Tanmay 🇮🇳
@Tanmay_31_
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Long-term Investor | Analyzing IPOs | DRHP's | Quarterly Results | Views Are Personal | Non SEBI Registered |
Pune
Joined January 2024
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Pinned Tweet
Bought
#PremierEnergies
At 820
Will Be Additing More Tomorrow Post Getting More Clarity on Block Deals Front And Higher Free Float
A Good Long-term Story
At Reasonable Valuations
Bright Prospects Ahead
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We Are A 10K Family Now 🥳
Started on 10th Jan 24,
Never Thought That I Will Get Such Love
I Have Always Shared Unbiased IPO Verdicts, Results And Reviews
Never Charged A Single Penny To Anyone
Thank You Everyone For Supporting Me🙏
Expecting Similar Support Going Forward 😀
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A 200 Cr Microcap Company
Sprayking Limited
CMP : 38.5
A Multibagger In Making
A Thread🧵
Only For Eduacational Purposes
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Once Again Congratulations 🎊 To All The Allotees And Who Believed In My Thesis
I Tried My Best To Give Everyone The Confidence
Talk Less, Deliver More
Brainbees Solutions (Firstcry) Limited IPO
Final Verdict
Apply For Small-Reasonable Listing Gains And Long-term
Highlights of the Issue :
Date : 6-8 Aug
Price Band : 440-465
M.cap : 24142 cr
Size : 4194 cr
Fresh : 1666 cr
OFS : 2528 cr
Detailed Thread 👇
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One Theme Which Is Giving
Handsome Returns To Me :
Yesterday Morning Bought
Stocks Related To
Andhra Pradesh And TDP Specifically
▪︎ Amara Raja
▪︎ KCP Limited (Highest Allocation)
▪︎ Heritage Foods
▪︎ Avanti Feeds (Smallest Position)
▪︎ Andhra Petro
No Recommendation
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I Have Been Taught that Bajaj Grp. Is Investor Friendly
But I Couldn't See This in
It's Move To Remove 2 Lakh Limit in SH Quota in BHFL IPO
@sanjivrbajaj
Your Shareholders Are At -ve Returns in Last 4 Yrs
They Just Got A Reason To Smile, Bankers Just Took Their Smile Away 😔
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Expected IPOs In Next 6 Weeks :
▪︎ Bajaj Housing Finance
▪︎ P N Gadgil Jewellers
▪︎ Diffusion Engineers
▪︎ KRN Heat Exchanger
▪︎ Northern Arc Capital
▪︎ Gala Precicion Engineering
▪︎ Arkade Developers
▪︎ Indo Farm Equip.
▪︎ Transrail Lighting
▪︎ Patel Retail
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Premier Energies Limited IPO
Final Verdict
Applying For Very Big Listing Gains And Long-term
Highlights of the Issue :
Date : 27-29 Aug
Price Band : 427-450
M.cap : 20285 cr
Size : 2830 cr
Fresh - 1291 cr
OFS - 1539 cr
Detailed Thread 👇
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I will apply Full Force and Then Cancel the Application just like Ola Cab drivers Cancel The Rides 😎
GMP : -1
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Which stock can be a Multibagger in the next
6 Months Or 1-2 Yrs ?
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Cheers !!
We Are Now A 3k Family 🎉
6th April - 2000
28th April - 3000
Unbelievable Jump
Thanks For Trusting Me 😃
Hoping For The Same Response In Future
Assuring You To Deliver The Same And More Improved Content In Future 👍
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250
Expectation : 440
Reality : 450
98% Accuracy 🎯
One More IPO Soon...
How's The Josh 🔥
On Public Demand
Premier Energies IPO
Price Band Estimate
As Per My Calculations It's PB Should Be ~440
Making Issue Size At
~2800 Cr
M.cap : ~20000 Cr
One More Mainboard IPO,
Bazaar Retail Likely To Clash With It,
It is Also A Solid One !
