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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.
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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




7720 Comments  |  
418 Dimers
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Random gyaan – nse 500 p/e crossed 34 just 19 times in 19 years. Proud to be in era to witness such wonderful valuation of crap stocks out there twice. Last time in 2008 it stayed for a week! smile

PS – in 2008, it also breached 34, stayed above 35 for 4 days. So there is still upside left. toungueout

Beacon Beacon
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Even Nifty 50PE is at 27.28 now. Last time it crossed 28 & then hugh fall in market in 2008. If EPS remains same for nifty 50 companies then at 28 PE, nifty should be at 10900.
Lets see where it stops lol

Analyst Analyst
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Wo to hai Dr saab, lekin ab to Nifty 50 doesn’t make much sense as new nifty has financial stocks stronghold which have low p/e and low p/b. For a larger perspective nifty 500 is better gauge to judge valuation. Waise bakre ki amma kab tak khair manayegi. Though looking at so many IPOs specially from hdfc and icici stalled next 2-3 months, doubt there will be some heavy fall. This is dull and boring market now. Only gamblers will make money for some time. Behti ganga mein haath dhote raho. smile

Waise smart money is already looking to hedge now. I bought march 8500 pe last week for 1.90, market went up 150 odd points but still it’s price went to 3.75! Ideally time and rise should have brought down premium to 90 paisa. So there are people who are anticipating such heavy fall and are ready to pay 4 times for out of money option.

Benevolent Benevolent
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Industrial o/p growth at 8.4% in nov Vs 2.2% in october

11k now biggrin

Analyst Analyst
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Inflation crossed 5.2 too. GDP estimate is down to lowest in decade now. Fiscal deficit is at record high. Crude crossed 70 dollars. 11k fir bhi ho sakta hai, I guess ho jayega easily. No limit to madness in market. biggrin

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Benevolent Benevolent
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time for profit booking. shift some part of your profit to debt instruments. market is presently at extremely unstable levels.

Analyst Analyst
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All whatsapp group stocks on fire, downside, some even on lower circuit. wink

Form is temporary, class is permanent. biggrin

Added engineers india limited on watch list. Anything below 175ish is good price to accumulate.

Shopping Friend Shopping Friend
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Wah. Class MD.

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Analyst Analyst
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Might avoid newgen ipo. Profit margin too bad, cagr is good. Might be cooked up books game. Though company is old, you never know. Even amber is asking for high valuation but is a good business leader.

All gmps fell on ground. Apollo 150-160, Newgen 35-37, amber 390-400.

Shopping Friend Shopping Friend
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Hdfc life is beating the returns for me,
To make up the losses in GIC and Maruti

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Shopping Friend Shopping Friend
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Sometimes recom. Are right and hit the target .

Have anybody had sbi cap Dmat ?
They prepare PRIME (model portfolio ) and send weekly tracking. – min. Investment 1 lac.

I can send the list if some1 intt.

Deal Subedar Deal Subedar
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Do share, let us see how it does

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Deal Captain Deal Captain
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please suggest how to invest in mutual funds from where to buy or do sip,once i found that there is a site that mutual fund sahi hai one but i dnt have that much trust in directly buying online and keep investing online please help me out ho to buy where to go what to do pelase suggest thanks in advance

Deal Subedar Deal Subedar
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open eCAN here : https://www.mfuindia.com/Inv...rs .

This thread is not about mutual funds. If you search on DD, you will find many threads on this.

Benevolent Benevolent
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Suggest people to take a look at this SmallCase too.
http://smallca...om

It’s a subsidiary of Zerodha I guess. They basically build up a smallcase (kind of a package) with various equities merged together. If you order a smallcase then shares of various companies in the ratio show will be ordered at the current price and will be added to your zerodha portfolio.

Example:

Affordable housing smallcase

Household Appliances 6.67%
Crompton Greaves Consumer Electricals Ltd 6.66%

Housing Finance 26.68%
Indiabulls Housing Finance Ltd 6.66%
Can Fin Homes Ltd 6.66%
GIC Housing Finance Ltd 6.66%
Repco Home Finance Ltd 6.66%

Building Products 13.34%
Sintex Plastics Technology Ltd 6.66%
Supreme Industries Ltd 6.66%

Pipes & Steel 13.34%
Finolex Industries Ltd 6.66%
Srikalahasthi Pipes Ltd 6.66%

Paints 6.67%
Kansai Nerolac Paints Ltd 6.66%

Cements 13.34%
J K Cement Ltd 6.66%
Birla Corporation Ltd 6.66%

Plywood 6.67%
Century Plyboards (India) Ltd 6.66%

Real Estate 13.34%
Mahindra Lifespace Developers Ltd 6.66%
Puravankara Ltd 6.66%

At current price the minimum amount to invest is Rs. 19,691.65 in this small case and can be invested in multiples of that amount.

Shopping Friend Shopping Friend
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Equal weight to. 15 stocks

Good idea.

Let’s know the past record, if possible.

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Deal Cadet Deal Cadet
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Anyone invested in or tracking LYCOS and/or ROLTA ?

Deal Subedar Deal Subedar
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Done

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Deal Lieutenant Deal Lieutenant
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Apollo micro system alloted to u?
@marketdimer

Analyst Analyst
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Allotment nahi hua bhai abhi tak. Bigshare walo ne kasam khai hai ki jab tak israil ka pm wapas nai jayega tab tak no allotment. sad

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Analyst Analyst
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Galaxy surfactants is coming to wash hands in running Ganges on 29th Jan. Overpriced, obviously. In 2011 it was forced to withdraw ipo on last day due to under-subscription with just 29% bids and this time it’ll cross 29 times easily. Bull market or bullshit market, apni apni samajh hai. wink

Deal Cadet Deal Cadet
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average/buy Tata communications….time to accumulate for 1 month or less holding…for a decent return of 10%

Beacon Beacon
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0/14 evil

Btw today nifty touched 10900 & closed near to it. As I said at 10900, Nifty PE will be 28 surprised

Now what next?

