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6038. Scanner  May 29, 2016 1:04:02 AM IST Reply

Parag Milk Foods Ltd IPO

@Alkem
I m little bit disappointed with alkem results. How can a company write off tax credit (MAT). I think this 834 crores writeoff is not a single day exercise. Any company may be well aware in this case (likelyhood of tax write off) well in advance.

What a silly excuse they are making, due to Expansion in sikkim , they hv to writeoff this.

If they are carrying this balance since last 7 years ( permissible period as per income tax, after that they cant claim agst actual tax expense) , they should inform this well in advance, either through RHP/DRHP at the time of IPO, but they dont inform /hinted us earlier.

Overall operational results good. Registered yoy growth in top line and PBT.

But this is setback for investor for not informing timely on tax write off.
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6037. gala  May 28, 2016 11:48:52 PM IST Reply

Parag Milk Foods Ltd IPO

Septa sir ur view on REC ? And some secondary market tips ?
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6037.1. Septa  May 29, 2016 12:47:40 AM IST

Parag Milk Foods Ltd IPO

I have taken a position on RIL and all marketing position some are quoting at single at lower PE compare to international peers also if u compare them with sensex base company the PE is at 70% to 100% discount the demand for its product will not slow but grow so short term the price is surely go north side.... BTW have ur stop loss
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6037.2. Septa  May 29, 2016 12:49:37 AM IST

Parag Milk Foods Ltd IPO

i have also taken fresh position in agri based company like escorts also take position in GAIL
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6037.3. Septa  May 29, 2016 12:54:44 AM IST

Parag Milk Foods Ltd IPO

other share which i brought is BAYERS PI Industry Jain irrigation finolex pipes and taken position in all paint company as margin has increased and many have diversified in high margin brought..... also i have take a risk bet on usha martin just seeing more ad spend and new product line
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6037.4. Septa  May 29, 2016 12:56:47 AM IST

Parag Milk Foods Ltd IPO

In regards to REC it is like a coal india i have position in my children trust account it is contra bet for FD
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6037.5. Septa  May 29, 2016 12:59:20 AM IST

Parag Milk Foods Ltd IPO

i meant oil marketing company
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6036. venki  May 28, 2016 1:51:29 PM IST Reply

Parag Milk Foods Ltd IPO

Let what may happen in market..... up so much in a week.....

But Thyro is rock...... it is not moving only.
Nor did the Equitas.....
Bakwas IPOs suggestions.....
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6036.1. Eagleye  May 28, 2016 8:35:02 PM IST

Parag Milk Foods Ltd IPO

Dear Venki Sir,

I agree with your perspective ...

Equitas
IPO closed on 07th April ... and listed on 21st April …
Issue price 110 ... current price 154.90 ...
It have given me only 40.82% in 50 days from my investment date.

Thyrocare
IPO closed on 29th April ... and listed on 09th May …
Issue price 446 ... current price 637 ...
It have given me only 42.83% in 29 days from my investment date.

Really ... “Bakwaas IPOs suggestions” … True that !!!
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6036.2. Eagleye  May 28, 2016 8:49:23 PM IST

Parag Milk Foods Ltd IPO

Oh and Sir you forgot about ... Ujjivan

Ujjivan
IPO closed on 02nd May ... and listed on 10th May …
Issue price 210 ... current price 292.95 ...
It have given me only 39.50% in 17 days from my investment date.

Agree with you ... Completely Bakwaas IPO
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6036.3. Eagleye  May 28, 2016 8:53:05 PM IST

Parag Milk Foods Ltd IPO

venki Sir, you were absolutely right ... last week when you said the following:




venki May 24, 2016 11:41:00 AM IST
Parag Milk Foods Ltd IPO

thyro, ujji equi are going down down down........ All experts here misguided i feel....... Sell and save your money ...
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6036.4. Nirmal Shah  May 28, 2016 10:48:04 PM IST
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6036.5. Ashish Khater  May 28, 2016 11:30:17 PM IST

Parag Milk Foods Ltd IPO

Ye le venki....ab bol...tuzse to venky''s ka chicken accha...
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6036.6. Septa  May 29, 2016 12:57:17 AM IST
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6035. bangalore king  May 28, 2016 12:58:08 PM IST Reply

