Advanced Enzyme Technologies Ltd IPO Message Board (Page 57)

FAIR VALUE AROUND RS 850 MAX SO ANY IPO PRICE ABOVE IT MAY BE LOSS

IPO Issue Price is @896 ... so are you confirmed to say 850 is fair value ... and so will you be applying or NOT?

ADVANCED ENZYME SALES REMAIN SAME MERELY BY CHANGING PROFIT PERCENTAGE PROFIT GO UP SO NOT GIVING ANY BENEFIT

YA LANDT INFOTECH BETTER THAN ADVANCE ENZYME MAY BE

Ok CA Saheb, ... I have firmly noted your point ...

However, I am advised by most of the market pundits that Advanced Enzymes will be a much much bigger story than L&T Infotech ...

So, let us wait for 21st July for listing of L&T Infotech & for 28th July for listing of Advanced Enzymes ... your Final Exams !!!

If you are right ... then ... for me you will be the biggest MAHADEV of the market !!!

Please read carefully.

Someones comments are reproduced below for everyone to see and analyse for himself. Can u trust this guy. I have altogether stopped responding to him as its not worth wasting ones time on useless craps of this individual.

1173. Khemka Jul 2, 2016 11:28:07 AM IST
Some 1 or 2 said, mgl will go bellow 490 , but it don''''''''''''''''t seems so , it may start northward from 520 to 565/575 this month ends .next month end 610 types likely.medium term playing will be a good idea.

1173.2. Khemka Jul 2, 2016 12:24:00 PM IST
My target for cover at 496 was only for listing days trading since on listing maximum traders buy early on hope of selling higher at closing but settles ultimately lower.1 may say anything mind changing or but i think monday 538 possible

Now some1 who flip flops so much- can he be trusted? One day up move the person becomes upbeat n predicts it will cross 560 n ultimately 600. Next day the stock moves down n the person says maha turtle. Can move to 490 n below. Now what to believe? Can this person be trusted for a mature view?

Message of Maha turtle pasted below which I forgot to paste in the message above

1200. Khemka Jul 5, 2016 7:32:18 PM IST Reply
Maha-turtle all set to dip bellow 500 , so i again back to my old view, will regret again after it breaks 490 labels .after all anyone are not big pundit.
Retailers should exit for short-term.

Advanced Enzyme Technologies Limited

Historical Financial Data
All figures in INR million

Financial Year      2012-13
Revenue from Operations      2,204
Gross Profit      1,693
Gross Profit Margin (%)      76.8%
EBITDA      896
EBITDA Margin (%)      40.6%
Profit After Tax      491
PAT Margin (%)      21.9%


Financial Year      2013-14
Revenue from Operations      2,395
Gross Profit      1,924
Gross Profit Margin (%)      80.3%
EBITDA      1,038
EBITDA Margin (%)      43.3%
Profit After Tax      201
PAT Margin (%)      8.4%


Financial Year      2014-15
Revenue from Operations      2,231
Gross Profit      1,754
Gross Profit Margin (%)      78.6%
EBITDA      910
EBITDA Margin (%)      40.8%
Profit After Tax      501
PAT Margin (%)      22.4%


Financial Year      2015-16 (for 6 months ended Sept 2015)
Revenue from Operations      1,389
Gross Profit      1,060
Gross Profit Margin (%)      76.3%
EBITDA      599
EBITDA Margin (%)      43.2%
Profit After Tax      352
PAT Margin (%)      25.3%

Dear UNK,


LARSEN & TOUBRO INFOTECH LIMITED
(Refer Page No 379 of RHP dated 28th June 2016)

08-Jul-16      â€“ Participation by Anchor Investors
11-Jul-16      â€“ Bid/Offer Opening Date
13-Jul-16      â€“ Bid/Offer Closing Date
18-Jul-16      â€“ Finalisation of Basis of Allotment
19-Jul-16      â€“ Unblocking of Funds from ASBA Account
20-Jul-16      â€“ Credit of Equity Shares to Demat Account
21-Jul-16      â€“ Commencement of Trading on NSE/BSE

sir g it will be bumper listing than l&t info..

