50. AMIT IND| Link| Bookmark|
February 19, 2023 5:11:44 PM
Top Contributor (600+ Posts, 100+ Likes)
Before applying keep in mind Huge issue size. high PE and 225 issue price. performance is good & so is price. Buyers in sme are less due to lot and circuit size. Seeing subscription does not mean that buyers will come in secondary market also. Lead managers performance is good. Here profit, sales and borrowing are in line & figures seems more genuine than others. Low GMP is dampening factor though long term may be beneficial. Listing of all three ipos may be simultaneous. Macfos will see record breaking subscription, Allotment chances for moderate risk takers is more in Sealmatic. Happy investing
50.1. Vnrao| Link| Bookmark|
February 19, 2023 5:41:03 PM
Top Contributor (500+ Posts, 200+ Likes)
For quality IPOs low GMP doesn’t make much of an impact. Sealmatic is a fundamentally strong Company. Consistent growth in both Top and Bottom lines. The OFS portion is also only 25%. I would like apply Full Force in this as allotment chances are also bright compared to Macfos.
Out of 127 sme IPOs since Jan21, DD sir has rated 10 as "Apply" including Sealmatic. It is interesting to look at how the previous 9 have fared from Listing gain and current gain perspective. The average Listing day gain across these 9 was 78% (min 46% All E) and the current average gain is 92% (min 2% Vital). Lets see what Sealmatic has in store, although the GMP is running very low.
I think it is discount listing candidate due to its huge size..please stay away and don't consider the GMP as it will be wiped out any time.
47.3. KAPPO| Link| Bookmark|
February 18, 2023 5:01:08 PM
IPO Guru (1200+ Posts, 800+ Likes)
IT'S GMP RUNNING BY PRONOTER
SO KUCH BHI HO SHAKTA HAI
47.4. ipo share| Link| Bookmark|
February 19, 2023 8:42:39 AM
IPO Guru (1600+ Posts, 800+ Likes)
@Rohitsme Very nice analysis. Keep it up 👍 What we are witnessing presently is that even good quality smes are also under performing. Pressure created by Adani fiasco is also reflecting in primary market. It seems that people are just happy to book profit, whatever is available. Though smes are still profitable venture but definitely we should lower our expectations in present time.
46. arvindarvind| Link| Bookmark|
February 18, 2023 2:05:06 PM
Top Contributor (1000+ Posts, 200+ Likes)
Short term gain is not too much but long term gain is their. Apply for 1 to 2 year horizon.
45. SSingh| Link| Bookmark|
February 18, 2023 11:30:54 AM
IPO Guru (1400+ Posts, 800+ Likes)
Very gud financial and business for investment.. Invest and forget for 1 year
44.1. Ipoaspire| Link| Bookmark|
February 17, 2023 10:57:53 PM
Top Contributor (400+ Posts, 100+ Likes)
Listing gain will not be possible..so it is prudent to apply macfos and try luck for listing gain..and sealmaic can be purchased in secondary because of its good fundamentals and no listed peers.
43.1. MAMU| Link| Bookmark|
February 17, 2023 10:15:46 PM
IPO Guru (2000+ Posts, 1200+ Likes)
Apply
43.2. Ipoaspire| Link| Bookmark|
February 17, 2023 10:55:56 PM
Top Contributor (400+ Posts, 100+ Likes)
I think listing gain is not possible.may list at par...so can be purchased in secondary.but if u can wait for long term atleast a year this would give good returns.
43.3. MAMU| Link| Bookmark|
February 21, 2023 2:51:27 PM
IPO Guru (2000+ Posts, 1200+ Likes)
In case of SME IPO, SHNI and BHNI is not applicable the allocation is done on proportionate basis to HNIs. Hence there is only one category for HNIs in SME IPO that is bidders bidding for amount of more than 2 Lakhs.
The Company has also issued a corrigendum advertisement in 16-02-2023 newspaper clarifying the same.
The said corrigendum can be found on BSE page of Sealmatic.
36. MAMU| Link| Bookmark|
February 17, 2023 1:39:12 PM
IPO Guru (2000+ Posts, 1200+ Likes)
BSE not showing SHNI & BHNI subscription separately....can we assume that it is not applicable n SME...and allocation will be done on proportionate basis in HNI category. Comments welcome.
Earlier also one SME IPO had this confusion and was clarified by a Press release during last days. Even BSE web site does not has any separate subscription data of sHNI and bHNI. So I don't think new sHNI/bHNI rules apply here. Let's seek more clarification.
34. PLAZA| Link| Bookmark|
February 16, 2023 6:41:35 PM
IPO Guru (2400+ Posts, 1300+ Likes)
As per point no 10 of SVh 1. Retail Allottes 1662 no LOTS 2. SHNI Allottees 237 no LOTS application between 2 to 10 lacs amount 3. BHNI Allottees 475 No LOTS ON Propertionate basis app above 10 lacs
34.6. svh| Link| Bookmark|
February 16, 2023 7:59:04 PM
IPO Guru (2600+ Posts, 3700+ Likes)
@ PLAZA ,
Personally applying in retail here and going full force with Macfos. Agreed with Gaurav. First need to check HNI BoA this time. Avoiding both viaz & exim.
🙏👍
34.7. PLAZA| Link| Bookmark|
February 16, 2023 8:39:11 PM
IPO Guru (2400+ Posts, 1300+ Likes)
@svh and Gaurav dd It is better to apply in retail irrespective of funds we are having because probability of chances of getting allotment is higher as lots are more in retail category . But should wait till 12 pm of Tuesday as per subscription figure