@Noorul.. yes waiting for Nupur listing to decide on Vivo though I havn''t been alloted. My concern is that Nupur''s excellent listing will result in VIvo''s high subscription irrespective of it''s financials, which being SME are already not well researched. And also vice versa too. Last funds division between mainline IPO and SME was not a good experience as I was pushed to lottery in both, though i managed to get a lot with Mappy HNI application. This time same IPO situation...
@ Avenue.. This whole year experience gave me a conclusion that we should stick to that "Bird in a hand" theory.. when multiple ipo running at a time.. I did sacrifice medplus and Data pattern.
Yes this theory won''t b that much effective after 31st march. When restriction on nbfc will b implemented, after that we may get multiple ipo in a same account at a same time. You and Suneel both divided the fund in aim to get multiple ipos at a same time and that gamble prove to b blunder and u both paid heavily.. becaz all d mainboard ipos r not performing as per Gmp and d hyped that created by Market.
@Noorul.. Yes agreed to what ever you said, but my case was a bit different. I aimed at two birds just to get SME experience as I thought it was a least risk opportinuty. I applied for 339 lots in Mappy making it 75%+ candidate and have succesfully got one lot. The other part of 21 lots Nupur decision went sidways due to unexpected 53x times subscription of HNIs which I expected to be around 30-35x max. Looking forward for great listing of Nupur tomorrow and experts opinion on Vivo and CMS.....
@Noorul, Avenue: This time CMS looks to be disaster with subscriptions to be so low low. I''m also waiting for Nupur listing and take a decision on Vivo. I have funds to apply for 38 lots.
On the other side, secondary markets looks bit stabilized and gives bit more confidence to apply in Vivo. I''m completely avoiding CMS.
@Dinesh, size of Nupur is 8 times bigger than Vivo. Obviously Vivo subscription will be very higher, could be HNI go upto 70X.
However, I don''t know fundamentally whether Nupur is good or Vivo is good.
Might be IPO Gurus can comment for everyone''s interest.
68.8. lokes| Link| Bookmark|
December 22, 2021 10:12:18 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@noorul@avenue: I just want to add that, we need to be lucky also other than your logic of applying all funds at one place (if we can''t cross total HNI subscription still after putting all available money or whatever money). @dinesh @suneel: ya its a sure apply ipo from all points, no doubt, but was hesitating to post somehow, my mood was bad for no allotment in nupur. Here also allotment is all about luck since i don''t have much funds available to cross even half of total HNI subscription. I may apply in retail only in vivo if here subscription crossing by 30X in HNI by 2.50pm and then I may take some risk by putting some/most of my funds in cms info ipo if that crosses 20X in QIB/HNI by 2.50pm to get big allotment there and that has 10-12% gmp as of now and markets looks stable and company financials/growth is also looking good there. Will decide tomorrow what to do at 2.50pm.
@Lokes, Looks both of us in same boat in Nupur. CMS numbers are looking very very low, even thought numbers might slightly increase by tomorrow.
I would suggest Vivo is better, but you are the Guru and u will take right decision tomorrow at 2 50PM
68.11. lokes| Link| Bookmark|
December 22, 2021 11:06:08 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@suneel: ya in cms, i may take risk only when both condition will satisfy: crossing above 20X in HNI/QIB in cms and if in vivo HNI crossing too much. Else i will apply in vivo only in HNI. And even right decision also needs luck sometimes :( I am waiting for nupur BOA to check what happened with me there, still not able to believe i was not allotted, surely i am the single unlucky there from all applicants along with me :(
68.12. lokes| Link| Bookmark|
December 22, 2021 11:10:27 PM
IPO Guru (4400+ Posts, 5100+ Likes)
And these Guru tag etc doesn''t matter, we all are learning and earning and gaining experience from here and helping each other, that is good enough. Only thing is, when we are tagged as guru, then we shouldn''t be too harsh/strict/rude and shouldn''t use too strong words while presenting our views here regarding any ipo apply/avoid. @Dinesh Singh must be remembering what i am taking about.
@lokes As you rightly said luck plays a factor too when we don''t have right amount of funds to apply and aim for atleast 1 lot by guessing the final subscription numbers.
As you are well experienced already in IPO''s, don''t feel bad for missing one IPO lot allocation (Nupur). May be right strategy has to be applied, I am sure you will analyze the BOA and plan better for upcoming IPO''s and pass on the knowledge/information to others as you usually do. Keep rocking.
HNI will cross 100X easily. I think we all will get in lottery. But better than CMS, any suggestions?
Thanks.
68.15. lokes| Link| Bookmark|
December 23, 2021 11:36:06 AM
IPO Guru (4400+ Posts, 5100+ Likes)
@suneel: i have informed my opinion yesterday. accordingly only i will decide at 2.50pm. And i don''t think it will cross 100X in HNI, but there may be some chances of that, if cms will go really bad so any expected HNI money from there can come here.