It's Backed By Rekha Jhunjhunwala
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Bajaj Housing Finance IPO
Shareholder Quota ✅️
Purchase 1 Share Of Bajaj Finance/Finserv To Get Eligible for SH Quota
*If You Buy Next Week,
You WILL Be Eligible
RHP Expected Early Sept.
As Per Rough Calculations,
A Bid Of 13 Lots In SH Quota
Should Get Confirm Allotment
#BREAKING
Bajaj Housing Finance Limited
IPO Set To Hit The Markets in
1st Half of Next Month Itself
The IPO Size Is Expected At 6300-6600 Cr At A Valuation of 56-59k cr
BHFL Will Be Bajaj Group's 1st IPO After 2010
It Also Has SH Quota For Bajaj Finance/Finserv Shareholders
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Bajaj Housing Finance IPO
I Hope That Everyone Has Bought 1 Share Of Bajaj Finance/Finserv To Get Eligible For Shareholder Quota
RHP Expected To Get Filed In Next 5 Days
Try Buying Today/Tomorrow
People Made Blunders in Tata Tech, Aeroflex, BLS IPOs
Hope Not This Time...
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Upcoming Green Energy IPOs :
▪︎ Waaree Energies
▪︎ Premier Energies
▪︎ NTPC Green
▪︎ NHPC Renewable
▪︎ ONGC Green
▪︎ SJVN Green
▪︎ NLC Green
▪︎ Continuum Green
▪︎ Cleanmax
▪︎ Juniper Green
▪︎ Onix Renewable
▪︎ InSolare Energy
▪︎ Rays Power
@Vismaya9999
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#5k
Family Done 😃
Thank You For Supporting 🙏
Started on 9th January
Now At 5k on 19th May
Unbelievable Support 😀
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Big Breaking News
NSE Emerge Introduces Capping Of 90% on The Opening/Pre-Open Price In
SME* Segment
Now No SME Can List Above 90% From Today (4th July)
As Per Me It Was A Much Needed Move
Comment What Do You Feel ?
Share For Better Reach 👍
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Premier Energies IPO
Anchor Book
Solid Anchors🔥
Blackrock, Nomura, PGGM,
Government Pension, ADIA,
ICICI, HDFC, Nippon, Kotak,
Ashoka, Axis, Quant, DSP,
Mirae, Neuberger Bergman,
Aditya Birla, Morgan Stanley,
BNP Paribas, SBI, NHIT,
Eastspring, UTI, Tata, Motilal,
Sundaram
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Interarch Building IPO Listing Tomorrow
I Am Expecting A Very Good Listing Like ~45% Gains
Interesting Investors in it like Ashish Kacholia, Vikas Khemani, Aryabhatta
And Also Good MFs
Valuations Were Attractive
But Few Doubts For Long-term, But For Listing Gains Looks Good
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Saraswati Depot Ltd. Concluded It's IPO Recently & Listed On 20th Aug
IPO At 160
Listing At 195
Now Below IPO Price
CMP : 158, Crashes 27% in Just 10 Days Post Listing
I Had Warned About This Company Multiple Times,
During IPO, Before Listing,
Post Listing
Check The Outcome !
