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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.
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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




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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

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Thanks for Updates!
Karma Shared!

Analyst Analyst
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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
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Gmp 60-65 ?

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Analyst Analyst
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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.

Shopping Friend Shopping Friend
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Good analysis

Analyst Analyst
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Everyone who got GIC, don’t sell in panic. It’s 3 years median EPS is 34, P/E is 25 so 850 is fairly valued. FY17 EPS is 37, P/E is 27 so current price should be 999 and future pricing may take above 1200 on listing or in coming days. Have faith on it’s valuation. smile

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MD Bhai Should i sell IEX in 600 loss or hold?

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Analyst Analyst
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very poor listing of GIC. Holding 32 shares. Pichle IPOs ka profit isme doobega lagta hai. sad

Deal Cadet Deal Cadet
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Keep holding. Me too holding 32 shares.

Within next months, there’s a very high chance that GICRE will be included in either NIFTY50 or NIFTY100. Price will go up sharply then.

Don’t put a sell price. If you can buy more, buy it now.

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Deal Cadet Deal Cadet
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Within next 6 months.

Deal Lieutenant Deal Lieutenant
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Another trap for retail investors…. Nippo subscribed 2x within mins.

Analyst Analyst
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And now RCom is shutting down. Ye bhi bhagega sabka paisa leke Mall-le-gaya jaise.

Analyst Analyst
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Sold 16 at 877.45 and 16 at 879.15. baaghte bhoot ki langot sahi.

Deal Lieutenant Deal Lieutenant
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Sold 16 @ 860. Chu bana diya salo ne….

Analyst Analyst
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Dont apply for NLC India Limited IPO.Not worth it.

Analyst Analyst
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Operator already manipulated it. Just like game they played in gic.

Analyst Analyst
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Khadim’s price announced, 745-750. At par bata and relaxo in p/e, better valuation than bata and liberty. Very small size ipo so allotment will be impossible, might hold record of highest subscribed ipo so far and may give hefty returns in case market doesn’t gets destroyed in between listing.

Analyst Analyst
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HDFC Life might fix price around 250 which is around what sbi and icici asked. At 200 it’s scream apply, 300 it’s not. Big size ipo so allotment will be sure, recent dud listing of insurance may also make investors away from subscription. Will decide on pricing.

Deal Lieutenant Deal Lieutenant
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quite impressive anchor list for reliance nippo

Analyst Analyst
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4 applications of 1 lot in Reliance Nippon. Let’s see. wink

Deal Lieutenant Deal Lieutenant
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2 application of nippon of 1 lot let see

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Analyst Analyst
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HDFC fixes price at steep valuation, 290. Who’ll pay for 50 P/e when better profit maker icici is available for 36 P/e. wink

Analyst Analyst
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GIC, IEX, RNAM, ICICI Pru, AU and CDSL only few IPOs worth keeping and buying at lower levels (which will come due to mad pricing). All other IPOs looks crap. Worst are NIA, Mahindra, SBI Life, Pratap, Dixon, Bharat, Matrimony and HDFC Life. In between ones like Khadim, Godrej, MAS, Capacite and Apex. With so many costly IPOs in line with bad pricing, looks like phase of trapping is about to begin. Beware in upcoming IPOs please.

Analyst Analyst
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For a good pricing 37 p/e has become a new normal! This is insane market. These 37 p/es and 77 p/es will be available at 17 p/es soon. toungueout

Deal Lieutenant Deal Lieutenant
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….Reliance Nippon will give good return at listing…GMP 55-67….

….IEX and GIC were doomed from the first day….why someone put money in that????….

….I would never be comfortable thinking future wise….coz last year we saw….Brexit…market touched 8000….Surgical strike again 8000…..

…..My advice would be to put your money in nice valuations IPO….and if thinking of long term properly Hedge yourself….Never play naked…

….For IEX …guys switch half of your money in good fundamental stocks….see MCX….very good stock though…but stuck in range….

Analyst Analyst
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Will take a contra call and invest in NIA if overall subscription figures are good. Might get at lower price band if LIC doesn’t burn money like GIC again. Let’s see.

