Oberoi Realty Ltd IPO Message Board (Page 25)

Positive cash flow, nil debt, a sound record of execution and presence in premium residential development are positives of OBEROI REALTY says Business Line, recommending investing at cut off.
The offer price band of Rs.253 to 260 discounts the expected consolidated per share earnings for FY 11 by 15 times placing it at a discount to similar sized peers.
The risks are a couple of litigations in some sites for which Rs.40 crores have been paid and using mixed models of developing large townships with residential and commercial projects, for which large tracts may not be easy to acquire in Mumbai.

Dear Friends,

Please dont get carried away and stay away from Oberoi IPO. Infact one should stay away from real estate IPOs. The promoters and merchant bankers know that this is the best time to come up with an IPO.

When DLF,Parsvnath,HDIL,Sobha all real estate are available at much below issue price what is the point o subscribe in this crap IPO.
Remember this is a large issue of 1000 crore plus and iwll have same fate as other real estate ipo that is discount of 20-30% on listing.
Godrej Properties was good because of cheap valuation and only 350 crore issue still it was vailable at same issue price on listing.

Stay Away my friends from the real estate ipo.market are going to touch 23000-24000 but real estate will still be a laggard.

I have almost 99% success in IPOs. My only wrong buy in Ipo was NHPC except that i have earned on all Ipos.That too i am positive in long run

better to apply for BS Transcomm IPO. there are lot of real estate ipos lined up.

@ SJ

Hi..U haven't replied to my mail. Very busy ?? Waiting for Eros lising.

Retailer not go for this ipo. Ipo size is very big & also gmp is very low Rs. 9-11 less than 5%. After subscription go down up to 3-5 and share listing end 10% loss so retailers be carefull. Do't apply.

apply or not? WHAT IS KOSHATAK ? WHAT IS PREMIUM IN GRAY MARKET?

NOT A HOT IPO AS COMPAITED TO ASHOKA BUILDCOM

AJEET

“The IPO of Prestige will open before the Coal India public issue (on October 18)"

http://economictimes.indiatimes.com/markets/ipos/fpos/rights-issues/Prestige-plans-public-offer-this-month/articleshow/6687631.cms

@ 121. Anonymous
www.starshare.co.in has copied it from
http://www.firstchoiceipoanalysis.com/

www.starshare.co.in
has come out with a research report on Oberai ,also they have started a new 'sharelock series'...

What do these real estate people think we are fools??? to apply for this IPO. they want to loot 20% from each retail investor and share the money between promoter and MOrgan stanley.

TOO OVERPRICED AND EXPENSIVE. I would rather go for BS Transcomm. atleast it has a story and cheap valuation.

how is this ipo can anybody tell me please ........

If sp tulsaini is not bullish then definitely go for this IPO; because sp tulsaini is always wrong.
last year he commented on 10 IPO and all comments was wrong.

If he says don't go then you should go
If he says go they avoid.

sj,
you are to bullish on obeori i do not think there is any steem left you can accept 10 to 15 % listing gains and cannot compare with godrej
godrej properties has vast land but oberai most of the properties have been sold and the price is already disconted i am wating for the review of sp tulsaini
he will also not be that bullish on oberai expect for listing gains

HI SJ,

I have holding 1000 shares of Pipavav Shipyard, I brought the shares around 52 rs/'share.
Now its going down (from 117 to 80 rs) please tell me if I hold this or sell ?

Some boarders again not seeing my older post

so i am posting my view again on prelim screening of OBEROI. YES ITS NOT EIH AS I CLARIFIED ....WAS MISTAKE....THANKS TO SAHRANPURJI I IGNORED

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73. Sj Oct 03, 2010 7:32:50 PM IST Report Spam
IF 70 ANONYMUS IS CORRECT I ALSO CHECKED ET SO IT'S CORRECT



APPLY IN THIS PIECE...GRAB IT

ITS A SALE ....SALE SALE......FIREOWRKS IN DURGA PUJA AND DIWALI MY FREIND


ON CONSOLIDATED DILUTED BASIS IT WILL POST 20 EPS IN MARCH 2011 AS IT HAS 70% CAGR LAST YEAR AND IN BOOM TIME

NOW REAL ESTATE IS BACK

THUS ON PREMILINARY SCREENING...


1) JUNE QUARTER PROFITS ARE HAL OF MARCH 2010 FULL YEAR

2) SO FULL YEAR WILL BE AT LEAST DOUBLE OR MORE GOING BY 70% GROWTH THAT IS 550 VERSUS 250 ODD CURRENTLY AS OF MARCH 2010

3) OPERATING MARGINS ARE IMPROVED DUE TO LOW COST OF LAND IT UNBELIEVABLE 65%. WHERE WILL YOU GET THAT...?

4) Projects are Unbelievable. It is Reputed Brand Name

5) Some funds were alloted shares at 198 odd that to in 2008

6) that means this price band at higher price after CAGR Of 70% 2009-2010 is not expensive for us retail investors as compared to allotment to Institutions 2 years ago...!!


