45.2. dpcdsl| Link| Bookmark|
April 27, 2022 5:52:58 PM
Top Contributor (400+ Posts, 200+ Likes)
Yes, the said profit is during the year and not liable for tax. By 31st March 2022, they shall cook out accounts to avoid taxes. Audit is 8 months away, by October 2022.
@ kd king.. Once again one more gems of the forum back with valuable inputs.. Thanks K D for come back again.. Hope some missing gems like..aniketiaf...R R Patel...gjy...Ahire R.. sonal patel...will also bak with bang bang.... We warmly welcome u..gems
Hello sir, i was already here, becs of busy work life not posting frequent messages here, also i am common investor like all other retail investors, anyways thank you for your kind words. god bless you.
It seems Adani Wilmar will reach 1000 before Ruchi Soya.😅 Adani power aur Wilmar me kaha consolidation aur settle hoga ye pata hi nahi chal raha. Samajh nahi aa raha ki abhi aur accumulate kare ya stock ke consolidation ka wait kare. Holding 150shares of Adani at 437 price.
Krupa ji,. I hope that it will be create history like dmart. That's why I am thinking to add more at current level but seeing the turbulence in market i am confused. @investing for better tomorrow.. yes we need guidance from here from experts to go forward. Waiting for experts opinions
Hahaha...yes some people sold first day and made comments like stock will not do well since its FMCG sector stock. Even i sold one lot at 400 levels..i thought it will go max 500 level in medium term. This rally was completely unexpected. I am glad that i added some shares between 400-500 levels. I will add more if it comes to 650 level again. I just want to know what Lokesh Sir and other experts think 🤔
@ amit Kumar yadav ji Share mkt pura satta he All script not depend on fundamental, bahut sari company he jo fundamentaly strong hoti he fir bhi price nahi badhta.most of the company is operator based so mere khayal se thode time ke baad profit bji book karna chahiye After 4/5 years hum ne jo script ke bareme sochabhi nahi hoga uska bhav bahut badh jayega dekhna Muje nahi lagta koi surely kuch bata sakta he particular script ke bareme At the end kismat me likha hoga utna hi milega
Holding all AWL alloted shares (101 qty), Ruchi Soya holding 2 retail lots allotted, added 59 qty at 830 levels, would even add more of awl ruchi on corrections Very long term holds, perhaps change strategy in case of regime change at centre
@Hostpacker I think stock price 3/4 times ho jaye ipo price se to half profit to book karna hi chahiye New opportunity new ipo aate hi rahete he Fund hath me ho to apply to kar sakte he new ipo( jise fund ki koi kami nahi he uske liye ye msg nahi he like m ravi ji)
@Krupa ji. You are right. Partial profit to book karna hi chahiye. But Adani group ki history ko dekhte hue kai log Adani wilmar ko hold karke baithe hai. Humne to aadhe shares 400 ke level pe bech diye the fir dubara add kiya jab 423 ke baad breakout aaya. Ab thoda confusion hai kyuki itni jaldi 700 ka level expect nahi kiya tha. Baaki Satta to hai hi. Ab Adani Power ko hi dekhiye. 123 se 256 pe aa gaya 1 mahine me wahi Tata Power 200 se 260 me hi ghum raha hai kai mahino se. Maine dono me invest kar rakha hai.
@hostpacker don't worry even if regime changes at the centre, Adani knows how to make new friends.He knows it all. Recently he met Mamta banarjee and promised to invest in West Bengal. Baaki janta ko murkh banane ke liye opposition Adani Ambani ko target karta hai.
It is extremely difficult to time the market., If not impossible. Booking profit is definitely ok but re-entering the same stock can result in lower gains. I have experienced this many times and later decided either to hold or sell n never look back. I have allotment of 760 Adani Wilmer shares, and never added or sold even 1. Only my thinking and everyone has his own...
@Amit Kumar Yadav, It would be ideal if markets were immune to regime change, but it cannot be denied that both adani and baba have seen their fortunes skyrocket during current regime @Avenue, Nice qty of awl to hold, it has never been easy to board any adani bus so ipo allotted qty is like a godsend. Also credit to those who dared to apply with full force
@Avenue nice to see that you have full control over your emotions. Very important thing in stock market. I think we should all just hold and sit tight. This stock will surely reward handsomely in long term. @ultrasnow yes Baba and Adani both have been benefited from present regime but Baba have got big mouth and is more political unlike Adani who have cordial relations with leaders from different political parties.
