FSN E-Commerce Ventures Limited IPO Message Board (Page 27)

Retail will be more likely 16x times. Lets wait for HNI subscription which would be close to 100x. If anything less than 100x then subscription figures hasn''t matched the hype generated.

Hope Nykaa HNI wont cross 100x. 80,000cr in HNI will be record subscription?

@Noorul,
you always straight to the point, and probably right. I fully agree Sigachi 100% or more gains possible with few more UC. but also it may easily could cross HNI 400 or 500 X as well, where as PB may get 40 to 50 X, better allotment and better returns (15 %) - some fair chances there. I dont predict like you or lokes or jstm or few other friends, but doing a devil''s play 😜. I want to give a benefit of doubt to PB (most of the times I am proved wrong 😉), let see 🤞

Thanks

@MRavi: good explanation in your last message about sigachi and PB, makes sense....
if we consider around 400X in sigachi then it will be comparable (similar) returns in sigachi and PB for the same applied amount (when applying more than 400 lots), as per current GMPs.
if someone needs to put more than 450 lots to get 1 lot of sigachi then PB will have better returns and if someone gets sigachi in 300-350 lots approx (either by lottery in sigachi by putting 300 lots or as per subscription whatever) then sigachi will have better returns.

Remaining we will come to know after subscription and listing in both :)
Till then its all about guess work and individuals choice which one to choose or how to distribute. 300 lots money still left to apply ;) >

Consumerism at Best. Rich Valuations. All ingredients for long term play. Despite expected competition, Nykaa has established its position in cosmetics and fashion industry.
Applying to participate in getting strong in Indian consumerism.

Dears @noorul, @sdz
Sorry if this has already been discussed.
Kindly let em know your strategies for Nyka and other IPO''s wrt HNI.
Should we go for FF to Nyka HNI ?

@Avenue,
I also noticed the same. Sigachi IPO is not shown in ICICIDirect. Not sure why?

Anyhow has any idea, please let me know.

@Avenue ji - I had replied, but looks like chittorgarh is removing replies with Twitter link. ICICIDIRECT has posted this on Twitter - we are not providing Sigachi Ltd IPO on ICICIdirect platform. Kindly note that customer having ICICI Bank account can apply through i- bank Net banking platform.

I had created some demat accounts on groww to apply but they haven''t been verified yet. Can I apply through ASBA without a demat account number for now??

Today I am tempted to share some critical points as I have got that may help to take a more comprehensive decision. I am aware that it may not be liked by many in this gaseous environ.
What I can see
1. For retail, uptill now 6.32 times subs received which may get extended upto 10.3
Normally net figure is 20 to 25% less . So it should be taken as 8. But if we take recent comparison with Zomato (4 times net out of 7.45) or Paras (heavy craze) 73% , and it is to be acted upon by 1.5 times of it size posed by four others, logical net figure will be 7 or less. So , a good chance for retailers .
2. GMP was in the range of 600 to 650 before announcement of dates. After announcements of date it was stable for sometime but now coming down by and by and now it is about 525 . May be due to the pressure of other Ipos .Nii subs till date is 4.17 .This is so far so good but it is evident that it is done by the self funded applicants who can not carry it to a great extent.
3.Now comes the point of interest relating to finance supported applicants. Normally, minimum 6 days interest is required for this purpose but in this case at least 8 days interest is required. So 33% extra interest is required .Moreover, Nbfc etc who provide with finance for this purpose , has increased interest rate seeing the bumper demand (as transpired in this forum and otherwise). 1% increase in interest rate will increase the interest burden by 20% .So, overall extra interest may be 50% or more but commensurable GMP increase has not been seen causing a mismatch any thereby eating into the expected gain.
4. Somebody may compare it with Zomato which was bigger in size and not supported by GMP but giving gains. Zomato was challenged by only Tatv C (500 cr size )and supported by released fund of clean science (1550 cr size )and GR infra (950 cr size) .But here it is challenged by 4 IPOs of 7750 cr size including a bigge PB .
5. There may be a dilution in craze in view of the above fact.
What I can not see
1. Wheather the craze is like RELPOWER, Sbi card, power grid or at least Zomato.
2. Wheather people will flock to it only dicarding others.
3.wheather finance companies can reduce interest rates seeing dilution in demand if any.
Seeing the historical fact, late examples,average apprisal of the incumbent facts, present environ, peoples reaction in this forum and otherwise, I take a fair view of the possible subscription for my understanding as:

Retail net 6 times and Nii 55 times.

I don''t understand how Nykaa is coming at 80,000 cr. valuation?... The post IPO number of shares of Nykaa would be close to 47.25 cr., and the issue price is Rs 1125 per share. Therefore it''s listing at a valuations of:

47.25 cr. shares x Rs 1125 per share ~ Rs 53,000 cr. valuation.

