TVS Supply Chain Solutions Limited IPO Message Board (Page 8)

I think you already posted the answer with question either to apply or not :)

@VIP: As per valuation and other financial metrics (P/E, ROE, ROCE, ROA, Debt) this company should not be subscribed. Even compared to well established peers like Blue dart express, Mahindra Logistics express, TCI express this issue is aggressively priced.

Coming to brand Zomato, Paytm, LIC, Nykaa all these are well branded companies but shareholders lost enormous wealth (though Zomato, Nykaa gave good listing gains and short term gains) but who bought after listing lost heavily in these companies. So branding cannot be deciding factor to apply in an IPO.

Coming to subscription figures, even though Anchor investors are good but other subscriptions are not encouraging (QIB=0.5 only as of 1 PM). Remember this is just 880 cr issue (not large enough) and QIB (75%) is not even subscribed fully. On the contrary QIB has 75% quota and retail only 10% so selling pressure won't be huge.

Also note the market is in downtrend since couple of weeks and is ripe for correction due to global factors that include inflation, geo-political tension and absence of Fed pivot in near future. This might influence listing and can list in discount as well.

Bottomline: Just based on QIB quota (Anchor investors) and TVS brand if one is ready high risk 10 to 15% listing gains are possible but purely based on valuation metrics and current market setup this issue can be ignored.

Apply for 10 to 15% gains on listing day. Market correction is over. From Wednesday will see market in upward direction.

@MrInvestor 
Applied Retail For Long-term

Avoiding completely. Aggressive issue price + geopolitical risk.
Expecting listing range 185-200
Long Term Target after listing 150-175

i wont be taking risk here to apply in hni as ipo valuations are too high and gmp is also very low, doesnt look like good candidate for short term....i will apply in retail if QIB crosses around 4-5x minimum....

@Mr.Investor  Thanks for waken up all Gurus/Mentors/Experts...

Wait till 2 pm