T group listing and hit UC with 5 % for next few session . If QIB will cross 20x then sure apply with all account. Here HNI have no role. It may be 5x or less.
@Hostpacker, just for info, QIB is 2% of 60 Cr issue size. even 50 X, not much relevant here, I assume. HNI subscription has some role to play. but retail is the king here with 69% (which is also a thing to bother on a listing day)
MRavi Ji . I have visited on likhita Infrastructure page which open in 2020 with same size where QIB have 1% Quota and HNI 35% . Listing with 15 % and Continue with 5% UC for next few session. QIB subs 21x HNI arround 2x. Only
@Hostpacker, Fair point about QIB portion ( i remember Likhita and regretted missing that. however, that was Infrastructure.). Any way, lets see until 02:45.
@hostpacker... 21x QIB sub for 1% size cannot be criteria for success of Likhita, there must be other reasons like good financials etc. I mean Uma will succeed only if financials and offer is good and issue subscribed reasonably well, not by qib 20x. BTW now a days all IPOs are surprising me either way good or bad. I hope it gives good returns.
This site is really useful for us to track the IPOs. I see 2 background colors (yellow for ongoing IPOs, light green for new listings/on listing day). Can you use a different color for the IPOs on closing day? This will help as many are applying on last day. With this, we can look at IPOs that are closing today? This should save a lot of time for many members.
Yellow colour - when issue is open Green colour - on listing day Red/orange colour - final day of issue Just a suggestion. Others can comment. I am a beginner. :)
GOODAFTERNOON. @MR RAVI ,IPOANALYSIS,AVENUE,LOKES. KINDLY GUIDE CAN WE SUBSCRIBE UMA FOR LISTING GAINS. ALSO I AM STILL HOLDING COOL CAPS. WHAT TO TO DO WITH COOL CAPS. THANKS EVERYONE
@ Yash Chopraji In response to your query , I like to inform you that it is a 44 yr old calcutta based company engaged in dealing with agricultural products, chemical, minerals, auto parts, taxi meters and project works. Also works with railway tenders in Bangladesh and Srllanka. It has a manufacturing unit of medical devices . It is a small company with less than 30 employees. Profit margin 1- 1.5% So, it can not be a long term bet (somebody may speak for WB overhang) For any listing gain in any IPO, set up is more important than anything else which is missing here. 69% retail, 29% NII i.e 98% floating , absense of QIB and T2T is a formidable combination not seen earlier and indicative of a discount listing. All these negative factors may be surmounted by a single factor that it a very small size ipo which can be easily manipulated in the opposite of the popular thinking. It is very difficult to foresee the course of such small ipo . Neither it is an avoid as it is so small. Limiting the size according to risk taking ability is an intermediate option. I don't know your profile , so can't encourage / discourage you for 100 lot application. Just to see whether the risk appetite is within the risk taking ability /supported by earlier years gains. Thanking you
Thanks Sarkar ji ...After your valuable suggestions ..i m going to change my mind ..now will concentrate on Ruchi soya and Hari om pipes...Uma exports 5-10 lots maximum..
