222. Eagleye| Link| Bookmark|
December 8, 2017 1:37:29 PM
IPO Guru (6600+ Posts, 22000+ Likes)
GMP last heard:
Shalby IPO 6.50 - 7.50
221. T.agarwal| Link| Bookmark|
December 8, 2017 9:57:14 AM
IPO Mentor (800+ Posts, 1800+ Likes)
*SHALBY LIMITED* FINAL SUBS.FIGURE AT 11:59 P.M. QIB 4.47X** NII 0.43X RII 3.01X EMP 1.44X TOTAL 2.86X **Excluding Anchor Total No.of FORMS : 319433 *Apps Wise : 2.71X* *STATUS-CLOSED*
Believe only those expert who says apply or avoid before subscription open, After subscription/last day there is no need to shout i have applied/not applied due to subscription figures
Are bhai india me 75% log offline /through broker application karte hai, so they have to submit there applications on 2nd day itself or morning last day and you say apply /avoid 2/3pm ,haha
Andhe ko bhi pata lagta hai ki nii<1x ,qib<5x hua to listing gain nahi milne wala, Usme aap ne kya badi bat kr di ??
If you are real expert then say before ipo opens otherwise no need to give any justification of apply/avoid
Are bhai, intraday trader ho kya? Aaj buyers jyada hai to buy, warna sell??
219. Hari ji| Link| Bookmark|
December 7, 2017 2:58:00 PM
Top Contributor (400+ Posts, 400+ Likes)
Due to absence of market valuation and trading history of the stock, investing in an IPO is inherently much riskier than investing in Secondary market.
Investors should be additionally cautious, while investing in any IPO where there is no reasonable assurance of at least 10% return and they should think multiple times why they want to invest when expected listing gains are not even 10%.
It''s funny how HDFC Life and ICICI PRU always move in the opposite directions. As if Chanda Kocchar secretly took a HDFC Life policy trusting them as her personal life insurer and some badass undercover agent posted it''s snapshot on social media as the evidence....
@Anarchist: Now according to that, with HDFC and ICICI Pru in opposite directions, Sheela must be the Insurance agent standing in the middle (of nowhere)...!!!
215. R R Patel| Link| Bookmark|
December 7, 2017 4:20:43 PM
IPO Mentor (800+ Posts, 3400+ Likes)
Shalby Ltd. IPO: Subscription figures on last day @4pm (BSE+NSE):- QIB - 4.34X** (closed) HNI - 0.424X (closed) Retail - 2.54X (open only for offline form) Employees - 1.29X (open only for offline form) Total - 2.61X **Excluding Anchor. Not so encouraging figures. I have not applied.
@harit, the HDFC IPO was super huge in terms of shared offered and amount raised compared to this tiny one, so you get your answer. And brand (HDFC)=(SHALBY)???
Not only subscription figure, but brand, Management, and most importantly instict plays important role for applying decision. I would say all points towards avoid.
I have NOT applied after tracking forums here, reading various analysis, news, sentiments and even last moment subscription figures @ 2PM were dismal, with not enough QIB/HNI participation. Employee quota subscription looked overzealous and fabricated, even I have doubt over their brand power as well as financials!
Those who are guessing this listing would be a dark horse, only time will tell, but I went with my convictions, will apply for Future Supply tomorrow instead... your views appreciated.
*SHALBY LIMITED* FINAL DAY SUBS.FIGURE AT 05:35 P.M. QIB 4.47X** NII 0.43X RII 2.70X EMP 1.32X TOTAL 2.71X **Excluding Anchor Total No.of FORMS : 2,84,228 *Apps Wise : 2.41X*
Ahmedabad company, Speculative promotor and employee subscription figure ( which is amazingly more than one time) indicates high volatility will remain in this script. I don''t expect flat opening or 8 to 10 rs premium, it would go either of any side with big margin. Let''s c after Hdfc what does have to teach us this time.
