SAMHI Hotels Limited IPO Message Board (Page 10)

if co. pays rs 900 cr debt, its debt situation wont be bad. this is hotel business, where debt is reqd to build or buy hotels. also, on p&l for fy23, i saw rs 300 cr of finance cost (total fin. cost was rs 520 cr) was one-time for repaying ncds. that may not recur each year, so then what will be actual bottomline position in fy24? will request senior boarders to shed light.

GMP क्या है

How to do DCF valuation of Hotel?

Webinar Link for Analyst Conference: https://us06web.zoom.us/webinar/register/WN_uG4YxpU5Q2KWZXSNAMa3nQ

M.cap Post issue : 2747.2 cr
PE : !

Lot size : 119 shares

Valuations are very attractive 😍

Sir , I think they are not in high losses
They invested at 216 per share at a Valuation of 1547 cr

And Now Post-IPO they will be Shares of around 168 Rs. ( If valuation and Base share price is consolidated)

Considering Issue price at 126
They are at loss of 25%

I am sure Listing Gains will be around 25%

My Take In this IPO is 2019 Ke valuations se 25% Discount me mil raha he to lene chahiye

I have done deep analysis and came at a result that this company is making around
78 cr PAT this Fiscal

So PE comes at around 38 on Forward earnings
I am Comfortable with a Business Hotel stock coming at around 35 but still 38 is reasonable

But 25 percent loss is a very big loss
Kuch toh problem lag Rahi hai company mein

Samhi Hotels Limited IPO Final

Date : 14-Sep to 18-Sep-2023
FV : ₹1
Price : ₹119 - ₹126
Market Lot : 119 Shares
App Amt : ₹14,994
Size : ₹1,370.1 Cr

NEW MAINBOARD IPO

YATRA ONLINE

Issue Date : 15-19 September
Size :
Fresh - 602 Cr
OFS - 12183099

Retail : 10 %

Pre-IPO Done at 236 Per share

FY 23 :
Revenue - 380.2 cr
PAT - No info Yet , will report soon

LM :
1.SBI Capital
2.DAM Capital Advisory
3.IIFL Securities

Registrar : LINKINTIME

​@newgen consultancy Sir, what is the reason for skipping jupiter hospital IPO sir? And any expected listing price for Jupiter according to you sir?

yatra rhp is taking ion to download from SBI.

Thokko Thokko Grey market Mein Fir Apply karo Loss making Company.

Agree

SAMHI Hotels Ltd GMP ~ 10 @ 08:00pm # 09 Sep.

Company looks like its just coming to market as a last option to repay debt.
But as someone who has stayed in their Hotel/Property, I can say the hospitality is top-notch and these hotels will definitely flourish in future as well.
But as an investor, I would certainly be really really careful before investing after looking at the financials! Majorly as
- Finance cost is 520 crores in a turnover of 761 crores
- Assets decreasing YOY basis (as mentioned by other members)

Going with the parameters of the RHP , I calculate the fair fundamental value hovering around 350-360.

Leaving 20-25% on the table issue price at upper price band should not be more than 280-300 Rs.

Let it be cleared by Monday who is better than whom , Shami or Zaggle.

Shares transfered at Rs. 126

IPO price expected to be same

It may be around 230-250

It is people with lots of money giving confidendence to bring such kind a ipo. This ipo is more suitable for those who love the company and where there is love there is risk. so much people have earn from other ipo let loose something in this...

Even after fresh issue the networth would be positive 330 crores (by March next year this may decrease further due to further losses)

If the IPO does not succeed the creditors could drag this company to IBC for pending dues and may take a haircut on their loans... this IPO is not to benefit shareholders but to benefit the Lenders.

Better not apply in IPO there are better opportunities in the secondary market and SME IPO markets.

I quite this ipo with my 9 retail applications.

Me too with 8 application

This IPO will not even sail through. Mark my words. No need to comment no. Comment only after that happens. Or after 1x

What if the price band comes below 100 rs ?

Unsure but I feel that if it comes at reasonable valuations, then the road to profitability may be longer/ tougher and if it does not come at reasonable valuations, then it mat struggle to reach the issue price. In both cases, it may be a loss making proposition for retail investors in short/ medium term at least. I would stay away in all probability and would love to buy at listing (especially if it comes at unreasonable valuations and of course, sails through).

Rr kabel ₹200 buyer
Samhi hotel ₹10 biyer

Ahmedabad started

RR KABEL files RHP

FV : Rs.5
Fresh issue - 180 cr
OFS - 17236808 shares

Date : 13-15 Sept

Retail : 35%

How to buy matter? Quite obvious
How to buy nothing? Quite obvious but why
....
....
....
How to buy anti matter? This IPO is an example, u can never know the enigma of antimatter but careful as no one knows what it can do (mostly bad)

Saddled with debt.
This IPO is brought to repay NCDs which are due to be paid this year and give some exit to private equities.
May not apply here. Just track it for learning purpose.
I am choosy and don't get into every ipo that's why my IPO portfolio don't make me cry.