68.16. M.K.| Link| Bookmark|
December 23, 2021 11:58:20 AM
(300+ Posts, 200+ Likes)
@noorul That has been my strategy too. Go all in and confirm 1 ipo at least and apply retail in the rest. Retail allotments also surprise sometimes. 😉
I''m not that convinced abt CMS as I mentioned yesterday ( Pls Note : I''m talking abt CMS on SME page and not abt SME on Main board IPO page 😂)
Call for Vivo should be taken at 2.45 pm as @lokes pointed out.
@suneel I second your opinion that LOKES is THE guru. I guess he''s got a Google glass overlay which is logged into Chittorgarh at all times... Looking at the speed and the quality + Volume of the content he posts. 😂
@Lokes.. if you can share please tell us with how many lots you applied in Nupur and why do you want to see BoA. I applied with 21 lots and with final 53x subscription never had a chance.
Hello all, doesnt 4.4 CR issue size looks issue to you guys? Highly illiquid? Just 350 lots... compared to 32CR 2700 lots of nupur to trade on exchange....
68.19. lokes| Link| Bookmark|
December 23, 2021 12:25:42 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@MK: hahah :) ya from last two months, there were lots of ipo and so i was also active more here ;) luckily office work is less from some months so side by side keep checking forums. And next week also full holiday. I have heard 2022 will also be good year for new ipos in terms of fund raising. @avenue: ya i will share after i see the BOA document once. @snipper: its upto you that you take it as issue or as opportunity :) Even nupur hitting circuits so it will hit for sure being less float.
@Noorul.. always the first... @Lokes..and others Should I apply for 49 lots or 50 lots.
68.22. lokes| Link| Bookmark|
December 23, 2021 12:43:50 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@avenue: decide at 2.50pm guessing final subscription, rest u know very well how much :) and here (sme) also, most probably you will be allotted if single and above 0.5 else same lottery case.
68.23. Bullrunner| Link| Bookmark|
December 23, 2021 12:50:06 PM
Top Contributor (500+ Posts, 200+ Likes)
@noorul jaha comment karta hai vahi pe HNI THREAD sharu ho jati hai.
@Avenue.. i had to.. no other choice.. When i opened a account in kotak that time i didn''t hve any idea about hni category n didn''t knw it will give so many wounds on my chest.. :)
@M.k .. u can post as much msgs as you want about main board.. nobody hve any problem😂.. and yes i did post nasty msgs about sme in main board.. but @ krupa expose that plan.. Anyways she shouldn''t had done that.. whatever i was trying to do was in best of interest for all of us. But what to say.. And yes today @ krishna ( he or she don''t knw) also made a mistake in cms page.. I think delete comment option should b der.. to rectify such silly mistakes.
I applied 30 lots.. if anybody hve capacity similar to this number.. i would suggest to apply same number of lots me (30).. so one of us hve some chance of allotment.. as its already below 50%.
In hindsight, should have kept it to 45 lots or even 40 for the @lokes technique... Slipped my mind totally... Let''s see now.
No matter where this share lists... The person getting allotment should feel very very happy as the odds are stacked heavily against. ( exception : @MRavi... U should feel good too... But we shouldn''t use words such as ''odds'' for you 😂)
@MK, the way in which the subscription figures going up, I thought that I will also in Lottery. Lets see. Of course, the fun to get allotment and see the listing day price movements are something I like it very much. when in lottery, to get allotted, it will be real pleasure (like this case).
p.s: Federal stopped printing 😜😂. all money struck in all IPO of last one year or so... not sold anything so far.
@MRavi found his match in ''Vivo Collaboration'' :D You will now feel how we normal mortals feel when we put in our PAN on the IPO Allotment page or we get the Debit SMS / Email :D:D
Best of luck to all applicants including MRavi (for the first time ;) )
I would suggest you open a 3-in-1 account with HDFC Bank ... you may trf funds seamlessly between the 2 banks and apply till 2.59 PM for IPOs in HNI category.
1) It seems almost all HNI investors (including me) in this forum have shifted from Main Board IPO to this SME IPO because of weak subscriptions of CMS today. 2) HNI: Two Applications submitted with 61 lots and 14 lots. Could not merge into single because of limitation in Fund Transfer. Further, Supriya fund has not yet come back. 3) Retail: NIL. 4) All including M RAVI would try their luck in the lottery. Of course, M RAVI has got higher probability of getting one lot.
OMG.. First time ever @mravi application will go under lottery.. Market gave so many surprises this year.. that''s why we always say. Market is unpredictable. Market is a Boss.. Take a bow..
@M.K, ''Superman found his match in Kryptonite''. 😂hahaha good one.