Which is huge too, but honestly, so is the valuation perception of almost every company getting listed (I''ve been applying for two years and in every company''s IPO there is the same point of "it''s too expensive", only for the company to show good listing and considerable upside in most of the cases post listing).

Also, if online platforms are gonna be the future "winners" like "IT firms" were for the last decade, then these would be the ones creating the benchmark for the market cap in the long-term.

Also, as for EaseMyTrip, I do believe it is grossly undervalued. The market sentiment was turning bearing when it was listing hence no listing gain, but it is trading at 2.5x the listing price in a matter of months.

@Zabhi - Based on current GMP, its listing market cap will be above 80,000 crore. And you comparing EaseMyTrip whose IPO valuation was 2,000 crore with Nykaa whose IPO valuation is 53,000 crore is exactly the point. It is easier for a small cap company to go 2x, 5x and beyond than it is for a large cap. Nykaa has left nothing on the table for new investors who plan to invest after listing.

Nykaa

Normal 700/-
Subject 5555/-
Premium 565 buyer

nykaa ipo not showing in SBI net banking

WHY ?

Fsn e commerce naam he...

Current Gmp

600

Today GMP 550

If one has fund for 1000 lots. I ask the IPO Experts, how should he distribute them amongst the five current IPOs.....?

Any chances listing in discount..?

Yes @ams bech ke loss se bach jao...😌

Unless overall market bearish/crash very little chance of discount listing

Capital Mind gives a rating of 48/100. May apply. https://www.capitalmarket.com/pub/nim/nimshow.asp?code=75803

For Aditya they gave 50/100. See where it is today - losses for so many. Never trust these ratings. They get money to give positive ratings.

Capital market is also giving higher rating to Sigachi Industries, 50/100, highest in present 5 IPOs.

To get Dividend buy irfc on or before 9th nov.
buying on 10th or 11th you wont get dividend

Buying a dud stock like irfc in itself is tragic....forget buying it for dividend.....

Why not just go for bank FD

PB IPO:

Year 2020-21:
Revenue - 954 crore, loss 150 crore

Earlier in 2019, 2020 loss was more than 300 crore

Looks good loss reduces in 2021.

But in June 2021 - Revenue 257 crore, loss 110 crore

Something strange. Looks like last year’s books are cooked for ipo purpose.


Same thing in NYKAA:

Last year revenue 2400 crore, profit 61 crore. Looks good. Company turned profitable.

But in June - 2021 revenue 800 crore, profit is only 3 crore.

I think after ipo is over lots of another expenses, employee expenses, promoter expenses etc. Both companies will never show profit on books.

Think twice before go long on both companies.

Sahi kaha bhai price brands are already expensive ye zaroori nahi ki har ipo me zomato ki tarah listing ho every shining things is not gold har chamkti chees sona nahi hoti think multiple time before apply thanks

Nykaa
Price band-1085- 1125

Thanks

Dear sir, Your guidance is so important for a small investor like us. Kindly guide us to apply in this ipo or not ? Kindly give guidance for other upcoming ipo also.

@Aniketiaf,
Hope all is well with you. come back soon, we all miss you

Thanks

THE MOST RELIABLE
List of Mainboard IPOs IN THE PIPELINE
(Status as on 25th October 2021)


A) DRHP Filed – SEBI Approval *Overdue*: DRHP filed >2 months ago

1) Aadhar Housing Finance >>> DRHP filing date 24-Jan-21
2) UMA Converter >>> DRHP filing date 01-Jul-21
3) Gemini Edibles & Fats India >>> DRHP filing date 09-Aug-21
4) Keventer Agro >>> DRHP filing date 10-Aug-21
5) Fusion Micro Finance >>> DRHP filing date 11-Aug-21
6) Le Travenues Technology >>> DRHP filing date 13-Aug-21
7) Go Fashion (India) >>> DRHP filing date 13-Aug-21
8) CMS Info Systems >>> DRHP filing date 14-Aug-21
9) VLCC Health Care >>> DRHP filing date 14-Aug-21
10) Prudent Corporate Advisory Services >>> DRHP filing date 17-Aug-21
11) Inspira Enterprises India >>> DRHP filing date 17-Aug-21
12) Sterlite Power Transmissions >>> DRHP filing date 17-Aug-21
13) MedPlus Health Services >>> DRHP filing date 17-Aug-21
14) Tracxn Technologies >>> DRHP filing date 17-Aug-21
15) Rategain Travel Technologies >>> DRHP filing date 18-Aug-21
16) Tega Industries >>> DRHP filing date 18-Aug-21
17) Emcure Pharmaceuticals >>> DRHP filing date 18-Aug-21
18) AGS Transact Technologies >>> DRHP filing date 19-Aug-21
19) Metro Brands >>> DRHP filing date 20-Aug-21