Ujjivan Financial Services Ltd IPO

Alkem RESULTS -

4Q FY16 results impacted by one-off; adjusted PAT surpasses estimate

 Alkem’s net sales for 4QFY16 stood at INR11.4b, up 25% YoY, driven by a strong
domestic performance (up 22% YoY) and impressive ramp-up in the US
business (up 18% YoY). After adjusting for a one-off cost of INR180m, the
EBITDA margin came in at 15.4% (vs. our estimate of 16.4%), with the margin
miss attributed to high R&D expense of 7.6% in 4QFY16 (as compared to ~3.3%
in 9MFY16). After adjusting for MAT credit write-off of INR830m and one-time
other expense, the company’s PAT came in at INR1.5b (vs. our est. of INR1.2b).
 Domestic business’ robust growth to continue despite regulatory headwinds:
Alkem’s domestic business grew by an impressive 22% YoY. Going forward, we
believe that a consistent outperformance in established therapies, coupled
with improvement in productivity of the company’s sales force in the chronic
segment will help partially offset the impact of regulatory headwinds (we
estimate ~16% CAGR till FY18E). According to IMS, Alkem delivered a strong
growth of 16% YoY in Apr-16 (despite a price decline of 2.7% in the NELM
portfolio).
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6034. Eagleye  May 28, 2016 9:03:25 AM IST Reply

Equitas Holdings Limited IPO

Market reaffirms expectations of:

Equitas Target 200/-

Around Diwali 2016
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6033. Eagleye  May 28, 2016 9:02:53 AM IST Reply

Ujjivan Financial Services Ltd IPO

Market reaffirms expectations of:

Ujjivan Target 400/-

By November / December 2016.
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6033.1. shivam chouksey  May 28, 2016 9:41:03 AM IST
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6032. gamble  May 27, 2016 8:22:03 PM IST Reply

Parag Milk Foods Ltd IPO

Congo...to all REC investors results are in line..ok ok..but oh man ...look at dividends...5.10 rs as finl and before that 12 rs as interim... so nearly 11% dividend...very impressive.
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6031. Antonio Munia  May 27, 2016 6:33:50 PM IST Reply

Thyrocare Technologies Ltd IPO

Will Kranti Industries IPO open on Monday ?
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6030. gamble  May 27, 2016 3:52:15 PM IST Reply

Parag Milk Foods Ltd IPO

As i said psu bank rally has been started..ignoring sbi,pnb poor set of number..jst buy and enjoy gambling haha..
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6029. ASHOK MEHTA  May 27, 2016 3:19:50 PM IST Reply

Equitas Holdings Limited IPO

Dear Friends and moderator,
I am new to this section.There are about 60 pages containing messages for this IPO. For example, I want to go to page no 25 directly, then is there any short cut or I have to travel one by one page only? Thanks to all repliers in advance,
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6029.1. howtotrade  May 27, 2016 5:50:57 PM IST

Equitas Holdings Limited IPO

Dear ASHOK MEHTA,

Please change the number at the end of this URL and it will take you to specific page.
Example:
http://www.chittorgarh.com/ipo/ipo_feedback.asp?a=536&p=1
.
.
http://www.chittorgarh.com/ipo/ipo_feedback.asp?a=536&p=25
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6029.2. ASHOK MEHTA  May 27, 2016 7:26:54 PM IST

Equitas Holdings Limited IPO

Dear Howtotrade,
Thanks a lot.
One small query.
How to convert URL into a link?
Thanks in advance.
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6029.3. howtotrade  May 27, 2016 8:09:20 PM IST
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6029.4. Venkatkotte  May 28, 2016 3:09:05 PM IST
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6028. Sunder  May 27, 2016 2:05:20 PM IST Reply

Parag Milk Foods Ltd IPO

Some more nos on Rural Electrification :
Market Cap @ 15350 cr
LY EPS @ 53/- & Dividend of Rs. 10.70
EPS for Q1 to Q3 @ 45/-
LY Profit @ 5259 Cr
Profit for Q! to Q3 @ 4466 Cr
PE @ less than 3
Profitability of 5259 cr (LY) and 4466 cr (till Q3) against the enterprise value of 15350 cr. During April 2015 OFS the price was at 325/- + (now available at less than 50%). In OFS majorly contributed by Institutions.

At 7% dividend yield, it appears to be a good buy. Good long term bet.

Any views from experts are most welcome.
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6028.1. Uchit Patel  May 27, 2016 11:34:24 PM IST

Parag Milk Foods Ltd IPO

At present government is more liberal to power companies. Power companies are passing through tough time. Government is committed to provide loan to power companies at lower interest rate. Payment terms are also favourable to power companies.

REC and PFC both providing finance to power projects. Because of government policies they need to give money at lower rate with liberal terms. This is clear loss to companies. This is the main reason why companies are trading at lower P/E ratio. Companies are getting money through ncd (bond) or qib. There is very less difference between lending rate and ncd coupon rate.

