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TVS Supply Chain Solutions Limited IPO Message Board (Page 11)

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83. Hope is life |   Link |  Bookmark | August 10, 2023 11:35:26 AM
IPO Mentor IPO Mentor (900+ Posts, 600+ Likes)
whenever u need change nd HUMOR in ur life
just visit lic page
SO MANY COMMENTS LIKE THIS...
or
even when u feel urself clueless nd helpless

then think of retail investors of LIC😃😃😃😃😃

COMMENTS CREDIT-SOMEONE...

83.2. Hope is life |   Link |  Bookmark | August 10, 2023 6:53:03 PM
IPO Mentor IPO Mentor (900+ Posts, 600+ Likes)
pm modi in loksabha

live speech

lic ki nikal padi

83.3. Wolf hunter |   Link |  Bookmark | August 10, 2023 8:55:35 PM (300+ Posts)
Does sebi doesn't have rule ?
Like in public someone shouldn't promote any stocks or sector similar to that ?
Recently they started to action on social media punters 😂
82. GrayIsTheNewBlack |   Link |  Bookmark | August 10, 2023 12:40:48 PM
IPO Guru IPO Guru (2200+ Posts, 1300+ Likes)
Retail almost full 😊

Soch raha hu ek company kholta hu, and 100% retail allocation rakhunga uske IPO me 😎
Retail wale to bhar hi denge 1-2 ghante me 😝
Phir hum karenge party 🥳
82.7. PKRAJ |   Link |  Bookmark | August 10, 2023 5:32:31 PM
@GrayIsTheNewBlack Both will have Party.
If investors apply you have Party.
If investors don't apply they have Party.
Enjoy. Best wishes.
Thinking something Good.
82.8. Smile✍️ |   Link |  Bookmark | August 10, 2023 5:56:38 PM
IPO Guru IPO Guru (1600+ Posts, 900+ Likes)
@GrayIsTheNewBlack Sirjee routine applyer aadat ki wajah se apply karte hai..... Lo ho Gaya fully subscribe
Baki idea bura nahi hai. Let's start from @Admin @ Chittorgarh.com Come on bring ur ipo. We assure jumbo oversubscription 👍
81. DURAISWAMY VENUGOPAL |   Link |  Bookmark | August 10, 2023 2:45:50 PM
I think this is not a TVS motor group
Please correct if I am wrong.
81.1. Gaurav Kashyap |   Link |  Bookmark | August 10, 2023 5:16:59 PM
I think, it's the subsidiary of TVS Motors.
80. nerajshivhare |   Link |  Bookmark | August 10, 2023 12:24:44 PM (200+ Posts)
bhai ye retail walo ko kya chull hoti hai. Ipo open hote hi 1x kr dete hai jb negative open hota hai fir bhut dukh hota hai
80.7. Captain Curious |   Link |  Bookmark | August 10, 2023 4:40:58 PM
@Tejas Pandya IMO Superstition. As some feel applying first day first show will fetch them allotment. Some go like at specific time of specific day (day-1/day-2) etc.
80.8. Tejas Pandya |   Link |  Bookmark | August 10, 2023 5:07:57 PM
IPO Guru IPO Guru (2800+ Posts, 2200+ Likes)
@Captain Curious Yes..I believe..fir jab baad me issue subscribe nahi hota to fir yahan pe application kaise cancel karna hai ye puchhte hai.. :)
79. Kalia |   Link |  Bookmark | August 10, 2023 4:56:03 PM
You can read it here, TVS LI UK that it mentions in "Objects of issue" section. Note, it is foreign currency transactions that saved company last year...

