https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4674348
Shalby gmp down to 20, future gmp 70. Thinking of skipping both. Depends upon subs figure on closing day. 
IPOs & Stock market - Discussion Thread
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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.
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Last updated by: bikidas2060
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.)
Coffee Can Investing Basic Screener https://www.screener.in/screens/308496/Debs-Sc.... (Made by Indian Investors Group in Telegram. Credit goes to them) (formula = Market Capitalization > 100 AND Sales growth 10Years > 10% AND Average return on capital employed 10Years >15% AND ROE > 15 AND ROCE > 15 AND Debt to equity <= 0.4 AND pledged percentage = 0%)
Small cap market leaders https://tijorifinance.com/filter/?q=mcap%20%3C%... by "@BubbleBoyChickenLittle":https://www.desidime.com/users/1...07 
Top Comments
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4674363
Sold capecit and mahindra both.
Now holding godrej
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4674361
Today bharat 22 showed why etfs are still not famous in india. For 2 odd minutes it was traded 3.5% below days high due to freak trade by someone bidded heavily and exited at allotment price. Just 2 lacs worth units brought down whole etf like house of cards.. non-liquidity will always remain negative point for such low cost good alternative of investment.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4683084
Dull market activity in IPOs mainly due to listing during Gujarat results. 
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685377
Shalby gmp in single digit, 8-9 now, future gmp 15-16. (Sellers only, weak market).
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685387
Why to depend on somebody when you can track the grey market price easily.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685640
Simply because I get gmp from reliable source which are mostly correct by the time listing happens. No site will give you single digit gmp of shalby today but may do so once subscriptions closes. Small investors putting money seeing gmp may get stuck in such misleading info. It’s up to reader of post to believe or not and disclaimer already given in beginning of thread.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685393
Premium: 20 for shalby and 40 for FSC
60*20= 1200rs .. if not many allotment, and you do 5 and get 5 .. then 5800.. that’s too much to enjoy then. Rest people here are smarter. 🙈
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685394
6000*
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685493
You are ignoring money which you would regret later. I meant easy money. Be there where there are not lot of people. Where people are all over, you hardly have luck to get it.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685643
We’ll be more than happy of you make money. Kindly throw a party with easy money please.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4685653
Bought 3 stocks today after selling almost everything last month, ‘itchy fingers’ or ‘regret of missing rally buying’. Glenmark which gave handsome 3% today itself, ONGC and Lupin. Couldn’t get Power Grid at 196, didn’t stay there for long. Capital first, Siemens, GIC still on radar, let them fall a little more. Cyient, Amara Raja, Infy, Titan, Pidilite, Tata Mothers, EID Party, GHFC..long list, all are on watchlist of 15-20% fall. BJP looks set to make government again convincingly, market would fly. Hope it doesn’t. These stocks will come at bargain levels.:-?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4689971
Skipped shalby. Might skip future supply as well.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4689985
Me too skipped shallby.
But will decide for future supply at last moment.
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4689983
Used money for shalby in IRB infra which was on radar, cbi raid in office 2 years ago was non-event for current price or future so took few stocks. Closed at 6% gain. Shalby listing will tell if it was worth skipping.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712250
Irb given 10.4% returns and shalby on discount. Decision was good.didnt get fsc, let’s see where it lists.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4692601
How about Indian Hotel , GUJ PETRO,
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4693699
YoY so far there is no positive return on equity by guj perto, only operator driven stock. Indian hotel is good stock at steep valuation despite bad results from 2-3 years waving on bull run. ☺
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4698817
@cm4444 do keep me updated on nse sme ipo in this thread itself if some goes at heavy subscriptions and lottery decides the fate.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4702550
ANY view about NALCO and PNB shares ?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4703216
Both are fairly valued but don’t have growth in them. Nalco gives 7~8% return on capital employed, pnb is around 5%. Until a stock gives 25~30% roce, roe there is no point investing in them. Waise bhi both can be bought at 1/4th price when market corrects.
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4703259
Stocks on radar if bjp loses gujarat (which might not be possible due to worst form of polarisation ever),
GPPL, Adani Ports, thyrocare, msp, castrol, exide, jb chem, yes bank, persistent, rbl bank, accelya, upl, reliance capital, hindalco, triveni, techno, l&t, irb infra, suven, zydus, ofss, mahanagar gas, siemens, capital first, eid parry, jk cement, hcl tech, ongc, tech m, byke, alankit, alphageo, tata sponge, websolar, beml, lindeindia, deredge, pfc, power grid, itc, sjvn, gujarat ambuja exports, apar, dabur… Bas 1-2 lower circuit lag jayen. 
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4703690
Today taken Byke *20
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4707123
Astron not showing in kotak, icici and sbi asba
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712189
I applied using pnb, idbi, obc & central bank. Un sab mein hain.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4707479
what about Siemens , L&T, Bharat Forge ?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712186
Will open a separate thread on sharing ideas for stocks.
Edit – won’t be able to track thread so will post here only.
I can’t see Siemens in my list, don’t remember reason of removing it. Last I remember I put a below 850 alert on it. On l&t, will wait for correction due to further bad iip numbers, being election period new projects stalled so further will weaken l&t, expecting below 600~700 to buy. Bfl is costly, very costly.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4707503
Wow I didn’t knew that you guys discuss stocks also here.
I trade in l&t. Currently holding at average price of 1193 expecting it go till 1240 at least if exit poll proves right on monday.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4707562
keep sharing
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712218
So out of 4 investment I made and shared here, 2 already strong by 7-8%, lupin & irb infra. Glenmark and ongc, still hovering at price bought, seems let down for the moment.
