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94. Septa  Apr 26, 2017 11:03:36 AM IST Reply

S Chand and Company Ltd IPO

FOUND THIS INTERESTING ARTICLE

Valuations in Indian Markets

by
The post below has been written by well known and highly respected Pune investor Jiten Parmar.

Many believe Indian markets are expensive. Nifty P/E is 24.

My take on this.

I believe we must consider the following :

1) Equity competes with the following classes for investment – Real Estate, Gold, Debt (FD, bank deposits, debt MF).

Let’s analyze each of this.

Real Estate:

This asset is in a cyclical downturn. Prices have been coming down and I don’t see that changing in the near term. Real Estate as an investment is not at all a paying asset class right now. And I see lower and lower domestic investment inflows in that.

Gold :
Fascination of gold is decreasing by the day among Indians. I definitely see lot less attraction for gold among the young Indians. Gold imports are coming down. And returns are very low, right now.

Debt :
FD rates, return on debt instruments are coming down by the day. 6-7% return barely matches inflation. So in real term you are really not making anything.

This leaves Equity as the only asset class which can give superior returns.

2) Based on above factors, we are seeing record inflows into equity domestically.

More than 5000 Cr per month coming into equities via MF SIPS apart from lumpsum investments.

LIC and other life insurance also invest a sizable amount in equity.

EPFO and NPS equity inflows have also started. These domestic inflows have really helped in stabilizing and supporting the market even in case of FII outflows.

Our dependence on FIIs has definitely come down. I don’t see domestic inflows slowing down, which will keep fueling the equity markets.

3) Fiscal health of government is also much improved. Tax compliance is bound to increase.

Merging of formal and informal economy has been fueled by Demonetization and will further gather pace with impending GST (a game changer reform).

FIIs are looking at India with renewed vigor (Mar 2017 showed record inflows).

With political stability, reform path is clear.

And a sovereign rating upgrade sooner or later is imminent. This can lead to more FII inflows.

4) Economy is bound to improve from here. Earnings are at a low and sooner or later I see them improving. Massive infra push definitely seems like happening. Many initiatives of government will bear fruit sooner or later.

So, in conclusion, I think that Indian markets may remain expensive or in fact become more expensive.

Corrections may come intermittently (and since many have big cash, will be bought into, thus protecting big downfall).

Runway seems clear at least for the next few years as far as equity is concerned.

And the supposedly expensive 24 P/E may be the new normal for sometime to come.
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94.3. Jiten Parmar  Jun 22, 2017 9:24:21 AM IST

S Chand and Company Ltd IPO

Surprised to see the article here.
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94.4. AV Rajkot  Jun 25, 2017 4:02:38 PM IST

S Chand and Company Ltd IPO

Hi Septa Sir,
I am your follower. I sold Advanced Enzymes at right time @2150 as suggested by you before split. Is it good time to add more @325 or still we can avoid it?
also waiting for other secondary market call from your side.
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93. Septa  Jun 14, 2017 10:41:56 PM IST Reply

Au Financiers (India) Limited IPO

APPLY we need more banks it will head the same way as RBL equitas Ujjivian
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93.6. Anmol  Jun 22, 2017 5:21:18 PM IST

Au Financiers (India) Limited IPO

Hello septa sir...
My friend also employee in AU small finance bank but uska koi demat account nhi hai toh uske employee code me m apply kar Shakta hu ya fir mujhe uska demat account open karwana hoga plz advice ASAP
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93.7. Futurze Avenue  Jun 23, 2017 1:57:31 PM IST

Au Financiers (India) Limited IPO

Dear Septaji, what''s your view on Fortis now..
Hammered badly.. Shall i hold or book loss, I have taken big chunk at 197..
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92. Septa  Jun 21, 2017 11:33:06 AM IST Reply

GTPL Hathway Limited IPO

this is clearly an avoid it is small player which is dominated by listed and unlisted large players like TATA SKY DISH TV SUN AIRTEL AND MANY MORE JIO WILL ENTER THIS MARKET.

AT PRESENT THIS MARKET IS COMPLETELY SATURATED GROWTH WILL LIMITED SMALL PLAYER WILL EITHER DISAPPEAR OR WILL TAKEOVER TARGET AT PEANUTS

NEW TECHNOLOGY WILL MAKE BIG PLAYERS TO PROVIDED BETTER SERVICE AT CHEAP PRICE JIO ENTER WILL CERTAINLY DISRUPT THE MARKET COMPLETELY LIKE WHAT IT DID WITH MOBILE

I AM NOT APPLY AND I AM NOT THAT BULLISH ON THIS SECTOR
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92.10. MINTO  Jun 21, 2017 10:02:35 PM IST

GTPL Hathway Limited IPO

@Septa sir,
AU FINANCIERS IPO me apka kya VIEW hai?
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92.11. UPINVEST  Jun 21, 2017 10:49:34 PM IST

GTPL Hathway Limited IPO

Thanks sir for guide us....