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Allied Blenders Detailed Analysis Tonight 👍
I will Be Back To My Normal Routine From Tomorrow
I Am Also Thinking To Cover Some Recently Listed Stocks
Like :
▪︎ Borosil Scientific
▪︎ Forbes Precision Tools
▪︎ Adtech Systems
And Also Thinking To Cover A Good Penny Stock
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New Mainboard IPO
Premier Energies Limited
Date : 27-29 August
Issue Size :
Fresh : 1291.4 cr
OFS : 3,42,00,000 Shares
FV : 1
Retail : 35%
FY24
Rev : 3171 cr
PAT : 231 cr
Q1FY25 (June Q)
Rev : 1669 cr
PAT : 197 cr
It is India's 2nd Largest
Solar Cell & Module Manufacturer
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Sharing A Whatsapp Forward,
Felt Sharing Here
Read This Carefully And
Read 2-3 Times,
Definitely A Motivating One
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Bansal Wire Industries Limited IPO
Final Verdict
Applying For Good-Big Listing Gains And Long-term
Highlights of the Issue :
Date : 3-5 July
Price Band : 243-256
M.cap : 4008 cr
Size : 745 cr
(Full Fresh)
Surely Read It Till End
Exploring An Untouched Point in The Company
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New Mainboard IPO
Bajaj Housing Finance Limited Limited
Date : 9-11 Sep
Issue Size : 6560 cr
Fresh : 3560 cr
OFS : 3000 cr
FV : 10
Retail : 35%
Emp. Quota : Yes
Shareholder Quota : 500 cr✅️
FY24
Rev : 7613 cr
PAT : 1731 cr
Q1 FY25 :
Rev : 2209 cr
PAT : 483 cr
Finally !!
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Applied Jay Bee Laminations SME👍
Allotment Chances Seems Very Bright ✨️🤩
Good Company On Majority Parameters
Large Scale Of Operations
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SME IPO's :
▪︎ Shivalik Power
Must Must Apply👍
▪︎ Medicamen Organics
Must Apply 👍
▪︎ Sylvan Plyboard
Neutral
▪︎ Mason Infratech
Small Risk Takers Can Apply
▪︎ Visaman Global
High Risk Takers Can Apply
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Very Important Update
The Changes Done In LTCG, STCG Are Applicable From TODAY (23rd July) And Not From 1st April
Even If You Did Transaction Today, New Taxation will Be
Applicable
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India Finally Lifts The T20 World Cup 🇮🇳
What A Match !!
Rohit's Captaincy
SKY's Unbelievable Catch
Virat's Knock
Bumrah's Masterclass
Hardik Pandya's Composure
Axar Patel's Knock
Shivam Dube's Cameo
Arshdeep's Bowling
Team India 🇮🇳 Made Us Proud
I Have My Birthday Gift 😀
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Most Frequent Question To Me, ''Which SME's I Own In My Portfolio"
▪︎ PNGS Gargi
▪︎ Oriana Power
▪︎ Remus Pharmaceuticals
▪︎ WTI Cabs
▪︎ Aimtron Electronics
I Am More Inclined Towards Mainboards But Have Reasonable Allocation in SMEs
Any Good SME Worth To Look Into🤔
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Cheers!! ,
We Are Now A 2k Family
It's Been A Beautiful Journey of 3 Months
Started On 9th Jan With 0 Now 2000 on 6th April
Grateful For All The Support,
Motivation & Love Towards A Small Investor Like Me
Completing 2k in <3 Months is An Unexpected Feat !
Thank You 🤝
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Akums Drugs And Pharmaceuticals Limited IPO
Final Verdict
Apply For Small Listing Gains And Long-term
Highlights of the Issue :
Date : 30 July - 1 Aug
Price Band : 646-679
M.cap : 10687 cr
Size : 1857 cr
Fresh - 680 cr
OFS - 1177 cr
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Buying Emcure And Bansal 👍
My Earlier Plan Was To Buy
Emcure in SIP Mode and Bansal Aggressively
Now I Will Buy Bansal,
1st Buy will be large then averaging every 4% Dip
Congratulations To All The Allotees 🎉
Thanks For Believing Me On Bansal 😀
You Have Your Rewards
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Emcure Pharma And
Bansal Wire Are Listing Tomorrow
I Haven't Got Any Allotment in Both
I Am Considering Both Of Them Post Listing
Very Comfortable In Bansal,
Emcure Depends On The Listing Price
Can Bansal List Above Emcure 🤔
What Are You Expecting Tomorrow,
Do Comment 👇
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On Public Demand,
Can We Make A Thread On TBO TEK Limited ?
