Aether Industries Limited IPO Message Board (Page 2)

भारतीय स्टॉक मार्केट के बुरे दिन अभी खत्म नहीं हुए हैं। शेयर मार्केट में और बड़ी गिरावट आ सकती है। ग्लोबल फर्म ब्रोकरेज BofA ने निफ्टी के लिए अपने साल के अंत का टारगेट 16,000 से घटाकर 14,500 अंक कर दिया है। ब्रोकरेज फर्म ने माइक्रो फ्रंट पर हालत ठीक नहीं होने का हवाला देते हुए निफ्टी का टारगेट घटाया है। निफ्टी अभी 15,397 अंक पर कारोबार कर रहा है। यानी निफ्टी नया हाई बनाने की ओर नहीं बल्कि नीचे की ओर जाएगा।

looks like margin calls got triggered yesterday , folks are running behind short covering, index may end up 2.6% - 2.8% positive

Today added Reliance, Bharti, ICICI, Clean, Campus.
Planning to add MTAR.
Correction is temporary but growth is permanent.qq

Please guide about recently listed Aether Industries and Campus, whether to hold or sell because they are coming down with great speed.

Keep issue price as stoploss for campus.....
If it breaks your stoploss then buy in sip after that.
Aether is currently overvalued , but due to recent listing it may not come down below 700....keep 700 as stoploss.

@Monster Zero
Thank you very much for your kind guidance.
🙏🙏🙏

Nifty Below 15000 what next....Freefall... Massive panic selling .....13750....12550.....

As per me 15000 will be broken this time. 14500-14800 look for buying good quality stocks for long term. i will include in my list- From IT pack- infy, happiest minds- from fmcg pack- mcdowells, dabur, itc from pharma- cadilla, from paints- asian, berger, from pipes- prince, from banks- icici, idfc. also the giant reliance. will also include clean science for long term.

Use this correction phase intelligently and chip in & nibble into good high beta stocks, you will surely be rewarded. We came out of 1st half 2020 so brilliantly when the world was doomed to die due to Covid which had no answer that time.
Such bad times in market come very rare. Utilize it nicely. When people have vacated the ground, just go and occupy it. There is no better place in the world for investing other than stock market. Foreign or domestic players will have to return back to stock market because banks or Gold cannot equal markets in performance over long term. I am purchasing at right prices. Purchased Delta Corp @ 176 and it went up beatifully thereafter.

Most are having portfolio which is down by 20 to 50 % and no more fund to invest. How about that?

Ya, but the prudent way is to keep some money off the table for deep jerks in the market. Because markets cannot go in one direction always. The so called fund houses and managers will always give you reasons for both upside and downside. They would want you to look at the world the way they like.

Btw, where is Jethalal? Not active ?

Jetha ji busy with babita ji. 😁😄

Jethalalji💦babitaji💋

In my opinion these are good stocks, but i would like everyone's opinion these one's..

Heranba industries
The Andhra sugar
OFSS
SCI
Mirza international

All your comments are valuable and appreciated. negative/ positive

My choice :
Paytm
Cartrade
Rainbow
Lic
Happy Investing 😊

@monster zero
Good choice sir.
please give your opinion on the following:
Vikas life sciences- good results 2022
HFCL because of 5g boost
Tejas net also because of 5g boost
TV18 because of IPL rights
Ajant soy
Bank of Baroda
I request all the experienced members to give your opinion for the benefit of small timers... who are facing the burnt of stock market, so that to sqare up any losses.

Thanks

let us Play quiz on Capital Markets.
what was Sensex / Nifty in Oct -2001 , March-2009, Oct-1992, Nov-1998
what were the reason for their crash in those period.

2022(current ongoing meltdown/crash)- Ukraine-Russia war, created high global inflation, which forced rate hike.

But in log run, this war may provide opportunity to Indian and Indian business..

2023 crash likely ??? ?- Taiwan china conflict US possible interpretation

Aether Industries records 53% PAT increase YoY
Revenue recorded an increase of 31.56% year on year to Rs. 597.02 crore, EBITDA jumped up
by 50.76% percent year on year to Rs. 175.08 crore, and EBITDA Margin is at 29.33%. PAT
increased by 53.08% year on year to Rs. 108.93 crore, with a PAT margin of 18.25%.
March 2022. Q4FY22 Highlights – Particulars (Cr.) Q4 FY21 Q4 FY22 FY21 FY22 YoY
Revenue 116.45 147.71 453.79 597.02 31.56%
EBITDA 36.34 42.32 116.13 175.08 50.76%
PAT 22.87 26.02 71.12 108.93 53.16%

Almost every good IPO stock reported excellent YOY results, but it is QOQ results which have disappointed the street including Aether. This stock should correct quite a bit tomorrow morning because its QOQ performance is not great, less than expectations. Fair value for the stock could be somewhere around 675. But it may go to 715 levels tomorrow. Lets see I can go wrong also. Just my predictions.

Results not matching expectations and there is no degrowth in EPS both QoQ and YoY.

At FY22 EPS: 9.67, at CMP of 780 P/E=80.5 which is overvaluation. For sustaining this high P/E it should have delivered 20 to 25% growth (QoQ as well as YoY) that has not happened instead Revenue was slightly lower and profit only slightly higher (QoQ). Q1 of FY23 might be less than Q4 because of commodity led cost increases of RM and fuel cost.

But those holding for long term need not worry and for short term it will slowly grind downwards (Market is also bearish mode as Midcaps and Small caps are in bear territory after falling in excess of 20%). Only thing that favours this company is low FF and strong promoters.

Results snippet
Topline (Operating Revenue) - Up 27.5 ( YoY)
- Down 2.5 (MoM)

PE ( TTM) works by 81 with CMP

Better cost controls in place, but it is clearly evident that RM inflation still persists
Current ratio/working capital ratio ~ 1.7

Results

Aether industries....
Results are okay..

Live mimicry chal rhi hai

SGX nifty vs Nifty 50😂

The best way to beat this inflation fall is to delete your broker app and reinstall it after 1 year.
No Look , No anxiety attack..
History has proven that stock market gains will always beat inflation in long term.
By looking at it as staying invested is better for your mental health as compared to looking at it as staying stuck.
Just make sure your investment portfolio is diverse.
If you are still keen on investment. SIP will do good. And remember DIIs are there to save your butt.

free fall resumed. it would be brutal in punishing the scrips that are trading tall multiples and uncertainty around earnings visibility.
perhaps , folks would hide under defensive bets such as FMCG, Pharma, Healthcare, IT etc

Fed raised 75 basis point
Terminal they are expecting 3.4
Target inflation 2%
More hikes on card

Not able to hold
From more then +500 to more then -300

@tri.vis - it will impact market in short term, as their prime objective is to curb inflation. Terminal rate is forecasted 3.8%, what it means, they are going to be more aggressive in rate hikes . Inflation is going to stay here for few more months

I exited 60% of stocks.. it's not panic. One has to be prudent. It is fine with experienced members but small time investors have to be very careful as the nifty expected to touch 14000.
Warren Buffett says it's not a wise strategy to buy on dips always. Not to do bottom fishing because nobody knows what is bottom. More importantly becareful about the games by brokers.

Ongoing bear market panic hammering likely to run till september and nifty may test 13750 too seems .....

@KdForIPO, Aether valuation is on higher side, it has to give good result to support its cmp. Or we may see downfall as marker is in corrective mode. So I guess Dr. Vara did good to book partial profit.