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Thyrocare Technologies Ltd IPO Message Board (Page 83)

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96. Jai |   Link |  Bookmark | April 17, 2016 7:41:11 PM (300+ Posts)
Any idea about price band of thyrucare and ujn.
95. kalpesh sheth |   Link |  Bookmark | April 17, 2016 6:30:06 PM
i think thycore may get subscribe 4 5 times
94. patelsem |   Link |  Bookmark | April 17, 2016 6:23:26 PM
TTL and ufl 2 no me kon sha IPO best hai....?????
94.1. GRAVITA PAROL |   Link |  Bookmark | April 17, 2016 10:58:25 PM
I think,
both are sexy(Dipikaben and Katrina),
ufl is much sexy than TTL.
93. Uchit Patel |   Link |  Bookmark | April 17, 2016 6:05:33 PM (500+ Posts, 1500+ Likes)
EHL
Large no. of shares allocated to retail category. Large no. of retail portion will come for sell on listing day.
I suggest if you have holding capacity then wait for some time 3 to 4 weeks. See the ipo launch and listing of Ujjivan.
I observed in many ipos , if new ipo is launched then some momentum shown in it''''''''s peers which is already listed. Like sks micro, SpiceJet etc.
92. mehul mehta |   Link |  Bookmark | April 17, 2016 5:21:29 PM
on which date price band will announce ?
91. mehul mehta |   Link |  Bookmark | April 17, 2016 4:02:00 PM
septa sir what is technique to analyse fertiliser shares ?
91.3. Arup |   Link |  Bookmark | April 17, 2016 5:41:37 PM (900+ Posts, 300+ Likes)
Septaji.natural gas price is very importent for fertilizer sector
91.4. Septa |   Link |  Bookmark | April 17, 2016 5:45:32 PM (4000+ Posts, 4600+ Likes)
Arup u right however that is universal
90. mehul mehta |   Link |  Bookmark | April 17, 2016 3:59:37 PM
ok sir
89. mehul mehta |   Link |  Bookmark | April 17, 2016 3:35:02 PM
septa sir i think ujjivan fina fair value 246 whats your calculation ?
89.1. Septa |   Link |  Bookmark | April 17, 2016 3:37:31 PM (4000+ Posts, 4600+ Likes)
i have not yet read DRHP once i read i will comment
88. Viraj |   Link |  Bookmark | April 17, 2016 3:22:17 PM
IPO Mentor IPO Mentor (900+ Posts, 1100+ Likes)
TTL or UFL priceband kab decleir hoga ?
88.1. Septa |   Link |  Bookmark | April 17, 2016 3:41:55 PM (4000+ Posts, 4600+ Likes)
since the issue will open one 27th we will come to know before 21st April 4 business day from issue date it should be out by then
87. Septa |   Link |  Bookmark | April 17, 2016 2:49:11 PM (4000+ Posts, 4600+ Likes)
Two different price band and total issue have been doing round which are as follows:
1. 430-445 price band issue size 480 Cr this value the company at 40 PE with MC of 2400
2. 565-595 price band issue size 640 Cr this value the company at 50 PE MC 3200


at 445 price band this one best issue to come no question just pt one single lot and if good luck u will get allotment
at 595 price band the issue is pricy however compare to Dr lal which double in size has market cap of 8500 Cr so still can see some list gain.

let see in few days will come to know the price band
87.1. Septa |   Link |  Bookmark | April 17, 2016 2:51:41 PM (4000+ Posts, 4600+ Likes)
I am of the opinion it will come at 445 price band and will be bumper issue all should apply SINGLE LOT ONLY
87.2. NeoTrade |   Link |  Bookmark | April 18, 2016 2:48:59 AM
IPO Mentor IPO Mentor (700+ Posts, 300+ Likes)
I am certain that it will be 480 cr issue with 445 pricing...based on some very reliable sources!!!
86. Chintan Thaker |   Link |  Bookmark | April 17, 2016 10:48:48 AM
Anyone can suggest for 15 - 20 stocks to invest long term 3 - 5 years.