I exited both. I love the returns. But I dont know what is prompting this huge spikes in stock price. Fundamentals not supporting this price anymore even assuming spectacular business never seen before.
Ruchi Soya trading at Rs 1012.15 while Adani Wilmar at 803.15 currently
35.22. lokes| Link| Bookmark|
April 26, 2022 2:01:56 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@amit: i have added only 8 shares at 549 rs around at LC price which i mentioned here in my last message in below post. https://www.chittorgarh.com/ipo/ipo_discussions.asp?a=1118&c=501371&ap=0 From next day LC turned to UC and i didn't bought more....i am holding these shares and my originally allotted 2 lots (after selling partially some lots at around 400)....Adani wilmar was good to hold for longer term. For short term, i think profit or partial profit can be booked in 1-2 days if someone wants to sell and re-enter. If it comes around 700 levels again then it can be fresh bought also for longer term. As @avenue said, its not easy to buy again after selling, so whoever wants to hold for long term, then we can have patience for some years to see 8-10X returns from ipo price.
@Lokesh Sir...Thanks your advice was needed. Will hold for long term. And will add more if it comes to 700 level. Who knows it will do wonder like Adani green. @Animesh yes Ruchi first...i thought Adani wilmar will reach 1000 before Ruchi Soya. But Ruchi made good move today.
I got close to 700 shares in IPO. Sold half at 260 'Cause of discount listing scare. The regret of selling made me hold the remaining half. Started selling 630 onwards in very very less quantities. Still holding 210 shares. Lets see where we go from here...
Hi Friends Both Ruchi and Adani Wilmar have strong fundamentals due to high demand for Cooking oils. Two big Sunflower oil producers are at war. Indonesia banned Palm Oil exports. Other Palm oil exporters are restricting exports thus internationally cooking oil is in demand. As per my analysis both stacks will touch around 1450 -1500 before correction...
All leaders and mentors of this great community, having a look at the great fall of AWL, do u guys advise to buy around the present 650 levels??? Or should I wait for it to consolidate more?
I am already adding in small quantities..bought 4 at 720 and bought 4 more yesterday.. and i will add some more at 600 level..There will be one or two more lower circuit then it will bounce back for sure...Adani name is enough..i am not worried..
34. sbipo| Link| Bookmark|
April 23, 2022 6:56:57 PM
Top Contributor (400+ Posts, 100+ Likes)
@mravi,@avenue,@lokes,@nurool and others, Don't you think had SEBI kept same ipo allotment rule as previously,gmp of any issue would habe been substantially better comparing now since gmp were dependent on HNI subscription? I admit that small HNI have better chance now but they would be beneficial only issue is reasonably good, cuz if it lists in discount,then HNIs would have to incurr more loss due to more lots(14),now retail and HNI allotment rule is at par. Thanks
@sbipo.. my only problem with new rule is allocating 14 and 68 lots to applicants who actually prefer smaller allotment. This actually contradicts sebi intention to allot shares to maximum applicants, leave alone the selling presure it will create. Let's see...
Respected All Gurus, please 🙏 suggest and advice on Borosil renewable and Borosil Ltd. If any information, please share. Your suggestions is very important . Thanks
@Avenue, After seeing messages from eVA and Hotspacket, looks like irrespective of 2L or 10L applications, everyone will get 14 lot as max if subscription is more than 1x. This looks more logical and I think this is correct.
@Suneel... yes I also have seen those messages and it makes some sense to allocate 14 lots in both HNI subclasses. I am assuming this to be true as there no clarity SEBI and a few websites which I explored. Any way it is only matter of 1 or 2 IPO and everything will be clear after them.
At least for small HNI category.... - in good subscribed IPOs, 14 lots or few more share/lots will allotted to lottery winners. Extra few shares/lots will depend on subscription. - chances of allotment will remain same in all lot categories i.e. 14, 15, ....67 lots. If total small HNI applicants are 10000 and if only 2000 lots can be allotted, chances will be 2000/10000 = 20%. so 20% of applicants applied for 14 will get lottery allotment. Please comment if anybody thinks otherwise...