Added very small (2 each) upl & hcl tech. Another new stock looking good is deep industries in radar, might buy for a small quantity below 200. One more on radar is greaves cotton but will wait for correction.
All stocks long term bet for 10~15 years, picking criteria is positive quarterly sales growth, positive yearly profit growth, p/e below 20, peg ratio under 1, roe above 15, roce above 15, ronw above 20, dividend every year since 10 years, mostly large and established midcap so they become next blue chip, current value is lower than intrinsic value and under 20% of 52 weeks or all time low. Used screener.in, trendyline, motilal oswal screener, icici direct screener and some personal bias.
Also want to clear that have only 5 stocks atm and total asset allocation is 2:98 equity to debt meaning this is accumulation stage for good stocks and not jumping with full force. Most of the money is in gilt funds as I feel big correction of heavy magnitude is on cards in equity (since feb-march when I sold almost all mutual funds and stocks but market went up 20-25%) and gilt funds cos indian interest rates should further fall to 3~4%. Will keep participating in rally through IPOs.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712439
Latest GMP shown 30/for ashtron ?
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712238
For tracking stock price and alerts I use stock tracker app on play store for keeping stocks on radar without checking prices every day, hour or minute. Was using it since long time and bought full version for 150, very light (192 kb) and gives prices alerts within 2 minutes of touching the target set. One can use free version too. I have almost 400~500 stocks in paid versiohn and guess free version has limit of 50 which is more than enough. Takes about 7~8 mb a day for 2 minutes frequency. Must have app.
Update – lucky bhai updated that only 5 stocks van be tracked. Big let down.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712302
can you provide the link for app
there are many when I searched.
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712371
Adani port 52 week low is 257 and u makr a alert on 210 current price is 401. Do u think it really touch that level?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712384
It should go below that also. Fair value is around 170~180. Add premium for special zone and busiest port, makes 210. It was available for long time below 100, touched 50 odd during 2008 crisis. Due to modi it is steeply priced. Compound profit is falling but price is rising. Same goes to balkrishna, falana dikhana. Some stocks like asian paints, acc or amara are almost fairly valued. Need just market correction. Asian paints has 70-80% market share, acc is leader and to start a cement factory is not easy, amara and exide both have 95% shares in battery. So premiums they carry is justified. Not with something like adani. It carry many risks.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712374
Koi group hai whatsapp me stocks ka?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712423
Use esignal or metastock for scanning purpose
Contact there office for Demo or understanding the software call : 044-45508099/ 044-45508100
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4712426
I’m also using there software getting good results in investment & trading
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4716447
Any idea about current GMP although chances of getting a lot are very low as already subscribed 33 times in retail.
https://www.nseindia.com/products/content/equit...
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4716821
35-36, if nii doesn’t cross 250 times it’ll further fall. Retail will easily touch 70 times.
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4716827
Upl 6-7% up from posting date here, that’s what happens when you wait for good stock at good price. Hcl tech still hanging at similar levels. Need break out and zoom to higher and higher levels. Ongc picking up, glenmark still not doing well with pity 2% gains. Lupin and irb strong. Only 2 left in radar for next fall, deep industries and persistent. Will wait for 5% correction to accumulate, itna to banta hai dono mein.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4716837
Checking 1 stock for next one in portfolio, ccl products. Largest instant coffee exporter, mnc holdings of 40%, giving roe of 25, roce of 27, ronw of 24 but slightly costly at the moment, fair value around 230s~240s, premium par bhi len to 265 odd aane do.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4717470
130+ times subscribed astron
Nii 200+ times
Qib 60+ times
Retail 65+ times
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4718387
Astron Paper
Issue size……………… ₹70 Crores
Bids Received …..₹16118 Crores
Current GMP – 38-40
Didn’t Apply after seeing huge retail subscription and in comparison few QIB and HNI bids as per Day 3 data.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4718804
@marketdimer
GIC was at a new low couple of days ago, did u buy some?
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4719330
Nahi liya bhai. Election result wale din aaya tha.kya lena hai, lena hai ki nahi lena hai, isi mein upar neeche upar aur bahut upar ho gaya market. Bahut se stocks miss ho gaye. NIA ka jyada dukh hai. Accha result aane par bhi stock pit raha tha. Expected below 500 lekin us din se jo palti maari hai ab 2008 jaisa market us jaisa rate dila payeha shayad.
Cm bhai sach NIA ka price dekh ke bahut afsos hota hai, dil ek second ke liye ruk jata hai. 2 baar 540 pe button dabaya tha fir modify karke 539.05 aur 538.95 kar diya saala us din nahi aya. Agle din 533 tak gaya lekin us din nahi le paaye. Aaj 620 pe hai 2 din mein. Haath ko aya muh na lagaya.
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https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4719336
Gic is like fd+little gains without ltgc. Buy and forget. Har saal mast dividend milega. Cash itna hai ki kabhi buy back mein hi 25% tak ban jayen. Par lena aur neeche hai. Expecting markets to correct now. Technical suggest so. Let’s see.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4720262
I’m not even sure which GIC he’s talking about: https://www.desidime.com/forums/dost-and-dimes/...
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4720298
I have forayed in Commodity Trading in Past Year
Gold and Silver can be Good Long-Term Bets. Both are now recovering from Recent Lows Made Last Week.
Silver is Actually on Long-Term Trend Line Risk Might Be Rs 1000-1500 from Current Levels (CMP is Rs 37500). The possibility is reaching 44000 is Very High rather than new lows.
https://www.desidime.com/discussions/ipos-in-october-discussion-thread?page=4#post_4722647
Silver Up Rs 500 Today. Closing Above Rs 38000.
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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