Also advise to buy at CMP or in deeps....
86.1. Shivajee |   Link |  Bookmark | April 17, 2016 11:10:11 AM (700+ Posts, 100+ Likes)
1. Apply 10 ipos, you will get at least 5/10, so 5 is over.

2. Consult top boarders for the rest 10-15 stocks.

2. Always buy in dips and average.



85. mehul mehta |   Link |  Bookmark | April 17, 2016 9:34:42 AM
septa sir if ronw , roce and cagr above 20 % then stock is good or how to analyse it for different sectors ?
85.1. Maruthi |   Link |  Bookmark | April 17, 2016 2:57:49 PM
Sorry this post should be in 86, request to Manipo
84. Septa |   Link |  Bookmark | April 17, 2016 8:37:39 AM (4000+ Posts, 4600+ Likes)
Vodafone India may raise $2 billion using IPO route

Bharti Airtel
Vodafone India''s stated plan to sell its shares could involve raising of funds to the tune of $2 billion (Rs. 13,300 crore), reported the Mint, citing four sources familiar with the development. The stock offering will potentially be done through the Initial Public Offering (IPO) route by the end of this month or early next month.

Media reports had said on April 8 the parent company Vodafone Group Plc was laying the groundwork for India''s largest IPO. However, the firm then had disclosed that the stock offering would be a pure stake sale by the parent firm or involve primary capital raising.

India''s second-largest telecommunication company in terms of subscriber base, one of the four sources added, has already asked merchant bankers to submit proposals for the IPO mandate this week. By next week it is expected to shortlist investment bankers to pitch for the final IPO mandate.

In reply to an email enquiry, Vodafone India told Mint: "We have previously said we have started preparations for a potential IPO, which includes private conversations with banks." It added: "But this is a lengthy process and no decision will be made until we are at the end of it."

As all the major domestic and international bankers vie for the IPO, another source confirmed that the telco expects to raise up to $2 billion through this process.

Bloomberg reported that the share sale would provide Vodafone funds to expand in India. The country''s rising wages have helped the company''s growth in India outpace it in mature Western markets such as the U.K. The news agency, citing sources, added that London-hedquartered Vodafone may sell 10 percent of its India business, and set the valuation of its operations at $20 billion.

Bharti Airtel, India''s largest telco by number of subscribers, has a market capitalisation of nearly $21.3 billion (Rs.1.4 lakh crore). Idea Cellular, another thriving teleco, has about $6.2 billion (Rs. 41,315.85 crore) in market cap.
84.10. Maruthi |   Link |  Bookmark | April 17, 2016 2:55:55 PM
Yes. I am really interested. Will be very greatful, if you kindly guide me. Thanks in advance.
84.11. VMPatel |   Link |  Bookmark | April 17, 2016 8:13:42 PM
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83. Septa |   Link |  Bookmark | April 17, 2016 8:33:11 AM (4000+ Posts, 4600+ Likes)
PNB housing which is also planning an IPO has revised it price on advice of merchant bank which is good news for retail investor.
82. Haar Jeet |   Link |  Bookmark | April 16, 2016 9:09:38 PM
Top Contributor Top Contributor (300+ Posts, 200+ Likes)
kostak of Jodi @ 2300 in bhavnagar

kitne dino k baad investor making money so if some one don''t want to apply sell in kostak
but do not post that i am not applying

samaj ne wale samaj gaye hai na samje wo .....

kya kehte ho septaji & eagleye Hai na
81. mehul mehta |   Link |  Bookmark | April 16, 2016 8:48:46 PM
eagleye what are gmp of ujjivan and equitas ?
80. revathy |   Link |  Bookmark | April 16, 2016 8:22:27 PM
likely dates ?? Link in registrar hai , ipo mei dum hai .
80.1. revathy |   Link |  Bookmark | April 16, 2016 8:41:24 PM
is it 27th April . great !!! jai ho .
79. Septa |   Link |  Bookmark | April 16, 2016 7:41:17 PM (4000+ Posts, 4600+ Likes)
In an unusual turn of events, L&T Infotech Ltd on Monday withdrew the draft red herring prospectus (DRHP) it filed with the Securities and Exchange Board of India, and filed it afresh on Tuesday. According to investment bankers, this was necessary becathe estimated size of the issue has been cut by more than 10%. As it turns out, the estimated size of the issue has been cut by almost 30% to around $200 million, according to news reports.