If Yes, It Will Be Done Today Itself👍
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क्या दिन देखना पड़ रहा हैं...
Now SEBI Will Investigate SEBI 🔎
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Quarterly Results Summary
▪︎ Blockbuster🔥
Shakti Pumps
Netweb Tech
▪︎ Solid 👏
Sportking India
Credit Access
Tejas Networks
Jubilant Pharmova
▪︎ Good👍
Rossari Biotech
Yes Bank
RBL Bank
Kirloskar Pneumatic
RPG Life
Patanjali
Atul Ltd.
TRIL
Choice Int.
LTTS
Gravita India
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A Common News Circulated Heavily On Each Whatsapp Group, Telegram And X
"SME IPO Minimum Lot Size Subscription At 5 Lakhs",
This Is Just A Editorial From The Hindu And
NOT A Statement From SEBI
The Interpretation Made
Is Completely Wrong,
Do Not Take This Seriously
Share 👍
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Orient Technologies IPO
I Will Be Covering This Company Post Listing
I Am Personally Avoiding
Applying in IPO For Listing Gains And Will Consider This Post Listing For Long-term
I Am Using These Words 3rd Time in last 2 Years After
RBZ Jewellers And Manoj Vaibhav Gems
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SME IPO's :
▪︎ Divine Power Energy
Must Must Apply👍
Even If This Stock Goes 4.5× in Short Term, I will Not Be Surprised
▪︎ Petro Carbon :
Must Apply 👍
Strong Parentage,
Interesting Anchors,
Good Allotment Chances
▪︎ Akiko Global
Risk Takers Can Apply
Nothing Special
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#BREAKING
Bajaj Housing Finance Limited
IPO Set To Hit The Markets in
1st Half of Next Month Itself
The IPO Size Is Expected At 6300-6600 Cr At A Valuation of 56-59k cr
BHFL Will Be Bajaj Group's 1st IPO After 2010
It Also Has SH Quota For Bajaj Finance/Finserv Shareholders
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Hope Everyone Has Bought One Share Of Either Bajaj Finance Or Finserv For Getting Eligible for Shareholder Quota
BHFL IPO Is Expected To Hit In H1 Sept.
I Hope No One Misses
You Can Buy Even Today👍
Last SH Quota IPOs :
Tata Tech : 180%⬆️
BLS E-Services 172%⬆️
Aeroflex 83%⬆️
Bajaj Housing Finance IPO
Shareholder Quota ✅️
Purchase 1 Share Of Bajaj Finance/Finserv To Get Eligible for SH Quota
*If You Buy Next Week,
You WILL Be Eligible
RHP Expected Early Sept.
As Per Rough Calculations,
A Bid Of 13 Lots In SH Quota
Should Get Confirm Allotment
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On Public Demand
Premier Energies IPO
Price Band Estimate
As Per My Calculations It's PB Should Be ~440
Making Issue Size At
~2800 Cr
M.cap : ~20000 Cr
One More Mainboard IPO,
Bazaar Retail Likely To Clash With It,
It is Also A Solid One !
It's Backed By Rekha Jhunjhunwala
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So We Finally Have The IPO Of 'Dixon' of Liquor Sector
Hope Everyone Is Conscious
On Listing Day 😅
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JNK India Successfully Listed
Today,
It Was An Apply From Our Part Even When Premiums Had Fallen From 4% to 0%
Personally Sold 70% Position And Holding Rest
Now Let's Keep JNK Aside,
Concentrate On Indegene,
TBO Tek And....
Thanks For Not Critisizing on
Yesterday's Comment 🙏
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Alert ⚠️
Not To Carry Short Positions
Tomorrow
NDA May Come With 415-420 Seats
And Markets May Rally 2-3% More
You Never Know !!
