Quick Heal Technologies Ltd IPO Message Board (Page 9)

SUZLON:
(1) Suzlon has 15 GW installed capacity worldwide with 9 GW in India. India''s vision is for 60 GW wind power & 100 GW Solar power by 2022.
(2) Tulsi Tanti (TT) built such a big company from scratch. Hats off for that but he dreamt too big & tried to expand too fast...Piled up excessive debt & then subsequent part conversion of these debt (FCCBs) resulted in dilution in his stake to just 17.5%. Now the white knight (Dilip Sanghvi) has come to his rescue by acquiring 16.5% stake for 1,800 crore. Much of the Sanghvi family''s personal wealth (mostly earned from Sun Pharma) is invested in Suzlon. What does that tell you?
(3) The issue of blades cracking was duly rectified & I think Suzlon was able to maintains its reputation of good customer service. Also, I have not heard of any excessive compensation which TT family might have extracted from the company. So, Corporate governance is not an issue in my opinion.
(4) But, there remains a major concern: TT does not seem to be a good capital allocator. How could he pile up so much debt....Debt-funded acquisition of a big German player (RE Systems) where the local (German) lenders ring-fenced the company & deprived TT from using RE''s cash to pay down the debt which was raised for this acquisition ...With many defaults & bottom-line still in red (after so many years in the business) shows that TT is selling his ambitions (to his creditors/shareholders) too hard. A good financial management is sorely lacking at Suzlon.
(5) Soon after the aforesaid acquisition, the crash of 2008 happened which slacked the demand for wind in the developed world & compounded Suzlon''s problems - we can''t blame TT for the crash but we do blame him for poor overall financial management at Suzlon.
(6) Congress Govt''s withdrawal of generation based incentives in March 2012 dealt another blow.

Future of Suzlon:- There are some positives: reinstatement of GoI incentive by Modi strategic stake by as astute a businessman as Dilip Sanghvi very ambitious plans of GoI for both Wind & Solar along with Suzlon''s recent foray in Solar & extension of PTC in US until 2017.

But, there remains a big negative- risk of sustained poor capital allocation. Suzlon may never come out of the abyss if TT continued with debt fuelled acquisitions & maintains his ''too global'' orientation. There is more than enough to be achieved in India itself & Suzlon already has an enviable capacity & expertize to do so. If new/late entrants like Inox, Hindustan PowerProjects and many others are able to do well, why can''t Suzlon (?) which is after all a pioneer in this field. TT needs to stop fuelling his global dreams with debt. Suzlon will be fine if it could just hitch its wagon securely to India. It''s time for a home-run.

Very well written Gravitas. With Dilip Sanghavi expertise around I don''t think TT would go for rapid expansion or acquisitions. Both DS n TT are great businessmen. Its time to hitch on the beaten down stock now rather than later. With the govt agenda of green energy being a priority, someone investing now n having patience to hold for 10 odd yes may then have windfall gains. Just don''t know why the murukh people here don''t understand such simple things. Anyways I m investing in Suzlon big time. I can only advice, its people to follow or not as per their wish.

Please be careful about the price before investing in Suzlon: Suzlon is yet to produce a full year profit. In their YTD (9 months) performance, the adjusted profit (before extraordinary items) was still in red. They generated only 317 Cr operating profit (EBITA) vis-à-vis 925 Cr interest payments & hence ended up with a bottom-line (before extraordinary items) of negative 607 Cr. These 9 months results include 1-month performance of their highly profitable German subsidiary (Senvion) which they have disposed now. With just 3 months to go, their adjusted profit for the full year FY16 (ended March16) would most likely still be in the negative territory.
What does this tell us about the price of its shares?- If they are able to generate +250 Cr profit (i.e. 1,125 Cr EBITA) in the next year FY17, then the current price implies a 1-year forward EPS of 27x. So, whilst its prospects appear to be bright, you might wanna do some homework on the price front before investing....

