Parag Milk Foods Ltd IPO Message Board (Page 32)

hey Eagleye

parag dairy apply karna chahiye ???

premium kafi crash kar gya hai....listing gain 15/20% milega ???

Rahsut - Very good analysis on 163.

Rahsut - Very good analysis on 163.

HOW I CAN GET GREYMARKET RATE

Parag GMP 13 - 15

Any Kostak rate?

Sorry eagleeye and others friends
I can''t stop myself to write below words for eagleeye.(with dot)
Abe boss DK bandh kar apna c.utiapan
Jaldi se yaha se nikal
Once again sorry this type of people always understand such type of languages.

This kind of people with dot are to confuse user of this forum.

Request to Admin to block these ID as Eagleye, Septa, RKS are stars of this forum and any wrong publicity against them can make this forum less useful.

But what you want to gain out of this nonsense?

Septaji,if one has dmat but no trading a/c ,how can he sell or transfar his alloted share?

While account opened you have received delivery instruction book. Fill the instruction slip and then you can transfer to other person by off market. But be cautious, You have to give the reason for off market transaction. I suggest you to open the trading account in your name and do the transactions.

Grey Market Premium of Thyrocare & Ujjivan IPOs Jumped.
But, Parag Milk Foods IPO Crashed

what is the jumped gmp of Ujji and Thyro?

HIndu has recommend AVOID

The company is banking on the overheated valuations in the FMCG segment. At Rs 220-227, the stock will trade at about 44 times its expected 2015-16 earnings. Pricing has been inspired by similar valuations (trailing) of other mid-cap peers, such as Prabhat Dairy and Hatsun Agro, while Heritage Foods trades only at 23 times. Investors need not subscribe to this issue, considering that room for upside in the stock is limited at such a high valuation.

http://www.thehindubusinessline.com/portfolio/firm-calls/parag-milk-foods-not-much-to-milk/article8544144.ece

Septa Ji,

New to the Platform and following your comments. You have an amazing bent of financial logical mind. keep up the good work Sir. :-)

Just wanted to introduce myself and let you know that I am a keen follower of your comments. :-)

Regards

Bharat Bhatia, Delhi

Septa, hope you have watched Kabaali teaserr!! waiting for the release :)

Application 400/450.share 12.50/14.50.tradable

Kostak price 450/
Because of retail portion 10%.
No interest.

I am a sub broker. I desire to apply online on behalf of clients. kindly guide me
how to do..?

you are locked as paper application is closed ,

AVOID AVOID AVOID PARAG MILK IPO

Company is also offering discount of up to Rs 12 on issue Price (per equity share) to all eligible retail individual bidders and eligible employees.

All the IPOs should have "safety net"provision to safeguard the interest of Retail investors.

On the valuation front, company at higher price band is available at P/E of 45x on post issue as we annualised 9MFY16 earnings; whereas Prabhat Dairy is currently trading at P/E of 46.6x on TTM basis with EPS of Rs 2.4. In our analysis, we see that company looks costly against other peers except Hatsun Agro which is trading at a PE of 57 and Mcap/ sales of 1.5x its trailing four quarters'' revenues.

For retail investors, the sweet spot will be the discount of Rs 12 which will provide instant listing gains. Looking at the company’s fundamentals and valuation we would recommend a long-term perspective to subscribe for this IPO.

Says who?

Wait for todays issue ujjain issue to close . and you will see grey market premium after thyroid allotment

Guys remember whenever there are management issues avoid. Bad management would never reward investors. Please avoid.