Don't Carry A Highly Risky Trade
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Firstcry IPO
Revised Fair Value :
FY25 :
Rev : 8380 cr
EBITDA : 680 cr
PAT : 86 cr
FY26 :
Rev : 10660 cr
EBITDA : 1190 cr
PAT : 358 cr
Giving It A 32× FY26 EBITDA Fair Value Comes At 730,
Indicating An Upside Of 57%
I Feel Half Of The Upside Should Be Seen Listing Day Itself
Brainbees Solutions (Firstcry) Limited IPO
Final Verdict
Apply For Small-Reasonable Listing Gains And Long-term
Highlights of the Issue :
Date : 6-8 Aug
Price Band : 440-465
M.cap : 24142 cr
Size : 4194 cr
Fresh : 1666 cr
OFS : 2528 cr
Detailed Thread 👇
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#Aadhar
Housing Q4
Solid Numbers👍
Rev : 555➡️691.8 cr
PBT : 205➡️258.6 cr
PAT : 165.7➡️201.8 cr
FY24 :
AUM 23%⬆️
Disb 20%⬆️
PAT 33%⬆️
ROE : 18.4%
ROA : 4.2%
GNPA : 1.08%
NNPA : 0.71%
Check The SC Below,
Its Our Q4 Estimate During IPO Verdict
Just Check The Accuracy 🙏
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Baazar Style Retail Limited IPO Anchor Book
Solid Anchor Book
Impressive👍
Very Good To See Some Very Good Names In Just A 250 cr
Anchor Allocation
HDFC, Volrado, HSBC, Natixis, Ashoka, WhiteOak,
Motilal Oswal, Helios MF,
Optimix, Bajaj Allianz, Bandhan And Some More
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A Ceiling Fan Supplier To A Data Centre Is Considered A Data Centre Theme Company
I know Atleast 50 Companies Termed Under Data Centre Theme where in Reality There Are Just Half A Dozen
This Is Like Supplying Frooti To Indian Army Making You A
Defense Proxy
Stay Cautious⚠️
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NTPC Green Energy Limited
(NGEL) Aims To File Upto 8500 cr IPO in September
Source : International Financing Review (IFR)
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Indegene IPO Listing Is
Completed
I Am Confident On It's Fundamentals,
The Quality of the Company,
Already Bought At 581
Took More At 532
Inox CVA IPO Was The Same Case, Listed Below Expectations, Consolidated
Then Gave 80% Returns in Short Term
Nothing To Worry 😀
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Emcure Pharmaceuticals Limited IPO
Final Verdict
Applying For Good Listing Gains And Long-term
Highlights of the Issue :
Date : 3-5 July
Price Band : 960-1008
M.cap : 19061 cr
Size : 1952 cr
Fresh - 800 cr
OFS - 1152 cr
#Emcure
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Firstcry IPO Pre-Open Settlement Done
Issue Price : 465
Listing :
NSE : 651 (40%⬆️)
BSE : 625 (34.4%⬆️)
Blockbuster Listing 👍
Unicommerce ESolutions
Issue Price : 108
Listing :
NSE : 235 (118%⬆️)
BSE : 230 (104%⬆️)
Super Congratulations To All The Allotees 🎉
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Good Buzz Going On Around The OLA Electric IPO
It Should Hit Soon
Expecting A Size Of ~7200 cr
Are You Excited 😀
32
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Applied Premier Energies IPO👍
Have You Applied ?
Premier Energies Limited IPO
Final Verdict
Applying For Very Big Listing Gains And Long-term
Highlights of the Issue :
Date : 27-29 Aug
Price Band : 427-450
M.cap : 20285 cr
Size : 2830 cr
Fresh - 1291 cr
OFS - 1539 cr
Detailed Thread 👇
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Manufacturer of Powertrain Solutions, Alloys & Metallic Components for Global ICE, EV, E-Bike OEMs & Aerospace
Hero Motors Ltd. Files DRHP with SEBI
Size : 900 cr
Fresh : 500 cr
OFS : 400 cr
FV : 10
Retail : 35%
FY24
Rev : 1083 cr
PAT : 17 cr
We Were The First To Report It !
