Who sees valuations? Look at the market Cheap going to be cheaper Costly getting costlier Am i right or wrong??
282.2. papon| Link| Bookmark|
December 22, 2019 8:08:15 AM
IPO Mentor (500+ Posts, 500+ Likes)
Dear Harit this phenomenon happens when economy is in downturn. Everybody wants large companies with great competitiveness and which is gaining market share from small companies. When economy will be in upturn than this small companies which survive somehow will give 3x to 5x return easily as they will gain market share and with low base it seems they are gaining market share in higher percentage
Can we assume that all PSUs and all companies of reputed groups like l&t, bajaj, m&m and HDFC will survive eg m&m finance, l&t finance, Bajaj Hindustan?
I bet people will stop looking at GREY MARKET PREMIUMS after success of this IPO on LISTING DAY . Only FUNDAMENTALS AND VALUATIONS MATTER. 106 CRORE OF LOAN TO BE REPAID WITH THE AMOUNT RAISED . BOOKS WILL BE CLEAN AND NETT PROFITS WILL ROCKET
278.1. AhireR| Link| Bookmark|
December 21, 2019 8:09:20 AM
IPO Mentor (800+ Posts, 1000+ Likes)
Not really..only few nifty stocks are fuelling the rally..hdfc,hdfc bank,ril..midcaps and smallcaps are still underperforming..I think this rally will continue now. And remember always one thing..There are always uncertainties and the real bull market is one when nobody notices it's a bull market..
Point taken. However a bull market is generally associated with a sound economy or near turnaround insight else it's a speculative. But in recent times we have seen situation going from bad to worse every passing quarter.
GDP bottom out Market not favouring fundamental (otherwise it would be@11000) Sentiment is high 12500 around it will make top then 500-700 point correction possible Tough budget ahead Govt. Needs money Fiscal deficit is going out of control USD/INR above 70 is big negative Bcoz of US election US- china tradewar can go any direction So odds favouring market to tank.
Reverse to positive when, GDP go high USD low Demands from MIG Automobile sector, real estate,fmcg recovered.
Valuations are cheap for a reason sir ji. Their opm and npm are lower than finolex, a peer it can be compared to in terms of PE. Debt is high, revenue growth is slightly lower I think. Hence valuations look cheaper.
Market kept highest due to many robbers in que in this primary market and still many blue chips like vedanta near 52 wk. Low.The shares you purchase will depreciate I and those you sell will appreciate
As per my experiance and past trend...when any ipo (low) coming after stellar listing ipos....it will list in above issue price....many will try to trade in this and many short and it may be trap...
I think it will not list below issue price or 1-2 rs up or down...i see listing 175-185
I am apply through upi so i have 1-2 days for approve....
राहुल , अब परेशान न हो ,लाभ -हानि सब विधि के हाथ है। इस फोरम मे बहुत ही अनुभवी लोग है ,उनके सलाह नही मानी ।हमारे जैसे लोगों के लिए RII श्रेणी ही ठीक है। अब आप निश्चिंत हो और समय आने पर देखे क्या करना है।
मैने पहले भी कहा है यह बाजार अनिश्चिंताओ का बाजार है ,यहां कुछ भी असंभव नही है। सभी नफा कमाने आते हैं,सभी को फायदा होगा ,तो नुकसान किसे होगा ? IPO मे मोटा नफा नही है यह मात्र चूर्ण चटनी है ,टाईम पास। हाँ! यदि ध्यान से करें तो बैंक से अधिक ब्याज निकलता है । Guaranteed ऐसा मेरा अनुभव है। इस इश्यू मे मैने एप्लाई नही किया है यदि किया होता तो 10 रु नुकशान तक इन्तजार करता उसके बाद निकल जाता। नुकसान होने पर long term की ना सोचें। हर चमकने वाली चीज सोना नही होती । 2019वर्ष IPO का अच्छा रहा। मुझे लग रहा है अब लुटेरे promoter आने लगेंगे (इसमे सरकारी शेयर भी है ),इसलिए 'सावधानी हटी दुर्घटना घटी'????
I pity for all those who Dint apply after watching Grey Market Premiums or SUBSCRIPTION FIGURES. Company Fundamentals are solid and it is very cheaply priced compared to it's peers
Why should we only consider only LISTING day profit & price, take the examples of recent IPOs, VISHWARAJ SUGAR and GOBLIN, they both are doing pretty good.
Forum ka toh nahi pata sir... but Rii can withdraw it before finalization of allotment. Technically possible but practically difficult. https://www.sebi.gov.in/sebi_data/commondocs/asbaprocess1_p.pdf
नियम 13 के अनुसार आप रजिस्ट्रार को ई मेल करने मे कोई हर्ज नही है । हार्ड कापी ड़ाक से भेज दे । कुछ वर्ष पहले मुझे रजिस्ट्रार ने मना कर दिया था CCD के शेयर मे
Apologies for little offbeat question but I think it is important.... I got a message from CDSL on deduction of ESSAR Steel shares towards extinguishment. Are minority share holders getting anything ?