Dear friends, The month of April is approaching by and by . The change in configuration of NII subs is going to come by . I have tried to catch a glimpse of the possible change in the configuration in my own way of thinking. I have worked with six earlier IPO in the light of incoming changes . To do it, I have taken the subs figure of 14 to 67 lots and tried to see how the intrigued probability changes . 1 . MEDPLUS NII subs 85 times ; Retail allotment (RA) 1: 3.7 ; 14 lot NII allotment (NA) =1:6 Total shares for NII (TSN) =26.25 lac. Total shares alloted to 14 to 67 lots i.e the defined group (DG) = 8294 at 0.31%. Under 5% quota the percentage should be 33.3%. So increase in chance is 107 times which means that the NA ratio will change from 1/6 to 107/6 which means that persons applying for 14 lots will get all 14 lot instead of 1: 6. Its really a sea change. 2. DATA PATTERN NII subs 254 times ; RA= 1: 17 ; NA = 1:18 ; TSN = 15.08 lac ; DG =12370 i.e 0.82 % Chance of allotment will be 41 times means NA will change from 1:18 to 41/18 i.e average 2.27 lot 3. SUPRIYA NII subs 161 times; RA = 1:42 ; NA = 1:11 ; TSN = 38.32 lac; DG= 27994 i.e 0.73% Chance of allotment 46 times which means 4 lot allotment instead of 1: 11 4. NYKAA NII subs 111 times; RA=1:7.5 ; NA = 1:7 ; TSN = 70.98 lac ; DG = 23961 i.e 0.3375% Chance of allotment 99 times which means all 14 lot allotment instead 1: 7 5.LATENT VIEW NII subs 875 times ; RA = 1:80, NA =1:62 ;TSN = 45.22 lac; DG=29868 i.e 0.66% Chance of allotment 50 times which means one lot allotment of 50 out of 62 instead of 1 out of 62. 6. PARAS DEFENCE NII sub 962 times; RA =1:76 ; NA= 1:67; TSN= 14.63 lac; DG= 13240 i.e 0.9% Chance of allotment 37 times which means one lot allotment of 37 out of 67 instead of 1 out of 67. So we see huge changes in the chance of allotment in ref group Some of the following points may have some lowering effect : 1. Retailers hitherto enjoyed mostly higher ratio with much lower investment. Some atleast who used to give bid for higher lots (average 5% of retailers ) may enter this group for the expectation of higher chances. 2. The chance of above 10 lac group will decrease, so some may come with more number of application to be eligible under this group. 3.Nbcc group may flock to make business of this segment with higher rate of interest. 4.persons putting large numer of applications in retail may consolidate under this group. But chance will increase to a great extent . This is certain. Thanking you
@asoke sarkar good analysis but u have to add one more clause minimum allotment for small hni(2-10 lakhs) is 14 lots so accordingly u have to change your calculation.
@atar the rules r simple sebi wants hni s who can afford to to park atleast 2 lakhs or 10 lakhs according to the category (small hni or big hni in an ipo) to apply under hni category and restrict retailers to single lot exposure.They expect process this to curb funding
Very well explained... Sakarji ...your opinion on uma exports ..should apply or not ..i m thinking to apply 100 lots for listing gain....approx listing gain any idea ?.. need your valuable opinion on this .
Thank you all @K atar ,@ TSG ,@ Yash Chopra, @Ramkumar I for your response
@ TSG Please note that it is an endeavour to find the increase in probability for getting one lot due to this change . You can easily transform the probability of getting 14 lot from the result. @ K atar I shall respond to your query soon. @ Ramkumar I Happy to note that you have liked it.
Great work mate, thanks for the insights. 1 query - do you think that the application of 67 lots will get you max 14 lots only in heavily subscribed IPO...just like in retail, if you apply 1 or 14 lots...you get max 1 lot only in lottery.
@Aakash, Since this is a small IPO, there will be listing gains. If you want to flip on opening day, u can proceed. I believe you plan to apply in retail, if so, apply one lot and subscription could be >50X. Ur chance will be 1 in 50. Try your luck.
42.4. arunARUN| Link| Bookmark|
March 27, 2022 12:15:55 AM
IPO Guru (2000+ Posts, 1700+ Likes)
@suneel For 50 times you mean it will attract 27000 into 50 times application. Very little chance of that Incidentally would new HNI allotment guideline apply to this issue as allotment is happening after April 1, 2022
Dear rajakumar,Aniket,avenue,kamashiva ,mravichandra,IPO analysis,eagle eyes,owls eyes sir,ipo bull,Amit pathak ,noorul,lokes and chittorgarh family members).. Should we go for apply or not?
@arunARUN In case of BTST, if you, by chance you don't get delivery in time, what will happen to our trade. Sometimes it happens one does not get delivery.
@PKraj sir @Arun sir is right in normal circumstances. But if you buy short selling of somebody , the same will not come on t+2 and you are subject to penalty. Sometime the cr of share are shown late night/ next day morning for delayed updation and merger . It has no material effect.
Suddenly things are changed. Earlier looks attractive, now looks high risk and sentiment will play. There could be a good reason for QIB turn down , looks like better to avoid unless good subscription from HN1 . I think less than 3X HNI on day 3 means clear avoid. Can't trust subscription on day 1 and 2. Will wait for experts review.