SKS Microfinance Ltd IPO Message Board (Page 17)

ANY CO. WITH A CONSISTENT GROWTH OF MORE THAN 50% AND GOOD MANAGEMENT GETS DISCOUNTED AT A HIGH PE RATIO. ADD TO THIS IS THE SCARCITY PREMIUM COM'S LIKE SKS WILL COMMAND. FEW IPO'S IN THIS CATEGORY ARE JUBILANT FOOD, MAHINDRA HOLIDAYS, TALWAKAR.

AT THE SAME TIME IF THE COMPANY DOES NOT PERFORM UPTO THE MARKET EXPECTATION THE STOCKS ARE POUNDED IN THE MARKET. EX. INTRASOFT.

GIVEN THE MARKET CONDITIONS SKS CAN TOUCH Rs.1250 DEPENDING ON THE I QTR RESULT WHICH WE ARE NOT PRIVY TO.

THE COUNTDOWN FOR A VERY GOOD SHARE TO BE LISTED ON 16TH HAS STARTED.THE SHARE ACCORDING TO ME,MAY LIST AT 1070/1090.ANYONE WITH A HORIZEN OF 2 TO 3 YEARS,MAY GET DOUBLE.I HAD POSTED A MESSAGE ON 1 ST AUGUST (556)REGARDING THE ISSUE. THE ISSUE HAS RECD.A TREMENDOUS RESPONSE FROM ALL CATEGORIES.THIS IS MY PERSONAL VIEW.

SKS : Very Very Fancy Stock. Today Morning GMP Quote
is 150/- Plus in Ahmedabad Market.

Dear Friends,
SKS Microfinanace is going to list on Monday on both the exchanges NSE & BSE.
It May List around Rs 1090 to Rs 1098.
Its Price will be around Rs 1070 to Rs 1110 till 10 .30 AM.
Small Investors can exit at this point.

Abay sab kus saaf , listing honay day tayray agay peshay ka bahut kus saaf ho jayga,

@SJ: I am still holding SE Investments.

HAMAIN TO LOOT LIYA MILKE PRAKASH WALON NE
KAALE KAALE FORMO NAIN GORE GORE ANALYSTON NE

THE SKS IS A GOOD COMPANY BUT ITS ISSUE PRICE IS MORE THAN ITS FUNDAMENTALS AND FUTURE GROWTH POTENTIAL (DONT TAKE GROWTH POTENTIAL AS PROJECTED BY VARIOUS ANALYTS BY TAKING LAST 2-3 YEARS GROWTH AS BASIS. THAT GROWTH WAS ON LOWER BASE AND WITH LESSER TIGHT REGULATORY ATMOSPHERE).

ITS ISSUE PRICE IS HIGHLY OVERPRICED BUT BECAUSE IT HAS CREATED A FANCY IN THE GREY MARKET AND DUE TO SPECULATION, ETC IT MAY (OR MAY NOT) LIST ABOBE 1000 MARK BUT STILL IN MY OPINION, INVESTORS SHOULD REFRAIN FROM BUYING AFTER LISTING OR EVEN APPLYING FOR THIS TYPE OF OVERPRICED IPOS.

BY TAKING CHANCE IN THIS TYPE OF IPO, U CAN GENERATE 5-10% RETURNS IN A FEW IPOS BUT U MAY END UP LOOSING BIG IN A FEW OF THESE AS WELL.

NOTE: THESE ARE MY PERSONAL VIEWS, NO PERSONAL ATTACKS PLEASE. I WILL NOT REPLY TO ANY PERSONAL ATTACK.

DEAR SJ

THIS IS A FORUM WHERE EVERYONE HAS RIGHT TO WRITE, EXPLAIN, CRITICISE OTHERS, AGREE WITH OTHERS BUT EVERY THING SHOULD BE IN REASONABLE MANNER.

U AT TIMES, BECOME VERY AGGRESIVE FOR WHATEVER U THINK, ANY ONE WHO SPEAKS AGAINST YOUR VIEW BECOMES YOUR PERSONAL ENEMY. THIS IS NOT A GOOD HABIT.

GEM.... IS SENIOR AND RESPECTED MEMBER OF THIS FORUM. YOU SHOULD NOT USE THAT AGGRESSION AGAINST HIM.

HAVING SAID THAT, I DONT DENY EXTRAORDINARY GOOD OR BAD LISTING OF SKS. THIS IS SHARE MARKET, ANY THING CAN HAPPEN HERE. A GOOD COMPANY WITH GOOD FUNDAMENTALS CAN LIST BELOW ISSUE PRICE (E.G. BHARATI AIRTEL IPO) AND A BAD COMPANY WITH NO FUNDAMENTALS CAN LIST AT HUGH PREMIUM (ASTER SILICATES).

THIS IS A FORUM WHERE EVERYONE HAS A RIGHT TO PUT HIS VIEWS BUT IN A DCENT MANNER WITHOUT HURTING EACH OTHER. AND PLEASE, DO NOT DISCUSS OTHER THAN SKS IPO HERE.