B) DRHP Filed – SEBI Approval *Awaited*: DRHP filed <2 months ago

20) Maximus International >>> DRHP filing date 26-Aug-21
21) C.E. Info Systems >>> DRHP filing date 31-Aug-21
22) Infinion Biopharma >>> DRHP filing date 01-Sep-21
23) ESDS Software Solutions >>> DRHP filing date 03-Sep-21
24) Tamilnad Mercantile Bank >>> DRHP filing date 04-Sep-21
25) Healthium Meditech >>> DRHP filing date 06-Sep-21
26) India1 Payments >>> DRHP filing date 07-Sep-21
27) Vedant Fashions >>> DRHP filing date 10-Sep-21
28) Hariom Pipe Industries >>> DRHP filing date 20-Sep-21
29) Puranik Builders >>> DRHP filing date 21-Sep-21
30) Electronics Mart India >>> DRHP filing date 22-Sep-21
31) Data Patterns (India) >>> DRHP filing date 22-Sep-21
32) Godavari Biorefineries >>> DRHP filing date 27-Sep-21
33) CMR Green Technologies >>> DRHP filing date 27-Sep-21
34) Sahajanand Medical Technologies >>> DRHP filing date 27-Sep-21
35) Uma Exports >>> DRHP filing date 28-Sep-21
36) Lava International >>> DRHP filing date 28-Sep-21
37) Waaree Energies >>> DRHP filing date 28-Sep-21
38) Abans Holdings >>> DRHP filing date 29-Sep-21
39) Veeda Clinical Research >>> DRHP filing date 29-Sep-21
40) Global Health >>> DRHP filing date 30-Sep-21
41) PKH Ventures >>> DRHP filing date 30-Sep-21
42) BVG India >>> DRHP filing date 30-Sep-21
43) Oravel Stays >>> DRHP filing date 30-Sep-21
44) Wellness Forever Medicare >>> DRHP filing date 01-Oct-21
45) Radiant Cash Management Services >>> DRHP filing date 11-Oct-21
46) GPT Healthcare >>> DRHP filing date 15-Oct-21


C) SEBI Approval *Received (<3 months)*:

1) Tarsons Products >>> SEBI Approval 22-Oct-21
2) HP Adhesives >>> SEBI Approval 22-Oct-21
3) One 97 Communications >>> SEBI Approval 22-Oct-21
4) Anand Rathi Wealth >>> SEBI Approval 21-Oct-21
5) Sapphire Foods India >>> SEBI Approval 20-Oct-21
6) ESAF Small Finance Bank >>> SEBI Approval 20-Oct-21
7) PB Fintech Limited >>> SEBI Approval 18-Oct-21
8) Adani Wilmar >>> SEBI Approval 14-Oct-21
9) Penna Cement Industries >>> SEBI Approval 14-Oct-21
10) Latent View Analytics >>> SEBI Approval 13-Oct-21
11) Star Health and Allied Insurance Co. >>> SEBI Approval 13-Oct-21
12) Sigachi Industries >>> SEBI Approval 11-Oct-21
13) FSN E-Commerce Ventures >>> SEBI Approval 11-Oct-21
14) Skanray Technologies >>> SEBI Approval 08-Oct-21
15) One Mobikwik Systems >>> SEBI Approval 07-Oct-21
16) SJS Enterprises >>> SEBI Approval 05-Oct-21
17) Fino Payments Bank >>> SEBI Approval 01-Oct-21
18) Popular Vehicles and Services >>> SEBI Approval 29-Sept-21
19) Paradeep Phosphates >>> SEBI Approval 22-Sept-21
20) Northern Arc Capital >>> SEBI Approval 03-Sept-21
21) Chemspec Chemicals >>> SEBI Approval 30-Aug-21
22) Shri Bajrang Power and Ispat >>> SEBI Approval 26-Aug-21
23) Go Airlines (India) >>> SEBI Approval 26-Aug-21
24) Ruchi Soya Industries >>> SEBI Approval 13-Aug-21


D) SEBI Approval *Received (>3 months ago)*:

25) Fincare Small Finance Bank >>> SEBI Approval 28-July-21
26) Supriya Lifescience >>> SEBI Approval 23-July-21
27) Jana Small Finance Bank >>> SEBI Approval 09-July-21
28) Medi Assist Healthcare Services >>> SEBI Approval 22-June-21
29) Shriram Properties >>> SEBI Approval 15-June-21
30) Utkarsh Small Finance Bank >>> SEBI Approval 03-June-21
31) Arohan Financial Services >>> SEBI Approval 23-Apr-21
32) Seven Islands Shipping >>> SEBI Approval 30-Mar-21

kiduja Today Hingh 199.9👍👍👍👍

Dear sir, We have only trust in grey market premium provided by you. Kindly provide latest grey market premimum for ipo''s. Your guidance is so important for a small investor like us. Also give guidance wheather to apply in these ipo or not ? Kindly give guidance for upcoming ipo also.