Sir, is there any chance 10% listing gain? HOM mkt oparator play bullish.

parag is not better then Ujjivan & TTL. I will avoid this IPO

@Septa sir,
Do u still think, caplin is still a good bet at Rs. 1000. It had run from 11.60 (2010-11 low).
It is still having one of sector''s robust ROCE of 71.11% and RONW of 55% and one of lowest PEG ratio of 0.5
Or we shall wait for correction.
Considering d past trend Q4FY16 results will also be as good as last 8 quarter results.
Also requested to advice more on these kind of stocks in initial phase.
I think marksans pharma is also a good bet with ROCE of 44.64% and RONW of 45.15%. PEG of stock is just 0.46.
Stock is corrected sharply due to lower than estimated Q3FY16 numbers. Its top line increased but bottom line dropped by approx. 35% on QoQ basis.

it is well run company so buying in dips and correction will still give good growth.

Scanner look at shree pushkar and kiri industry these two stock will be multi baggers in long run 5 to 10 years good balance sheet and very good management also equitas and ujjivan will be a good long term bet for multi baggers given the amount of growth will be seeing in this sector. I also like consumer finance company today people buy a lot on EMI same as DE countries it is all a good long term bet for multi baggers.

these r some idea which IMO in next 10 to 15 years will give investor multi bagger

Be careful bahti ganga may haath donay walo ki kami nahi hi.
kahi aisa na ho 2,4 IPO ka profit 1 may hi chala jai
so be careful in IPO market look NHPC FPO

very good advise.

Any body can tell about thyrocare and ujjavan that there is listing gains , but some of the members are know telling to avoid parag foods , the main skill lies in identifying an issue where others do not apply and gain maximum , in tyrocare issue gains will be for lucky winners and that to for single allotment ,
but i think you will get better listing gain in parag than the above IPO for those who apply in maximum family accounts , wait for the last day for QIB figures and then apply if you do not trust this IPO

THESE are personal views and there is risk in applying to ipo

Chem Cho good on u mate like u r risk taking style best of luck mate

i have benefited a lot last year on three issue which did not have much interest all these three stock have given 50% plus return one actual has given 100% return.
With Parag i am not that bullish however nothing wrong taking risk best of luck

dear eagle eye and septa sir, in previous IPO when Rii only 10%"there was no gmp and application premium.But those IPO listed with premium.can it happen in parag issue?

yes could happen. however the point is is this company worth the money the answer is no list premium and discount is secondary sometime very good company list at discount and the move big time and some other way and some list at premium and continue to grow.

Parag the sector is not attractive for me 2% NP margin sector with such high valuation does not make senses for such low return sector. international Fonterra Co-operative Group Limited one of world biggest player in this sector is available at 13 PE why would someone pay 50 PE does not make sense
This could certainly list on gain however on long run it will correct to the real value 40 crs profit 2400 Market cap does not make sense. BTW when infibeam and bharat wire rope have given positive list this IPO could also but is this a good investment the answer is BIG NO

I am sorry for having misunderstood you RKS Sir.

appreciate ur views on Parag Milk food ltd

Mam please continue to post on the forum........your post are always beneficial for the members......

I refer to the following posting by RKS Sirji ...

RKS Apr 30, 2016 8:32:58 PM IST
... Always useless comments n that too with so many dots in between every word of a sentence. Wonder how much time she has to waste writing such a sentence. Hope she does something worthwhile too.







I do this as a hobby ... with nothing to gain ... However, RKS Sir has made a significant point ... maybe I am uploading useless content and simply wasting everyone''s time including mine ...

How many people on this forum feel the same way? ... If there are enough people who agree with RKS Sir ... Then I shall stop posting hereafter ...

EE... I follow you... When u decide to move on... let me know the platform you are shifting to and I will be their as well to follow you.

Love for all the Great Minds here. :-)

RKS, EE and Septa... You are the Trimurti of this platform... Please maintain peace and help your poor followers :-) !! Respect and Love for all of you!!

Motilal oswal is very good in Mutual Funds. Their MOsT focused Multicap 35 is chartbuster. One may confirm their overall returns from VRO / Morningstar.
But at the same time , they are having as similar bad experience in managing IPOs with similar vision.
Again repeating i m avoiding this purely based on fundamental. Only risky investor should apply in this IPO.