REGARDS

Why to buy Pradip Overseas Ltd.
1. Market cap at the price of Rs. 84 is 337 Crs. While Turnover is 1606 cr. For year 2009-10 While expected current year is 2000 crs.
2. Book value is Around Rs. 72/-
3. Last year EPS was Rs. 17/- and current year Expected Rs. 22 to 24/-.
4. Current year P/E is 3.5 to 4 while other peers P/E is more than 10. Most undervalued script.
5. Good orders on hands of EXPORTS for US & EUROPE.
6. Expansion in SEZ by this is Q 3.
7. 10 Years Income tax benefits.
8. At IPO time Gray markets premium was Rs. 35/-
9. CNBC – Mr. Udiyan said that POL is capable for Minimum Premium for Rs. 25 to 30 looking to fundamentals.
10. Re Ratting of Textiles in India since very long time and export oriented company will give good results like ALOK TEXTILES, ARVIND LTD & Pradip overseas, Arvee denim etc….
11. Good land bank in SEZ near A’bad in Changodhar.

@ Silent one....Thanks.......

you are right i dont think...i should comment anymore......

have u sold your se investment holding at 70 or still holding..?

1100/- + + +

@ sAHARANPURI

hI...NICE TO HEAR FROM YOU AFTER SO LONG

dO U KNW WHAT IS EXPECTED GREY MARKET LISTING PRICE......?

nOT ADDING 985+70/...BUT the PRICE That IS EXPECTED IN GREY MARKET ON SKS LISTING DATE

GMP for SKS shoots upto 70 rs (985+ 70) & 90 rs for bajaj Corp with very few sellers in Delhi.

Buy Atul Ltd. at Monday cmp 120 with loss 114 ,target 132 and 142 in next 6 trading days. news based share.

the why dont u explain meaning of strategic investment and pure investment.....?...i only know....that...JAI BALAJI will...find.....a large global invetor as JV...Partner.....to take 20% stake in the 8 MPTA capacity plant in west bangal that needs total investment of 16000 crores in next five years....Now....what point and jargons..u are making i dont wanna know....

no i am saying dont ridicule others......

I can give proof.....if you want..i can paste it on this site if you want..to .I DONT ThINK...ALL PEOPLE WHO GIVE..STOCK RECOMENDATIONS...GIVE PROOF....TO THE EXTENT OF GIVING THEIR DEMAT HOLDINGS...

i HAVE 6500 SHARES OF SE INVESTMENTS...I CAN GIVE U MY HOLDING STATEMENT....BUT THAT IS CHILDISH .....

I am not a great investor..and not ....good enough as you may be ....you are a great investor....I AM NOT CHALLENGING THAT

Now ridiculing other degrees.....and qualifications....PROVES WHAT YOUR Level.IS.. AND HEIGHT OF YOUR EGO....

i HAVE DONE mba FINANCE AND iNTERANTIONAL cfa....THEN LANDED A RESERH ANALYST POST FOR 6 MONTHS AS A TRAINEE...IN A INTERNATIONAL BANK...DO YOU THINK THEY WOULD HAVE HIRED ME IF I HAD ridiculuos QUALIFICATIONS....

CA is a good degree..I KNOW...MANY FREINDS OF MINE WHO HAVE DONE CA..THEY ARE NOT AS ARROGANT ABOUT BEING A CA AS YOU ARE..!! ....

I ALSO know may people whu do MBA and CFA after CA and MBAs doing accounting courses like CA..After MBA....

You say MBA AND GLOBALLY RECOGNIZED cfa (AIMR) DEGREE FROM US...is all..crap....?.....thats the most respected degree....in US and globally...as is CPA and CA

Just dont ridicule me...without knowing me...ok....

Happy journey...and....no more arguments....

How many boarders of this blog share the view that high price IPO are priced to deter retail investor and keep them wary of listing.

Trust, this IPO is going to give HANDSOME profits. dont sell on listing

SJ,

WHEN I TOLD U THAT FII DONT INVEST FOR MULTIBAGGER RETURN "EXCEPT" FOR " STRATEGIC INVESTMENT".

I WAS SURE THAT U WILL GIVE W. PINCUS EXAMPLE.

I WAS ALSO SURE THAT U DONT KNOW THE MEANING OF " STRATEGIC INVESTMENT", THAT WAS A EXAMPLE OF SI NOT PURE INVESTMENT.

SJ,

DO U WANT TO SAY THAT U ARE THE BEST MUTIBAGGERS PICKER IN INDIA ??????.

DO YOU HAVE ANY PROOFS OF UR MULTIBAGGERS??? OFCOURSE NOT, U WILL SAY THAT U DONT WANT TO GIVE.......!!!!

BY THE WAY U DONT COMPARE MBA ( FIN) AND CFA WITH CA, ASK ANY CARRER CONSULTANT ABOUT THE TOUGHNESS OF CA COMPARE WITH URS "MONEY DEGREE".

BY THE WAY I M LEAVING FOR A TOUR...



Like SE Invetments bought at 130...today it is 10 times...

like financial technologies that gave me 20 times return...

Like...glodyne technoserve...that gave me 30 times return