Sahasra Electronics Solutions Limited IPO Message Board (Page 8)

​@jayant vig This IPO is going to get hyper oversubscribed, going to be just a lottery..
Offcourse, more different PAN Acs with more lots mean more chances, so, go for it..👍👍

​@Vimal Garodia @MuStrFc @Esparando Sir same confusion regarding accounts and lots. I have 2 accounts and 21 lot capital. Is it better to go for 10 lots each or 20 and 1 lot?? Because higher the lots better chances?? Or any other combination please advise. Thanks in advance. In @jayant vig Again what about 45 lots from one account and other retail??

​ @jayant vig If subs is 200 times, your chance would be 25. If subs is 300 times chance would be 17%. I dont see this going beyond 250 times.

The math is very easy sir, its just that you need to spend few hours going through BoA and thats it.

Yes, assuming between 250x-300x. @Palka

250-300 times for 186 Cr SME IPO with two main board IPOs overlapping..I believe is too much of an ask.

If it crosses 200 times it definitely will be a great achievement.

If this really crosses 250 times then my priority becomes FF diffusion (if bHni does not cross 20 times) and retail here. Fingers crossed🤞🏼

अगर इतना सब्सक्रिप्शन होता है तो diffusion me lagana thik lagta hai

​@Esparando KRN is already done. Around 15K Cr is probably left to be put in among all open.

Diffusion GMP hasn't picked up after the temporary fall like Sahasra, so that's one driver for subx, and if it remains the same, higher chances more money is put here.

​@MuStrFc Agree.

But logically, since 35% mainboard is almost equal to 70% SME, it would be interesting to see how people will go about.

Agree with @MuStrFc 
Expected NII min. ~250-300x (i.e. 6.6K Cr. - 8K Cr.) considering below 2 factors:
- Innomet + Trafiksol combined was 10.5K Cr.
- HNIs will target to get firm allotment here with the IPO size (vs going with probability/chance for Diffusion)

​@RJB There was not any mainboard during INNOMET IPO, so you need to consider that as well.

For this IPO, there are two mainboard IPOs, difussion and KRN (though KRN is done funds wont be released by Monday).

Having said that, I now think 250 subs could be the upper limit (earlier I thought 200 times).

Amything over 200 times, I am going with Difussion full force and limited resources for Sahasra

​@Esparando I think we had PNG blocking funds with Innomet & Trafiksol.

You might want to take a final call latest by Mon-2:30pm.
Btw, i generally mess-up while taking last moment calls so now a days, I assume higher-end subscriptions and apply for common lot sizes of say 50/75/100/150 so at least get considered if there's last moment drastic oversubscription (vs expectations) rather going with odd lot sizes and totally miss-out on lottery.

Correct. Remember PNG now.

Same here. Mine is IDFC which allows till 3:30 pm, so plan is to take final call after 2:30 pm.

I just messed up with my math/calc and instead of choosing to go FF in Sahasra Electricals I chose FF in Difussion and just retail in Sahasra Electricals. Now all hope lies in the luck.

Got 1 allotment from 50 x 3 apps

Iam assuming near 55x-60x. But its near to your expected figures so roughly its the same. @Agrawal S

sorry not tracking retail subs

As newly incorporated, don't have financial data for 3 years

It will surely give above 30% return on listing

GmP down trend start, 70 to 53%

So can you tell us how we should apply ?

And how do you apply ?

​@StayInvested So first one needs to understand if he is a IPO listing gains investor, or medium term investor or long term.

If you are IPO Listing gains investor then Vision Infra closed Day 1 at 215 which is 32% premium ...which not a big miss compared to 42% GMP in closing day.

If you are a medium term or long term guy then why react in less than week post listing ? You should wait anywhere b/w an year (medium term)to few years (long term).

If have to go and check yourself the performace of the SME IPOs where HDFC has invested (data is available on chitorgarh).

Secondly, there is no gurantee that IPOs where mutual funds have invested will do well on listing day or a week after, ...agreed.
But you need to understand that where due diligence is very tough, investment by such institutions gives a confidence that the company is genuine and lot many financial parameters are genuine. But still there is no gurantee that your capital will do well.. but then investement is about probability and not gurantee.

Lastly, I want to understand from your how and on what basis you invest in SMEs. Thank you!

​@Esparando There's always doubt exist in the markets that the books and figures are cooked and manipulated for IPO purpose. GMP too possible... thats what he means. In this IPO, PAT margin 32% seems excellent and raises doubt as well. May be true and in that case, whoever applied/allotted are the winners!

Dil se- Apply karoongaa

​@PKRAJ Sir,

I will apply dil se,
Allotment nai milega fir se ,
Bigshare ko gali dunga fir se 😀😀

will apply 100%

डुबकियां सिंधु में गोताखोर लगाता है
जा जा कर खाली हाथ लौटकर आता है
मिलते नहीं सहज ही मोती गहरे पानी में
बढ़ता दुगना उत्साह इसी हैरानी में
मुट्ठी उसकी खाली हर बार नहीं होती
कोशिश करने वालों की हार नहीं होती

'Dil Se'
Will apply in this IPO without any fail. Waiting for my first ever allotment in SMEs. May this be the first allotment.

**OVERTHINKING IS THE BIGGEST CAUSE OF OUR UNHAPPINESS**

​@PKRAJ Sir really you are waiting for your first ever allotment in sme and from how long you are trying?? I am applying from last 2 year 3-4 retail and got my first allotment in amtron electronic.

​@A. Rajput Not received any allotment from last six years or so.
But fortunate to get sHNI in main line IPO. 3 or 4 sHNI in a year. 3 accounts only with limited funds. Very lucky to get sHNI and 2 SH in BHFL. So, got allotment in all three accounts.
More than enough for me.
Have a healthy time.

​@PKRAJ Thanks sir it mean 'keep applying ' only mantra to get allotment hope you received sme ipo soon best of luck

Good compnay with good business model. definitly apply....

Doesn't matter for me who is Registrar, i will go 8-10 application with 10 demat.
Apna kaam hai lagana, baki ana nahi aana kismat.