Ujjivan Financial Services Ltd IPO Message Board (Page 39)

Allotment link does not have Ujjivan status...Eagleye

Thanks fr d Info jonam....

But then... that same logic should apply to Equitas also na ?

So why is it still stuck @140 (+/- 5)

Eagleye, Thanks for your response.
So now the real comparison is as follows:

SKS Equitas Ujjivan
PBT 284 187 188
TAX 65 67 65
NP 219 120 122

Market Cap 7590 4690 @260 3127

So its clear that Ujjivan is underpriced to its peers. The difference will resolve itself within an year.

All three are in proportions. Why u expect that ujjivan will increase its MC to the level of SKS.keeping the grown in segment same will defiantly remain them in as proportions as it is present.
Pl explain

All three are in proportions. Why u expect that ujjivan will increase its MC to the level of SKS.keeping the grown in segment same will defiantly remain them in as proportions as it is present.
Pl explain

Atul on a pbt of 284 crs SKS has MC of 7590 crs. So on Pbt of 188 Ujjivan should ideally have a MC of 7590 x 188/283 = 5024 crs provided aerey thing remains same. Since SKS is the leader I would deduct 20% to arrive at Ujjivan;s MC which works out to 4000 crs as against 3127.
Now if we compare Ujjivan with Equitas both have same PBT but Equitas is commanding a MC of 4690 crs. and Ujjivan is stucck at present with only 3127 crs inspite of having better ROE, Return on Asset, Lower NPA , Higher growth in AUM and disbursements.
So I see no reason for Ujjivan to catch up within a short period.

nice

9 out of 9 .. you are the lucky winner of the day

....So you granted 1 lot extra free ,
(Kidding)

free wala aap rakh lo mindless person.

Ok, I am not in hurry mindfull loll

That will be disastrous... !!!

Hope they will clarify when they declare official results on 6th May

The results declared last evening are for 1 of the 3 subsidiary companies ... The listed entity "Equitas Holdings Limited" will declare its consolidated results on 6th May 2016

listing on tomorrow.

Going by previous good IPO trends, there has been atleast 20% increase from the listing day. 141 is good buy and u can expect it to go till 160 in next one month.

Nice

Sorry, i had not discussed the second issue.
One very important point which i would like to discuss here, no one imagined HDFC, Kotak , Yes will become such a large bank on one day. I m a school going boy at the time of yes bank ipo.
Why it had happened : due to professional management except yes bank , being one man show by Mr Rana kapoor ji.
Both Equitas and Ujjivan hv similar potential to become multibegger in long run. Both are professionally managed, no single promoter stake holding and strong growth past track record.
One may appreciate that in HDFC bank, FII is permitted to the level of 100% and in yes bank , yesterday, to the level of 60%. These developments rewrite the valuation metrics of these stock.
Over the time , such higher FII stake permission will also be permitted in both these stocks and it will become multibegger.
Septa and RKS sir can correct me, if i missed something.

Your points are quite interesting ...

but a particular information is factually wrong ... Yes Bank was started by Rana Kapoor & Ashok Kapoor (was died in the 26/11 terrorist attack)

On a lighter note it is multibagger not multibegger .... ;)

And Wife of Ashok kapoor and family is running board room battle in company. I personally dont like earlier Yes bank, due to these issues. This leads to lesser focus on business development. But since last 1 month stock is catching up and run to the level of 1000. But still i would not invest in Yes bank. Madhu kapoor, wife of Ashok kapoor and their son and daughter shagun and Gaurav kapoor hv the joint right to nominate director in yes bank in the line of Mr.Rana kapoor, which will later create corporate governance issue and distraction from main business for Yes bank.

Sorry bullishtiger.
But here we are not running english classes.