevr he gave loot koot advice, 90% he was correct. One more thing, his advice is always against grey bhav. Suppose grey market is quoting 40 everyone says apply. But mr m gupta has the daring to say his trade mark loot koot. He mostly gave loot koot advice in many bad ipos. He did not give advice on good ipos becawe are anyways applying. I dont remenber all the IPO names but you may check yourself. Hats off to mr m gupta to show courage to predict some thing against grey market again and agai . Pinkyjain highjacked his trade mark dialogue looot and kooot but she keeps on changjng her views everyday.

I remember many people had resorted to abusing M Gupta during Monte Carlo issue which were later removed by moderators. But then he was right. I wanted to write but didn''t seeing the abhurled at him, herd mentality & belief of guaranteed profit in IPO.

Total avoid IPO.very high price 250.
Too much greed. Possible listing discount atleast 100 rs.

what is the price today?

prim, chal raha kuchh.........

People may ask pinkyjain why she has asked people to apply in this ipo with full strength? So called market expert. She has never given any worthwhile suggestion and reasons in terms of any companies performance or its financial analysis. Except for 2 dialogues...
(a) it will loot u .....it will loot you. And
(b) apply with full force.
For me she is a complete fraud. Not like Septa, NC, eagle eye or m Gupta. Rest people get awake instead of just following anyone.
Best of luck to people applying in this IPO. Fair value of company is less than 35 Rupees. No fancy dialogues from my side except pl avoid main ipo and secondary market buy of this share.

She is not an analyst. She is changing her mind every day. She is constantly changing her reviews.

NET WORTH OF THE COMPANY LESS THAN RS. 800 CRORES AS ON 31-03-2015
BOOK VALUE PER SHARE LESS THAN RS. 40 PER SHARE AS ON 31-03-2015
EPS NEGATIVE AS ON 31-03-2015
EXPECTED EPS IN THE NEXT FEW YEAR MAXIMUM RS. 1 TO RS 2 (IF NOT NEGATIVE)
NOW COMPANY IS ASKING A MARKET VALUATION OF MORE THAN RS. 5000 CRORES.

MY SINCERE ADVICE :
DONT APPLY YOUR HARD EARNED MONEY OR ELSE

THIS WILL LOOOOOOOOOOT U
THIS WILL KOOOOOOOOOOT U

KINDLY PROVIDE NH PER LOT PREMIUM

Those who are thinking of applying for long term, I will advise park your funds in Kovai Medical, which is opening a Chennai Branch (Still in drawing board). Solid financial performance! Read Annual Reports & some AGM updates to decide.

Wait and Watch

Always be aware of this type of IPOs which enter into the market at the peak of sentiments. In earlier DRHP there was a provision for retail discount which has been not given as there is no need to do so (All the investors are dying to apply in any IPO irrespective of valuations).

Apply your brain before applying....
THIS WILL KOOOOOOOT U
THIS WILL LOOOOOOOT U

Narayana is a low cost Model hosiptal chain. It has 23 Hospital in India. Dr Devi Shetty is one of the renowned cardiac surgeons in India. In the present portfolio of Narayana they have investors like CDC, JP Morgan , AIG and Kiran Mazumdar Shaw. CDC has invested last year 300 cr in Naryaana. I think its a better counter as lot of Big investment company have faith on the management of the company.

As far as financials are concerned last year loss was due to their Cayman Islands hospital which they have started in 2014. In healthcare normally it takes any hospital to mature at least 18 to 24 months. As their are only 2 to 3 players in health care and NH is in growth phase I think It will surely give good results.

Hi
Good morning
Thanks For Show your view About Narayan. Pls Tell Wht is Good value should apply Ya Wait for other Good Ipo

The company is asking more than 600 crores for 12% stake. By this rate 100% ownership of the Company is worth more than 5100 crore. this is absolute rubbish valuation considering the fact that the Company is unable to record net profit on consistent basis. Last year had a loss and this year some 25 crore profit expected.

This IPO has been planned to hit in the current sentiments as the public is riding high on the profits made in last 4-5 IPO (including ALKEM), but let me remind you once again:

THIS WILL LOOOT U
THIS WILL KOOOT U

However those who are applying heavily in this IPO should book a bed in one of the Narayana hospitals on listing day as they may have a heart attack...

THIS WILL LOOOOOOT U
THIS WILL KOOOOOOT U

ARUN BHAI
ALKEM REQUIRED 314000 APPLICATION FOR ONE TIME
DR LAL REQUIRED 202000 FOR ONE TIME
THIS ONE REQUIRES 143000 APPLICATIONS FOR ONE TIME

MY SINCERE ADVICE - DONT APPLY OR ELSE

THIS WILL LOOOOOOOOOOT U
THIS WILL KOOOOOOOOOOT U

So you also expecting 4 to 5 lac application in retail to have a chance of 1 allotment out of 3/4 application . Good retail demand . One may follow the crowd.

Dear Nasirulji and Septa,
I understand that issue price is very high for NH, what should be the correct price for NH? so I can pick something from secondary market.

Too difficult to make a meaningful assumptions here without proper guidance. I will wait and watch.

these days valuation is all over the place take the example of recent IPOs from VRL to Indigo all now r over valued compared to best international peers or local peers. In case of NC i agree with D Pandey Rs 100 is fair price but QIB and HNI have big deep pockets with to much free cash floating and no alternative investment all IPO will have a bloating price. Now take CCD today gain almost 8% with the news Morgan stanley interest in this counter we could be another few 8% move so valuation is all over the place companies like TATA Steel with book value of Rs. 650 with only 50% capacity utilisation and PE of single digit is quoting at 240.

Year 2015 has been a good year for IPOs however on valuation front most issue did not leave anything on the table but still gave very handsome return on investment. Which IMO is not a good sign becamost these IPOs are trading at very high PE we need some correction if not we will get into bubble phase and many people will be hurt. The watchDOG SEBI is Putting the dog IPOS out on the sale table so RII will see them and buy them and burn them.

investment decisions should be taken from the mind and not from the heart. Although the promoters are very nice people & no one has any doubt about there credibility but investing is a separate issue & both should not be mixed.

I know that a lot of people wont like my comment. But, I have a policy that generally I comment only when the IPO is not worth investing. I have a style of my own to alert the investors. Currently, all are riding high due to 3-4 good listings and another 2 expected to list good. I did not comment on last 4-5 IPOs as they were worth investing or taking risk. But this IPO is not worth it. please forgive me for my language.. just to create some humour and alert innocent new retailers:-


THIS WILL KOOT U
THIS WILL LOOT U

M gupta Sir, feeling good to see u back on the board......we always respect ur comments.....Very few people are posting factual comments.....we request u please post regularly on this board...Thanking u.....

Which was the last IPO .. on which you had made comments?

Sorry. This post not related to NH ipo.

Any suggestions on OFS Technologies SME ipo?

Dear Uchit,

Though my question is not relevant to this discussion but becayou have mentioned it in your comments, could you pl suggest some banks which one can start accumulating.

Thanks for your suggestion.

Ameet

I like UCO, Andhra, Dena and Allahabad Bank. Start accumulating next week. These are not for long term. Once you get 15 to 20% then exit.

NH GMP 46-48 per Share (Solid Uptick !!)

Uchit - Thank you for your suggestions