Can Anyone please tell me that how many ipo''s are upcoming or running currently so funds can be arranged accordingly. Please also let know that which ipo''s should be subscribed according to their priority. By How many ipo''s i mean that once the funds are blocked then they cant be used by another ipo until released. Thanks In advance.
Itne sare IPO ek sath , or vo bhi itna bade size ke IPOs. Isiliye market se pese uthake, yaha pe sub invest kar rahe lagte he.
Isiliye roz market gir raha he, or yaha IPOs first day pe hi fully subscribe ho jata he :D
206. MehulStk| Link| Bookmark|
October 29, 2021 1:21:34 PM
Top Contributor (400+ Posts, 100+ Likes)
Hello Dear Fellow Investors, I wanted to apply for HNI category in Axis bank asba, which category should I select in their portal for HNI? Please Help Thanks
206.1. Hector| Link| Bookmark|
October 29, 2021 1:36:02 PM
Top Contributor (200+ Posts, 100+ Likes)
It''s very simple .you just have to select the HNI CATEGORY and place the bid with minimum 2 lakh amount . Looking at the current demand it should subscribe atleast 240 times in HNI .
206.2. MehulStk| Link| Bookmark|
October 29, 2021 1:52:08 PM
Top Contributor (400+ Posts, 100+ Likes)
@Hector, Okey thanks for reply, what the minimum lots I have to apply to at least get one conform allotment, if its subscribe 240times in HNI
@lokes, yes agree with you on the good chances, but MehulStk has asked for atleast to get one confirmed allotment, if its subscribe 240 times in HNI.
How much you planned for this?
thanks
206.6. lokes| Link| Bookmark|
October 29, 2021 3:16:49 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@MRavi: i think even with 150 lots it will be confirmed.....chances are tough to cross 150X, and for 160/170X subscription also 90% chances will be there for allotment with 150 lot application, i dont think it will go to 200X etc in HNI as per IPO size and other ipos also during same time.
I may use 150 lots here from 1 HNI application or 100 lots each in 2 HNI applications.....will decide by 2.45pm on 1st nov. [So if it will go 110/120X there are chances that both 100 lots HNI application will fetch 1 lot each]. And remaining whatever available in policy bazaar/sigachi , needs to decide.
@lokes, i think almost same. my expectation is less than 100 X (due to many IPO''s comobied with secondary market is down). applying in two 100 lots will surely fetch you 2 or more lots.
Thanks
206.9. lokes| Link| Bookmark|
October 29, 2021 3:58:53 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@nikhil: ya obviously nykaa will have listing gains, as you can see in so many posts here....we all are applying because there will be listing gains else why someone will apply.
@Friends... How much HNI subscription you are expecting for Sigachi? Considering small size, If 450+ does it make sense to block that much fund for 1 Sigachi lot whereas you could get 3 lots in Nykaa.
206.11. sdz| Link| Bookmark|
October 29, 2021 4:04:43 PM
IPO Guru (1000+ Posts, 500+ Likes)
@Lokes... Still want to gamble by waiting to apply till 2.45pm on 1st that too with 5 active IPOs on that day? 🤔😜
206.12. lokes| Link| Bookmark|
October 29, 2021 4:09:03 PM
IPO Guru (4400+ Posts, 5100+ Likes)
blocking 450 lots in sigachi, in comparison to that, same amount will fetch more returns in nykaa and even policy bazaar....defnitely not a good idea... even if sigachi lists at double then also blocking 450 lots in that will be proved wrong deal in comparison to using those funds in nykaa. 2 lots of nykaa will definitely fetch more profit than 1 lot of sigachi and in 450 lots sigachi only 1 lot allotment probably and nykaa aprox 3 lot allotment.
206.13. lokes| Link| Bookmark|
October 29, 2021 4:28:34 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@sdz: on 1st nov only 1 ipo is closing that is nykaa so there wont be any issue at last time, still i will be having 15 mins buffer ;) other active ipo''s doesnt matter since HNI concentration (load on site) etc will come on last day only during this time, other days of subscription wont be having much impact. Last time when issue came, it was 3 ipos closing on same day.
Thats why smart investors avoid Government stocks. Some babu wake with new dream and pass a diktat to ruin the value. Their whims and fancies will make retailers pay. These are best available value stocks in market. Though I made money in PSU stocks, there is always a hanging sword on head make me think twice.