GRAVITA PAROL JI, ur 1st point i dont understand.which r corporate ? plz mention.rest r very useful.thx.

today i am bit sad i sold my 1980 Maruti 800 DX of the first generation whole made in japan car ........ now i think i am made the biggest mistake

Rajni sir is a very good human being i am big fan.... looking at alias looks like u r also a big fan

Yes. From second standard itself, I was his fan. I will not leave my dad alone if he did not take me to Rajni new release movie. My nick name was "Rajni Style" in 3-5th class. I got caught and beaten up by mom once for testing Rajini''s way of lighting cigarette. It was my grand dad''s cigarette. Though I m a nonsmoker.

dear shivajeesir& all familymember of chittorgarh,
some quotes for trade in stock market,
1.dont open trading account in corporate company for greed of low brokerage.
open account in local broker.
2.always learn to book lose
(i have lose book in precam@178 quickheal@317.
3.always keep small lose and big profit.
4.always do intraday in largecap and midcap.
5.if you are shortterm investors, you should maintain portfolio every quater.
6.if you are longterm investor, read warrenbuffet''s quotes.
7.dont go with big fish(fii., dii, biginvestors...). they also have lose.
8.stock market has been work on probablity.
many factor affect on it.
9.for ipo, dont should one night stand with ipo(pardon my language). sell ipo on listing day.

these all quotes have practicaly reason of my experience.

sorry if i have done mistake.
mano ya na mano!!!
always do what you like

nice pointer big thumbs up

Thanks gravita.

I observed your points. Thanks for your kind replies. I will try these ideas.
Always, its not posible to keep looking at share prices as i m also in some other work.

And when the markets are in downtrend, this becomes a disaster. I like your point 9. agree with you. Liked points 3, 4, 5, 7.

Reg point 1. Give examples for corporate co and local broker for clear understanding

Thanks and regards

next ipo ujivaan financial ?

Hlo friends which Next IPO

I felt somewhere I was skeptical about this QH. Sad about borders who lost. Actually, this co is not comparable to the world class players like Kaspersky, Bitdefender, Symentec norton Etc. I never heard any professional body using domestic internet security. It doesn''t score much on the A-V test site. Also, I found 2 threats that went undetected in QH got detected by Symantec.

dear friends circulate this massage as many as u can do a complain against SEBI / NSE / BSE & company in www.scores.gov.in

I am a small investor of india. When I invest in any IPO, I think SEBI / NSE / BSE has done proper due diligence of the company which is going to be listed in relevant stock exchange.

I also see whether FII / QIB / Other Large Investors has invested in the IPO and assumes they also done proper due diligence before investing money.

After all the above considerations, I have invested in the IPO of Quick Heal Technologies Limited and by bad luck I got the allotment of 45 Shares.

Before Listing, I came to know the followings litigations / events of the Company:

1. Litigation with Mr. ManoharMalani (Ex Director of Quick Heal) about 20000 share allotment in the year 2000

2. Notice of Assistant Director General of Central Excise for Service Tax Default of Rs. 56 Crore.

I want to ask SEBI / National Stock Exchanges / Bombay Stock Exchanges, the following Questions which came to my mind.

1. Why Proper Due diligence is not been carried on by all the Authorities ?

2. If all the litigations / events are highlighted before listing / IPO, then why they gave permission of Share Allotment / Listing ? They should cancel the Listing and tell the issuing company, First clear all the litigations, then only we can give you the permission of Trading.

3. What are the steps taken by you to protect the interest of Retail Investors in the share market?

4. How all these events are Highlighted / Published on the Listing Day Itself ? I don’t believe that this is only a co-incident.

I also want to share something more about above. When I was searching the clarifications published by Quick Heal, I got Two Clarifications from the Sources. One dated 16.02.2016 and another is 18.02.2016. This means company has idea and knowledge that these events will occur and some clarifications may be sought by the statutory authorities.