EXCLUSIVE !
Hero Motors Limited To File
DRHP For It's IPO Soon
It's A Leading Manufacturer of Powertrain Solutions and Alloys & Metallic Components for Global ICE & EV OEMs Like BMW, Ducati, Harley-Davidson
It Has Repored 1000 Cr+ Topline in FY23
ICICI Is The Expected BRLM
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One Of The Most Awaited SME
▪︎ Afcom Holdings SME IPO
Date : 2-6 August
Issue Price : 102-108
Lot Size : 1200
Issue Size : 73.8 cr
LM : GYR
Prima Facie Looking A 4-5× Candidate From Issue Price
This Company Could Have Easily Bought 200 cr Mainboard IPO
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Happy To Express 😃
Today , We Completed 1 Month Here ,
Received Good Support And Love From Everyone
Hoping To Recieve The Same
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Ganesh Green Bharat Limited SME IPO Anchor Book
HDFC Bank Makes The Way Again just Like ABS Marine
Almost A Mainboard Kind Of Anchor Book
Good One 👍
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161
Sectors & Specific Companies in them With Bright Outlook in Long-term :
1.Port Operations :
JSW Infra, Adani Port, GPPL
Allcargo Terminal
2.Water Infra :
EMS, VPRPL, Va Tech,
Ion Exchange
3.Electronic Manufacturing
(
#EMS
) :
Dixon, Amber, PG Electro, Kaynes, Syrma SGS, Centum
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4k Family Done ✔️
29th April - 3000
7th May - 4000
And Counting...
Just A Small Request
Today Is A Very Important Day On Account of Elections
Please Please Go For Voting
🙏 Vote Whoever You Want,
But Please Vote🗳
Take Some Time Out of you Busy Schedules And Go For Voting
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#Indegene
Limited Q4
Solid Numbers👍
Operationally Super Strong🔥
Rev : 632➡️673 cr
EBITDA : 110➡️164.3 cr🔥
Margin : 17.4%➡️24.4%👏
PAT : 48.8➡️94.9 cr
OCF : 537 cr Almost 3.5×
Operationally Brilliant Performance
PE : 36.6×
FY25 Will Be Driven By
Efficiencies of Aquisitions
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Brainbees Q1
#Firstcry
Good Numbers👍
Operational Leverage Visible
Rev : 1407➡️1652 cr
Gross Margin : 35.7%➡️37.7%
Adj.EBITDA : 36➡️74.3 cr
Margin : 2.6%➡️4.5%
Net Loss : (110)➡️(63.5)
GMV : 17%⬆️
AUTC 15%⬆️
Orders 15%⬆️
Globalbees Posts +ve EBITDA
Opens 20 New Stores In Q1
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As Per The Guidelines Given By SEBI Regarding IPOs
We Cannot Give Any
Apply/Avoid Rating To Any IPO Including Mainboard And SME
Now I will Be Mentioning, Whether I Am Personally Applying or Not For Listing Gains / Long-term / Both
Awfis Space Solutions IPO Final Verdict Soon
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Ceigall India Q1
Solid Numbers👏
Rev : 650➡️822 cr
EBITDA : 87➡️141 cr
Margin : 13.4%➡️17.1%
PAT : 44.1➡️78 cr
PAT Margin : 6.8%➡️9.5%
HAM 50➡️248 cr
▪︎ Recieves 16.3 cr Bonus For Early Completion Of HAM Project in Punjab
Does Well Even In Election Affected Quarter👍
14
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156
Wardwizard Innovations
Red Flag ⚠️
Promoter Entity Keeps Selling The Stock Even After Winning A Billion Dollar Order,
Sold Shares Worth 15.8 cr on
10th June,
Also, The Order Win Filing isn't Complying SEBI's Format
Of Order Communication
Stay Cautious ⚠️
Repost 🔂
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Manufacturer of Solar PV Module
Ganesh Green Bharat Limited SME IPO
Date : 5-9 July
Issue Price : 181-190
Lot Size : 600
Issue Size : 125.2 cr
LM : HEM
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Indegene Limited Q1
Strong Set👏
Rev : 608➡️677 cr
EBITDA : 116➡️132.8 cr
Margin : 19.1%➡️19.6%
PAT : 68.4➡️87.7 cr
PAT Margin : 11.3%➡️13%
Other Income : 19.3➡️4 cr
▪︎ Repays Entire Debt From IPO Proceeds And Now is A Debt-Free Company
▪︎ H2 To Be Much Stronger Than H1
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Brainbees Solutions (Firstcry) Limited IPO
Final Verdict
