Vote down Reasons
Welcome. We discuss stock market, shares and IPOs, other avenues of investments like mutual funds, fixed deposits and everything related to finance.
Share your views, share your ideas. Get help and information by fellow dimers on trading and demat account, bank account or mutual fund schemes. Help everyone and keep thread for informative purpose, learning and earning. Enjoy!
Markets are going crazy and it’s IPOs galore in bull market. October will see atleast 5 IPOs out of which 3 are confirmed. My views are
Godrej Agrovet – Long term/listing gains
MAS Financial – Listing Gains/For risk takers
IEX India – Risk takers/avoid – Steeply priced
IEX India investor PTC sold it’s share at 140 odd 5 years ago. Few more investors sold from 290 to 600 range in last 2-3 years due to regulatory reason (5% max stock holding in exchange), they are asking 1650 now! Justified? You decide.
In MAS, Motilal Oswal sold share at 338 and they are asking 459 now in a year. This much premium is justified? In rising market, may be. P/E is also higher side considering much bigger players like M&M, Bajaj Finserve etc.
Godrej Agrovet is pick right now with much big production scale, wide reach and less P/E compare to animal feed and dairy products peers. Godrej has good managment and known for leaving something for investors. Take your call.
Disclaimer – This thread is for discussion and doesn’t provide any investment or related information. All investments carry market related risk and one should consult advisors before taking any decision.
Welcome. We discuss stock market, shares and IPOs, other avenues of investments like mutual funds, fixed deposits and everything related to finance.
Share your views, share your ideas. Get help and information by fellow dimers on trading and demat account, bank account or mutual fund schemes. Help everyone and keep thread for informative purpose, learning and earning. Enjoy!
(Most of us are Non SEBI registered. Pray, do your analysis.)
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marketdimer wrote:jhunjhune ka to pata nahi, warren buffet ka fav hai reinsurance.
Applied 2 applications. Lets see.
ATB
Its under subscribed.
marketdimer wrote:jhunjhune ka to pata nahi, warren buffet ka fav hai reinsurance.
Applied 2 applications. Lets see.
ATB
Its under subscribed.
Alpha.Barood wrote:ATB
Its under subscribed.
What’s the scrip name, please?
Alpha.Barood wrote:IPO of GIC re,
It is closed yesterday
Oh ok, thanks
MAS allotment out. Got 0/6. 
marketdimer wrote:1 out of 4.
Wake up just now, came to know from a friend that agrovet is listed.
Sold 25 for 587. Baaki 7 samjho free mein mil gaye. 
Applied for 1 lot of Indian Energy Exchange and got 1 lot allocated.
whats ur take on Reliance nippon which is gonna be listed in a couple of weeks
marketdimer wrote:Wake up just now, came to know from a friend that agrovet is listed.
Sold 25 for 587. Baaki 7 samjho free mein mil gaye.
Got 32 allotted. Purchased 32 more at 588. I hope it will hit 750 within 12 months.
cm4444 wrote:same here.
Are u selling on listing day or planning to keep for long term?
Still not sure, I haven’t researched much before applying for this IPO so need to spend some time this weekend to decide about that. With the growth of small to medium size energy producers in the form of renewable energy booming up lately I personally feel a big energy exchange player will have a huge potential. Also, I see good number of initiatives from Government helping consumers directly build Solar power producing instalments at home that can even pump energy back in to grid. So considering these I think IEX does have a huge potential on long term but let me put in some time to research more.
I really wanted to hold on to Apex Frozen Foods too for long term but had to sell at a good profit (Rs. 315) as I urgently needed some money for some emergency. Couldn’t do anything but still repent.
Don’t want to do the same mistake again and sell out valuable stocks. Most of my stock investments are for retirement and looking for a long term / very long term investment only. So unless the company/market segment of that company shows no promising growth for the next 7 to 12 years as mid terms and 15 to 20 years for long term I will hold on to the shares.
Got General Insurance Corporation 1 lot allotted.
raghupro wrote:Applied for 1 lot of Indian Energy Exchange and got 1 lot allocated.
Didn’t applied. There was insider news that pre-IPO selling was at around 70 rs less which doesn’t makes sense. For example Reliance Nippon has sold pre-IPO stake at 1 re lower than lower price band, Godrej Agrovet at 5 rs lesser and similarly most pre-IPO deals are at around lower band of IPO.
govind wrote:whats ur take on Reliance nippon which is gonna be listed in a couple of weeks
I’ll apply. ADAG’s bad name will keep investors away and chances of allotment will be high. Listing gains to honi hi chahiye. But not a long term bet. There are many AMCs lining up for listing. First mover advantage will be gone once others come in. Also pe is high, around 38. After listing can go upto 50. IILF is available at 24 pe odd doing similar business but at low profile. I guess retail could be 4x and that’s where money could be made.
