Sarveshwar Foods Ltd IPO Message Board (Page 19)

looking at the conditions of market minus listing chances either a grey market premium day to day low

Good Article....Umang sir

Umang, sir I put 8 application in Sarvesh war foods SME because of your prediction. I mark your comments on specially SME sigment last one year & I blindly trust you because you search lot of things to spending your time for all investors . Pick it up.

To Conclude in Simple Language : SME is not for weak Hearted….If you are gonna panic you should not apply But those who don’t panic & apply based on the above fundamentals taste it’s success….Disclaimer I have applied 4 apllications & gonna hold for medium to long term….Excited & Very Happy I applied…..As chances of allotment are very high in this quality Issue 

Good work!!!

@maverick,
You are 100 % correct. SME is not for weak hearted people.
Problem with most of the investor in SME is, they want instant profit. That too 100% in one week.
They forget that last 6 months that gone by, will not come in near future. Every SME was listing at U. C., even it didn''t worth it. Moksh, Ajooni, sillymonks, pulz, touchwood and many more(list is very long).
From now on, don''t except every SME to list at U. C. Please don''t apply to any SME if you can''t hold it for 6 to 12 months. Instant profit days were gone.

REMEMBER ONLY INVESTORS SHOULD APPLY SME BUT NOT GAMBLER.

There is 1.7 times subscription in retail and cut off is less than that...less than fully( cut off)

So those who applied at cut off price will surely get alloted ?
Correct me if i am wrong

Reposting as I feel it missed UUHS''s eyes

@ Umang --- I am writing a post for first time. created an account just to thank you and appreciate your efforts.

I have been following this site from 1 year and found your comments specailly in sme space very valuable. I started applying in SMEs by reading your posts and till now got only one i.e. Focus Suites and Solutions (which I have kept for next generation again as per your advise).
You are doing a great job and please keep it us.

Thanks Gamble, Septa and others who also guide novice investors like me.

Regards,
aniketto

Thanks..Umang Sir & waheguru Sir....

So Sarveshwar Foods gives a great opportunity after a long time for the strong hands to take control of the situation….As allotment will be 1 in 2 So those putting 8 Applications will get atleast 4 of them…It reminds of the days very few knew about SME….Stronger Ones would be remembering….Shrenik…Lexus Granito….RKEC….Cadsys….etc….How they got the desired results….Their Vision…thinking on the aforesaid parameters made them richer & earned them Lakhs of Rupees….

Listing Day Procedure : There is no pre opening session in SME….So Listing is done on sharp 9:15 a.m…In every Issue there are some weak hands who get allotment for the first to second time…Who are in Need of funds….. They try to exit on the Listing day Itself….. Irrespective of the price ,they place sell order at the issue price which results in their quitting on the opening day…but the strong hands never sell the stock before realizing it’s full potential…& actual value…..

Sarveshwar subscription is same as that of Cadsys comparing QIB ,Nii and market condition are same but some better than now. See it opened 20% i.e UC and then was UMANG SIR, who was telling do not panic see listing and wait you well get profit and who followed him sell it at RS 136 issue price RS 70 AND NOW SAME UMANG SIR, giving there views that you will not make loss but in 2 months get RS. 110. Please faith in UMANG as MOHINI ipo recommend by him at RS 70 issue price. RS 40. He is GURU OF SME. I applied 3 application and will hold it.

Umang Sir, Please give your review on sarveshwar Foods

@waheguru,
You have invested in a company which has 120 years of history. Company is consistently making profits in last 5 fiscals(not in lakhs but in Crores) above 5 crores.
Company distribution network :
Company is planning to tie up with Walmart, bigbazar, easyday. Company is already supplying to mata vashudevi shrine board, bsf wives welfare association, army wives welfare association, airforce wives welfare association, CRPF wives welfare association & mess of BSF AND CRPF. It also supplies to hotels, restaurants, caterers & institutions & organisation in J. K. It has well established distribution network in J&K, DELHI, TELANGANA, ANDHRA, PUNE & CHHENAI.
Company intend to increase its reach in GUJ, M. P, MAH., GOA, KAR., RAJ.
Company already exports in U. S, EUROPE & MIDDLE EAST.
Rice is a staple food for south east asia and SAARC countries. So there is enormous scope of growth.

