SKS Microfinance Ltd IPO Message Board (Page 19)

@sj: whats is a good level to enter rainbow paper...

@SJ: SE seems to be being kept down by operators @60.Anyways we will see how it goes after SKS listing ..I think circuit is 5% for it so will take some sessions to reach 70 or more...patience..somehow i dont like the steel sector mabbe after seeing JSW in bear hugg :-)(stock tip jai balaji)lemme know if you have any other tips pls...

oH...Another point mr. Gem........

Since you were giving example of tisco and jsw steeel...etc...etc.....

from march 2006 to 2010 tata steel has gone from 17000 crore sales 26000 crore...sales...while jsw steel has gone from....6000 crores to 18000 crores....that is they have grown......3 times faster than tisco.....although tisco is still the largest........!......

but obviously in bear market JSW was beaten down to death but still it is a multibagger......

If everybody thinks his stock will be pounded in bear market no one would have invested in stock market in the first place....!!

BUT WHu am i to tell you that MR. GEM IPO FINDER.....you already are the gratest ever....investor to identify by GEM IPOS and stocks........Your glass is already full....

While my glass is always half empty...so i have room to learn more from other people in life.....

@ GEM IPO FINDER...

It is not my fantasy ok....

It is managment guidance...for next 4-5 years...go and read..their interview...on cnbc...see brokerage reports...on this stock....See the FII holding......

They have already got approval for the project and will require CAPEX of ...16000 crores...in next 4-5 years..
I mean may be it would have made a bit more helpful if u would have argued with facts...and just derailing the argument...

It is a mid cap going to be large cap ....4th largest steel producer by 2015....

Tata steel are large caps.....of course they will also...increase in size but not at the same rate.....they will always be bigger than jai Balaji.....

A company that went from 0.4 mpta.....capacity to 4 million tonnes today...in just 5 years...speaks for itself...when it was....0.4 mtpa...capacity..and some GEM IPO FINDER ....was saying the promoter...that you are living in fantasy to become 10 times in 5 years..today he woudnt have shown his face......to the promoter

Ya like ill be the only person..to be eatn by buyers...the fact is MR. GEM IPO FINDER......is that i have already made 10 times...in JAI BALAJi..in last 4 years.....and we have seen the....worst crash in 2008.....still today...i am sitting on 10 timees..and expect it to go another times at least,.....profits....

Its about what you buy and when u buy......!!

I am not a billionare..i am a middle class investor...may be you have GEMS and DIAMONDS and GOLD..and wealthy.....I aspire to be stock picker....money doesnt give me the kick...as picking a multibagger.....!!

Anyways...you dont have to worry about...what losses i make in bearv market...!!....that stock tip was meant for MIlLINDS....!!...

hi guys,,,hey sks applyng for banking lisence,,,and in sakar market says that sks should list btween 1140 to 1190,,,(remember me wat i say)hey in grey market sks premium 100 rs,,,but in sakar market premium fire,,,,,,,,,,,so njoy listing

I HAVE 36 SHARES OF SKS. SHOULD I KEEP THEM OR SELL THEM AT GREY MARKET PREMIUM OF RS. 45 BEFORE LISTING OR SHOULD SELL IN OPEN MARKET ON MONDAY.

SJ,

I CANT IMAGINE UR FANTSY THAT JAI BALAJI WILL BE HAVING RS.25000 CRORES SALES AND RS. 5000 CRORE PAT. AND PRICE OF RS.2500/SH IN NEXT 3 YR.

SO WHAT ABOUT THE BIGGIES LIKE TATA STEEL, JSW, JSP ETC, THEY WILL BE BIGGER THAN I THINK POSCO/MITTAL ETC.

YOU SEEM TO BE A BILLIONER INVESTOR....!!!!!!

HOLDING SHARES IN 10THOUSANDS.

WISH U A HAPPY TRANSFORMATION TO RAKESH JHUNJHUNWALA...

BUT BETTER BE CAREFULL IN BEAR MARKET OTHERWISE U WILL BE ONLY LEFT WITH HOLDING "BILL" "IONER" MIGHT HAVE BEEN EATEN BY BEARS. HA HA HA

NOT MY POST, I WILL NOT BE POSTING ANY MESSAGES BETWEEN 14-25 AUGUST.


gem ipo finder Aug 13, 2010 9:55:55 PM IST
Bajaj Corp Limited
grate ipo dont think one should sell on listing date eighter hold for one to two weeks to enjoy huge profits or hold for one or two years for five to seven fold returns.

@Milinds

Are yar..dont be so formal..by saying.....dont mind and all..!!...

Sorry i recommended so long back..that i forgot if i ever recommended rainbow on this board

nICE TO HEAR..you are holding....Rainbow Paper...hope you did not book profits so early.....

mILINDS...AFTER STOCK split...i am holding 15,000 shares. I have been buying since...Rs. 145..today it is 275...i will not sell till it goes to Rs. 100 that means ex split price

It is doubling capacity...investing 750 crores in CAPEX...targeting 450 vs 240 crores full year sales...by FY 11....

Hold on.....

Since i have not replied to you about this company........lemme apologise to you by...giving another tip

JAI BALAJI Industries CMP Rs. 265

This is the only commodity stock i have in my portfolio since march 2009 bought at 185...currently 265..

It is eight largest steel producer...from just being 0.4 Million tonees per annum to 3 Mpta/...production capacity in last 5 years...

It has plans to spend 16000 crores.in 4-5 years...for setting steel plant in West bengal for which....they are looking raising capital...by introducing Foreign JV partner to aquire 20% or more....in that project in the next two three months...

