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IPOs & Stock market - Discussion Thread

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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.

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अगर सब कुछ मिल जाएगा ज़िंदगी मे तो तमन्ना किसकी करोगे... कुछ अधूरी ख्वाइशें तो ज़िन्दगी जीने का मज़ा देती है ।।
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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
Tech Guru Tech Guru
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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




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One more share which is not doing good but has good value, ptl enterprise on radar. 40 odd price will be awesome buy. It is subsidury of apollo tyres but mainly in hospital business and trading just above fortis (which is down due to all known reason), govt of kerala holds prominent shares and keep it on watch like recently they disallowed demerger which was bad for investors at given price. They hold stake in apollo tyres so basically you buy hospital business and apollo stocks too at petty price, apollo trading around 265, you buy its stake for 40 odd. Has loads of cash so keeps giving dividend, mergers and stake buyings will happen in near future. Stock recently touched below 40 and now 60 in a month. Missed then. Good, very small quantity buy at accumulation on dips, further fall will be more advantage. Let’s wait for market and stock to correct. Targetting 40 odd, again. If doesn’t comes, will move on to next share. smile

Analyst Analyst
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Astron gmp falls to 22-24 levels (most sites still showing 40-50, but does they ever came true? toungueout). But then thats just listing gmp and stock may double in a week due to circuit. If you get, sell the quantity worth 14k and protect the capital. Leave rest stocks for betting on circuits, operators and dii buyings. smile

Deal Subedar Deal Subedar
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Guys whats the view on Waterbase it is being touted as the next avanti feeds sad

Analyst Analyst
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fundamentals doesn’t tells any great story unwinding in future. it’s free cash flow is into deep negative, p/e in 3 figures, p/b touching 12, account books cooked up, revenues, operating profit margins going down or heywire which means company isn’t growing, earning mainly due to raw material prices were down, trend reversal could see sharp fall. moreover catching a speedy running train will only hurt you. avoid such operator driven stocks and look for better options. even avanti feeds could be a better options if it corrects, it’s highly overvalued at 14 p/b though still has good growth left in it if you take future estimates. p/e is at 23 odd, has peg ratio of 0.65 and consistent operating profit margins since it’s prices started to soar. rest is upto you. will suggest you to better avoid in this crazy bull market which is on brink of falling.

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Shopping Friend Shopping Friend
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Some comments for PTC INDIA v/s Jindal energy ?

Same way something like
oberai reality v/s irb ?

Deal Lieutenant Deal Lieutenant
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Irb is far better than oberai need your view means long or short term so I suggest you stoploss

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Shopping Friend Shopping Friend
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The Byke Hospitality: Promoter Anil Patodia bought 2.01 lakh shares or 0.5 percent equi

@marketdimer

Analyst Analyst
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He does that every year before Christmas citing good season. You were lucky to pick at lows, main sochta reh gaya. sad

Analyst Analyst
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Jab reliance industries badhta hai to correction hone ka time near hai. Jab rcom badhta hai tab samajh lo correction ka baap hone ka time near hai.

My portfolio is 98% gilt funds. Giving -4% loss to mere 2% profits. It’s really disheartening to see losses every day, all gains made in past 2 years lost in last 2 months. But then when reverse happens, one who had good debt funds will have last laugh. Only question is, when!? sad

Analyst Analyst
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Share market ke upar pesh hai ek sher, mulahiza farmayen -

Bahut charche hain mere naam ke aajkal aur mere jalwe beshumaar hain

Bahut charche hain mere naam ke aajkal aur mere jalwe beshumaar hain

Bhool gaye shayad sabhi ki meri mohabbat mein kitne hue pehle beemaar hain.

Deal Lieutenant Deal Lieutenant
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Astron ki allotment ka status kya hai?