Now coming to valuation:: GRM OVERSEAS trading at 270 rs. Which has a NPM of less than 1%. Sarveshwar has NPM of 9 to 10 %. Organic products has margin of 16 %.
GRM is trading at 11 PE, because of paper thin margin. Sarveshvar should atleast trade at 15/16 PE.
So price discovery should be around 110/115.
Another peer is kohinoor foods trading at 65 rs. It has made a loss of 148 crore in last fiscal. It is making profits this fiscal but NPM is below 1% with very negligible profit.
_________________________________
All my above observations are my personal views. Correct me if I am wrong.

Opps I made a mistake
SARVESHWAR OPM MARGIN IS 9 to10 %, with NPM 3 to 4%.

Umang sir...tell Expected listings gain?If market sustain in Good position...

As per my understanding it should trade around 110/115. But I am not saying that it will list at this price.
In the long run (around 2 months after listing) it should trade around this level.


I can''t predict listing price or listing gain.
There are lots of factors that impact price during first few days of listing.

Umang sir..Very Good nformation you mentioned..

c.)Check Out the Figures…It has got substantial QIB subscription & even FII’S subscription… which is very rare in SME issues…They put money in only quality issues….
Now SME issues are being controlled & handled by the Exchange in a big way…No more cooking of the books & inflated balance sheets….it is publicized on the business channel…NSE SME Management is also seen on business channels…Upcoming issues are shown…..management is interviewed….Many SME are migrated to the main board recently….

a.)The Market sentiment were not good on the issue opening date....Also…Money was blocked in Hindcon chemicals issue....& other SME issues were also open on the date 5-7 March....So there was paucity of funds on the issue opening date….Few SME’S have opened for 4 days if it was also open till 8th March than It would have subscribed more as Hindcon funds were released on 7th evening….
b.)Look at the issue size(53.68Cr.) It is one of the the bigger SME Issues....If it was for say 5 crores Issue Size …than you can calculate on your own it’s subscription figures….It is subscribed 20 to 25 times in the given scenario….

Take notice of Lead Managers & Registrar There are contact No. of them available You can talk to the L.M on any query….In case of Sarveshwar 4 L.M are there…a.)Keynote..b.)SIDBI..c.)IOB..d.)Asit C Mehta…the Last one is considered to be One of the most prestigious L.M…Those Who have subscribed Sarveshwar The Question they must be asking is why it was subscribed only 2 times in Retail inspite of such strong Fundamentals...?Just Consider these points.....

Visit Company Website….Go Through It’s Fundamentals on your own…Information & Details are available online…(Company Info…Financial Performance….Balance Sheet….Objectives of the issue….DRHP…Business Model…Growth Prospects….Management….Pe ratio…..De ratio etc…Comparison with the peers etc…)

But New Players of SME who have entered the market recently….Who are Novice, frightened & Feared by the Markets ….Always thinking discount listing…pessimistic approach…
Here is My Advice to them in simple language….I hope this would be of some help to them…..
Pls don''t judge any issue based on its subscription figures.....

Guys there is no need to panic....Sarveshwar Foods is a gem of an issue....
If an SME with these fundamentals would have come with an issue prior to Feb 2018 We would have been talking of 3-4 Upper Circuits....
Chittorgarh Forum is clearly India''s no.1 Forum read by Thousands of people everyday...
Most of the people are tracking SME based on the info in this forum....Everyone is not writing but most of them are reading So It''s forum member''s responsibility to write correct, accurate & valid information having some basis.....
Umang,FICPL & other Experts are doing wonderful….We really appreciate their sincere endeavors….

To all sarveshvar applicants,
Hold your breath & stay cool, don''t create unnecessary panic. What if you don''t get listing gain in one sme. From last 6 months you are getting listing gains.

Does your all investment in secondary market always earns u profit???
Sometimes stocks may trade below your buying price, do you sell your holding at that time???
Listing of sarveshvar is 8 to 10 days away. If correction gets over by that time & market starts consolidating, you will find moderate listing.

Some quotes from one unknown investor on net

1: Out perform the tiger, not to win the race but save your life. Set your benchmark for both risks and rewards not REWARDS only.
2: Mathematics is force behind nature, the game has never changed in stock market neither it will. Ignore mathematics, you are out of the game
3: The difference between heroics and stupidity is a thin line. Reverse is true also, you can come back in a week.
4: Human behaviour has not changed nor it will. Pattern is eternal truth of world, as long patterns exist, rewards exist so does visual thinking.

@Umang

Well said!!????

umang bhai bdi jldi statement change kr di apn to
kl tk to bdi tarif kr rhe the