Analyst Analyst
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11900.

Amber received 70k crores. Lots of people withdrew fd and putting in “guaranteed” dividend schemes like hdfc balanced, whatsapp groups are full, and full of knowledge, those who haven’t seen 2008 can read balance sheet and various chart patterns in seconds and are 10 on 10 times right picking a stock. Madness will go on. And on. And on.

Keep asset allocation. Ideally this is time for 10% in equity, 90% in debt. Because when one gains 50%, it requires just 33% to bring purchase price back.

Remember, FOMO and TINA are worst enemy of market. Fear of missing out and there is no alternative. There are alternatives and everyone will get chance. smile

And even if someone wants to be daring, wants to be khatron ke khiladi, just check 10 years sales of stock he or she is buying vs profits vs time it has increased. Most kachra stocks have given negative profits, have no sales and still are market darling, grown 200, 2000, 20000 times. Stay away from such stocks. Baaki jo hai so hai. Acche din ayenge. toungueout

Analyst Analyst
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Madness is still not there. We need madness, pure madness. Immensely mad madness. Madness like reliance power ipo or every paan ki tapri in hyderabad putting .com at end of its name and fetching millions of billions in ipo and opening 10 times on listing. That madness is still far away, far far away. Tab tak ride the tide. Friend the trend. And keep sense cool. wink

Analyst Analyst
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*le – bhai market upar jaa raha hai, kya loon?

me – bhagwan ka naam

Shopping Friend Shopping Friend
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Already 36-11

Now, budget sentiments .

Shopping Friend Shopping Friend
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Byke got fire
Circuit chances

Budding Star Budding Star
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Intelligent investor

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Analyst Analyst
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Amber allotment out. Same story, different ipo. sad

Analyst Analyst
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Budgets are non-event when bull(shit) market is on steroids.

Feel bad for guaranteed 1% dividends per month investors. Unki to vaat lagi hui hai. All kachra stocks held by these funds falling like house of cards…

Analyst Analyst
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Traders of kachra stocks now proudly are lifetime partners in the company. wink

Beacon Beacon
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Budget bahana tha asli reason to valuation ka he hai

Analyst Analyst
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Dow down 400 points (jo girna bhool gaya tha), brazil down 1000, udhar bhi ltcg lag gai lagta hai. biggrin

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Deal Subedar Deal Subedar
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I can’t stop laughing looking at comments. So many dimers, wait…. Expert dimers were giving shot to everything and now most would have burn their hands in one day. I kept on telling people not to become a trader and rather be investor like me. As I said before, trader is one who earn between Mon-Thu and loses more than that on Friday. No need to panic for long term investor. It is just over-reaction which can last for some more time. A correction was long overdue. I was expecting it at 10500. Budget is just an excuse. My portfolio consists of companies with good fundamentals only from almost every sector. Avoided one day wonder stock always that’s why never had to cry on small falls like these. In last two days My portfolio is down by only 3.7% while my friend of friend who is a rookie has lost over 70%. That’s the difference. While others run behing quick money, I always follow traditional path of finding good stocks with good balance sheets and healthy future prospects. It’s a good time again to invest in big names smile The problem with retail investor in India is lack of patience. They always wait till stock reaches top and then blame market for their bad timing. Anyways midcap and smallcap correction was started in Jan itself. This is not the first time it is happening but still some chicken-heart investors never learn,

Tip: Never invest in stocks which rise beyond what their fundamentals suggests. Always go behind big names as they give good return in longer terms. Par koi sunta hi nahi. toungueout

Budding Star Budding Star
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U r genious bro

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Deal Lieutenant Deal Lieutenant
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My portfolio is up today in this blood bath

Deal Subedar Deal Subedar
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Party biggrin biggrin

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Analyst Analyst
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highest money was pumped into 1% guaranteed return wala mutual fund, sold ruthlessly by fund houses to pension holders, big businesses, professionals like doctors, advocates etc mostly in higher tax slabs. now that fund house has to pay ddt (dividend distribution tax) and not the investors, from fund’s own pocket, now that tds limit has increased to 50k, now that scss limit also increased the most gullible, ignorant and needy, old people will go back to safe fd and scss. selling in stocks hold by balanced funds might increase in coming days. eam and finance secretary already said many times that govt doesn’t want money in just 1 asset (hinting they want to stop market participations in just mf). aam janta below 5 lacs slab doesn’t need to worry much about ddt or ltcg.

Shopping Friend Shopping Friend
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How guarantee can be provided in MF

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Deal Cadet Deal Cadet
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REMOVED

Deal Lieutenant Deal Lieutenant
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….Rpower is buy in pyramid fashion…but i still say tata power is a multibagger….buy around 72-78…

….MCX…heavily beaten..time to accumulate….My conviction is ,it’s a multibagger….

….Got good multiples is GHCL,morepen,saregama etc….but in last 2-3 years every share ran beyond its valuation….

….Happy trading and invest in power sector sip…

Analyst Analyst
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sebi has brought papers to make universal exchange whereby all exchanges will allow trading in commodity segments. mcx is beaten down since this report is known to few. jis din ye hoga (current proposed date is Oct 2018), mcx will become history. smile

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Budding Star Budding Star
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More Downside Is Possible In nifty.. Investor Wait Till 3-5 Days More

(My personal View )
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