Moreover my broker charges me only 10 bucks on stamp, some paise mandatory charges being clearing member. So even at 1 rupee premium is profitable in any IPO.
raghupro wrote:Got General Insurance Corporation 1 lot allotted.
Dark horse. Maine 2 apply kiye. Dekhne ki jaroorat nahi, mil hi gaye honge. Warren Buffett fav, world’s 12th biggest company in world’s 2nd largest populated nation. Congrats.
80% is going to QIBs who won’t be able to sell in 1st month. We retails will have 17% to make biggies play on our tune for 1 month.
ohhkk..it means no allotment for me… … did u apply on cut pff price…as i applied on 895..
kkdking wrote:ohhkk..it means no allotment for me…
Everyone should apply at cut-off. In case you see subs figure are below 1x and QIB, Retail is above 80% but below 100% then only apply at lower bid because IPO may be extended but not called off and under-subscription would mean everyone getting shares at price demanded.
⚡ Upcoming IPOs
🔹Reliance Nippon AMC- 25th Oct – Confirmed – Applying
🔹Khadim Shoes – 30th Oct – Not Confirmed – Will Decide After Details
🔹Mahindra logistics – 31st Oct – Confirmed – Steep Valuations, Avoid
🔹New India Assurance – 2nd Nov – Confirmed – Will Decide After Details
🔹 HDFC Life – 6th Nov – Not Confirmed – Will Apply, Details Awaited
Alpha.Barood wrote:IPO of GIC re,
It is closed yesterday
Kitne liye, barood bhai… 
… Listing kab hai… 
marketdimer wrote:⚡ Upcoming IPOs
🔹Reliance Nippon AMC- 25th Oct – Confirmed – Applying
🔹Khadim Shoes – 30th Oct – Not Confirmed – Will Decide After Details
🔹Mahindra logistics – 31st Oct – Confirmed – Steep Valuations, Avoid
🔹New India Assurance – 2nd Nov – Confirmed – Will Decide After Details
🔹 HDFC Life – 6th Nov – Not Confirmed – Will Apply, Details Awaited
Thanks for Updates!
Karma Shared!
Big billboard ads, paid reviews, paid trends, paid tweets, paid ads in newspaper and facebook. Lagta hai chhotabhai apna saara karza reliance ke ipo se bharna chahta hai.
Will avoid as of now until last day. If there’s heavy subscription, will put just 1 lot. Earlier decided to go for 6 applications.
marketdimer wrote:Big billboard ads, paid reviews, paid trends, paid tweets, paid ads in newspaper and facebook. Lagta hai chhotabhai apna saara karza reliance ke ipo se bharna chahta hai.
Will avoid as of now until last day. If there’s heavy subscription, will put just 1 lot. Earlier decided to go for 6 applications.
Gmp 60-65 ?
Alpha.Barood wrote:Gmp 60-65 ?
There may be listing gains. But valuation of whole ADAG is horrible. RCom is almost dead, today they closed DTH business, RPower not even started working after debacle of IPO till now, RCap is selling stakes silently. Most of the market cap shown is from PF linked ETF and NPS they are doing for free. AMC business doesn’t needs big amount of money so they are showing tentative listing usage as useless ideas like advertisement, expending IT, more branches etc. Moreover they have most AUM in debt funds which produce very little returns, 0.5-0.7% annually. This is about company. Now paid tweets, stories planted in media, blistering ad campaign for an IPO? IPO hai ya Ramdev ka churan jo muhalle muhalle prachar ho raha hai? 
On the other hand, I will be applying. Valuations are pathetic, company has 1 lac crore NPA, most business are closing down still if they give returns it will be because 45% stake of Nippon and ot 49% of Chhotabhai. 
New India Assurance sets price band at 770-800. Just 30 rs discount for retail. For business whose competitors profit is going up every year only NIA only has profit going down. Greedy government utilizing bull market to loot investors. Bad pricing. Avoiding. GIC has better business model and much better returns, future.
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You cannot teach a child any more than you can grow a plant. The plant develops its own nature. The child also teaches itself. But you can help it to go forward in its own way. What you can do is not of a positive nature but negative. You can take away the obstacles and knowledge comes out of its own nature. Loosen the soil a little, so that it may come out easily. Put a hedge round it, see that it is not kitted by anything. You can supply the growing seed with the materials for the making up of its body, brining to it the earth, the water, the air that it wants. And there your work stops.
- Swami Vivekanand
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