Pyramid Technoplast Limited IPO Message Board (Page 13)

Same Question Experts plz guide for Netweb Technology, is it better to hold or not

I am waiting for Natweb to bottom out to buy on Lowest levels possible

I had recommended to book max. Post listing

Is 750 good level to average??

@tri.vis It's a good level
But can try Lowest level as possible

Next result ke bad isme hulchal dikhegi.

Ideaforge and Netweb came with a lot of pomp and show and too much optimism. They both got thumping demand in IPO subscription and they made stellar listing as well and both got 100+ PE on listing and interestingly they posted mild or disappointing quarter result so they both got brutally hammered.
In medium to long term any company's share price is function of financial performance and growth which are yet to be proven by both.

Today one new kid born in rich family and it only posses wealth of daddy which it can't sell and there is nothing concrete business on ground but got 1.6 Lakh crore valuation. Market don't function for long time in optimism and dreams but it corrects itself when it realises reality:)

Agree Jetha ji, the new kid reminds me about RNRL...no business exists on ground, but high market valuation...

Amit ji,
Are you not participating nowadays in the Buybacks? Your valuable views are missing. Please be kind on our buyback lovers. Thank you.

Recently listed ones still need to see a correction. Most of the ems stocks too. Correction would filter out most of the stocks
That time would be best buying. Ofcourse none can predict exact time of correction. But you will see these recently listed ones falling more

Check the application number and accept

I think aaj interview diya hai toh kal aapna opinion denge.

Anil Singhvi: Avoid

Sapphire Foods is not increasing because there were constant selling of shares by promoter and few institutional investors which were mostly absorbed by MFs.
Business of sapphire is decent but not better than Devyani because Devyani operates franchise in those states where meat consumption are higher which is beneficial for Devyani as they both have franchise of KFC.
Sapphire can be hold for short term and may shift to Devyani or Westlife in medium to long term when market gives opportunity to exit and enter in later. Devyani and Westlife both have streched valuation now so it's better to wait to enter them when there is broader correction in market.

SANSERA is doing well and they are diversifying their business and clients and entering into xEV and Aerospace segment and they are having decent order book from these segment. They plan to make 40% of their revenue from these segments in next few years. Recently they added Tata Motors as their client in Commercial vehicle segment and they have marque clients in all segments and adding as well.
SANSERA won't be multibagger but it will be good compounder with 20% CAGR kind of return over medium term time frame and definitely it should be hold in portfolio for the time being.

Don't go for sapphire or devyani like stocks, they are worst stocks, no future ahead,
Focus on power, IT and defence stocks

Thank you for the detail @Jetha Lal  :)

​@Akshay K Hope it is helpful for you 🙏
If you are not defensive investor then always avoid Big3 IT stocks(TCS, Infy, Wipro) because now they are big elephants and they are only good for Dividends and Buyback rather look opportunities in Midcap IT stocks.
Defence stocks have made good run up recently and they are excessively overbought and over distributed among public so there is more risk and return.
No view on power sector but they won't give higher return than index and especially avoid IEX.

India is growing and young country and consumption is tend to do well over long period of time. QSR stocks will do well but currently they are facing problem due to inflationary pressure and slow down in consumption. In this space the preference should be Westlife followed by Devyani( Never forget who is promoter of Devyani and they are king of consumption sector"Varun Beverages")

Thanks 🙏

​@Jetha Lal ji,
Do you have any opinion on Happiest Mind? I am holding it for more than a year... wishing for a turn around... till date holding with a loss of around 30%... the sector is fancy.. Is there any hope or should I realise the loss and move ahead?

@Imhilli ji
Old man(Mr. Ashok Soota) shoulders have massive weight of expectations of whole india. Business of HM is fundamentally solid but there exist few problems because of which stock price first went into price correction and now it's in time correction.
Majority business come from USA and USA economy is not in best condition because of this there were margin pressure in last few quarters but USA economy should do well in next few quarters when fed rate cut starts.

The biggest problem with Happiest Mind is that it is extremely over distributed among retail investors (March'21 : 18.8% to June'23 : 28%) while FII( 7% to 4.5%) & DII(7.38% to 1.26%). When there is massive retail participation then stock price stuck in a range for a very long period of time. Few other past examples are IRCTC, IEX, TAPO etc
Valuation is bit streched as well because still it's trading at P/E of 60+

For price to go up three things should happen:1. Rate cut will make boost their business and when rate cut happen then growth stocks perform better.
2. Revenue and margin should grow which will adjust it's valuation.
3. Ratailer should sell in frustration and stock should be again grabbed by institution which can only happen when institution interest come back after fed rate cut.

You waited a long time so it's better to wait for few more quarters and if you want to hold for medium term v then better exit in next run and if you want to hold for long term then it's good business to hold over a long period of time.
Thanks 🙏

​@Jetha Lal  Or seniors. Also, any idea on Aptus housing, Nuvoco vistas holding since ipo. Around 35% discount still. Thank you.

​@Akshay K 
This is the biggest problem in Sapphire
Constant supply.

Aptus is fully priced in and valuation is in line with Home First and Aavas and it is not pure play affordable housing finance player since only 60% of it's loan book into housing finance and rest into business loan etc so bit risky player and here as well there is one big institutional investor who can start supplying share and may sell on every bounce which happened in Aavas. Not much scope of valuation expansion only EPS growth return can be expected and this whole sector is not in buzz now and may take sometime to get out of time correction.

Nuvoco is laggard in their segment and it's better to switch to better stock.

Thanks 🙏

retail 8x toh aaj hi ho gaya

SNII bhi hone wala hai... Ab bas qib ho jaye toh negative list nahin hoga

Palka ji, अपने इस इश्यू में ऐसा क्या देखा कि negative लिस्टिंग की सम्भावना लग रही थी।
QIB ही सिर्फ positive लिस्टिंग का आधार नहीं होता।

Mittal Ji, Issue trade to trade main list hoga.. Its very difficult to exit in case of LC on first day... QIB plays major part in determining market price, as per my thinking. Now, Anil Singhvi also given AVOID comments.. Need your quidance, whether to apply or not ... I also believe in applying BNII only.. Thanks

Aap till 11 am likha bhul gaye 😆

Palka ji,नफा नुकसान एक सिक्के के दो पहलू हैं,मैं कोई भगवान नहीं
मुझे जो समझ आया मैंने किया 4Bhni
प्रमोटर अनुभवी एवं शरीफ लगे
आगे कैमिकल का उत्पादन बढ़ रहा है, मांग बढ़ेगी
एक बात सबसे अच्छी लगी, उत्पादन का भाव हर महीने 1तारीख को रिलायंस के भाव से तय करते हैं,श्रृण मुक्त हो जाएगी, बाकी राम जी की इच्छा20कम या 20ज्यादा

Applied 3 bhni ...Rest is upto God... Allotment aayegi or nahin aayegi--- profit hoga or loss

>> प्रमोटर अनुभवी एवं शरीफ लगे

Share bazaar me abhi tak to mujhe koi शरीफ koi mila nahi hai :)

@MITTAL ji I applied 2AsBa retail and remaining UPI will accept mandate only if participation of qib is satisfactory
I m agree with @Palka Without qib not possible to handle selling pressure for this issue. .
Retail and nii 90 % in selling tone, who will buy on listing

@Cyclodium Dont sell. it is a good share.