https://find-and-update.company-information.service.gov.uk/company/07003943
78. IPO GOD |   Link |  Bookmark | August 10, 2023 4:16:46 PM
TVS Supply chain GMP 24/25💥💥
77. PKRAJ |   Link |  Bookmark | August 10, 2023 2:21:32 PM
TVS Supply Chain reminds me of "Future Supply Chain".
Total Future Group has no Future now.
TVS is totally different Supply Chain. Let's see what happens?
High price IPO. To wait till last day but not a good IPO for gains in my views.
77.1. svh |   Link |  Bookmark | August 10, 2023 2:50:15 PM
IPO Guru IPO Guru (2400+ Posts, 3600+ Likes)
This reminds me Mahindra Logistic IPO.
That was also priced very high and kotak Mahindra was one of the LM.
On last day I avoid it after reading the post of all CG members.
No regret of avoiding after listing.
🙏👍
76. Thiagarajan Ramasamy |   Link |  Bookmark | August 10, 2023 2:36:48 PM
Top Contributor Top Contributor (700+ Posts, 200+ Likes)
Subscription from BHNI and SHNI very poor as of now. It will be interesting to see
the response of FIIs, DIIs, MFs and others on the last day.
75. Sunmoney |   Link |  Bookmark | August 10, 2023 11:30:43 AM
@Admin @ Chittorgarh.com 
Please provide review of Anil Singhvis on this IPOs also.
My request
Thanks
75.1. Sunmoney |   Link |  Bookmark | August 10, 2023 2:08:24 PM
Admin is requested to do the same
74. newgen consultancy |   Link |  Bookmark | August 10, 2023 2:08:01 PM
IPO Guru IPO Guru (3400+ Posts, 6000+ Likes)
We are discussing about GMP but let me give some clarity
The IPO has already started but no reasonable volumes in Grey

Very less no of trades

I personally expected good anchor book considering the parentage of TVS group
But the anchor book is not satisfactory

I had made my mind to apply FF but many bad flags now

But will conclude my final decision
73. Viraj. |   Link |  Bookmark | August 10, 2023 1:49:34 PM
IPO Mentor IPO Mentor (900+ Posts, 1100+ Likes)
High veluastion, fv 1, losses back to back 2 quarter all negetive...

Tvs group ipo & small size 2 think positive
72. MAMU |   Link |  Bookmark | August 10, 2023 1:41:07 PM
IPO Guru IPO Guru (1700+ Posts, 1100+ Likes)
GMP : 17-22

RETAILERS are really aggressive
72.1. GrayIsTheNewBlack |   Link |  Bookmark | August 10, 2023 1:48:28 PM
IPO Guru IPO Guru (2200+ Posts, 1300+ Likes)
Humko chahiye bas allotment milne ka high !!!!
Baki profit gaya *cha mudane* :P
71. Thiagarajan Ramasamy |   Link |  Bookmark | August 10, 2023 11:22:03 AM
Top Contributor Top Contributor (700+ Posts, 200+ Likes)
Admin@chittorgarh,
Only Mr DilipDavda and Axis Securities reviews are available. kindly upload all other Brokers reviews.
71.2. Gujju IPO |   Link |  Bookmark | August 10, 2023 1:00:39 PM
Top Contributor Top Contributor (400+ Posts, 200+ Likes)
@ipo share 
Totally agree with you. Capital market given rating 46 in Yatharth and we all very well know the listing of Yatharth.
71.3. Manish Goplani |   Link |  Bookmark | August 10, 2023 1:26:20 PM
@ ipo share: They have mentioned PE is 179 while other established players PE is 40-45. So its for us to decide.
70. Nifty Singh |   Link |  Bookmark | August 10, 2023 11:54:35 AM (200+ Posts)
@Admin @ Chittorgarh.com 
Dear Admin's Chittorgarh,
I hope this message finds you well. I am writing to you as an enthusiastic user of the Chittorgarh platform, and I would like to propose an enhancement that I believe would greatly improve the user experience and engagement on the platform.
Currently, when a user posts a comment on a certain topic or post, it stands alone without the ability to directly respond to or engage in a threaded conversation with other users' comments. This limitation can sometimes hinder meaningful discussions and exchanges of ideas among users. Therefore, I would like to request an upgrade to the platform that would allow us, the users, to post comments in response to specific comments made by other users.
This feature enhancement would enable more dynamic and interactive discussions to take place. Users like myself would be able to directly engage with each other's thoughts and opinions, building upon existing ideas and fostering a sense of community and collaboration. By allowing comment replies, the platform could become a hub for constructive dialogues, knowledge sharing, and relationship building.
To illustrate, let's consider a scenario: Person-A posts an original topic or article, Person-B adds a comment, and Person-C (myself) would like to respond directly to Person-B's comment. With the proposed feature, I could simply click on "Reply" under Person-B's comment and share my thoughts, creating a coherent thread that would be more conducive to in-depth discussions.
I believe that implementing this upgrade would be a significant step forward in enhancing the overall user experience on the Chittorgarh platform. It would align with the evolving trends of online interactions and facilitate more engaging conversations among users.
Thank you for considering my suggestion. I appreciate your dedication to continuously improving the platform and ensuring the satisfaction of its users. I look forward to the possibility of enjoying enriched discussions through the implementation of this feature upgrade.
Please feel free to reach out to me if you have any questions or require further clarification regarding my proposal.
Best regards,
NIFTY SINGH
70.1. Admin @ Chittorgarh.com |   Link |  Bookmark | August 10, 2023 1:14:39 PM
IPO Guru IPO Guru (1000+ Posts, 1500+ Likes)
@Nifty Singh 
Thank you for your kind feedback. We will look at it.