From above, I can only say that Company, Stock Exchange and Mr. Malani all have cheated the retails investors and making money by fooling Small Investors.
Please lift the corporate veil and trace the real beneficiaries. They must suspend / debarred from accessing the stock market in the near future.

Further I want that SEBI must take immediate action over this and return all the investors Money (110000 investorsapprox) so that interest of investors is protected in the future.

Madhu Sudan Ganeriwal
Jamshedpur
Call: +91 93343 88365
Application No. 80032430 (Quick Heal)

There is a saying in Hindi n that is
"KHISYAYI BILLI KHAMBA NOCHEY".
Yehi haul kuch starsipo ka hai abhi. Khud toh apney hi own message ki postings ka jawab de nahi paya lekin palat waar toh karna hi hai. Poor soul. Shows immaturity of highest order. Bhagwan sadbudhi dena becharey ko.

some interesting fact actual SEBI got more letter from investors complain that they did not get the shares of QH and wants SEBI to look into mis management by register ..... just say SEBI says yap the have found register have mis management the IPO made a mistake actual u have been allotted share and now money will be deducted from ur account and share credited..... jokes apart people investment is more speculative then fundamental

Another advice to boarders. Never ever write off a share. Eicher was a penny stock till 2006. Check history.
Now coming to Suzlon. The govt has plans to put electricity in every hoby 2020(I guess if Im not wrong). They have plans to install 1 GW of electricity in the market. N what r tthey planning. 70% is to come from renewables. Coal n gas tech is old n polluting. So solar n wind has huge potential. Just do not write off Suzlon n R Power as yet. Maybe u will reap huge benefits later if u invest today. Look at future my friends. There r people who might say contrary but its their understanding. Realise the future n invest today.

Ok very well written but can u put details of deals which makes Suzlon a penny stock. The money was lost in an acquisition which did not go well. Tell me if my info is wrong. N can u list out the corporate governance issues if any that Suzlon is facing. Please don''t do Hawaii firing by writing good write ups. If u have any specific reason then list them out.

Dear boarders Suzlon is not a company of loose morality. Any company can make mistake as its run by humans who can also make mistakes. This company can give u multifold returns if it trually realises its true potential. There is no harm in investing in it for a period of 10 yrs.

I would also ask Mr Oui Ai about the name of companies in wind business who are better positioned than Suzlon to take advantage of 1GW energy requirement of country in next few yrs. N solar power too.

Investors should never buys suzlon ,resons ..
1.electricity prices crashed to as low of bellow 1 rs per unit
2. Who will buy wind energy when surplus of energy at govt
3. Solar energy prices also on crashing mod
4.suzlon facing cases of blades cracking after 1 years
5.suzlon prices may fail bellow 10 rs and become tinny share.


One can buy ..ptc india fin.at 30 rs..during indigo ipo advised to buy spicejet at 30 rs rather.

True, and thanks for updating!!

Pahele jese analaysis karne vale log is forum se gayab he..
jese nasirulji,pinkyji,uchitji, to i request to all sinior ki aap sub naye ipo ke bare me analayst ke liye kam se kam 1 post jarur kijiye..jise sabko parfect jankari mile..or ho sakta he ki loss se bach jaye..

Buy DB Corp @ 307 Target 320 Stoploss Below 300

Good Fundamental Company but buy in small quantity

Time n again I said avoid applying n if applied withdraw ur applications. Also said don''t take more than 10% loss. If retailers still sitting with the share with great losses n then whose fault is it? Lalach. N then everyone starts crying n blaming people who contribute. Stop this non since. U all r responsible for oneself if still sitting in loss.

Feel sorry for retailers. Warned them not to apply but lalach....Anyways those who r in heavy loss and want to recoup their loss r requested to take my advice if u want. I will suggest u shares which will give u some returns to cushion ur loss.