Apply For Small-Reasonable Listing Gains And Long-term
Highlights of the Issue :
Date : 6-8 Aug
Price Band : 440-465
M.cap : 24142 cr
Size : 4194 cr
Fresh : 1666 cr
OFS : 2528 cr
Detailed Thread 👇
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151
Should I Share A List Of Stocks Which Can Do Well In
Coming Year Only For Eduacational Purposes ?
The Reason I Don't Post This Regularly is the Lack Of Time To Post Logic & Analysis For Each Stock
Please Note : If Yes, It will
Just Be A List
But Will Be Picked Wisely
75
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Today Was A Holiday For Me As It Was A Saturday,
So Visited A Very Beautiful,
Historic And An Only Monument of its Kind
Ajanta Caves
Thinking To Share Some Handpicked Pictures
I Am Not A Travel Blogger,
But Thought To Get Refreshed &
Celebrate Our Heritage !
Should I Post ?
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Done For The Day
Started At 10.18
Ended At 11.20
Almost 200 Questions Answered
I know It Won't Be That Perfect Like Others
I did that 1st Time,
So Apologies if I missed Anything
Hope You Had Enjoyed It 😀
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▪︎ Bansal Wire Industries Limited IPO Bulk Deals
KOTAK MAHINDRA MUTUAL FUND BUY Qty : 24,61,752
@ 350.15 /-
Size : 86.2 cr (1.57% Equity)
▪︎ Emcure Pharmaceuticals
NO Bulk Deals
Positive To See A Good Mutual Fund Buying Such Good Quantity Even At This Price 😀
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5
152
Seeing Great Public Interest on Vodafone Idea's Future Prospects And Inclining FPO Funds into The Company
We will make a Positive/Negative Thread On It
Please Respond If It would Help 👍
And Post On JNK India Regarding PB, Valuations And Infosys Q3 Post In Evening
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151
National Stock Exchange (NSE) Files Application with SEBI For No Objection Certificate (NOC) For It's Much Awaited IPO
If NSE Recieves NOC Then NSE Would Be Eligible To File DRHP For It's IPO
The IPO Would The Largest Public Offering Till Date which would Be Roughly 30,000 cr
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Bought Indegene
@581
Very Comfortable With The Valuations,
Will Add More If More Dip Is Available
Not A Reco
Do Your Due Diligence 👍
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149
New Mainboard IPO
Emcure Pharmaceuticals Limited
Date : 3-5 July
Issue Size :
Fresh - 800 cr
OFS - 1,14,28,839 Shares
FV : 10
Employee : Yes
Retail : 35%
Financials FY23 :
Revenue : 6032 cr
PAT : 562
FY24 :
Revenue : 6715 cr
PAT : 543 cr
IPO Size Of Around 2000 cr
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Booked 70% in TBO TEK
Not Selling Anything in Aadhar Housing
Infact Added Large Quantities At 302-306
Not Buying TBO Tek As Risk To Reward is Unfavorable
If comes 6-8% Lower,
Might Think To Buy
Happy Investing
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149
Take An Exit For Short Term In
Railway Stocks
Re-Enter Post Clarity
Hope The Caution Indication is Taken Seriously
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148
What A Pull It Has Been For
#TataTechnologies
since Listing
A 40% Cut From Listing Highs
People Don't Understand Valuations And Just Want To
Invest in FOMO
I Had Said In Past That Tata Tech should Be Valued At 930
Now Revising it At 880
Don't Try To Do Any Bottom Fishing
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149
Ceigall India Limited IPO
Final Verdict
Avoid
Highlights of the Issue :
Date : 1-5 Aug
Price Band : 380-401
M.cap : 6985 cr
Size : 1252 cr
Fresh : 684 cr
OFS : 568 cr
Detailed Analysis 👇
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Please Note That
#Awfis
Space Solutions IPO
Is Closing On 27th May
So Don't Hurry To Apply Today,
Wait For Final Verdict
And Then Take A Decision
on Monday
Happy Investing 😀
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148
What A Day For
@OlaElectric
And It's Shareholders !
