Infibeam Incorporation Ltd IPO Message Board (Page 14)

guys whats book value of infibeam ?

Read RHP (page 111)

Net AsValue per Equity Share as on September 30, 2015 as per restated standalone financial statements is Rs.65.38

Net AsValue per Equity Share as on September 30, 2015 as per restated consolidated financial statements is Rs.52.84

what your view septaji ?

From what I heard, these ECOm cos are funded by international agencies like Alibaba, Foxconn and Softbank Group. Others are also there. These businesses take few years to reach the break even and make profit.

But I attended a meeting held by one head of equities of a leading pvt bank. From what he said, the ECOM are going to be having very huge potential and there is lot of scope in future. In ECOM, sales go on increasing day by day right?

Secondly, this is not an antivirus kind of company like QH. QH products are only required for serious computer users only. But Infi''s products are FMCG, required by a common man, even noncomputer user, for day to day life and hence the business would flourish. I m not able to analyse using the PE and other usual technical parameters. Those technical aspects would be clarified by the Senior boarders like Septa, RKS I think.

From the basics that I know, If it has already started making profits from this year, from what friends posted here. I think this is a good deal to apply.

And those funding houses like alibaba would not fund unless there is a sure-shot business profit right?

They are financial giants and would not bet on a horse with broken legs. They would bet on a winning horse. IMO the IB guys would look into these aspects and rush in

yes its profitable now wait and watch for qib portion on last day if subscription above 15 times then its good signal ipo

Infibeam turns profitable.
Interestingly, Infibeam made profit in the first six months of the current financial year. It reported net revenues of Rs 171.27 crore for the April-September 2015 period with EBITDA of close to Rs 15 crore and net profit (adjusted for prior period items) of Rs 6.5 crore.


Read more at:
http://www.vccircle.com/news/technology/2016/03/14/infibeam-open-first-ipo-indian-e-com-venture-march-21

septaji is infibeam profitable in current year 1/4/2015 to 31/3/2016 ? Are u comfortable with valuation ?

Infibeam:

Market Cap (Post issue) ... @320 = 1,986Crs
Market Cap (Post issue) ... @432 = 2,294Crs

HDFC Q4 ADV TAX FLAT AT Rs 550 Cr
SBI Q4 ADV TAX AT Rs 6.87 Bn Vs Rs 17.49 Bn YoY
RIL Q4 ADV TAX AT Rs 22.15 Bn Vs Rs 15.94 Bn YoY
BoB Q4 ADV TAX AT Rs Rs 3.6 Bn Vs Rs 2 Bn YoY
TATA STEEL Q4 ADV TAX AT Rs 4 Bn Vs Rs 3.5 Bn YoY
AMBUJA CEM Q4 ADV TAX AT Rs 700 Mn Vs Rs 1.35 Bn YoY
ICICI BANK Q4 ADV TAX AT Rs 13 Bn Vs Rs 12.95 Bn YoY
HDFC BANK Q4 ADV TAX AT Rs 16 Bn Vs Rs 14 Bn YoY
HUL Q4 ADV TAX AT Rs 4.5 Bn Vs Rs 5.6 Bn YoY
TCS Q4 ADV TAX AT Rs 11.5 Bn Vs Rs 11.4 Bn YoY
INDUS IND BANK Q4 ADV TAX AT Rs 3.75 Bn Vs Rs 2.75 Bn YoY
BPCL Q4 ADV TAX AT Rs 6.89 Bn Vs Rs 3.18 Bn YoY
LUPIN Q4 ADV TAX AT Rs 4.34 Bn Vs Rs 2.01 Bn YoY
M&M Q4 ADV TAX AT Rs 1.75 Bn Vs Rs 1.15 Bn YoY
BAJAJ AUTO Q4 ADV TAX AT Rs 3.75 Bn Vs Rs 2.30 Bn YoY

LUPIN Q4 ADV TAX AT Rs 4.34 Bn Vs Rs 2.01 Bn YoY

considering the case of Pharmaceutical companies , govt has banned certain drugs like corex , so one company is hit say Pfizer

