39. Aniketiaf| Link| Bookmark|
June 13, 2021 11:37:47 AM
IPO Guru (1800+ Posts, 10200+ Likes)
KAMMA SIVA RAMA KRISHNA JI, Good morning & thanks a lot for you kind words. Again a rainy Ipo season starts with 04 IPOs out of which 02 are belonging to your native state (Fortunately one''s name based on your name also) . Hence you are the better person who can throw light on the product quality and services of DODLA & KRISHNA INST.
In between, I was in Hyderabad from January to March. Consumed Dodla products frequently and liked them. Now missing "Dodla Peda" a lot which l think better than Godrej/Sudha/Nandini peda.
Aniket ji, your order of priority is an unchallenging one. From the bottom of my heart I am really sad that we have missed an opportunity to invite you to our house. It’s our bad luck. Both Dodla dairy and KIMS are doing well. We are nothing before your caliber of analysing the pros and cons. This forum is very fortunate to have gems like you, who take keen interest to study and express your opinions and valuable guidance to enlighten the members. We are all very grateful to you for ever. I find it difficult and am shortages of words to express my feelings.
YOUR COMEBACK TODAY ON FORUM IS VERY FRUITFULL FOR US. WE LOVE YOUR ADVICE AND CREATE AMOUNT OF WEALTH. THANKS FOR EVERYTHING SIR. SIR PLEASE ADVICE SOME COMPANY IN PHARMA ,IT AND CHEMICAL WHICH CREAT WEALTH IN LONG TERM. ALSO ADVICE SOME NEWLY LISTED HIDDEN GEMS COMPANY WHICH CREAT WEALTH.YOUR ACTION IN THE MATTER WILL BE HIGHLY APPRECIATED SIR.
Grand hearty welcome, Aniket ji. How are you doing? All my prayers for the best to you all. We are all eagerly waiting for your kind guidance on the forthcoming IPOs/ buybacks. Thank you very much for your presence as your presence in the forum is a never ending delight.
Hello Aniket Sir, Warm welcome Sir. Out of SHYAM, SONA, DODLA, KIMS, could you please help us to decide priority in case of limited fund. Like which one should be considered 1st looking at fundamental and future prospects and chances of allocation as well. Thank you.
Very strong anchor allocation. This issue seems great for long term. I believe we may have decent listing gains, i.e. around 15-20%, because of huge issue size. Otherwise we might have seen some stellar listing.
AS per Anchor Investment It definitely go for IPO and long term investment,as current scenario of market sentiment, after a couple of days it will be double. https://www.moneycontrol.com/news/business/ipo/ahead-of-ipo-sona-comstar-mops-up-rs-2498-crore-from-anchor-investors-7023741.html
Sona BLW IPO: - Huge ipo, almost 5500 crore. - Yearly revenue is only around 1000 crore, assets is only around 2000 crore. - IPO size is very very big compared to current business revenue and assets. - Looks like promoters and PE investors are exiting. Try to take benefit of high market valuations. - Looks like promoters and PE investors don''t have much trust in company and they are exiting at high valuations. - How can I as a small investor trust this company?
OFS 5250 crores by selling shareholder Singapore VII Topco III Pte Ltd, This promoter is selling 47.5% of his holding, not exiting completely. Post Listing 32.7 % of shares will come to the market. 35.8% holdings will be with Singapore VII Topco III Pte Ltd Sona Autocomp Holding Private Limited Continue holding his 31.5% Let''s wait for the anchor investor list.
Yes Sir its huge, ye promoter kuch jada hi halka ho raha hai !!!