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Deal Subedar Deal Subedar
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I was expecting a fall, may not be 30%. I think ~ 9000 is a good level for the NIFTY. Don’t expect it to happen now unless there are significant international events. Oil prices can play a spoil sport. The euphoria in the market is way too much. The results and ground reality do not support the current pricing.

Vanguard Vanguard
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Securities alloted zero, amount adjusted zero

Shopping Friend Shopping Friend
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Nil bats sannata

Benevolent Benevolent
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Share market is all about luck and risk bearing ability.
RCom gave me about 150% profit in just 1 mth. But then, thats all about risk taking, if it had failed, I would have lost my money completely.
Under present scenario, even IPO are not risk free.

Deal Captain Deal Captain
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No stock is Bad or Good. It is price you pay that matters.A Good Stock paid Price more than it deserves will yield similar results to Bad Ones
Similarly made good money in RCOM toungueout all Intraday Though. Even Delivery % of RCOM is meagre 7-8% in this 3X move.

Analyst Analyst
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What a bad day for my gilt funds. Lost 1-1.25% in what is India’s most secured debts, guaranteed by government of India. sad

Sucks when pity 2% equity portfolio still gives a percent return even though market closes in red. sad

These hiccups tests real patience of market timing. evil

Beacon Beacon
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Looks ur totally bearish in market now bcoz of high valuation. What is ur view on mutual fund? I have few SIP running & currently they are giving 17-27% annual return. Should I stop new SIP & continue to hold existing holding or continue SIP & redeem existing holding or doing both??

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Analyst Analyst
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Jitna bhi refund aaya astron ka poora 84k aur udel diya. Saala kab tak test lega. Kabhi to equity girega aur bond badhega. My hunch never proves wrong. Is baar bada lamba imtehaan le rahi hai jindagi. Aur market. evil

Super Moderator Super Moderator
Moderator
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Itna confidence ki all-in chale gaye eek

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Deal Captain Deal Captain
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Astron Paper & Board Mill Ltd Lists at 112 (CMP 120) eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek eek

Deal Captain Deal Captain
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Nifty Closes Year at 26.92 PE.
In 2008 , Nifty PE reached highest at 28.29.
(Level Equivalent of that would be 11050.)

Deal Subedar Deal Subedar
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sad
Beacon Beacon
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I too got 0/16 sad

Analyst Analyst
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Another small size ipo apollo micro system coming on 10th to make money in behti ganga. It’s lead manager has handled 2 ipo in past and both are now delisted from market. Add to it the company hails from Hyderabad, paradise of shell and fraud companies. Still it will sail through, will get huge subscriptions. And people might make money too.

On the other hand, stocks like tcs, hdfc, reliance, icici, hdfc bank, hero honda, maruti, upl, hcl Infy falling and guess what is rising, adag, suzlon, coal india, axis bank, bhel, sail, mtnl, moser baer, punj and all operator driven punter stocks.. this market is funny!

Deal Lieutenant Deal Lieutenant
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Perfect post

Shopping Friend Shopping Friend
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Mich hype on hero moto corp, sun pharma, jai corp and morepeN

Any forum like dd for stocks ?
Saw moneycontrol ?

Generous Generous
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If you find a good one, pls pm me too wink 👍

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Analyst Analyst
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The madness in the market shows 12000 may come first then 9000.

But don’t forget your senses.

100 rs stock goes up 300%, becomes 400. It needs just 75% fall to become 100 again. So if you believe a stock can go 300%, be ready to face loss of atleast 75% (because 100% loss will make it 0).

Also 300% requires baby steps while 75% will be a very fast giant leap towards a necessary correction. Beware. Baaki to kuch bhi lo sab upar jayega. Who cares for valuation nowadays. smile

Benevolent Benevolent
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Voina valuation sb abb 2ndary factor hogya hai no one bothers. But still having a good eps to pe ratio does work in ideal cases.