Short term till budget session of Parliament-
a) All Cargo Logistics.
b) Ahluwalia Constructions.
c) BEML.
c) MIC Electronics.
Till Railway budget
a) Kernex Micro.
b) Kalindee Rail.

For Long Term
a) Eicher Motors
c) BEML.
c) Aurobindo pharma
d) Suzlon
d) Nitin Fire Protection
f) IRB Infra.
g) Sadbhav Engg.
g) TVS Motors.
h) 8k Miles software
j) ISGEC Hy Enggk) Cadila Healthcare.
k) Emami
l) Berger Paints.
m) Gateway Distripacks
n) Infosys
o) HCL Tech
p) HDFCLtd.
q) HDFC Bank
r) Yes Bank.
s) Indigo.

The above is a list where u can get reasonable returns to recoup ur loss.

Brother why IDFC Bank and PSU banks missing from your list,there is a old wisdom which holds true even now " buy on bad news and sell on good news"..not all psu banks will be wiped out.... & Aurobindo pharma was 60 rupees stock in 2011 so please be cautious..

I would personally avoid any PSU banks. My take. Given suggestions for shares seeing the loss of retailers and asking advice about how to recoup their money. U want to follow then follow. If u don''t then don''t follow. Please do not question me why so n so stock is missing. This is purely my take on my understanding which might be different from u. Do respect the list. No one is forcing anyone here.

Arjun sir...
I make loss very much please cover karao sirji...
Aab mere se galti hogai bachha lijiye...please......haat jodo tharey ...eagleye i love u....please help me....
Lag gaayi badiyo si

Big loss to investors may it be HNI & Retail.

Everyones calculation went wrong. Completely shocked.
Complaint should be made to SEBI.
All unite & complain SEBI for misconduct.
Why retailers only trapped?

True

IT HAS BEEN SEEN BIGGER ANALYSTS WHO PRESENTED DETAILS PICTURES, FACING BIGGER LOSSES ALSO FEW CUT AND PASTE SPECIALIST ALSO CONTRIBUTES LOSSES TO INVESTORS, QH GAVE HUGE LESSONS THAT WE SHOULD NEVER RELIED ON GREY MARKET PREMIUM WHICH WAS 70 RS ON QH BUT NOW DISCOUNT OF 70 RS

127. Rajeev Kumar Singh  Feb 16, 2016 4:07:29 PM IST Reply
Quick Heal Technologies Ltd IPO

Dear retailers, my broker friend has confidently told me that the stock is listing in discount in advance and I believe what he says. Reasons
a) The growth prospects of company in future is debate worthy with decreasing desktop, laptop sales to the tune of 30% year on year.
b) Inbuilt antivirus by windows in the form of windows defender which is the best anti virus.
c) Increasing sales of smart phones and smartphone capability to carry out complex tasks thus replacing desktop/ laptop computers.
d) Even businesses preferring to give smart phones to their employees to have flexibility to work 24 hrs either from office or homes.
e) The company is hardly making any profits with new tax liabilities to the tune of 1000 crores approx declared on 28 Jan 2016. Although QH has said that it is going to contest the said tax liability.
f) The continuous downtrend of stock market due to FII withdrawals.

127.1. Rajeev Kumar Singh  Feb 16, 2016 4:11:10 PM IST
Quick Heal Technologies Ltd IPO

No panic mongering but its duty of everyone to know the truth. Best of luck to all who have been allotted the shares. May u make money. Remember the golden rule:-

NEVER TAKE MORE THAN 10% LOSS.
DO NOT GET ATTATHCHED TO A STOCK

117. Rajeev Kumar Singh  Feb 10, 2016 2:45:24 PM IST Reply
Quick Heal Technologies Ltd IPO

Apply for med to long term only. If u have short term view then avoid applying. My view since day one.

I am not applying. Squared off all positions and sold off all shares. No investment till market stablises.

90 shares mean 2 lots ...of QH ..wht ld b done....Pinky welcome back
..

Or PMS Vs MUtual funds, which is better for us?