Deal Subedar Deal Subedar
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Mahindra Logistics?

Analyst Analyst
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High priced. Risky, for returns expected as per gmp which also is going down. GMP is down from 150 to 50 odd now. Just like IEX this could go into negative gmp if subscription figures are bad.

Deal Lieutenant Deal Lieutenant
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…Figures right now…
IPO Name Offer Price Grey Market Premium Kostak Rates
Reliance Nippon Life 247-252 60-65 750-800
Mahindra Logistics 425-429 60-65 350-400
New India Assurance (NIA) 770-800 N/A N/A
Khadim India 745-750 100-110 250-300
HDFC Standard Life 275-290 18-20 300-400…

Deal Lieutenant Deal Lieutenant
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….Reliance nippon…Good listing gain….

…Mahindra…..average listing gain….

…..HDFC standard life…avoid and buy from dec market when market fall in january…or after budget….

Deal Subedar Deal Subedar
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Hdfc life maybe buy.. Well priced, should do well..

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Deal Subedar Deal Subedar
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any good SIP / Mutual fund for investment right now ? @marketdimer @@@still_guessing@@

Shopping Friend Shopping Friend
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What about Bharat 22 ETF ?

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Shopping Friend Shopping Friend
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Any views about
Motilal Most ETF or Rshare Hang Sang Bees

Analyst Analyst
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Mera personal manna hai ki ETF should be strictly avoided. They lack liquidity hence prices can be manipulated easily. Also if one require money, there might be no buyer. One may buy index funds instead. Waise index funds bhi volatile aur passive hote hain to bachte hain active managed funds. To sabme kuch na kuch locha hai.

Deal Lieutenant Deal Lieutenant
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….gmp as on 2 november 2017….

….Relince nippon….60 rs…kinda stable..so expect good listing if alloted shares today…..


….Mahindra logistics….fell from 60-65 to 50-55….Last day today….May invest lets see….

….Khadim….fell from 100-110 to 80-85…but still I guess will give listing gains….

….Hdfc standard….fell from 17-18 to 15-16….This can be a sideways ipo…may skip this….
Analyst Analyst
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Mahindra and khadim gmp is 20~21.

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Deal Subedar Deal Subedar
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got 1/1 in reliance nippon… smile

Deal Subedar Deal Subedar
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how to check allotment

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Vanguard Vanguard
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Guys, if a third person applies for an IPO using my demat and pan no from his broker, will I get an SMS and mail from nse on the registered mobile no. Is there a possibility that IPO is applied and I don’t get any confirmation

Analyst Analyst
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Railgaadi aur station mein likha rehta hai, sawari apne samaan ki swayam jimmedar hai.

You have to keep your pan secure. In case you think someone else has demat in your name, NSDL sends CAS every month with list of demat accounts, email and mobile number linked to a pan card. You’ll know if any foul play is being done in your name.

Even if someone applied in your name, you’ll get asba application, allotment and refund status on email and mobile number linked to demat.

Analyst Analyst
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Decided to skip all IPOs. Only may apply in hdfc.

Deal Subedar Deal Subedar
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dpes anyone know when the shares(alloted through ipo) are reflected in zerodha demat account(in holding)…i.e. on listing day or before
….

Analyst Analyst
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2 nights before listing in your demat and early morning on listing day in your trading account. It’s an automated process and they run a file to settle all demat holding debits and credits.

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Analyst Analyst
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Most IPOs gmp gone down drastically. Mahindra is in single digit now at just 9, khadim is about to enter in single digit with just 11~13 gmp. HDFC is 17~19, reliance gmp fell most from 65 to 35~40.

Analyst Analyst
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PM said, Gujarat ka hoon, vyapaar khoon mein hai. Chanakya said, jahan ka raja vyapari wahan praja bhikari. Subscription figures of NIA suggest people don’t want to become bhikari or trust a vypaari. smile

Deal Cadet Deal Cadet
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Same wrong thing done by Americans, voted a businessman

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