Singapore VII Topco III Pte Ltd is selling his almost half holdings, they are taking advantage of the high market. if listed in the discount promoter can buy again like Kalyan jewelers :)
yes you are right. even reliance securities have indirectly given it avoid rating. so i its a no no for me
28. Eagleye| Link| Bookmark|
June 11, 2021 5:50:03 PM
IPO Guru (6600+ Posts, 22000+ Likes)
. THE MOST RELIABLE List of Mainboard IPOs IN THE PIPELINE (Status as on 09th June 2021)
A) DRHP Filed – SEBI Approval *Overdue*: DRHP filed <2 months ago
1) Aadhar Housing Finance >>> DRHP filing date 24-Jan-21 2) Paras Defence and Space Technologies >>> DRHP filing date 09-Mar-21 3) EXXARO Tiles >>> DRHP filing date 18-Mar-21 4) Jana Small Finance Bank >>> DRHP filing date 01-Apr-21 5) Tatva Chintan Pharma Chem >>> DRHP filing date 01-Apr-21 6) Clean Science and Technologies >>> DRHP filing date 09-Apr-21 7) Shriram Properties >>> DRHP filing date 09-Apr-21
B) DRHP Filed – SEBI Approval *Awaited*: DRHP filed >2 months ago
8) G R Infraprojects >>> DRHP filing date 16-Apr-21 9) Aditya Birla Sun Life AMC >>> DRHP filing date 19-Apr-21 10) Zomato >>> DRHP filing date 27-Apr-21 11) Chemplast Sanmar >>> DRHP filing date 03-May-21 12) Nuvoco Vistas Corporation >>> DRHP filing date 06-May-21 13) Fincare Small Finance Bank >>> DRHP filing date 10-May-21 14) Medi Assist Healthcare Services >>> DRHP filing date 12-May-21 15) Penna Cement Industries >>> DRHP filing date 14-May-21 16) Aptus Value Housing Finance India >>> DRHP filing date 14-May-21 17) Go Airlines (India) >>> DRHP filing date 14-May-21 18) Devyani International >>> DRHP filing date 17-May-21 19) CarTrade Tech >>> DRHP filing date 17-May-21 20) Windlas Biotech >>> DRHP filing date 17-May-21 21) Krsnaa Diagnostics >>> DRHP filing date 17-May-21 22) Supriya Lifescience >>> DRHP filing date 17-May-21 23) Vijaya Diagnostic Centre Limited >>> DRHP filing date 07-June-21 24) Ami Organics >>> DRHP filing date 08-June-21 25) Sansera Engineering >>> DRHP filing date 11-June-21
C) SEBI Approval *Received (<3 months)*:
1) Glenmark Life Sciences >>> DRHP filing date 16-Apr-21 2) Utkarsh Small Finance Bank >>> DRHP filing date 04-Mar-21 3) Rolex Rings >>> SEBI Approval 28-May-21 4) India Pesticide >>> SEBI Approval 30-Apr-21 5) Arohan Financial Services >>> SEBI Approval 23-Apr-21 6) Seven Islands Shipping >>> SEBI Approval 30-Mar-21
D) SEBI Approval *Received (>3 months ago)*:
7) Sigachi Industries >>> SEBI Approval 24-Nov-20 8) Jaikumar Constructions >>> SEBI Approval 10-Sep-20
Comparison cannot be considered with the listed peers as the product offering is pretty unique to Sona Comstar with the others far away on EV penetration. In the future the valuation delta vs peers will only expand further. Company has superior financial performance with strong tech backbone.
i think we retail investors are to be blamed for such a situation. most of us tend to lap up just about any ipo without doing any research about the company. and some cunning promoters are taking advantage of this. i think sebi should also take some steps to ensure that an ipo is priced reasonably so that small investors are not robbed of their hard earned money
Sebi cannot control pricing. Even it does not has authority to do so. retail investor is only 10% in this IPO so cannot blame retailers. It''s about book running lead managers who promises sky rocketing premiums to the promoters and bring QIB and HNI to sail through IPO.
In an IPO the promoters are essentially giving public investors the chance to own a piece of their IPOs with caution to leave enough money on the table for new investors. Also retails investors should look at company management and prospects which in case of Sona look to be promising keeping the long term view in mind.
Dear Dharemdra, no idea about reliance partly paid. But you can acculate tata power on every dip. My gut feeling says that it will be multiibegger keeping its solar business, ev play, and strong parentage.
22.2. P Patel| Link| Bookmark|
June 10, 2021 2:44:56 PM
IPO Mentor (900+ Posts, 900+ Likes)
@Ankur Goel - Along with Tata Power, consider Borosil Renewable as it is the first and only manufacturer of Solar Glass. They have also expansion plan to double the capacity by 2024. This will be multibagger in next 3-4 years.
@Ankur, seems your friend is correct, there is no GMP also in this counter. also, BlackRock is selling his share in 9 times premium, 2019 they had invested in this company 845Cr at Rs384 per share price, later there were 11 bonus shares were issued, so their per-share cost was around 33Rs in 2019 and now they are asking 291Rs per share.
only 300 cr fresh issue, rest all IPO money going to promoters pocket.
Dear ankur Goel Jee, please Advice some pharma companies,IT companies,chemical companies which is multibagger in long term say 3 to 5 years. Your advice is very fruitfull for us. Thank you once again very much for your co-operation.