7) Its DEBT EQUITY IS 0.3 THAT IS ITS NET WORTH IS THRICE OF TOTAL DEBT

8)EPS WILL COME OUT TO BE AT LEAST 20 IN MARCH 2011. THAT MEANS ON FORWARD EARNINGS IT WILL BE JUST 13-15 P.E. COMPARED TO INDUSTRY AVERAGE OF 24 FOR REAL ESTATE AND 44 FOR HIGH GROWTH REAL ESTATE COMPANIES IT IS CHEAP....

9) THIS ONE WILL BE LAPPED UP BY SEVERAL institutional GUYS SINCE THE PROMOTER HOLDS MAJORITY THRU GROUP COMPANIES AS WELL THAT SHOWS YOU CONFIDENCE OF REPUTED WELL KNOWN PROMOTERS HOLDING ALMOST 90% OF TOTAL OBEROI REALTY

10)PREMIUM REALTY IS BACK IN VOUGE . ITS LOCATIONS AREE IN PLACE IN MUMBAI WHERE THERE WILL NEVER BE SHORTAGE OF DEMAND JUST LIKE CP OF DELHI PARK STREET OF KOLKATA MG ROAD AND BRIGET ROAD IN BANGALURU ETC. ETC.

As someone here said ....This can be another Godrej properties bumper listing in the making

Dont worry this is not NITESH ESTATES...LOLLL...!!

People on INITIAL SCREEING PROMOTERS HAVE LEFT ENOUGH ROOM ON TABLE

FOR RETAIL GUYS ON LISTING

ON FACE OF IT LOOKS GOOOD

LET ME DO FURTHER SCREEING

IT MAY BE GOOD FOR LISTING AS WELL AS 6 MONTHS HOLDING TILL MARCH 2011

LETS SEE


WILL FIND OUT MORE..THIS MUCH IS ALSO GOOD ENOUGH....!!



Regards

SETU

i am excited seeing price band...

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ON FURTHER SCREENING.....I CAN SAY SUBSCRIBE

AAJJ

DO I NEED TO TELL YOU MORE...?

I HAVE GIVEN PRELIM....THAT IS ENOUGH I GUESS FOR YOU...

SEE PREVIOUS POSTS ON OBEROI I POSTED..!!


ANYWAYS


PLZ GO AHEAD AND SUBSCRIBE


THIS DARLING IS A NO BRAINER..!!

SJ..Shall we go for this?

Profile of Promoter of Oberoi Realty...!!

People saharanpurji told me and now my doubt is cleared

I was so excite seeing price band after financial screening that I forgot who is promoter..


Here is info i am sharing. Have a look...!!

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The World's Billionaires

#717 Vikas Oberoi

03.08.07, 6:00 PM ET

Age: 36

Fortune: inherited and growing

Source: real estate

Net Worth: $1.4 billion

Country Of Citizenship: India

Residence: Mumbai , India, Asia & Australia

Industry: Real Estate

Marital Status: married, 1 child

Education:

Runs Oberoi Constructions, privately held real estate firm in Mumbai started in 1985 by his father from the profits of family's saffron-trading business. Since taking over in 1997 Oberoi has built on inheritance with several upmarket residential and commercial projects. Got noticed when, backed by a venture capital firm, he scooped up GlaxoSmithkline's corporate headquarters for $24 million in a hotly contested auction in 2003. Recently, Morgan Stanley's real estate arm invested $152 million for a reported 10% stake. Wife Gayatri is a former Bollywood actress.

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Reagrds


GRAB IT AS YOU SEE BY FILTERING MY MESSAGES IN OBEROI POSTS YOU WILL GET INITIAL SCREENING THAT I POSTED ON OBEROI...

PLZ GO THRU


THIS I AM BUYING APART FROM indiabulls real estte

POST LISTING IT WILL BE BIGGER THAN indiabull real


and 4th largest in India

Regards

John PTA

The owner is my clients friend

The new VP is also my clinet ..!!

Who is newly appointed

The operator of Microsec

is just 10 buildings away from my office...LOL...



But there is no strategy

If one thing....I have learnt from....my experience

At least for trading

Never come with preconcieved notions...!! To trade a stock...

Otherwise you can suffer huge intra day losses also esp. in IPOs..!!

I will trade it on that day

i cannot comment now...WETHER I WILL BUY OR SELL

just as i guided another boarder called NISHA on tirupati inks...


I will come out for cofee break at 11:30 1 PM 2:30 and final comments before squaring off

I will also give stop losses and guide you

Now since you can see my posts only thru filters

You are adviced to see my short selling posts on Prakash steelage and Tirupati

What logic i gave to trade

Anyways meet you on trading day tommorow my freind....


Regards


Sj from INDIA....Lol...!!


P.S. If you have seen any good looking Dubai girl...coz Dubai girls are very fair...and very innocent and smart...plz give my facebook ID to them...LOLLLL...!!...Plz help your freind.....!!......Lol..!!