If there are 1000 applicants for 14 lots, 200 will get lottery allotment. similarly if there are 50 applicants for 60 lots, 10 will get lottery allotment...
34.6. lokes| Link| Bookmark|
April 27, 2022 10:33:38 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@avenue: yes you are right....so here allotment in HNI is not exactly same as retail category where all investors from 1 lot till 13 lots will be part of one single lottery and then they will be allotted as per application wise subscription.
That's why in my campus activewear posts, i mentioned to use 14 lots only to apply in small HNI category , else there might be rare chances of you not being part of lottery itself if you apply some random lots [if that 0.5 rule still applicable here, will come to know from BOA]. For example, if only 2 people applying say 48 lots or 63 lots or anything random and chances are 20% then both people may not be part of lottery itself for that particular lot category. I am sure @avenue and many others will understand what i mean here, remaining people no need to think much and apply 14 lots only in good ipos instead of blocking more money, in small hni category.
@sbipo, Personally, I would be happy if SEBI would have kept the old rule just for my personal interest to get more lots, when I wanted. (GMP is just an indication, we know it does not really give certain listing gain or loss always)
However, from the majority point of view this is very good move (especially borrowed HNI subscribed heavily and genuine HNI didn't get any lots, many examples, one unbelievable was KN agri). with this new rule will allow more chances for genuine investors. Hence I am ok with this though I will have less chance in big HNI.
p.s: another good this is that I will have the same thrill like any one on the allotment day, if i would get in the lottery or not.
Thanks
34.8. ColdBurger| Link| Bookmark|
April 28, 2022 2:36:49 AM
IPO Mentor (1400+ Posts, 400+ Likes)
@lokes. You got us puzzled... Why the below two fellow will be left out? Will they get sure shot allotment or ignored?
"For example, if only 2 people applying say 48 lots or 63 lots or anything random and chances are 20% then both people may not be part of lottery itself for that particular lot category."
@ lokes and avenue. May b that rule which @ cold burger is talking about can b applied in lower hni category. But I don't think that same law can b applicable on upper hni category..
For an example. UHC is oversubscribed by 10 times.. now as a example 1000 people applied for 68 lots out of which 10 will alloted and 100 people applied for 80 lots out of which 8 will alloted. But the person who had applied a application of 10 cr and more than 1000 lots will b ignored becaz his application number is unique ??
Correction* 100 out of 1000 and 10 out 100 will b alloted.
Sorry.. Too many error in a single msg. Its 2.30 am.. bed calling me 😴 .. since morning banging my head with this new rules of sebi.. just wish they won't come as a ghost in my dream. Gn
34.11. lokes| Link| Bookmark|
April 28, 2022 1:01:25 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@noorul @avenue and others: don't worry on new rules, you guys can rely on my info here in below link for basic things :) i have informed 2 days back itself. https://www.chittorgarh.com/ipo/ipo_discussions.asp?a=1249&c=505869&ap=0
And @noorul , for now its not clear about that 0.5 thing, that we will come to know where very good subscriptions means application wise demand is say more than 10 times means 10% investor will be allotted and in some lot category if there are few people applied, all these things will be clear in BOA. But i think if that will happen, then that will happen in both small and big hni category, everything is now application wise. No matter someone applying 5 cr or 50 cr, he will be considered single investor and if he is alone with that amount and if over subscription in big hni is above 2-3X and if 0.5 rule applicable, then he will be dropped. lets see. this thing we will come to know in small size and very good ipo.
@coldburger: Just read @avenue message above my message and in continue to that message, let me add one more line to make you understand what i meant.
If there are 1000 applicants for 14 lots, 200 will get lottery allotment. similarly if there are 50 applicants for 60 lots, 10 will get lottery allotment... similarly if there are 2 applicants for 58 lots, then 20% means 0.4 applicant means rounding to 0 applicant will be allotted means no one from them will be allotted.
I have commented seeing SEBI examples, but nothing is sure these days especially new rules of allotment and everything will be clear after allotment of 1-2 IPOs.
Still, take a simple example of an IPO having 100 distributable lots and 1000 applications. 10% chance of allotment 900 applications for 68 lots, 50 app for 69, 48 app for 70, and 2 application for 71 lots. As per 10% chances 90 out of 900 will get allotment, 5 out of 50, 5 out of 48 (4.8% rounded to 5) and Nil for 2 applicant of 71 lots (2/10=.2 rounded to zero), even 4 applicants of 71 lots may not get any allotment. I may be completely wrong.