Eagleye

your target for Equitas may archived soon before diwali, and Press Release by RBI shows very positive effect. so, what could be the next target? is equitas and ujjivan have potential to become HDFC or YES Bank, please provide your vision on its. it would be more beneficial for us. we don''t have hurry to loose such gems.



thanks in advance

Dinesh Singh Sir,

_/\_ _/\_ _/\_

It is already almost 200/- ... is that not good enough ?

Eagleye, I agree that your 1st target is achieved i.e. 200 BY Diwali.
But I will be more happy it goes to 350 in 2016.

ADVANCED ENZYME TECHNOLOGIES LIMITED

The Draft Red Herring Prospectus dated January 18, 2016 ... is available here ...

http://www.sebi.gov.in/cms/sebi_data/attachdocs/1453372309087.pdf

The DRHP has the data upto September 2015 ... For the updated data upto March 2016 ... we shall have to wait for the RHP ... will keep you updated once it is made available

Thank you very much fr d info

as per my opinion about equitas. one should exit before small bank operation start by equitas. because due to NPA Level changes after bank tag.

EAGLEYE PLEASE POST CURRENT YR EPS AND SALES FIGURE AND ROE

Dear CA Saheb,

The DRHP dated January 18, 2016 ... is available here ...

http://www.sebi.gov.in/cms/sebi_data/attachdocs/1453372309087.pdf

The DRHP has the data upto September 2015 ... For the updated data upto March 2016 ... we shall have to wait for the RHP ... will keep you updated once it is made available


Once you have done your workings ... Please let us know your "Fair Value" calculation for this Company ... I hope will oblige us.

Advanced Enzymes IPO

Most likely Scenario ... Crystal Ball Gazing ... Nothing official about it (as yet) !!!

Pre-Issue No. of Shares      21,765,600 Shares
Post-Issue No. of Shares      22,323,693 Shares

No. of Shares to be Offered For Sale      4,034,470 Shares
No. of Shares to be issued as Fresh Issue      558,093 Shares
IPO Size - Fresh + OFS (No. of Shares)      4,592,563 Shares

OFS as a % of Post Issue Capital      18.07%
Fresh Issue as a % of Post Issue Capital      2.50%
IPO as a % of Post Issue Capital      20.57%

Post-Money Valuation (Rs. Crores)      Rs.2,000 Crs
Fresh Issue Size (Rs. Crores)      Rs. 50 Crs
Pre-Money Valuation (Rs. Crores)      Rs.1,950 Crs

Per Share Value based on Pre-money Valuation      Rs.896 Per Share

OFS Size      Rs.361.49 Crs.
Fresh Issue Size      Rs. 50.00 Crs.
IPO Size – (OFS + Fresh)      Rs.411.49 Crs.

If, assuming the IPO Size = 4,592,563 Shares

Then, the breakup category-wise will be as follows:

Anchor QIB      1,371,073 Shares
Net QIB      914,050 Shares
NII      685,536 Shares
RII      1,599,584 Shares
Employees      22,320 Shares
Total      4,592,563 Shares


If, assuming the market lot to be 16 shares ...
Then, 99,974 Application Forms = 1X RII category

http://ipoinformationport.blogspot.in/

IF REVENUE REMAIN FLAT THEN WHY PROFIT GO UP ?

Where did you see that the revenue growth is ... "REMAIN FLAT" ???

Listing gain will be far less compared to quess due to lot size and current GMP. But, good for long term gains due to monopoly business and FII would fancy this stock as it is completely new sector with no peers.

Company is asking fr fy16 PE multiple of 28. If we assume 10% increase in EPS fr next 2 yrs, pe works out to b 25 fr fy17 and 22.92 fr fy18...which seems reasonable ....revenue growth has been flat though fr last 2 yrs...should b subscribed fr listing as well as long term gains....correct me if I am wrong.

Would be heavily subscribed..apply in one lot only to save from unnecessary lien..

Very good ipo...apply

MUST APPLY , GOOD COMPANY ,

There website does not seems to work!

GMP 125rs. If get allotted return of 2500/Lot.

After eagleye....now dolphineye...Bhai isme b copy..eagleye jaise analysis b kar le....tab naam accha lagega