Though at present rate REC and PFC both are good for long term but not for short term.
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6028.2. Sunder  May 28, 2016 8:10:31 AM IST

Parag Milk Foods Ltd IPO

I agree. It is a pure long term play with tax free dividend in mind. it will give us Fixed deposit rate of dividend with chance for long term appreciation.

All FD seekers to consider this option as a defensive bet
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6027. MahiMahi  May 27, 2016 1:43:33 PM IST Reply

Ujjivan Financial Services Ltd IPO

should i hold till 310? or book profit on current market?
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6026. Sidhu  May 27, 2016 12:55:26 PM IST Reply

Ujjivan Financial Services Ltd IPO

Does any one know why did Ujjivan surge sharply yesterday ?
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6026.1. Sreedhar R  May 27, 2016 1:08:14 PM IST
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6026.2. Deeep  May 27, 2016 1:25:45 PM IST

Ujjivan Financial Services Ltd IPO

Q4 results were extremely good
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6025. NeoTrade  May 27, 2016 12:48:33 PM IST Reply

Parag Milk Foods Ltd IPO

Advanced Enzymes expected around 12th June...will be a rocking IPO...its a great company...apply in full force...!
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6024. Deeep  May 27, 2016 11:51:25 AM IST Reply

Ujjivan Financial Services Ltd IPO

Septa, Eagleye or anyone else do u guys track alkem?
i have bought shares in ipo and further few more today at 1250 levels..
any idea abt the results.. today is the results date.. and what is the trgt aftr 2 to 3 months.
i think currently it is trading well below the price it shud trade at..
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6023. Chem cho  May 27, 2016 10:27:47 AM IST Reply

Parag Milk Foods Ltd IPO

45. RKS May 24, 2016 8:04:24 AM IST Reply
Parag Milk Foods Ltd IPO

Buy Novartis. 10-15% or more returns within a week. Buyback offer to be considered on 26 may.
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45.1. RKS May 24, 2016 8:08:27 AM IST
Parag Milk Foods Ltd IPO

Plus a declaration of 200% dividend.


share tumble down
todays rate rs 732 down rs 92 after deceleration of buy back down 12 %
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6023.1. RKS  May 27, 2016 11:59:54 AM IST

Parag Milk Foods Ltd IPO

What about it going from 715 to 830. How much return was it? Its easier to copy n paste to prove other down. After what I had written stock had gone from 715 to 830 in two days. Like n idiot just dont keep on posting anything u like as per things suiting u. Why didnt u write anything when it went up to 830? Because u didnt have anything to write in the first place. Now when it has fallen, u highlight it. U are a damn bad hypocrite Mr Cho. Double standards can be seen through.Its better if u do some constructive work than pull others down. Khud toh u cant suggest anything to people on this forum which as such then makes u goood for nothing. The day u start suggesting stocks to people for their benefit then we will see how good u are.
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6023.2. RKS  May 27, 2016 12:05:09 PM IST

Parag Milk Foods Ltd IPO

Did i say anywhere that after buyback announcement the stock will keep on rising. From the day i posted the stock gave 15% returns. So what I wrote happened. What else do u want? If it has fallen today then why drag my comment into it. If u thought I meant that it would keep on rising then it was ur interpretation u pathetic loser.
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6023.3. Chem cho  May 28, 2016 7:22:44 AM IST

Parag Milk Foods Ltd IPO

BUT IT CAME BACK TO OLD LEVELS ,

YOU were misguided by money control .com , and made news of it , only to see that it came down ,

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6023.4. Chem cho  May 28, 2016 7:26:00 AM IST

Parag Milk Foods Ltd IPO

read again your article

Buy Novartis. 10-15% or more returns within a week. Buyback offer to be considered on 26 may.
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6023.5. Chem cho  May 28, 2016 7:35:38 AM IST

Parag Milk Foods Ltd IPO

45.3. venki May 24, 2016 11:39:35 AM IST
Parag Milk Foods Ltd IPO

sir
you said thyro will go 750.... Its been 2 week since it ot listed..... nothing happnd.... Now how surely i and others like me should consider this?