MOST Pharmaceutical stocks are down today 15/3/16
FDA raid on india companies , stocks are hit ,
Advance tax can be only one criteria of buying an stock
operators are more smart than us

On expected lines BOB indus bank and tata steel was surprise

What MFs bought & Sold in Feb-16
·       DSP BR MF
Bought: Cadila Health., L&T, Team Lease, Infosys, NTPC, ICICI Bank, Exide, Torrent Pharma., Petronet LNG, Crompton Greaves, Vedanta, Suprajit Engg., Hindalco Inds., GAIL

Sold: RIL, Maruti, HDFC Bank, Container Corpn., UltraTech, HCL Tech, Tata Motors-DVR, Tech Mahindra, Bayer Crop, Dr Lal Path, Tata Steel, Ashok Leyland, Motherson Sumi


·       Franklin Templeton
Bought: ICICI Bank, United Spirits, Aditya Bir. Fas., HDFC Bank, HDFC, IndusInd Bank, SBI, Tata Motors, BPCL, Voltas, Dr Reddy’s, Cadila Health., KMB, Maruti, Jubilant Food. Arvind Ltd
Sold: Eicher Motors, TCS, Hind. Unilever, UltraTech, Axis Bank, Torrent Power, Bharat Electron, Kansai Nerolac


·       Birla MF
Bought: NTPC, Crompton Greaves, GAIL, ICICI Bank, Vedanta, Lupin, Tata Motors, Hindalco, ITC, Aurobindo Pharma

Sold: Eicher Motors, Axis Bank, L&T, RIL, UltraTech, HDFC Bank, Maruti, Motherson Sumi


·       UTI MF
Bought: HDFC, IndusInd Bank, ITC, ICICI Bank, Divi’s, Torrent Pharma., eClerx, Yes Bank, Amara Raja Batt., Motherson Sumi, P I Inds., Page Ind, Cummins India

Sold: HDFC Bank, HPCL, Apollo Tyres, JSW Steel, BoB, Arvind Ltd, UltraTech, Bajaj Auto, IRB Infra., Union Bank, Bharat Forge, Zee Ent, RIL, NCC

·       Reliance MF
Bought: Aditya Bir. Fas., Maruti, Indian Hotels, Tata Motors, United Spirits, Jubilant Food., HDFC Bank, Axis Bank, ICICI Bank, IndusInd Bank, Indiabulls Hous., Motherson Sumi, Aurobindo Pharma, Jet Airways, United Breweries, HDFC, BEML

Sold: Sun Pharma.Inds., LMW, Hindustan Media, Trent, PVR, UltraTech, Ramco Cement, Blue Star, eClerx, Cadila Health., Cummins India, Tata Steel, BHEL

·       ICICI Pru MF:
Bought: ICICI Bank, BPCL, ITC, SBI, NTPC, Cipla, Ipca., Container Corpn., Dabur, Divi’s Lab., Maruti, Tech Mahindra, Motherson Sumi, Suprajit Engg., Tata Power, Tata Motors,
Mahindra Finance, Thermax, BHEL, ONGC, Engineers India.

Sold: HDFC Bank, Infosys, Bharti, M & M, HCL Tech, Power Grid, Hero Motocorp, JSW Steel, Havells, Titan, Wipro, Axis Bank, SKF India, Sun Pharma, Kotak Mah. Bank, RIL, L&T, Cairn India.

·       HDFC MF:
Bought: ITC, HDFC Bank, Aurobindo Ph, Team Lease, HDFC, Cholaman.Inv, SBI, Power Grid, HPCL, IndusInd Bank, Hindalco, Axis Bank, Tata Motors

Sold: Infosys, RIL, Bharti, TCS, Divi’s, Aditya Bir. Fas., Maruti, Pidilite, Rural Elec.Corp, L&T

Eagleye keep up the good work. Thx for sharing.