200.4. ColdBurger| Link| Bookmark|
October 29, 2021 10:31:53 AM
IPO Mentor (1300+ Posts, 400+ Likes)
Hmm 3 lower circuit straits. Wow had bought at 4k before split. Knew yesterday that it will fall tomorrow but couldn''t exit as split share not in account. This time Government Babbu played smart and trapped retail. This is why they are not allowed to trade stock. Ho gaya loss ab kya.🙄🔥🔥
200.9. lokes| Link| Bookmark|
October 29, 2021 11:02:44 AM
IPO Guru (4400+ Posts, 5100+ Likes)
too much of reactions actually for the news, went un-necessary too much down due to retailers panic....even if profit would have come down by 50% in comparison to expected , this much reaction would not be. And irctc revenue is from other things also other than ticketing (so even 50% revenue sharing with government would not have so much of effect on profits, its just about sentiments).
anyways as i said in my above posts, it recovered a lot now from lows so whoever holded and didnt sold in panic in big loss are saved
Dear admin yha par ipo ke alawa or phaltu discussion ho rahi h kuch to apne baccho ke nam search kar rahe h ,kuch other shares ki discussion kar rahe h.Jis ipo ka page h uski discussion 50 % bhi nhi h. Phir kya sense h is forum ka. Thanks.
197.3. Have Faith 🙏| Link| Bookmark|
October 29, 2021 9:43:28 AM
Top Contributor (500+ Posts, 100+ Likes)
Yes big scam ipo
197.4. jstm| Link| Bookmark|
October 29, 2021 10:02:51 AM
IPO Guru (1300+ Posts, 3200+ Likes)
Auto sales revenue are in line with auto cos. Day before yesterday I tracked maruti''s result and it is welcomed by investors.Here the case is the promoter v.v sanghi is fraud.
197.5. Have Faith 🙏| Link| Bookmark|
October 29, 2021 10:06:45 AM
Top Contributor (500+ Posts, 100+ Likes)
Ab kya kr sakte h ...hogya loss badiya
197.6. Black Swan| Link| Bookmark|
October 29, 2021 10:08:12 AM
Top Contributor (300+ Posts, 400+ Likes)
CT is a good buy at these levels. Me too have around 7 lots allotted during IPO, Added at 1400, 1200 and today at 1175 levels. Long term it will reward patience.
197.7. jstm| Link| Bookmark|
October 29, 2021 10:22:51 AM
IPO Guru (1300+ Posts, 3200+ Likes)
Hold it and wait for the outcome of today''s investor meet. I am not able to log-in in link-in-time/NSDL to attend the meeting. Last time I attended and somebody raised the question regarding audit fraud and -ve listing. v.v. sanghvi answered diplomatically.
197.8. Have Faith 🙏| Link| Bookmark|
October 29, 2021 10:39:48 AM
Top Contributor (500+ Posts, 100+ Likes)
I think price is too high as compared to company value
197.9. lokes| Link| Bookmark|
October 29, 2021 11:06:34 AM
IPO Guru (4400+ Posts, 5100+ Likes)
is gadhe ko ghoda banne mai time lagega abhi
197.10. jstm| Link| Bookmark|
October 29, 2021 11:43:38 AM
IPO Guru (1300+ Posts, 3200+ Likes)
wait for these 3 triggers - today''s outcome of investors meet, October auto sales numbers and Dhanteras auto booking.So we have to wait till wednesday. Tab tak ye langda ghoda hi rahega.
197.11. Have Faith 🙏| Link| Bookmark|
October 29, 2021 12:03:33 PM
Top Contributor (500+ Posts, 100+ Likes)
@jstm
CT Ko langda ghoda bol k app langde ghoda ki bhi bezzati kr rhe ho ...nothing will change in 3 days ..need to wait more Quarters and anyone will there be more ESOP expense in upcoming quarters ....when ever price will go up i think they will need to make more ESOP provision ??
@have faith after results looks like they are not interested in profit they are only interested in their employees "company which are not investors friendly will never will be able to generate wealth"
197.13. jstm| Link| Bookmark|
October 29, 2021 1:24:07 PM
IPO Guru (1300+ Posts, 3200+ Likes)
CT is reminding me TBZ whose results were used to be good but every year top management increases their salary above industry standard and that''s the reason good result didn''t reward the company and investors. Same may be the case in CT also. Good result but money may be eaten against the purpose of IPO. Management seems to be very hungry for money but in a short-cut way. BTW I''ll continue my holding for LT.
