For Rainbow, one should hold for sure instead of booking loss as it would surely perform well in 3-4 months. Campus is anyways above listing price but would go further up, so one can take a call if they want to book profit now or wait for some more time and book bigger profit.
As there are chances of recession I think you should book profit in Campus, can't tell about Rainbow as I'm also holding it, don't know whether it will move up or down but in upcoming months you may see bloodbath in the market.
IT is Hold , as its Fundamentals are far superior than any other listed Player. Margins are good. healthcare is nothing to do with Global factors. one can not ignore pediatric care and Gynecology. it is safe bet. it will touch it's IPO price tomorrow thus it's enterprise value is at par with other listed peers.
Market has place for everyone, Praise if you win and abuse if you loose but it impacts only you and you need to identify your position
522. sdz| Link| Bookmark|
May 11, 2022 4:49:06 PM
IPO Guru (1200+ Posts, 500+ Likes)
Aah finally exited all at 489.9. Luckily kept order in the morning after it started falling from 488 and it hit before close. As i exited, from tmw it’ll cross 500 and zoom 😂
@sdz, And you will be reason for tomorrow's 500+ 😂😂😂
p.s: all the rainbow investors will be thankful to you 😜😜😜
Thanks
522.3. sdz| Link| Bookmark|
May 11, 2022 5:25:35 PM
IPO Guru (1200+ Posts, 500+ Likes)
Haha @Kumar 🤣 @MRavi 😜 good if lakhs of people can benefit from my selling. I’m happy that Rainbow loss is less than quarter of Campus profit. That itself is a relief for me 👍
@SDZ.. Thanks for selling and giving Rainbow a big push towards 500. I just wish to could have kept some and sold tomorrow also to give a final push to 520+. :)
522.5. sdz| Link| Bookmark|
May 11, 2022 8:37:48 PM
IPO Guru (1200+ Posts, 500+ Likes)
@Avenue…Let me know if u want me to buy 100shares tomorrow morning and wait for 520? 😜
Sdz thoda paitence karna tha...yehh company thode time me 600 cross karta post result. . Itna kya jaldi tha...aap listing gain ke liye paisa lagaya tha kya?
522.9. sdz| Link| Bookmark|
May 12, 2022 12:20:36 AM
IPO Guru (1200+ Posts, 500+ Likes)
@Ritesh…Yes i invested for listing gain and if listed good and stable thought to keep 100 shares and sell off rest 282 shares. I just thought today morning to try to lock Campus pft 75k-Rainbow loss to be 50k and luckily it jumped before close
521. Vultureee| Link| Bookmark|
May 12, 2022 12:11:33 AM
IPO Mentor (500+ Posts, 300+ Likes)
Experts please suggest, on all forums its pe is shown 99, in some above 100... why so?
If you wait for few days, stock will definitely start trading in the positive. The fundamentals are good and nothing to worry. Depending on your holding capacity. Wait only if you can hold it for one month.
I have 698 share and I am holding it. Prepared to hold it for long time.
519.2. svh| Link| Bookmark|
May 11, 2022 12:26:00 PM
IPO Guru (2600+ Posts, 3700+ Likes)
Scrap Stock Exit from here above 470 and invest in venus. This will give you more return comparatively on listing day of venus.
Had 9 lots.... sold mine yesterday from price ranging from Rs 510 to 446 with a average price of about 470...
519.4. U. K.| Link| Bookmark|
May 11, 2022 6:05:53 PM
IPO Guru (1800+ Posts, 1100+ Likes)
@svh I dont trust policy of jumping from one valley to another hill. We have wait if applied with trust. Wr can exit if thinking applying here is mistake, otherwise give sufficient time to recover
519.5. svh| Link| Bookmark|
May 11, 2022 6:15:59 PM
IPO Guru (2600+ Posts, 3700+ Likes)
@uk , let's see tomorrow whether it cross 525 or not. Going by today's last hour trend , it may certainly cross 500 level.
🙏👍
518. Gagz| Link| Bookmark|
May 11, 2022 5:40:57 PM
Top Contributor (400+ Posts, 100+ Likes)
Closed at 483.30, and if tomorrow market is up buy 100 points it will reach to 520.
For a Smart investor who waited and did not booked loss as other week hand did, should definately wait for Quarter 4 Result. Qtr 3 growth was Excellent. Management is expecting 20% yoy growth, which is phenominonal and in that case it could be portfolio stock. It's into niche industry especially in Hospital for children & Maternity.
Patience is key to Success, provided we are in right boat to sail through. And again repeating, this will be not next paytm or cartrade. Went wrong in GLS and windlass by waiting. Hope waiting here gives reward.
518.2. Gagz| Link| Bookmark|
May 11, 2022 6:12:19 PM
Top Contributor (400+ Posts, 100+ Likes)
@amit chheda sir, thank you. Will surely follow the same.
the policy of the hospital is good. death rate for children in cardiac surgery (for example) in adult hospitals is very high. children need undivided attention which general hospitals are not able to provide. so a superspeciality childrens hospital is a good beginning. i think if their results in children with complex diseases is good, they will do very well. it is outcome of surgery & quality of nursing that matters in modern (international) hospitals… just thinking…
dear svh - how you are calculating PE? for year 23FE PE is 30x as per the analysts. as its trading below issue price it must be lower than that. how did you arrive 125x?
even Apollo PE is 48 times as per moneycontrol.
514.2. svh| Link| Bookmark|
May 11, 2022 12:10:08 PM
IPO Guru (2600+ Posts, 3700+ Likes)
dear ram , check bse site for more info. It'll let you more clear. I've gone through rhp also for more surety. Check tomorrow closing price whether it closes below 450 or not. Today may be one relief rally to pump and dump. Currently it is trading below average price.
🙏👍
514.3. sahab| Link| Bookmark|
May 11, 2022 12:11:52 PM
IPO Guru (1100+ Posts, 600+ Likes)
On the higher price band, Rainbow Children’s Medicare demands a P/E multiple of 32.6x based on the first nine months of the previous fiscal year post issue fully diluted EPS and EV/EBITDA multiple of 25.3x based on 9MFY22 post issue fully diluted EBITDA. The industry P/E and EV/EBITDA is ~50x and ~30x which indicates that Rainbow is Undervalued and its growth is phenominol.
514.5. svh| Link| Bookmark|
May 11, 2022 12:31:31 PM
IPO Guru (2600+ Posts, 3700+ Likes)
Take weighted average data for calculation as mentioned in RHP. This gives more clear picture. Last year's data is generally inflated and manipulated for IPO purpose.
@svh, Why you are so helpful and informative to people? Kindly tell us more about operator strategy in DELHIVERY, Prudent also beforehand?
Plz don't help people 2 days after listing.
514.8. svh| Link| Bookmark|
May 11, 2022 3:33:50 PM
IPO Guru (2600+ Posts, 3700+ Likes)
@ lallanp , plz bother to visit respective IPO pages recommendation. This will make 'prudent' to take early DELHIVERY on or after listing , not 2 days after listing.