Now its currently trading..at 1600 crore Market cap....imagine the upside in this stock if CAPEX is 16000 crores and market cap is 1/10th

Another thing...the new steel plant will increase their capacity to 8 mpta by 2014....and that means revenues...of 25000 crores.by 2014....They are giving.....guidance of EBIDTA margin of 40%....

That means 10000 crores operating profit..by 2014,....now deduct 20% from 25000 crores as operating expenses....that means 10000-5000...5000 crores of PAT.

That means EPS of 650 by 2014....multiply it by Steel sector PE of 10-12 on average......

Even when stock market crashes and PE is 4-5....that means on most pessimistic scenario.....Rs. 2500 by 2014....

2 year price target is 1000

this can be at least 15-20 bagger in next 4-5 years...

So buy this stock like Systematic Investment Plan...

SKS 985

BAAP RE BAAP

LUUT GAYE HUM TO KHADE BAZZAR MAIN

pl reply
milinds

Hey SJ,
your silance on "rainbow paper" is deafening!!!
I am enjoying profit, no doubt about that.
thank you very much.
eagrly awiting SKS LISTING
pl dont take it otherwise.
milinds

invester should not sell shares immediately the real valueations will be enjoyed after one to two months.

BHAIYON,
MAIN TO KAHTA HOON KI AAP SAB LOG APNA GHAR BAAR BECH KAR IS COMPANY KE SHARE LELE YEH 5000 HO JAAYEGA.

APNA SUB KUCH BECH KAR ISIKE SHARE KHARID LE.

AS LEAD MANAGERS, WE THANK ALL OF U FOR OVERWHELMING RESPONSE TO SKS IPO. IN FUTURE ALSO, WE WILL CONTINUE COMING WITH HIGHLY OVERPRICED IPOS, U JUST KEEP PUTTING MONEY IN THESE.

DEAR INVESTORS
THANKS FOR APPLYING IN OUR IPO. WE ASSURE U THAT WE WILL GIVE U GOOD RETURNS IN LONG TERM (BECAUSE IN SHORT TERM U WE WILL NOT GET MORE THAN 500 PER SHARE.) WE HERBY GIVE OUR STOCK TARGET FOR LONG TERM :-

5 YEAR TARGET - RS. 600 PER SHARE
15 YEAR TARGET - RS. 700 PER SHARE
25 YEAR TARGET - RS. 800 PER SHARE
50 YEAR TARGET - RS. 985 PER SHARE
60 YEAR TARGET - RS.1085 PER SHARE

WE WANT ALL OF U TO REMAIN PART OF OUR SKS SHAREHOLDERS FAMILY FOR NEXT 50-60 YEARS, THEREFORE WE WILL LIST IT AT 500 PER SHARE.

BUT TO GAIN THE MAXIMUM U HAVE TO HOLD IT GOR LONG TERM.

IPO Listing Detail

Listing Date: Monday, August 16, 2010
BSE Scrip Code: 533228
NSE Symbol: SKSMICRO

CURRENT GMP OF ..sks.. 52/55.........................................baja.....75/79....both going strong

MAINE 7 SHARE KI APPLICATION LAGAYI THI AUR MUJHE 7 SHARE ALLOT BHI HUE HAIN.

MUJHE TO LAGTA HAI KI KANHIN ISAMEIN BHI JORDAAR DHUNNAII NA HO JAYE.

PEHLE BHI KAI IPO MAIN MERI JORDAAR DHUNNAII HUI HAI PAR MAIN AADAT SE MAJBOOR HOON. THODI BAHUT APPLICATION MAIN HAR IPO MAIN LAGATA HOON.

PLEASE SAB LOG DUA KARE KI YEH SHARE 3000-4000 PAR LIST HO JAYE AUR MERE PURANE GHATE KUCH KAM KARE.

Dear K.K. Natarajan

First of all let me congratulate you on your decision to subscribe to SKS IPO.

Ha ha ....dont worry...if i am wrong....i will take..blame for it.....and you should rightly blame me...in fact i consider myself as my biggest critic...and thats why i do a lot of research...before taking decisions of investing in something.....Sometimes that strategy of mine....fails...coz i get too conservative..but in the long run it pays out....coz i make more hits than misses...!!

Coming back to your query....since you have applied....for two lots....which is a small quantity...i suggest you to keep funds for it....and take delivery for long term and not meagre listing gains...!!...If you cant make up your mind.....and want to stay in peace after listing....just book profits around 1250-1300 range...Coz that is fair value as per FY11 EPS of 47 and PE of 30...that high growth comapnies command....

Look at the ex. of NBFC in similar...lines....Mannapura Finance that provides small loans to poor and middle income people..against jwellery......it has a CAGR of 90% IN REVENUES...AND COMMANDS...8 times book value..in market...check out moneycontrol and find out....

So anyone...saying SKS ..that has CAGR of 200%+ and projected CAGR of 100%+ for next 5 years..and should command only 4.5 times book....I dont know what logic they have..!!....

The point is K.K......that people and i can tell you honestly 90% of retail investors....{as per my definition either you are a investor or not an investor..there is nothing called retail investor}...with limited knowledge have limited vision.....and have herd mentality......they will move in the direction of the wind....!!...

So my freind.....as the Great "Gordon Gekko" akka Miachel Douglas....from the movie Wall Street...says......(if you havent seen it go get a cd.)

"DONT BE SHEEP COZ SHEEP GETS SLAUGHTERED...!!"


(This long gyaan was just to boost your morale..coz u seem to be in two minds regarding wether your decision on applying for SKSwas right or wrong reading the pessimistic views of some people on this blog....)