Ramky Infrastructure Ltd IPO Message Board (Page 9)

Saharanpuri Sahab,
Kal listing hai Ramky ka ...
Mera pehla IPO hai..!
Hope pahle IPO me profit ho...
Best luck to all who hv applied to Ramky IPO!!!
My analysis shows that it will close above 500
Modest gains of 15 % in 15 days. It has given a firm allotment. So i believe in terms of absolute gain this will give the highest gains in last 2 months!!!
Dow jones flat chal raha hai...apna market bhi kal ucclega
Best luck to all

599. Anonymous
wrong both price predicted by u will no occur for at least 7 months from now

594. Anonymous
i totally agree with sa,hranpuriji if punj lloyd can get cmp of 675
(converted to rs 10 f v) why ramky cant?

sahran,
if u wait for 6 months ramky will definatlly touch either 100 or 10000!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

596 Annonymous, dont worry yaar! buy more if u think its good @ 450 (so u applied)it is better @ 425 & best @ 400......& so on.....

i AM NOT WORRIED whwether ramky will list on premium or not.I have done my homework
- Promoters are good with a fair track record
- Demand is good for next few years
- Anch-r investor quality is exceptionally good
- Valuation becomes attractive 6 months down the line
- Margins much better than competitors
- Ramky Enviro Engineers also to come out with IPO in next 1 year
- So this IPO better perform
- Exceptional PE players like Stanchart,IL&FS,IFC,Sabre Capital association since long not exiting fully

Flip Side
- Infrastructure sector unlike 2007 not fancied due to poor execution
- valuation stretched right now
- Low visibility of promoter

Can go down below issue price after listing.

593 Annonymous, pl note profit is key in every business ability to work
with out remuneration is called hamali (coolie work)in case of punj lloyd huge order book which cannot completed without money & (money) credit easily avail to those who have ample money (L&T)so dont go on project name ...........look at profit / eps ... for good mkt rate.

sahranpuriji,


u r right that low subsribe ipos like db corp, stan char, hindustan

times, cox, jubilliant fod etc. have very low subscription and highly

involment of qib, so these issues list @ premuim. but nobody is

sure about the premuim listing of ramky expect u.

again best luck!!!!!!!!!!!!!

happy investing!!!!!!!!!!!

589 Annonymous, Pl note that construction companies are not valued on their profit or EPS. They are also valued based on their ability to large projects, technical capability to undertake high end projects (like undersea pipeline work of Punjlloyd or a Bandra Worli sea link work of HCC etc), and not just run off the mill projects alone!

@588

ITS VERY DIFFICULT TO GIVE THE GMP OF RAMKY JUST A DAY BERORE LISTING.

SO CALLED PANDITS HAVE GIVE THE EROS GMP BETWEEN 40 TO 45 & ALL THE

PANDITS HAS BEEN WRONG PREDECTING REROS. SO ITS REALLY DIFFICULT TO

GIVE YOUR ANSWER.

Vivek,

I wish it moves to 500+ in 3 months as I have 840 shares.

Technofab has fallen below its issue price of 240.

NIREN

586 ANONYMOUS Stockmarket is the only place where you earn by INACTIVITY ofcourse only after doing your homework.

ALL IPO ALLOTTEES OF RAMKY JUST ENJOY THE FRUITS OF BEING INACTIVE IN THIS STOCK FOR NEXT 2-3 QUARTERS . I AM REASONABLY CONFIDENT THAT YOU WILL ENJOY THE SAME FRUITS AS ONE HAD ENJOYED BY REMAINING INACTIVE IN OIL,COX & KINGS,REC,DB CORP,ILFS TRANSPORTATION,STANCHART

if loss making punj lloyd mkt pr 135 (f v 2) how ramky with more than
12 rs eps will list at discount / if it list anything below 450 convert
punj lloyd to ramky 135*5 = 675 punj lloyd to 450 ramky

current gmp of ramkay

I agree with the views of Annonymous 586. Compared to several listed construction companies, Ramky ek bachcha jaisa hai! Magar, very high valuation. Look at PunjLloyd. It has excellent technical capabilities. Its turnover is about Rs 5000 crore per annum (compared to Rs 2000 crore turnover of Ramky). How its price was hammered down, because of some problems with its overseas subsidiaries!

sahranpuriji,

NAMASTE

I THINK U R 2 MUCH OPTIMISTIC ABOUT THE VALUATION OF RAMKY. SO PL.

DONT OVER VALUATE RAMKY, THERE ARE MORE THAN 15 COMPANIES LISTED IN

THE SAME SPACE AND SOME OF THAM LIKE IRB, HCC, PATEL. NAGARGUNA,

IVRCL,GAMMON ARE MUCH MORE BETTER IN TERMS OF MANAGEMENT, VALUATION

HANDALING THE BUSINESS CYCLES ETC. IN COMPERATION WITH THE ABOVE

MENTION COMPANIES RAMKY IS QUITE NEW AND IT HAS TO PROVE A LOT OVER

THE PERIOD OF TIME. SO, PL. WAIT TILL 2-3 QUARTERS RESULTS TO

COMMENT ON SUCH COMPANY.

HAPPY INVESTING!!!!!!

BEST LUCK FOR THE LISTING!!!!!!!!!!

yes its tru that ramky holds order book over 10000cr. I am happyy that dispite recent poor listings of tirupati inks, indosolar, microsec finance and eros international people on the board is in the impression that it will list above its issue price of rs. 450. pl. help me that I have not received my alloted shares in my dmat a/c. if I could not get it before 2mmorow morning than how can I sell it?

Ramky has got OPM of 14.2 & NPM of 6.8 in fy 10 which is much better than IVRCL,NAGARJUNA OR CCCL .

EPS will be 33 in march 11 & 38-40 in March12.CAGR has been 50% in last 5 years.

This implies a price of 525 to 600 in medium term.Dont sell before this price is achieved.

Excellent combination of competent promoters & huge growth in sector.
THE ONLY PROBLEM TOMORROW WILL BE RELATIVELY POOR PERFORMANCE OF ELECTROSTEEL & ORIENT GREEN. SO FRIENDS DONT SELL IN PANIC . RATHER WAIT N ENJOY THE RETURNS OVER NEXT 3 MONTHS AT MOST

is it true that ranky order book @10000 cr + ?