@Devbull, Thanks and wish you good luck also
@noorul, yes, we don''t normally expect 2.86 C is not good enough to get one lot (since its SME, lot size is higher than mainboard also another reason). Happy to be with all of you and thrilled to see the allotment messages from our friends including mine
Thanks
68.50. MehulStk| Link| Bookmark|
December 24, 2021 1:33:22 PM
Top Contributor (400+ Posts, 100+ Likes)
@DEVBULL I also applied with 61 Lots so that means we both will not get the allotment ?
67.5. lokes| Link| Bookmark|
December 23, 2021 3:44:28 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@amit: its not about size also. There were many sme ipos of such small size but no one even crossed 50 times, this is first time its crossing direct 200 times even in sme.
Last record was 278 time by jhahndewala foods but it has 16 cr ipo so manzil abhi bahot durr hai bhai
67.10. lokes| Link| Bookmark|
December 24, 2021 5:23:51 PM
IPO Guru (4400+ Posts, 5100+ Likes)
@boom: subscription wise its vivo i think highest in sme (without considering size). And in retail category, i think vivo subscription is highest in any ipo in history be it sme or mainboard. And that jhandewalas foods came at 55 and now at 14....going down from last 2-3 years....sometimes these too much hype created are also riskier for longer term, if company doesn''t perform in future that way, then those bought after listing at high price can stuck.
Lol I was wondering why the other IPO boards were quiet and just saw the subscription figures here!
66. Arca| Link| Bookmark|
December 24, 2021 11:30:17 AM
(1000+ Posts, 500+ Likes)
Does anyone know how to place order @ 9.00.01am? I am using upstoxx and zerodha when I placed ama it is getting placed @ 9.00.15 and i myself applied at 9.00.02 but it is getting executed at 9.00.20 . Is there any other broker or software allowing us to place order at 9.00.01 ?
Leased line is a fast internet line, where response in counted in neno seconds. I know a few trading house which have a high speed connection and allow day tarders to sit and trade at their terminals. I am not an expert and have never done it but since you mentioned seconds i shared this info.
66.4. Arca| Link| Bookmark|
December 25, 2021 12:43:29 AM
(1000+ Posts, 500+ Likes)
thank u avenue, i wasted my time trying to place order through upstoxx, now atleast i have got an idea how to do it
i wonder why you don''t hold stocks from ipo many sme stocks like prevest , eki (which is almost 80times from issue price ) ,bew gave good returns in long term.
60. anantagg| Link| Bookmark|
December 23, 2021 12:33:07 AM
Top Contributor (200+ Posts, 200+ Likes)
Hi Guys,
Vivo is really nice SME IPO. Valuation is very less. PE Ratio is less than 5 for vivo.
HNI will be crossing more than 50X because HNI portion is very very small. Only 2crs.
@anantag...Just some fun maths and for my knowledge...Keeping INR 20 Cr at 7% annual interest rate for 10 days (thats the time frame from application to listing and getting money back in account), you would have made INR 4 L from your bank...You think this IPO will yield more than that?
60.4. anantagg| Link| Bookmark|
December 24, 2021 1:28:51 AM
Top Contributor (200+ Posts, 200+ Likes)
See 20crs are in my saving account. Its just blocked right now. its not debited so i will be still getting the bank saving rate for my money.
In total i will get a debit of only 6-7lakhs. Which mean i will only loose saving interest on money which will be debited from my account which is 6-7l. So i am not loosing anything.
Now if the price of vivo opens at 160 then i will make a profit of 6l. which will be 15% on my money plus bank saving rate of 7% so total it will be 22%.
check under the "new and relisting" tab of this NSE link. https://www1.nseindia.com/live_market/dynaContent/live_watch/pre_open_market/pre_open_market.htm
I think the ipo will subscribe 20-25 times in retail and overall 10 times. chances of allotment is less. But listing price between 98-105 in short term if one could hold for 140+ target in next 1 to 2 month
My target is to list with around 160+ , thereafter continue upper circut upto 240 (5% circut for 5 days), Best of luck to lucky one. size is too small so chances of allotment is very less
What a huge subscription this sme ipo has! That may be strange to see this in sme Only the luckiest among lucky only will get allotment in retail category
53. sahab| Link| Bookmark|
December 23, 2021 4:14:27 PM
IPO Guru (1100+ Posts, 600+ Likes)
@All 1) It seems almost all HNI investors (including me) in this forum have shifted from Main Board IPO to this SME IPO because of weak subscriptions of CMS today. 2) HNI: Two Applications submitted with 61 lots and 14 lots. Could not merge into single because of limitation problem in Fund Transfer. 3) Retail: NIL. 4) All except M Ravi would try their luck in the lottery. @MRAVI. Congrats in advance.