Hot Deal

IPOs & Stock market - Discussion Thread

67K°
  • 258702
  • 7623
  • Last Comment
  • Reasons

    Vote down Reasons

    • Referral link : 1
    • Self Promotion : 1
Analyst
marketdimer

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.

Disclaimer
We are not SEBI/IRDA registered. The information provided herein is for education purposes only. We will not be responsible for any of your profit/loss with this channel's suggestions. Consult your financial advisor before making any decisions.

Deal Wiki

Top Comments
Dimer Of The Year 2014 Dimer Of The Year 2014
Link Copied

अगर सब कुछ मिल जाएगा ज़िंदगी मे तो तमन्ना किसकी करोगे…

कुछ अधूरी ख्वाइशें तो ज़िन्दगी जीने का मज़ा देती है ।।

Dimer Of The Year 2014 Dimer Of The Year 2014
Link Copied

खऱ्या अर्थाने कोणी कोणाला शिकवू शकत नाही. एखाद्या रोपटयाचा जसा आपोआपच विकास होतो तसाच नैसर्गिक अडथळे दूर करणे, आणि त्याच्या शक्तींना जागृती आणणे. योग्य खतपाणी घातले, प्रकाश व हवापाणी यांची सोय केली, सभोवती कुंपन घातले, म्हणजे रोपटे सुरक्षित राहील व त्याचा योग्य प्रकारे विकास होईल. तसेच मुलांचेही आहे. म्हणून विकासाला योग्य‍ परिस्थिती निमार्ण करुन देणे हेच शिक्षकाचे कार्य. या दृष्टीने शिक्षण हे अभावात्मक म्हणावे लागेल.

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

Hunk Hunk
Link Copied

offer of the year

tcs buyback is set at 4500/-. 🐒🐒🐒 Everytime retailers get 100% acceptance rate, at least with TCS. So, don’t lose your chance to get yourself some TCS shares. 

https://www.livemint.com/companies/company-resu...

@MrKool_JJ;  @tappukepapa @AyushiiiVijay @Wontdisplaymyname @kukdookoo @Rosh_0007 @Priyanka @xuseronline @malikcool @guest_999




7622 Comments  |  
413 Dimers
  • Sort By
Shopping Friend Shopping Friend
Link Copied
Expand
marketdimer wrote:

jhunjhune ka to pata nahi, warren buffet ka fav hai reinsurance. toungueout

Applied 2 applications. Lets see.

ATB
Its under subscribed.

Shopping Friend Shopping Friend
Link Copied
Expand
marketdimer wrote:

jhunjhune ka to pata nahi, warren buffet ka fav hai reinsurance. toungueout

Applied 2 applications. Lets see.

ATB
Its under subscribed.

Deal Newbie Deal Newbie
Link Copied
Expand
Alpha.Barood wrote:

ATB
Its under subscribed.

What’s the scrip name, please?

Shopping Friend Shopping Friend
Link Copied
Expand
D.3 wrote:

What’s the scrip name, please?

IPO of GIC re,
It is closed yesterday

Analyst Analyst
Link Copied

MAS allotment out. Got 0/6. sad

Analyst Analyst
Link Copied
marketdimer wrote:

1 out of 4. sad

Wake up just now, came to know from a friend that agrovet is listed. sad

Sold 25 for 587. Baaki 7 samjho free mein mil gaye. smile

Pro Tech Guru Pro Tech Guru
Link Copied

Applied for 1 lot of Indian Energy Exchange and got 1 lot allocated.

Deal Subedar Deal Subedar
Link Copied

whats ur take on Reliance nippon which is gonna be listed in a couple of weeks

Super Moderator Super Moderator
Moderator
Link Copied
Expand
marketdimer wrote:

Wake up just now, came to know from a friend that agrovet is listed. sad

Sold 25 for 587. Baaki 7 samjho free mein mil gaye. smile

Got 32 allotted. Purchased 32 more at 588. I hope it will hit 750 within 12 months.

Super Moderator Super Moderator
Moderator
Link Copied
raghupro wrote:

Applied for 1 lot of Indian Energy Exchange and got 1 lot allocated.

same here.
Are u selling on listing day or planning to keep for long term?

Pro Tech Guru Pro Tech Guru
Link Copied
Expand
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.

Analyst Analyst
Link Copied
Expand
cm4444 wrote:

Got 32 allotted. Purchased 32 more at 588. I hope it will hit 750 within 12 months.

Mubarakan. biggrin

Pro Tech Guru Pro Tech Guru
Link Copied

Got General Insurance Corporation 1 lot allotted.

Analyst Analyst
Link Copied
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.

Analyst Analyst
Link Copied
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.

Analyst Analyst
Link Copied
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. smile

Deal Subedar Deal Subedar
Link Copied
raghupro wrote:

Got General Insurance Corporation 1 lot allotted.

whre did u chk…can u plz share the link

Analyst Analyst
Link Copied
Expand
kkdking wrote:

whre did u chk…can u plz share the link

Money released from lien and debited.

Pro Tech Guru Pro Tech Guru
Link Copied
Expand
kkdking wrote:

whre did u chk…can u plz share the link

Money debited from my account, happens only when allocation is successful.

Deal Subedar Deal Subedar
Link Copied

ohhkk..it means no allotment for me… sad… did u apply on cut pff price…as i applied on 895..

Analyst Analyst
Link Copied
kkdking wrote:

ohhkk..it means no allotment for me… sad… did u apply on cut pff price…as i applied on 895..

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.

Analyst Analyst
Link Copied

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

Pro Entertainer Pro Entertainer
Link Copied
Expand
Alpha.Barood wrote:

IPO of GIC re,
It is closed yesterday

Kitne liye, barood bhai… biggrin … Listing kab hai… wink

Shopping Friend Shopping Friend
Link Copied
Expand
vijkap201 wrote:

Kitne liye, barood bhai… biggrin … Listing kab hai… wink

27th probably


80 shares

Moderator Moderator
Link Copied
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!

Analyst Analyst
Link Copied

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.

Shopping Friend Shopping Friend
Link Copied
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 ?

Analyst Analyst
Link Copied
Expand
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? toungueout

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. wink

Analyst Analyst
Link Copied

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.

replyuser
Click here to reply
Reply