Reliance has already disrupted e-grocers like Bigbasket/Grofers by launching JioMart, and fashion giants like Myntra with Ajio. Now targeting cosmetics player Nykaa. In e-commerce, no company is safe (remember Snapdeal, ShopClues, etc). It is important to buy at justifiable valuation and not some artificial IPO hype.
194.3. Jetha Lal| Link| Bookmark|
October 29, 2021 12:02:45 PM
IPO Guru (1000+ Posts, 2100+ Likes)
If we remember then same kind of news also published while IPO of Zomato that Amazon has started Food delivery in Banglore and they can disrupt food delivery sector.
*The Zomato Story* (Just sharing a good write up))
TRADING OF LOSS - NEW PARADIGM
Company X accumulated losses of over Rs 4,600 Crore
Incurred Loss of Rs. 106.9 Crore in 2018 Loss of Rs. 1000 Crore in 2019 Loss of Rs. 2400 Crore in 2020 Loss of Rs. 800 Crore in 2021 Loss of Rs. 350 Crore in 3 Months Apr to June 2021
Aggregating Total Loss of Rs. 4600 Crore from 2018 to 2021 June
With these Losses continuing to mount high, they managed to stand on their feet from 2018 till Today. Strange that it is not a year-old Business nor having previous years of accumulated profits that can set-off their current and future Losses. Hence it is quite evident that Net Loss is funded by Capital and Debt. But why do the Investors keep pumping the fund in the Startup even when they see no Profit in 4 years.
If the Business was running on Loss
Q) Were the Employees not paid ?? Answer is No, They were paid handsomely
Q) Were the Customers forced to Pay the high amount ? Answer is No, they were instead given Meals at high discount
Q) Might the Founders and Top Brass were taking less Perks ? Answer is No,
Founder Basic Salary was Rs. 3.50 Crore Co-Founder -Gross Remuneration was Rs. 3.70 Crore CTO 1.50 Crore CFO 3.26 Crore
Q) Any Income Tax A: Since the Company was running at a loss, there is no Income Tax payable
So who was bearing the brunt of Heavy Loss ?? The Answer is the Investor of X Company having stakes in the company.
It is obvious that the Loss of 4670 crore is funded by External Investor
So isn''t it the Existing Investor of X Company at Loss? How does this External Existing Investor gain if the Company is running Loss ??
Now here is the trick. There is a Trading of Loss. What If I tell You that Loss can be sold at a Profit?? Yes that is possible.
Investors (Top 5 Investors were holding around 50% Stake) who pumped funds into this startup have already had their funds eaten up by the losses. Yet in the books they held Numbers of Share and % of Stake.
VALUATION- The Talking Point
Now, The Company went for Independent Valuation by a Valuer
The Valuer valued the Loss Making Company for Rs.60000 Crore !!! Strange but true.
With this Valuation, the Company went for IPO. That means they are going to list their Shares in the Stock-market making their Shares easily accessible to the Public to Purchase, and sell further.
Strong Advertisement, Endorsement by Some Experts, News Channels, Social Media, etc created such a hype in the market of forthcoming IPOs that it gave the impression to every Stock-market Trader of a Cake 🎂, that no one was going to give a miss.
With such a Marketing, Valuation and Expert Endorsement, IPO got oversubscribed by whopping 38% with Listing priced at Rs 116 which was Valued at 72-76 (which itself was questionable)
The interesting point was that Company X went for IPO for Rs. 9400 Crore, Out of Which only 400 Crore was only pumped into Company, Rest 9000 Crore was Part of Offer for Sale by Existing Investor. (Did anyone notice that Subscribing to IPO means purchasing Shares from existing Investors which generally people are reluctant to do, as they are more interested in funding the company than buying such shares from existing Investors.) That means out of 9400 Crore subscribe and funded by Public in the form of Rs. 116 share, first 9000 crore will go to the Early Investors.
Now here we go !!!!
Who are these Early Investors ? These are the same people who funded the loss making Company and now they sold their stake at higher profits.
Now the Value of Share of Early Investors is 1010 times higher than when they purchased the share at first.
So, for 4700 Crore Loss Making Company, everyone was paid more than their worth - Employee - Customers - Founders - Top Management - And at Last and at Higher rate - The Investors
So who is now Handling the Loss ? Yes, WE Public holding shares of X Company !!!
Right. The Loss has been passed on from the Top 10 Investors to the Public at a Profit ranging from 60 to 1010 times !!
This is the Stock-market for You !!!! And, a new way of making money.