Regards
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91. Septa  Jun 21, 2017 11:56:19 AM IST Reply

Eris Lifesciences Limited IPO

Many in forum wants to know what happens to unsubscribe portion in any category and how it will be distributed it is let to the BRLM to make the decision whether to give it to RII or QIB in case of HNI under subscribed. However in case of QIB undersubscribe the issue will will be cancelled

Under-subscription in any category (except QIB Portion) is allowed to be met with spill-over from any other category or combination of categories at the discretion of the Issuer and Selling Shareholders and in consultation with the BRLMs and the Designated Stock Exchange and in accordance with the SEBI ICDR Regulations, 2009. Unsubscribed portion in QIB Category is not available for subscription to other categories.



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90. Septa  Jun 21, 2017 11:40:04 AM IST Reply

Eris Lifesciences Limited IPO

I have put my application in HNI for this IPO too. IMO weak number in NII is recent failures S chand & HUDCO and three IPO at one time so all borrowed money or leveraged money is targeting the best of the IPOs CDSL.



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89. Septa  Jun 14, 2017 10:28:29 PM IST Reply

Eris Lifesciences Limited IPO

Same same but different this was favourite remark of my mentor when i ask him any question or advice.

So this Eris Pharma is same same but different

We all know cost to treat a flu and acute and chronic and life style aliments is not the same.

this company has successful over the decade have built a 100% indian Pharma company which manufacture these high value medication so comparing to other Pharma company is wrong in many ways
1. margin is high
2. growth will continue to grow in double digit given we indian life style has changed a lot we see more u healthy people because of food habits
3. un tap markets
4. growing population

IMO the fair value is somewhere between 650-660 so listing will be close to 700 so at 603

I AM APPLYING THIS IPO

ALSO I LIKE LAURAS LAB AT THIS PRICE I HAVE BEEN ACCUMULATING AT EVERY DIP


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89.4. GK Jain  Jun 21, 2017 12:33:59 AM IST

Eris Lifesciences Limited IPO

As we know NII wasn''t fully subscribed it was 0.86X only so who will get allocated the remaining portion 0.14X of NII ..... QIB or Retail.
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89.5. GK Jain  Jun 21, 2017 12:37:48 AM IST

Eris Lifesciences Limited IPO

Sorry, plz NII subscription was 0.45X so remaining portion is 0.55X
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88. Septa  Jun 16, 2017 10:19:13 PM IST Reply

Tejas Networks Limited IPO

AS i said earlier i am taking contra bet on this IPO and i have applied under HNI..... now let wait and see what happens.....
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88.7. BullOverBear  Jun 17, 2017 8:26:44 PM IST

Tejas Networks Limited IPO

Asked to be prepared for it in future, as necessity may arise.
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88.8. Futurze Avenue  Jun 18, 2017 11:12:31 PM IST

Tejas Networks Limited IPO

Dear Septa, that''s fine.. but what you anticipate & your strategy ahead for Tejas...
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87. Septa  Jun 13, 2017 11:12:39 PM IST Reply

Tejas Networks Limited IPO

As I said before I am going apply this IPO. In next 10 to 15 years data & digital will be big bets TNL will benefit a lot.

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87.7. P M  Jun 16, 2017 2:40:04 PM IST

Tejas Networks Limited IPO

1. Anyone who has investment view of 10-15 years, then why to choose this stock, much better stocks available @good prices which can be multibaggers.

2. If anyone has long term view, this stock may be available below 200 after listing may be within 1-6 months, then why one should apply @this price.
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87.8. Futurze Avenue  Jun 16, 2017 2:45:00 PM IST

Tejas Networks Limited IPO

Lots of competitions from technologically advanced company like ECI, Ericsson & other brands..
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86. Septa  Jun 14, 2017 11:13:35 PM IST Reply

Housing and Urban Development Corporation Ltd IPO

i was just going through some MF news letter HUDCO 10000 crs changed hands when the issue was only 1000 cr is it typo or something else ?
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86.3. kabra  Jun 15, 2017 8:14:16 AM IST