. RKS May 24, 2016 8:04:24 AM IST Reply
Parag Milk Foods Ltd IPO

Buy Novartis. 10-15% or more returns within a week. Buyback offer to be considered on 26 may.
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45.1. RKS May 24, 2016 8:08:27 AM IST
Parag Milk Foods Ltd IPO

Plus a declaration of 200% dividend.
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45.2. RKS May 24, 2016 8:09:09 AM IST
Parag Milk Foods Ltd IPO

Both to be declared on 26 May. Buy before that to reap profits.
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45.3. venki May 24, 2016 11:39:35 AM IST
Parag Milk Foods Ltd IPO

sir
you said thyro will go 750.... Its been 2 week since it ot listed..... nothing happnd.... Now how surely i and others like me should consider this?
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45.4. RKS May 24, 2016 11:48:56 AM IST
Parag Milk Foods Ltd IPO

Dr Lals Pathlab. Told not to sell below 975. Go to my threads u will find it there. People who held on got more than my targets. Problem is that everyone wants immediate results. Can''''t u be patient? Thyroid will go to 750 but give it some time. Its not 2 min noodles ki paani daala aur tayar. Hold.
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45.5. RKS May 24, 2016 11:51:39 AM IST
Parag Milk Foods Ltd IPO

As far as Novartis is concerned. See for itself how wrong or right I have been. The share has climbed 11% n likely to keep climbing till 26May. I just give suggestion. U want to implement or not is ur wish. Don''''t blame others.



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6023.6. Chem cho  May 28, 2016 7:47:29 AM IST

Parag Milk Foods Ltd IPO

714.6. RKS May 25, 2016 12:18:54 PM IST
VRL is up because of positive sentiments in world markets. If it would have been negative it would have closed at 251 which was 20% circuit for today. As such it opened at 253 today almost getting locked on lower circuit. Short term buying is being seen. However, I would avoid the issue as company management has openly created the negative buzz about them not caring for the stockholders. Any amount of clarification from their side would not help to overcome it. Plus, 10% stock offloading over a period of next three yrs by the promoters is a big negative. Tgt- 225 at expiry.
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714.7. Sujeet May 25, 2016 4:01:00 PM IST
rightly said RKS. Very very arrogant promotors.... they need to teach a lesson by the investors.
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714.8. Chem cho May 26, 2016 1:33:32 PM IST
seems that promotors sold their holdings at higher levels at rs 400 , -414 and then made an statement to go in for aviation , dropped to low of rs rs 251.8 and now trading at 288

so think is cooking might have brought at 253 as per some reports
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714.9. Chem cho May 26, 2016 4:51:14 PM IST
Finally rs 298 at expiry and not rs 225 as mentioned by RKS ,

MANAGEMENT is playing with the stock

TODAY ON 28/5/16 AFTER Expire it is RS 276 AND NOT RS 225 as mentioned by RKS
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6023.7. Khemka  May 28, 2016 9:34:44 AM IST

Parag Milk Foods Ltd IPO


Rks has history of making foolish advises, look at NH ipo comments:
very high for NH, what should be the correct price for NH? so I can pick something from secondary market.
65.1. Rajeev Kumar Singh Dec 14, 2015 11:13:37 PM IST
Not more than 35 Rupees. My calculation. Others can differ.
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6023.8. RKS  May 28, 2016 10:50:35 AM IST

Parag Milk Foods Ltd IPO

Read carefully. ~10-15% returns within a week. It did just that. If it retraces then who is to blame.
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6023.9. RKS  May 28, 2016 10:56:19 AM IST

Parag Milk Foods Ltd IPO

Who can argue with a fool who is hell bent on proving that the other person is wrong. It seems ur name suggests some chemical locha in ur brain as u cant understand plain english. If ur aim is to put me down then brother u will be disappointed. U urself have done no good to this forum. Have u suggested anything in this forum for the benefit of others? If u cant do that then its better to shut up. What do u say u wise man? And as for as poor Khemka is concerned- least said about him the better it is. He is like a strret dog- woof woof woof. Better to be ignored.
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6023.10. Khemka  May 28, 2016 11:58:23 AM IST

Parag Milk Foods Ltd IPO

Shame on night guards whose misadventures of foolish advises cost lost of gain for poors here, better barking at night suits him.
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6022. Arup  May 27, 2016 9:56:33 AM IST Reply

Ujjivan Financial Services Ltd IPO

Septa ji,plz share ur view on pcl,ccd,indigo after result n when result come,i know u r long player but give advise for 2 months holding.thnx in adv
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6021. Arup  May 27, 2016 9:20:50 AM IST Reply
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6020. CLD  May 27, 2016 3:45:09 AM IST Reply

Ujjivan Financial Services Ltd IPO

Where from I can see the delivery volume of any script?
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6019. CLD  May 27, 2016 1:12:02 AM IST Reply

Equitas Holdings Limited IPO

Equitas is asking voting on some resolutions. Any bad or good effect on stock?
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6019.1. HSquare  May 27, 2016 12:33:10 PM IST

Equitas Holdings Limited IPO

Yes, I have also received email for E Voting. Does this voting has any effect? Please advice.
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