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3766. Eagleye  May 3, 2016 8:19:40 AM IST Reply

Thyrocare Technologies Ltd IPO

Thyrocare GMP 223 - 225
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3765. mehul mehta  May 3, 2016 8:17:36 AM IST Reply

Ujjivan Financial Services Ltd IPO

sarah there will be many people who get allotment in ujjivan ipo so i congratulate them in advance
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3765.1. Sarah  May 3, 2016 8:25:20 AM IST

Ujjivan Financial Services Ltd IPO

well I can only hope to get atleast 1 lot :)
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3764. subhash chand sharma  May 3, 2016 8:06:36 AM IST Reply

Ujjivan Financial Services Ltd IPO

Dear Gents...
I Apply in this IPO but did not received any Email or SMS ...Application Showing in ICICI Securities...
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3764.1. Sarah  May 3, 2016 8:11:33 AM IST

Ujjivan Financial Services Ltd IPO

@Sharma ji ... Though u addressed your question to only Gents.... Never mind

If you have the application number available, You can verify the bid/application status on NSE or BSE exchange website.

BSE: LinkExternal Link
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3764.2. subhash chand sharma  May 3, 2016 8:34:16 AM IST

Ujjivan Financial Services Ltd IPO

@Sarah ji
Thank you For valuable Information......
i checked My Application Is there....
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3764.3. Ashish Khater  May 3, 2016 8:53:13 AM IST

Ujjivan Financial Services Ltd IPO

Chk ur bid on nse/nse by the application number generated
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3764.4. Jai ho...  May 3, 2016 9:28:03 AM IST

Ujjivan Financial Services Ltd IPO

have you Nse link where we see the application status?
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3764.5. AY  May 3, 2016 11:34:33 AM IST
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3763. Sarah  May 3, 2016 8:04:52 AM IST Reply

Ujjivan Financial Services Ltd IPO

So the New IPO this week other than Parag food - Darshan Ornaments.

Price 60/share - Lot Size - 2000 = 1,20,000/- Minimum investment.

Issue size less than 8 crores ~ 7.54 Will u apply ? Discuss

http://www.moneycontrol.com/stocks/pickoftheweek/equityreportfinal.php?eqid=DO04
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3763.1. mehul mehta  May 3, 2016 8:13:56 AM IST

Ujjivan Financial Services Ltd IPO

i apply in main ipo and never apply in sme ipo
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3763.2. Ankur Vachhani  May 3, 2016 10:53:40 AM IST

Ujjivan Financial Services Ltd IPO

Can anyone help me to understand the difference between main ipo and SME ipo?
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3763.3. RKS  May 3, 2016 5:42:03 PM IST

Ujjivan Financial Services Ltd IPO

SME is small and medium enterprise. Click on Google , u will come to know.
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3762. mehul mehta  May 3, 2016 7:52:27 AM IST Reply

Ujjivan Financial Services Ltd IPO

congrats to all who apply successfully to ujjivan ipo
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3762.1. Sarah  May 3, 2016 7:59:41 AM IST

Ujjivan Financial Services Ltd IPO

@mehul Mehta - Successful application is not a big deal.

Diwali toh allotment par hogi na :) 1 out of 4 application.
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3762.2. Nital Chanchani  May 3, 2016 11:54:16 AM IST
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3761. jeet prajapati  May 3, 2016 7:49:29 AM IST Reply

Thyrocare Technologies Ltd IPO

THYAROCARE ALLOTMENT DATE???
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3760. jeet prajapati  May 3, 2016 7:46:38 AM IST Reply

Ujjivan Financial Services Ltd IPO

hi... sir what is the premium Ujjavan ???pls
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3760.1. Sarah  May 3, 2016 8:07:33 AM IST

Ujjivan Financial Services Ltd IPO

As far as I know - its in the range of 50-55.