One fund manager is buying while other is selling
this goes on to book long term capital gains or book loss if the profit is more to avoid 30 % tax slab , all are good companies ,

Infibeam GMP 51-52

I will forget all basics fundas etc. Invest and hold its a futuristic business model. Ecom is going to be the future. I would just apply in any leading Ecom company.

Shopclue, flipkart,amazon, infibeam are leading names.

1. I would also request some discount on goods that we buy from this site as shareholders.
2. Would also like to pay by Cash on delivery COD for this IPO after profits are listed. If it goes in loss, I would like to pay by EMI.
3. As bonus, I would like Infibea t shirt, dress materials, caps, shoes, etc. Based on girl or boy, the dress should be given.

Hi Hi Hi :)

***this is my personal view.

That''s really a good move . I completely agree with you Mr. Shivajee, that the future would be ecommerce. They have Good strong team and infrastructure . They are with direct contact with client tele, so the success ratio is assured

This is Ahmedabad based company so be aware this share might go in to operators hand once it will list. SO there are chances that you can make profit but its high risk high return call.

*This is my personal view

I suppose Mr. Akash , it would be surely a profit making venture. As they have strong technical and Functional Team. I am surely advice to invest in this venture. It''s going to very big

another qh

parag milk food and gvk infra which is better guys ?

guys parag milk food good ipo if qib quota above 20 time then may be applied

Nope...Parag is also clear avoid...I hear from banking sources that there was a foreign bank that was also appointed for the IPO...but the bank chose to walk out since they were not comfortable with diligence findings...clear avoid!

Parag Milk Foods gets ready for Rs 300 crore IPO As things stand, the issue will consist of a fresh issue of equity shares worth Rs 300 crore, and an offer for sale of upto 19.85 million equity shares. The funds will go towards brand building and expansion.

Read more at: http://www.moneycontrol.com/news/cnbc-tv18-comments/parag-milk-foods-gets-ready-for-rs-300-crore-ipo_5061801.html?utm_source=ref_article

The bulls may be bleeding and broken, but there are a few companies which believe the situation will ease up by the end of the month. Case in point: dairy firm Parag Milk Foods, which owns brands like Gowvardhan Milk and Go Cheese. The company is firming up plans to tap the capital market in the first week of February. As things stand, the issue will consist of a fresh issue of equity shares worth Rs 300 crore, and an offer for sale of upto 19.85 million equity shares. The funds will go towards brand building and expansion. Devendra Shah, Chairman of the company said: “We are expanding our consumer business, expanding our milk based beverages and whey protein business. Total for cheese, whey and milk based beverages, (we) have planned capex of Rs 150 crore for expansion.” This expansion is aimed at taking the company''s revenues, which already stand at Rs 1,440 crore, to new highs. The focus over the next 12 to 18 months for the company will be to grow presence in tier-2 and tier 3 cities. With presence already in the North and West, the company is looking to expand reach in the South and in the East. Expansion plans also involve capturing market share in the niche health and nutrition vertical, which means adding infrastructure to support new processes. As part of the IPO, the company says existing private equity investors like Motilal Oswal and IDFC Alternatives, which own around 35 percent of the company, may sell a part of their holding. “Investors are partly exiting becatheir fund size and period is ending. That''s why they have exited 70-80 percent,” Shah said.

Read more at: http://www.moneycontrol.com/news/cnbc-tv18-comments/parag-milk-foods-gets-ready-for-rs-300-crore-ipo_5061801.html?utm_source=ref_article

clear avoid

what is gmp rate for infibeam ?

septaji will u apply to infibem ?

Market Cap (Post issue) ... @320 = 1,986Crs
Market Cap (Post issue) ... @432 = 2,294Crs

thank u

Parag Milk Food Ltd.

Issue Date 29-31 March
Issue size 1000 Cr.
Price band to be announced soon

you must have heard abt Pigeon brand small consumer appliances and cookware.... how many know it is private company called stovekrafl with TO 600 Cr. growing at 20% YOY....

haha..yep...agree on that passtime with you...!