Thank you,
Admin @ Chittorgarh.com

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69. Ek tha Tiger |   Link |  Bookmark | August 10, 2023 12:54:51 PM
IPO Mania, ho gya h 🤣
68. ipo share |   Link |  Bookmark | August 10, 2023 12:53:24 PM
IPO Guru IPO Guru (1500+ Posts, 700+ Likes)
This business doesn't seem to be very attractive and lack bargaining power with so many other established players. Recent IPO from this space - Delhivery still trading below IPO price. Though it is a fact that TVS is market leader in the space and has much wider field of operations but the ultimate goal is to get a profitable business. Its rising revenue is not translating into profit in the same magnitude. High PE of around 200 will decline in future only if profits rise in a big manner. Don't find it attractive to hold it for long term.
67. Crow |   Link |  Bookmark | August 10, 2023 12:34:48 PM
IPO Mentor IPO Mentor (700+ Posts, 900+ Likes)
When there are established players such as Blue Dart and TCI Express in the market with attractive valuations, it's meaningless to invest in TVS SCS for the long run at the moment. Especially when the GMP is non-existent, valuations are 4x its peers, and the sector itself marred with several challenges such as fuel prices. The only respite from my POV is the 10% retail quota.

It's an avoid candidate for me at the moment but I may consider getting 1 retail lot if QIB crosses 30x on day 3. Thanks.
67.1. Crow |   Link |  Bookmark | August 14, 2023 4:38:53 PM
IPO Mentor IPO Mentor (700+ Posts, 900+ Likes)
Skipped completely as QIB figures not great and high valuations. Thanks.
67.2. Minion |   Link |  Bookmark | August 14, 2023 9:00:33 PM
It's in end to end player

It's straddles entire supply chain

Market was forgiving nykaa,Zomato, policy bazar,paytm etc valuation..tvs business model is also solid and they will show both topline and net growth in few quarters
66. Palka |   Link |  Bookmark | August 10, 2023 11:47:43 AM
Top Contributor Top Contributor (900+ Posts, 200+ Likes)
I Think, no one is interested in this ipo... Due to average anchor list, high PE
65. ganesh jaiswal |   Link |  Bookmark | August 10, 2023 9:36:46 AM
IPO Guru IPO Guru (1100+ Posts, 700+ Likes)
Third Party IPO application to be abolished mandatorily from 1 December 2023 with the T+3 IPO system.

SEBI said the Registrar to an issue should undertake third-party verification of the applications by matching the PAN available in the demat account with the PAN available in the bank account of the applicant.
65.2. Manikj |   Link |  Bookmark | August 10, 2023 11:11:37 AM (300+ Posts)
Sir, third party discontinued from 1 sept or 1 December?
65.3. Ankur Goel |   Link |  Bookmark | August 10, 2023 11:30:08 AM
IPO Guru IPO Guru (1100+ Posts, 500+ Likes)
@Manikj ideally it will be discontinued from 1st Sep. Now it depends whether banks are able to add this check while placing asba bid. Few of the banks already placed this check. If somehow banks are not able to check third party than registrar will have responsibility to reject the bid provided registrar gets PAN info in bid details.
All depends how quickly banks and registrars implement this change.
64. Sunmoney |   Link |  Bookmark | August 10, 2023 11:19:04 AM
Can someone tell me Anil Singhvis prediction or comment on this ipo?