Source: Begum bazar market - hyd. Not many sellers it seems
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3759. hasija  May 3, 2016 12:55:48 AM IST Reply

Parag Milk Foods Ltd IPO

Companies Sales CAGR fromfy13-15 EBITDA Margin% PAT Mardin% DE P/E EV/EBITDA ROE ROCE MCAP/SALES
Heritage Foods 2,292 13.80% 5.2 2.2 0.4 23.16 10.2 21.8 26.6 0.5
Hatsun Agro 3,322 16.42% 8.7 2.6 2.0 57.1 18.8 30.7 21.9 1.5
Kwality 5,644 19.6% 6.2 2.6 1.6 18.8 10.8 20.1 17.8 0.5
Prabaht Dairy 1,146 24.91% 10.5 2.0 0.2 46.6 9.8 3.6 10.7 1.0
Paragmilk 1642 24.71% 8.8 2.6 0.6 44.9 13.1 7.2 11.7 1.2
food
- Peer Comparison on listed space
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3758. Jacob Abraham  May 3, 2016 12:54:16 AM IST Reply

Ujjivan Financial Services Ltd IPO

Getting a feeling that the IPO will list at 300 and close at 328 rupees by day end

Congratulations to all the people who showed the courage to invest


Hopefully God will bless us with allotment
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3758.1. Nital Chanchani  May 3, 2016 11:56:20 AM IST

Ujjivan Financial Services Ltd IPO

Lets have conservative listing approach to avoid frustrations. 50 Rs expectation is also good.
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3757. HONEY  May 3, 2016 12:44:42 AM IST Reply

Sagardeep Alloys Ltd IPO

anybody suggest me that we should apply or not in Sagardeep Alloys Ltd IPO
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3756. abhinavgupta  May 3, 2016 12:37:32 AM IST Reply

Ujjivan Financial Services Ltd IPO

got message from nse for UFL but not for TTL what is the issue ?
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3755. krunal patel  May 3, 2016 12:10:05 AM IST Reply

Thyrocare Technologies Ltd IPO

What will be the ttl allotment ratio in 2lac application
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3755.1. MAHESH GORDHAN PATEL  May 3, 2016 12:21:56 AM IST

Thyrocare Technologies Ltd IPO

yes. every applicant will get confirmly. 13 lots means 429 shares.
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3755.2. vinod arora  May 3, 2016 8:58:26 AM IST

Thyrocare Technologies Ltd IPO

possibility of Max. 33 shares & Min 0 shares in draw system
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3755.3. PcJain  May 3, 2016 4:51:28 PM IST

Thyrocare Technologies Ltd IPO

Same as 1 lot applied, Your application may or may not get allotment lottery system
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3754. Eagleye  May 2, 2016 11:58:24 PM IST Reply

Parag Milk Foods Ltd IPO

Parag GMP 13 - 14
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3754.1. DSHETH  May 3, 2016 12:22:25 AM IST

Parag Milk Foods Ltd IPO

As 12rs. discount to retail category can it be said gmp rs.26 to 27?
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3754.2. DSHETH  May 3, 2016 12:24:32 AM IST

Parag Milk Foods Ltd IPO

As 12rs. discount to retail category can it be said gmp rs.25 to 26 for retail category investment?
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3754.3. Eagleye  May 3, 2016 6:23:16 AM IST
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3753. Eagleye  May 2, 2016 11:57:40 PM IST Reply
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3752. Eagleye  May 2, 2016 11:57:26 PM IST Reply

Thyrocare Technologies Ltd IPO

Thyrocare GMP 222-224
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3751. raj shah  May 2, 2016 11:38:08 PM IST Reply

Ujjivan Financial Services Ltd IPO

PARAG ALSO GIVE TO GOOD RETURNS BECAUSE SMALL INVESTOR OUR FROM PARAG.. SO
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3750. abhinavgupta  May 2, 2016 11:29:45 PM IST Reply

Parag Milk Foods Ltd IPO

when is vodafone ipo coming ?
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3750.1. Sarah  May 3, 2016 8:17:25 AM IST

Parag Milk Foods Ltd IPO

@abhinavgupta Not until early 2017......Vodafone ipo.
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3749. Eagleye  May 2, 2016 11:16:47 PM IST Reply

Parag Milk Foods Ltd IPO



Tomorrow evening @9pm ... we shall have the Anchor Investors list
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3749.1. Septa  May 2, 2016 11:19:42 PM IST

Parag Milk Foods Ltd IPO

we could lead manager house MF in the list for sure
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3749.2. NLZala  May 2, 2016 11:27:03 PM IST

Parag Milk Foods Ltd IPO

Eagleye ji parag me apply karna chahiye??? Gmp kya hai parag ka...
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3748. Septa  May 2, 2016 11:13:01 PM IST Reply

Ujjivan Financial Services Ltd IPO

looking at subscription level and demand i would not be be surprised this list at 300giving a gain of Rs 6300 for successful application with issue subscribe at 3,5 level meaning a return 2000 average

however with equitas the list gave a gain Rs4000 with issues 1.15 times meaning a return of Rs 3475

so equitas was better bet for Retail investor
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3748.1. Septa  May 2, 2016 11:17:17 PM IST

Ujjivan Financial Services Ltd IPO

with thyrocare which is going to list at 700 approx meaning a return of 8400 per successful application with issue subscribe close to 6.5 times meaning a return of Rs1300

so the best IPO for retail was equitas
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3748.2. vkvkgupta  May 3, 2016 11:07:21 AM IST

Ujjivan Financial Services Ltd IPO

I disagree with your calculations. Probability is never averaged out. It''s like double derivative over the same value which has exponential effect.