*CREATE A VALUE PERCEPTION, and NOT VALUE.* *_Sell the DREAM and not PERFORMANCE._* *PROFIT is history.* *_Market Valuation is the way to make money._*
Hi Avenue , I don''t know from where you''ve shared this , But there is a very big FACTUAL MISTAKE.
Zomato OFS was only 375 Cr AND FRESH ISSUE was 9000 Cr.
Exact Opposite of what you have mentioned , So the Existing early investors have still got only 375 Cr and Rest 9000 Cr went to Company for it''s operations.
That would render your entire theory and resulting hypothesis useless as it would appear that LOSS has NOT BEEN TRADED AT ALL.
Please let me know what you think about this . And you Check Issue details of Chittorgarh Pages for Zomato or any other Websites.
193.8. Lokesh Chiru| Link| Bookmark|
October 27, 2021 1:31:00 AM
Top Contributor (400+ Posts, 200+ Likes)
@Avenue, In that case no one should have invested in Amazon, Tesla but look the returns they have generated since the inception of their IPO''s. It is Mindboggling to say the least.
Agree that Zomato can''t be compared to Amazon and Tesla type of businesses but Zomato is an undisputed leader in Food delivery space with only Swiggy as its competitor. There is strong runaway for growth in long term in a vast country like India because of its demographics.
Apart from Food delivery it is already/getting into adjacent business like supplying raw materials to the restaurants listed in its site and Cloud kitchens.
They have huge amount of customer data which they can exploit for their future growth which will only grow exponentially.
Note: Agree it is expensive currently but niche businesses are always expensive.
@Lokesh Cheru... Neither the writeup nor myself has mentioned that people should not have invested in Zomato. Infact I myself invested and doubled my money. I also acknowledged gross error made by writer in OFS and Fresh portions, may be he took a wrong example. Your comments and observations are 100% correct, however I still feel that Valuation is the new way to make Money, not Profit...
It''s scary to think that what will happen when this bubble will blast, No one will come ahead to save investors.
193.16. Roxpatel| Link| Bookmark|
October 28, 2021 12:39:14 AM
IPO Mentor (600+ Posts, 700+ Likes)
Good but not convincing for below sentence "So who is now Handling the Loss ? Yes, WE Public holding shares of X Company !!!"
76 Rs shares holding is now at 134 Rs How Public is handling the loss? Correct me if I''m wrong Thanks
193.17. Lokesh Chiru| Link| Bookmark|
October 28, 2021 12:46:28 AM
Top Contributor (400+ Posts, 200+ Likes)
@ Spock Yes Nykaa comes under niche business category as it is "Technology related internet platform". 85% of it business comes from online and only 15% from offline stores. It caters to Beauty and personal care products as well as Fashion. It has long term relationships with international brands.
Just like Zomato does not own any restaurants and just delivers the food ordered by customers from restaurants with the help of delivery partners and has unique business model in the listed space (Swiggy is not listed) Nykaa serves in Beauty and personal care products. Unlike Zomato Nykaa has products of its own as well as other brands.
Nykaa is unique startup which is already profitable unlike Zomato which is still loss making. CAGR growth both in terms of Revenue and Profit will be excellent for the next decade provided we do not have scary things like covid.
Market valuation of Zomato is close to 1 lakh crore now and at IPO price Nykaa commands valuation of approx 53000 cr.
On a lighter note, once woman get used to beauty, personal care products and fashion there is no stopping unless world is coming to an end:) Lot of Customer stickness and word of mouth plays an important role in this kind of business and they are acquiring customers at a rapid pace. So the revenue and margin will grow at an unprecedented pace.
Best strategy in this type of all IPO is that if there is 10% Retail allotment, apply 1lot, if alloted sell on listing day. What ever prise is never touch this script again.
@ Avenue This write up is a good one if we set aside the interwoven deficiency of fact relating to OFS i.e the existing investors are exiting at higher rates and thereby shifting the burden to the incumbents. It is a good depiction of the ongoing affairs relating to the company. It shows that even huge loss may be an element of good business if presented palatabley with infusion of rosy future. Now huge loss is a huge talking point of a huge future. But what worries me , inspite of getting opportunity the existing investors have not exited . Now it is clear . If they tried to exit at the time of IPO ,they would have got Rs 76 .Now it is already in the range of 135 - 150 . Now they hope still better price is possible. See the confidence of the^ LOSS ENJOYERS^. The same thing is relevant in this present environ. Keep it up .Try to eliminate incorrect data if any. Thank you,