Nykaa Current Gmp 550/-

Just apply for Listing gains and exit in 1st 3 days. There will be definitely 5K profit per 1 lot. That is more than sufficient for 10 days.

What makes u so sure about the profit of 5?

In the last fifteen years , sixteen companies has come with IPOs including five psu where size is more than 5000 cr . I am furnishing relevant data for seeing through it. Zomato is the first LOSS MAKING company in the history of India which dared bringing an IPO more than 5000 cr (9375) . A new trend has begun with Nuvoco following suit and some others in the queue. So LOSS MAKERS have created a sensation in the market.

Date ...company(p/L)..size..QIB/NI/RE/T..Open/... DE H/...........PR...Gmp list..now
.......................................................................ipo pr...........L.........Price............%....%
-------------------------------------------------------------------------------------------------------------------------------------
7/21..Zomato(L)........9375..52/33/7/38...116/76...138/116....132....15..+52..+74
8/21...Nuvoco(L).......5000...4/.66/.7/1.7...485/570..550/485...528....5...-15.....-7
6/21....sona c(P)........5550..3/.4/1.6/2.2...301/291...362/295....648....5...+3...+122
11/20..Gland p (p)......6479..6/.5/.2/2.....1710/1500..1850/1700.3700....+14..+146
3/20....SBI Card (p)...10354..57/45/2/26..661/755......755/656....1055....-13...+39
11/17..HDFC LI (p)......8695..17/2/.9/5.....311/290......369/307......680....+7....+134
10/17...SBI LIFE (p).....8400..12/.7/.8/3....733/700......740/702.....1145...+5....+63
9/17....ICICI LOM(P)....5700..8/.8/1.2/3....650/662......694/638......1481...-2.....+127
9/16....ICICI PRU (P)....6056..12/28/1/10..329/334......334/295.......618....-2.....+85
1/8..RELPOWER (P)..11563..82/190/15/73..342/281...331/222........14....-21....-95
6/07....DLF (P).............9187.....5/1/1/3.5......582/525....583/526......398..+10...-25
11/17..NIACL (P)........9600......2/.1/.1/1.2....374/400....375/358......152...-6.....-62
10/17...GICRE (P).......11175....2/.2/.6/1.3....425/456....450/370......133...-7.....-71
9/7....Power G (p)...... 6958...116/40/6/65.....63/39.......82/62......... 185..+61..+374
10/10..Coal Ind (p).....15199...25/25/2/15.....287/245...345/291......164...+17..-33
8/9....NHPC (P)............9187....29/56/4/24......42/36........42/37..........31....+16..-16

Now see what you can see. What I see is as follows :
1. Out of Psus coal Ind, and NHPC gave some listing gain. POWER GRID is a unique wealth creater from the day one and others are unique wealth destroyer.
2.For Zomato, Gmp operators were hoodwinked .But QIB and NII could find the tune. For Nuvoco nothing to mention except bad listing and harping on the same string.
3.Sona C and Gland pharma has surprised everybody and found to be good weath creater in the short term and taught that bidding number and GMP is not everything that can yield.
4. SBI card good craze of QIb and Nii but low retail ,negative listing but good progress subsequently.
5. Insurance companies, some demand from Qib, no demand from Nii and retail but some + listing folled by good return. These are generally institution fancy.
6. HIGHEST Qib and Nii bidding. It is a case of all gas. I Can recollect what a craze was created at that time . But its hollowness was caught in the day one .Many have taken it into long term portfolio. Everything was said to be excellent but see the fact.
7. Dlf ,listed in +ve but proved to be wealth destroyer. There was a craze for it .

High market has concealed many things otherwise it would have been less glaring/more gloom.

Now let us see whether Naykaa can beat the bidding record of reliance power. There is a great craze supported by huge gas. It will move so long as gas is there.
So, keeping things within risk taking ability is a good option.

VERY GOOD INFORMATION AND DATA

@ karanam and ombhandari
Good to feel that you have found it useful.
Thank you

Sarkar ji good work

@ Rightperson
Thank you

Expected HNI Returns comparison:
1. Nykaa: 100x, GMP 50%= 1%*50%=0.50%
2. Sigachi: 300x, 70%= 0.33%*70% =0.23%
3. PB. : 10x, 15% =10%*15% =1.50%
4. SJS. : 30x, 10% =3.33%*10% = 0.33%
5. Fino : 50x, 5% =2%*5% = 0.10%

Please modify HNI subscription and GMP numbers if not realistic

@sdz

Fino Has bigger size than SJS
lower gmp than SJS

still expected hni subscription is higher than SJS?
any specific reason?

@MRavi - Thanks
@Gaurav- Expecting Fino better than SJS subscription because of craze on digital and 9k-10k cr