Equitas - Allotment & profit was either 0 or 4000 (per lot) with a probability of 86% of profit
TTL - Allotment & profit is either 0 or 8400 (per lot, approx) with a probability of 15% of profit
Ujjivan- Allotment & profit is either 0 or 6300 (per lot, approx) with a probability of 28% of profit
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3748.3. Septa  May 3, 2016 2:11:58 PM IST

Ujjivan Financial Services Ltd IPO

double VK Gupta u actual saying the same thing only thing in a different language 86% of 4000 is approx 3475 15% of 8400 is approx Rs 1300 and 28% of Approx 1800

so the best IPO on probability of expected return is EQUITAS
by average i meant some total of all investment per individual application investment of 15000 per application some will get zero some 8400


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3748.4. vkvkgupta  May 3, 2016 2:19:37 PM IST

Ujjivan Financial Services Ltd IPO

double VK Gupta... Hahhaha that''s a new one ;)
I never disagreed with your conclusion. Just re-representations :)
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3747. Eagleye  May 2, 2016 11:03:56 PM IST Reply

Parag Milk Foods Ltd IPO

PARAG MILK FOODS LIMITED
(Refer Page No 363 of RHP dated 21st April 2016)

03/May/16 – Participation by Anchor Investors
04/May/16 – Bid/Offer Opens
06/May/16 – Bid/Offer Closes
11/May/16 – Finalisation of Basis of Allotment
12/May/16 – Unblocking of Funds from ASBA
13/May/16 – Credit of Equity Shares to Demat Account
16/May/16 – Commencement of Trading on NSE/BSE

Parag Milk Analyst Meet Takeways:
Price Band-220-227
Mcap @227 = 2100crs

# Parag Milk is an integrated farm to product Company
# Govardhan, Go cheese, TopUp and Pride of Cows are the 4 brands of the Co.
# GO brand was launched in 2010
# The Company has Pan India network: >3000 distributor, 104 super stockists and 15 depots
# The Company has milk processing capacity of 20lk litres per day
# Average daily milk procurement of 10 lakh litres per day
# Parag brand available at ~175000 retail outlets
# Each brand is positioned to get premium pricing, for eg. Govardhan Milk available at Rs.40/litres, Go Milk available at Rs.60/litre and Pride of cows available for Rs.80/litres
# The Company has 32% Market Share in Cheese market, Amul is the market leader with 40% Mkt share
# 2-3% Export revenue: Exports to around 26 countries
# Most Horeca and QSR use Go cheese
# Investment phase is over with, capacities are now in place to grow
# Targeted D/E is below 1x
# Pride of cows is only 1-2% of the total revenue
# B2B business no customer has more than 2% of revenue.
# 1/3rd business from fresh milk and skimmed milk, 2/3rd business from customer value added products, out of this 2/3, 10% of the business is B2B...i.e around 6~7% of total revenue from institutional clients
# No margin differential between B2B and B2C--- is what management indicated but hard to believe

Financial:
# 21.6% Sales CAGR over 5 years
# 9MFY16, EBIDTA margin is around 8.8% vs 7.6% in 2011
# 9MFY16, PAT margin is around 2.6% vs 2.1% in FY12
# FY16 PAT would be ~42crs, so Co. would be trading at 50X P/E vs Prabhat Dairy P/E of 45-46X

One critical observation on Parag Milk... Pastnoji has few products with "Go" word in it. Parag filed a case and Order has gone against Parag. So Parag has trademark for "Go" but no copyright... Means anyone can have "Go" word in their brand as long as it has a different logo design ...

Totally unrealistic pricing only to give exit to PE investors. ...with wafer thin margin what rewards investors can expect unless very large volume. ...so many good stocks in other sectors with dividend paying companies available at PE of 8-12. ...One can skip the issue ...
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