The Nifty IT index has corrected by around 5% since the time L&T Infotech filed its DRHP the first time in end-September.

Clearly, its valuation estimates were far too high to begin with, necessitating the sharp cut in the issue size.

Parent Larsen and Toubro Ltd (L&T), which currently owns all of the company’s shares, is offering a part of its stake in the issue. The number of shares to be issued will remain the same at 17.5 million. Based on the earlier rumoured issue size of up to Rs.2,000 crore, L&T was expecting a valuation of around 24 times fiscal year 2015 earnings. This has been toned down to around 16-17 times.

Large-sized IT services companies such as Tata Consultancy Services Ltd and Infosys Ltd trade well above 20 times FY15 earnings, and so is the case with some smaller-sized firms such as Mindtree Ltd and Hexaware Technologies Ltd. But these firms have grown at faster rates.

Mindtree has grown revenues at an annual average growth rate of 23% in the three years till FY15, while growth at Hexaware has stood at 21.2%. L&T Infotech’s growth was lower at 16.1% during the same period.

Operating profit margins are comparable with Mindtree at around 20%, although they are ahead of Hexaware. However, free cash flow generation is lower at L&T Infotech at around 9% of revenue. For the other two firms, free cash flow generation as a proportion of revenue was in double-digits.

Besides, like most other mid-sized firms, L&T Infotech carries greater risks such as high client concentration. Its two largest customers, Citibank and Chevron, account for 21% of revenue.

Against this backdrop, L&T was clearly aiming too high by demanding valuations of around 24 times trailing earnings earlier. The fact that it has toned down expectations sharply should help the issue sail through.

78. mehul mehta |   Link |  Bookmark | April 16, 2016 6:34:36 PM
i think SEBI ALWAYS ISSUE LOSE MAKING IPO AFTER GOOD IPO SO PRICE BAND WILL BE RS 6O0 TO HURT RETAILERS
77. Uchit Patel |   Link |  Bookmark | April 16, 2016 5:47:38 PM (500+ Posts, 1500+ Likes)
I compared financials of Throcare and Dr. Lal:
- I don''t think Throcare will give returns like Dr. Lal.
- Dr. Lal is almost 3.5 times bigger in revenue
- Dr. Lal''s profit margin is consistent since last 5 years and comes to 12 to 14 percent
- Throcare''s profit margin coming in the range of 25 to 40 percent
- Lal''s profit margin is very less compared to Throcare
both in the same line and difference between margin is 2 to 3 times
- Throcare''s profit margin is decreases from 40 percent in 2013, 29 percent in 2014 and 25 percent in 2015
- Dr. Lal''s profit margin is consistent from year 2011 to 2015.
- Revenue of throcRe is not increasing compared to Lal.

I am waiting for price band for detail analysis. If it comes with comparable price band then listing gain should be sure but in midterm , return like Dr. LAL is questionable.
77.1. Septa |   Link |  Bookmark | April 16, 2016 5:53:52 PM (4000+ Posts, 4600+ Likes)
very well put Uchit Patel like always price band of 445 to be a run away success however at 595 will be risky bet however even with such high valuation market would lap given this vertical of health care is liked and success of Dr LAL
77.2. Septa |   Link |  Bookmark | April 16, 2016 5:55:24 PM (4000+ Posts, 4600+ Likes)
also market grey premium of 150 Plus is based on price band of 445 if the issue comes at 595 then all this GMP will disappear or reduce to 10 and twenty making this issue un attractive