It is hard to believe or even consider this for 1-2 cr. applicant, but who will apply for such huge figures when allotment is going to be only 14 lots and why?
I am waiting to see BOA of first few IPOs with new rules. Till then most of things are guess work only.
34.13. lokes| Link| Bookmark|
April 28, 2022 4:56:54 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@avenue: i have not taken just your comment, i have also seen both sebi examples and done enough study so indirectly i was saying your explanation was correct and i was carrying forward your observation with other examples where it can be zero also. And yes your above new example is also correct. That's why i keep saying apply for 14 lots only in small category, i know there will be many applicants for many lot sizes also like 15/16/17 etc but who knows you are alone/double(lesser than percentage chances) with some 47 lot or 56 lot or 63 lot etc etc. and not even part of lottery then.
And at least for me , things are sure, no confusion in new hni rules, except this 0.5 case. 14 lots allotment in both category is clear to me. And i am sure if 0.5 is applicable (mostly will be applicable to nearest round off) then it will be applicable to both categories, doesn't matter if someone applying 68 lots or 68 crore, they are considered single investor only in case of over subscription and will be allotted as per their lot category.
I was looking for SEBI circular on new HNI rule but couldn't find. If any member come across then can you share the link.
The one which I found and shared in this forum is on Board meeting press release, but not the SEBI circular. https://www.sebi.gov.in/media/press-releases/dec-2021/sebi-board-meeting_55018.html I hope the circular will have more clarity especially on minimum allotment for 10L+ HNI .
@Investing for a better tomorrow , I am not a Guru. I will try to share what I think.
In both categories (retail and small HNI) will be allotted based on lottery as subscription will be high. If you are lucky In retail for single application you will get 1 Lot (27 Share) whereas in small HNI (2L+) , you will get 14lots.
Chance of lottery will be based on the subscription in each category.
If you are fine with blocking 2L+ and ready to take risk and ready to accept even though miss lottery chance then small HNI otherwise retail.
@Ravu, Bhai Not a guru, YET..... But surely be one soon...
Very valuable advice, I want more than 1 lot that's why Im intrested in small HNI but the catagory apparently has only 5% of total share so chances of allotment are much less... I in my heart hope that this goes the Ruchi Soya way and is a little under subscribed, Then can get the desired amount of 7-8 lots
@Investing for a better tomorrow......... 👍 if you are ok with allotment of 14 lots, then just wait till 2:30 pm on the last day to see subscription figures, which will give some idea of allotment chances in all categories.
@Avenue Your suggestion makes maximum sense, waiting till 2.15-30 does give a realistic picture. The only reason I am comfortable with 14 lots is that iam confident that it will open at a premium and I'd like to offload 4-5 lots to get some cash in hand back... Want to hold this share for long term but cannot put 2lac and forget right now...
So if it's subscribed more than 1x in retail I'll take my chances in the small HNI category rather than playing the odds to get just 1 lot.
@Investing for a better tomorrow... This will be first IPO with new rules, so don't take anything for granted. i would like to see selling presure before and after listing, as most of small or even big HNI will try to sell and average. Precisely what you are planning... So far only retail applicant with only target of listing gain, now even HNI with 14 and 68 lots would matter at listing and post listing. What all I have learned so far about iPOs , is going to change in a big way and it will be a new experience for all of us. Best Wishes...
@Avenue A lot of people due to this fresh system of allotment will not get allotment, thats why iam positive on the system to create greater demand on listing.
Let's just hope everyone has a pleasant experience with this new system of allotment🤞🏻
I am only concerned about 1000 people getting 14 lots each , as compared to 14000 people getting one lot each. I thing most of these 1000 people will place sell order of atleast 7 lots in preopen.
as you rightly said about demand on listing, we have to wait and watch...
5% of 1595.59 crore for small hni = 79.78 crore rupees Minimum amount for small hni = 2,04,876 rupees Since allotment is lottery based if everyone applies only minimum amount ( 14 lots ) 79.78cr/2,04,876 = 3894 applications however many may apply between 14-68 lots, so no. of applications for 1x subscription can be 1500-2000 ?