Starts It's New Innings in The Public Markets with A Solid Start
At 20% UC
In Our Space We Had Discussed That OLA Might Give 15-20% Gains in Short Term Till The 15th Aug. Announcements
This Sets A Positive Tone For Firstcry
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Exited
#Aadhar
Housing
At 367
Taken A Complete Exit👍
My Average Price 309
Return Yield : 18.8%
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147
Big News
TPG And Apax Backed Artificial Intelligence & Advanced Analytics Solutions Provider And Unicorn Fractal Analytics Set To File DRHP For It's IPO By End Of August Or Early September
The IPO Size Is Expected To Be 4000-5000 cr
Extremely Excited !
FY23 Revenue : 1985 cr
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147
Northern Arc Capital IPO 🔜
Expected Size : ~1600 cr
Retail : 35%
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147
Hesitation Visible In
Applying JNK India IPO
It's A Clear Apply From
My Part
Risk Is Very Little
Reward Is Larger
Even Can List 12-18%
Don't Hesitate,
Go Ahead And Apply
I Have Already Applied Full Force
Easy Allotment,
Next GPT Like Listing On Cards 👍
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Bansal Wire Industries Limited IPO 🔜
Size : 745 cr (Full Fresh)
Extremely Excited For This One
One Of The Largest Manufacturers of Stainless Steel Wires
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144
Ecos India Mobility And Hospitality Limited IPO
Final Verdict
Applying Only For Small-Reasonable Listing Gains
Highlights of the Issue :
Date : 28-30 Aug
Price Band : 318-334
M.cap : 2004 cr
Size : 601.2 cr
(Full OFS)
Thread 👇
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2nd Largest SME IPO Till Date
Archit Nuwood Industries Ltd. SME IPO
▪︎ Tentative Details*
Date : 30 Aug-3 Sep
Issue Price : 257-270
Lot Size : 400
Size : 168.5 cr
LM : Share India
It is A Leading Manufacturer of MDF & HDF Boards & Pre-Laminated Sheets
Extremely Excited !
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How Many
#IPOs
Are You Expecting in June Month ?
Seems A Very Very Exciting Month For IPO Lovers😀
A List Will Be Made And Posted Soon 👍
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Indegene Finally Breaking The Shakles
It will Declare Q1 Numbers on
1st August
This will Be It's 1st Quarterly Result Post Debt Repayment
Can it Post It's 1st Ever Quarter With 100 cr+ PAT ?
Such A Top Class Company,
Only Listed Company Globally
At Such Reasonable Valuations
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SME IPOs :
▪︎ Indian Phosphate Ltd.
Applying👍
Only For Listing Gains
▪︎ Jay Bee Laminations
Applying👍
(Good Allotment Chances)
Can Be Compared With
Vilas Transcore
▪︎ Vdeal System
Applying👍
▪︎ Aeron Composite
Applying👍
▪︎ Parametrix Technologies
Avoiding ❌️
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