Housing and Urban Development Corporation Ltd IPO

sorry. replace our with your call
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86.4. hsc  Jun 15, 2017 9:53:37 AM IST

Housing and Urban Development Corporation Ltd IPO

Septa sir ,

Please guide me on Advenzymes. My average price is Rs.400 should I buy more to lower my price . I just want to know your views which one is helpful to me.
thanks
with regards
hsc
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85. Septa  Jun 2, 2017 11:07:17 PM IST Reply

Central Depository Services (India) Limited IPO

This issue has been postponing the IPO date for last few months however with SEBI guidelines BSE has to sell stake by June 2017 so it certain IPO WILL BE OUT THIS JUNE

with regards to priceband 113 or 145 we will come to know in few days time

However IMO listing will close to Rs 200 plus or minus 10

So apply this issue and hope u get allotment will decent return
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85.9. gala  Jun 13, 2017 8:37:04 PM IST

Central Depository Services (India) Limited IPO

Septa sir I m hugely invested in precision camshafts ...... Badly need ur views sir ..... Manufacturing electric cars is a threat to this company sir ?
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85.10. Septa  Jun 14, 2017 10:57:11 PM IST

Central Depository Services (India) Limited IPO

Gala at CMP precision camshaft is screaming buy. I was very bullish on this company when the came with there IPO however i was wrong it not listed at discount it kept going done on daily bases. As i had earlier said i had already took a hit on this counter and booked the los. Present i am still holding Precision camshaft at a 130 average price.

if you look at present it MC is less 1200 cr it bV is close to Rs 62 PE is only 12 when industry PE is close 72 so IMO just based on balance sheet IMO i see at least 50% from here

BTW I HAVE BEEN WRONG ON THIS COUNTER SEVERAL TIME HOPE THIS TIME I AM CORRECT
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84. Septa  Jun 13, 2017 11:19:45 PM IST Reply

Tejas Networks Limited IPO

Little over 1.35 crore shares have been allotted to the anchor investors at the price of Rs 257 apiece -- the upper end of the IPO price band.
The 17 entities include Abu Dhabi Investment Authority Behave, Amansa Holdings Pvt Ltd, Columbia Emerging Markets Fund, SBI Life Insurance Company Ltd, Reliance Nippon Life Insurance Company Ltd and BNP Paribas Arbitrage, according to a filing made by Tejas Networks to the BSE.
The company has raised Rs 349.51 crore from the anchor investors ahead of the Initial Public Offer (IPO) which would open tomorrow and close on June 16. Price band for the offer is Rs 250-257 per share.
Tejas Networks is into developing and selling high- performance products to telecommunications service providers, utility companies, defence firm and government entities, among others, spread over 60 countries.
The IPO comprises fresh issue of shares worth Rs 450 crore and an offer for sale of up to 1.27 crore shares.
Axis Capital Ltd, Citigroup Global Markets India Pvt Ltd, Edelweiss Financial Services Ltd and Nomura Financial Advisory and Securities (India) Pvt Ltd are the book running lead managers for the offer.
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84.3. Pawan CMA  Jun 14, 2017 4:40:47 PM IST

Tejas Networks Limited IPO

Septa Sir,
You have given facts about the company. Please give your expert advice, whether we should apply or Avoid.
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84.4. Kabali  Jun 14, 2017 5:04:20 PM IST

Tejas Networks Limited IPO

@Dot
Ujjivan management came on CNBC nd confirmed that they have no exposure to farm loans...
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83. Septa  Jun 6, 2017 10:59:29 PM IST Reply

Tejas Networks Limited IPO

I am going to take Contra Bet and apply this IPO. As i said earlier anything below 2000 MC is reasonably priced however market news the MC will be close to 2400 giving it a PE of 80 on 2016 NP. So why i am backing this IPO the answer is Gururaj Deshpande. So it will have fancy from Fiis and Diis.

It has many pending patent it one of few Indian based technology company with so many technology patent. Also the issue will get decent traction even if the GMP at present is zero plus only 10% is reserved for retail investor since the issue size is around 800 crs 80 crs will be reserved for retails so less then 60000 application. so allotment will be hard

SO I AM APPLYING THIS IPO ON THE ABOVE ANALYSIS
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83.18. A C PATEL  Jun 9, 2017 1:12:20 PM IST

Tejas Networks Limited IPO

Do agree with you I think such information should be discussed.
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83.19. Khemka  Jun 9, 2017 1:20:41 PM IST

Tejas Networks Limited IPO

Investor want to earned huge no matter it comes from primary or secondary. so dont become obstruction from earning of investor.
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82. Septa  Jun 7, 2017 10:15:43 PM IST Reply