And 9k pls dont think of that mahn. Ppl vl go nuts sad

And as far as the downtrend is concerned from any huge value we have diff fib retracement levels bro 23 den 38 den 50 den d GOLDEN RATIO 61.8 den 78 n finally 100%. After these we do have different major supports to watch out for and then the whole tech comes into place, i hope u got my point biggrin

So if they r good at tech they vl exit early wink
And they will not regret later biggrin

Benevolent Benevolent
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Morepen- Why it turned out to be a Bagger biggrin

https://imgur.com/a...8f

Deal Subedar Deal Subedar
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No idea, I was holding this stock from 13 levels , sold part of my stock at 41.

It has run up really well in the past few weeks, so booked part profit.

More approvals from US FDA can give more upside.

Shopping Friend Shopping Friend
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Deal Subedar Deal Subedar
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Also sold my IT stocks holdings, as H1B and INR appreciation is bad for IT.

Sold TechM at 524.

If you hold IT, pls review your stocks.

Beacon Beacon
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@marketdimer

I require 1 help. In Shankara IPO last year, I have applied ASBA application from Onlinesbi for 9 different account (From 2 sbi bank account). After applying, amount has been lien by bank & bank showed my application is successful.
At the time of allotment, I found that my all 9 application has not been submitted by SBI to exchanges bcoz it was showing no record found. Also in that IPO, SBI did big blunder & many people faced same problem. I knew 1 person who even got compensated by SBI for this mistake. I came to know about this compensation matter lately & wrote mail to sbi asba team but despite reminder mail they are not responding to it.

What should I do to get compensation? Any idea….

Analyst Analyst
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Write to [email protected] or else pm barood bhai. he might be knowing some solution.

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Shopping Friend Shopping Friend
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SBI Corporate Website
Personal Banking
Services
ASBA
ASBA
ASBA is a supplementary process for applying in public issues. ASBA facility can be used for Initial and Follow-on Public Offers (IPO and FPO), Rights Issues, and Debt Issues. Under ASBA, funds will continue to earn interest during the application processing period, if held in an interest bearing account. Bank will mark a lien on the deposit account of the investor to the extent of the application money. The lien will be removed immediately after finalization of the basis of allotment. If bid is successful, the deposit account will be debited and the alloted shares will be transferred to the applicant�s Demat account.

An Investor can apply through ASBA, provided he/she:
? is from any of the approved categories eligible to apply in IPO as per SEBI guidelines.

? maintain a Savings Bank or Current Account with SBI.

? has a Demat account with any of the DPs along with Permanent Account Number (PAN).

? has sufficient clear credit balance in his/her Savings Bank or Current account for application money. ASBA facility is not available on any type of overdraft or loan accounts.

Important Points
Equity:-
? A Retail Individual Investor (Individual, HUF, Trust, Employee or shareholder who applies up to Rs 200,000/-) can also modify, revise or delete the bid within the bidding period.

? Investors from all other categories cannot withdraw / delete the application and can modify / revise the bid only for a higher amount.

? Multiple applications by a single investor are not allowed, however an investor can make 5 applications from a single deposit account in the name of different persons.

Debt:-
? Multiple applications by a single investor are allowed.

? An investor can withdraw the application during the bidding period but cannot modify the application.

? An Investor can make 5 applications from a single deposit account in the name of different persons.

ONLINE ASBA facility
? User can apply electronically without the need of any physical application form. Internet Banking users should log on to www.onlines...om and go to e-services> IPO (Equity) ASBA or IPO (Debt) ASBA option. It is not necessary to have a Demat account with SBI for applying through ASBA. Customer having Demat account with other entities can also apply through the SBI- ASBA facility.

? All SBI customers, irrespective of the branch where they maintain account, can apply through Internet Banking. Any SBI customer, who has a Savings or Current Account, can register for Internet Banking facility and apply for ASBA.

Capital Market Branch, Mumbai is the Nodal Branch for ASBA.