I have read the RHP once i reached page 160 i stop reading and going ahead and applying this IPO. presently out 9 hospital only 2 big hospital and one small are a mature cycle. The rest 6 in if infancy stage(new hospital) plus another 3 green shot hospital project.... So from here revenue will grow bcoz it takes at least 3 to 5 years for a hospital to give positive EBITA.....
Will it give listing gain: yes very less 4% to 12% depending on market condition on listing at the fair price is around 220 at 25% MOS so listing will be in range of Rs 220 to Rs.280
presently i am more interested in applying pre IPO in Hero finance, NSE, TMB, CSB so will be busy reading offer documents from these pre IPO
With regards to Future logistic apply for listing gain good business model with GST and infra status
purshottam kaushal pre IPO or correct term unlisted share trading or hand change happens through contacts but the transaction in majority is in multiple of 8 figure sum..... In my case my contact is my RM at the broker house (do not wish to disclose the broker) however all big brokers house
"Will it give listing gain: yes very less 4% to 12% depending on market condition on listing "
4% listing gain atleast means 258 rs, If my calculator is not wrong(provided market conditions bad on 15)
12% list means 278 rs(provided market conditions good)
So how come 220 fair value ?
Do not take offense but this is very wide range 220-280 ,
You are the guru of alltime, so i was expecting you to give exact apply avoid answer just like gamble, nidhike but you are commenting like brokerage houses.
i disappointed little by seeing 220-280 listing range.
Even any member can guess 220-280 range. Sorry but not upto your standard review, i was really excited about your full review and clear answer of apply/avoid.
I avoided only due negative atmosphere prevailing currently on this sector,and again fortis charged 25 lakh bribery offer to father of a jaundice suffer child who dead billing 15 lakh .
210.16. Khemka| Link| Bookmark|
December 15, 2017 10:11:12 AM
(1000+ Posts, 400+ Likes)
Again septa was correct not much gain
210.17. Nidhike| Link| Bookmark|
December 26, 2017 1:16:00 PM
Top Contributor (300+ Posts, 500+ Likes)
Lesson to be learnt Never jump to conclusions before reading full pages
Interest deferred accounting policies with life saving equipment all hospital do they even get subsidy with electricity
However even i am not bullish on the promoters. I understand Ortho will give better margin but still 20% and 2% margin for other hospital is big difference
May it not be that interest paid is for quarter and not whole year?
206.5. Nidhike| Link| Bookmark|
December 5, 2017 3:40:41 PM
Top Contributor (300+ Posts, 500+ Likes)
Whole industry operating at low single digit margin n here this company operating at high double digit more than 20% operating margin.Either this company screwing patients big time or other company screwing their businesses big time.
I generally avoid things which look too good to be true!!!!
206.6. Nidhike| Link| Bookmark|
December 5, 2017 7:58:20 PM
Top Contributor (300+ Posts, 500+ Likes)
SPT review apply
Makes me more convinced of its poor performance ????
Gujrat Elections are not expected to have any POSITIVE bearing on the market.
It is expected that margin of victory will thin down drastically even if BJP wins.
Hence GJ elections can either be neutral or negative impact on the market.
Impact can be very NEGATIVE if BJP loses which seems unlikely.
206.12. Nidhike| Link| Bookmark|
December 7, 2017 3:49:14 PM
Top Contributor (300+ Posts, 500+ Likes)
In IPO one should have compelling reason to invest otherwise there r more than enough stocks to bet for short term return. Here i m not sure either the price nor quality of the issue.... Then why invest???
206.13. Nidhike| Link| Bookmark|
December 15, 2017 6:01:31 PM
Top Contributor (300+ Posts, 500+ Likes)
Get out if allotted No fundamental reason to hold on.
205. P M| Link| Bookmark|
December 7, 2017 3:43:49 PM
(1100+ Posts, 1100+ Likes)
HDFC kaha Shalby kahan? HDFC has a 20-year record of creating wealth across group companies. Too much uncertainty in the market. Better to err on the side of caution/