Eris Lifesciences Limited IPO

CARG and growth have been brilliant and the news in market is that it will will aggressively priced Rs.700 i hope the news is not true and it just rumours
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82.2. Septa  Jun 7, 2017 10:28:05 PM IST

Eris Lifesciences Limited IPO

market is king let wait for price band however i agree at 700 it is expensive
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82.3. Nidhike  Jun 7, 2017 11:09:18 PM IST

Eris Lifesciences Limited IPO

Piramal had sold their domestic formulation business At 9 times sales which considered to be very good at that time. N Abbott didn''t make any money in this deal .
At 7000Cr Mcap its valuation almost similar to 9 times sales of 750 cr sales of Eris.

@500 absolutely Not cheap at Any valuation matrixes
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81. Septa  Jun 7, 2017 10:10:22 PM IST Reply

Eris Lifesciences Limited IPO

it has picked peers all MNC which normally have better PE multiple. IMO they should have picked Pharma company close to 5000 cr MC
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80. Septa  Jun 7, 2017 9:33:13 PM IST Reply

Eris Lifesciences Limited IPO

IPO to open June 16, close June 20 price band and lot size will be update soon
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79. Septa  Jun 7, 2017 9:11:34 PM IST Reply

Eris Lifesciences Limited IPO

i have download the RHP will have read and comment soon
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78. Septa  Jun 7, 2017 8:57:58 PM IST Reply

Tejas Networks Limited IPO

Allotment will hard and company like this should be in portfolio it is technology which will grow leaps and bonds in future. So once it list buy this share and also add more on dips.

ON EPS of 8 they offering this 32 PE when international peers are trading 40 to 50 PE they have left a lot the table

so as said before apply with both listing gain and very good portfolio stock


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77. Septa  Apr 28, 2017 7:28:59 PM IST Reply

Housing and Urban Development Corporation Ltd IPO

I am applying this IPO fundamental good company even with tepid growth at 56 investor will get 50% return at least
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77.12. manish t  May 30, 2017 9:02:20 PM IST

Housing and Urban Development Corporation Ltd IPO

septaji,
sir I did not find your comment on shri ram switch gears ltd sme ipo.
what is your view.
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77.13. Gags  May 31, 2017 1:11:51 AM IST

Housing and Urban Development Corporation Ltd IPO

No post from septaji from last few days
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76. Septa  May 17, 2017 8:20:04 AM IST Reply

PSP Projects Ltd IPO

This site say GREY MARKET IS AT DISCOUT OF 10
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76.2. Banker  May 17, 2017 8:47:14 AM IST

PSP Projects Ltd IPO

Septa ji could I have ur number as I want to follow ur portfolio
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76.3. Dot  May 17, 2017 9:04:12 AM IST

PSP Projects Ltd IPO

He can give u his bank bank details 😂😂😂😂😂😂😂😂: lol

He has given stocks habitually....mostly on same day he invested..what else u need banker???
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75. Septa  May 10, 2017 7:16:10 PM IST Reply

S Chand and Company Ltd IPO

Since now it is listed what is next move . IMO It all depends on full year result. Presently looking at the price market is expecting a very good result so it has not crashed like other fancy high price IPO. So the strategy here is simple clear the position if the result is average price will do side movements bad it wil crash superb will fly. So on result day trade is available both on short and long depending on result

My personal view anything below 500 I will see some value however I will still not buy on personal level since many more good opportunities with less risk is available in the market with better growth and industry and margin

Have a great holiday in Sri Lanka so will comment and reply less
ADMIN u still not reposted my deleted comment so I understand u do not me post on secondary So will not post on secondary market as I find it secondary market pages useless as it does get that much hits as it IPO page
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75.6. sonal gandhi  May 12, 2017 4:34:01 PM IST

S Chand and Company Ltd IPO

Dear Seta sir,
Thank you sir, i stayed away from S.Chand purely on your analysis. While the risk of investment is always ours, its as important to stay away from some investments as it is to enter in some. Credit should be given where its due.

i agree, the secondary market page is useless as we can''t follow a person and have to go through reams of pages of opinions. Your secondary market picks are super so request the admin to either fix the secondary market page or allow your comments on the ipo page.

Admin, pls oblige!
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75.7. Akhu  May 15, 2017 9:23:36 PM IST

S Chand and Company Ltd IPO

Hello septa sir,
What''s ur thoughts on carborundum universal posted excellent results in this quarter..thanks in advance
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