Contact Details
Address

State Bank of India
Capital Market Branch
Videocon Heritage (Killick House),
Ground Floor,
Charanjit Rai Marg,
Fort, Mumbai 400 001

Telephone

022-22094932, 22094927

Fax

022-22094922, 22094921

Email

sbi.11777@ sbi.co.in
nib.11777@ sbi.co.in

Contact Person

Dy. Manager

Most Important Terms & Conditions
1. An investor should be from the approved category as per SEBI guidelines.

2. An investor should maintain a Savings Bank or Current Account with SBI.

3. An investor should have Demat account with any of the DP.

4. An investor should have Permanent Account Number (PAN).

5. An investor should have sufficient clear credit balance in the Savings Bank or Current account for application money.

Beacon Beacon
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Thanx.

But I already mailed to both of this email id (sbi.11777@ sbi.co.in & nib.11777@ sbi.co.in ) & I didn’t got any reply even after sending reminder mail. sad

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Analyst Analyst
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Aster DM IPO coming next week, a good company, probably will be pricey. Floated by good lead managers so chances of retail making money is high.

Apollo micro gmp shoots upto 3 figuresm, 110-115 now. Will take cautious approach.

Deal Captain Deal Captain
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As per Closing 5th Jan 2018
Nifty 10558.85 PE 26.99
Bank Nifty 25601 PE 29.64
Nifty Floor at 24.06 (9411)
Nifty Headroom upto 28.29 (11065)

Analyst Analyst
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Don’t get trapped in nmdc ofs. Operators might take price upto 159-161 till 2-2.25 and then dump shares only to buy at lower price from ofs. If you intend to bid, max should be around 155 and not more. Bidding at 160 doesn’t makes any sense as you can get stock at 152 any day in coming days after 5% discount and anyways operators will be at the stock in last few minutes of bidding. Recently in nlc and other ofs similar frend was seen by operators. Beware, bid only at or below 155. Do make sure that atleast 4 IPOs are coming in next 2-3 weeks so bid less. And to make things good, nmdc gives dividends in March, expect another 6-8 rs per share (5% discount on bidding price too).

Similarly, my all time fav stock sjvn is coming with buyback. If you have it, don’t surrender. 2 dividends, interim and final might come next month, around 4-5 rs. Plus government is taking 5% shares buyback so over all free float shares will be about 1-2% only for trading and holdings by govt will be increased to 94-95%, we, retail and dii, fii will have rest only 5%! Those who have it will be lucky to have a cash rich, dividend paying, profit making, high roe company and such throw away price with such low quantity in market tradable or held.

Beacon Beacon
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Sjvn management told that dividend will be moderate this year compare to previous years bcoz large chunk is going for buyback. Also GOI is going to participate in buyback while himachal govt. is not going to participate. So, overall promoter shareholding will be increase from 89.9% to may be 91-92%.

Your view on BSE ltd. ? that is also planning for buyback.

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Shopping Friend Shopping Friend
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Apollo micro , GMP is > 100

Deal Subedar Deal Subedar
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Apply for Apollo or Newgen or Aster?

Analyst Analyst
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Amber not aster and amber is pick of the lot though price is still not decided, even a little extra premium will make it a good bet. Apollo is risky but risks makes more money. Newgen is average, depends on last day of bidding. All 3 are demanding less so should get good response. i somehow have negative vibes for apollo, 12 rs discount, bad lead manager, hyderabad based, interview with cmd on cnbc was horrible to say the least. being a T group stock chance of getting trapped is high. Also shana guys already sold at grey market on high prices. kuch to locha hai boss. I am prety sure that after 5 years this stock won’t be there in exchange.

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Analyst Analyst
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3 applications in apollo. Latest subs figure for retail already 28×. Should touch 40-45×. Allotment will be difficult. Ab to matlab hi nahi hota paise fasane ka, milta to anda hi hai kamau ipo mein. sad

Shopping Friend Shopping Friend
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Its 250x or more

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