Aether Industries Limited IPO Message Board (Page 3)

@Jethalal,
Its distressing to note that Rainbow and Campus are falling like other stocks inspite of the results being ok in line with expectations. I am holding them with hope & belief of uptick after sometime.
Your views are solicited on the above.

Thanks everyone for responding

Rainbow result was NOT in line. The IPO price was highy priced, considering they knew that 4th quarter is impacted (some onetime payment, COVID, less immunization etc). As per promoter, next quarter will also not be good. So only expection of it going north is broad based bull market (otherwise don't expect any miracle in near term).
(PS:- I have one lot for long. I will exit if it recovers some loss or I need money (first priority stock for exit. holding till then)).
(Don't exit/ hold on others saying, take your decision as per your risk).

When market is in deep red and fear everywhere then ETF(NiftyBees, Juniorbees, Bankbees) are best options to grab in staggered way.

Government has stopped new investment for mutual funds in international markets. So no new unite are being created in these ETFs and tracking error is so wide for the same reason,that you will not get ETF unit at the actual price of underlying share price.
I am continuing my SIP in US and China+ MF but not getting any new funds (including ETF) on lumpsum basis currently.

Dear Jetha lal ji,
Market continues fall.
Please suggest some Good companies which you feel reward in long term say 2 years and business module is Good Buying in staggered manner advice🙏.
Please suggest which is very helpful me like small investor.
Thanks

@aniketiaf
Sir where r u lost?

Oh no. Why but. Any other way to contact him

Forum has become very silent with hardly any messages being posted.
@Jetha Lal ji, please guide on campus. It is falling even after splendid results. 🙏🙏

Pls hold, we may some short term turbulence in markets post fed rate hike today

all eyes are on Fed rate hike and commentary outcome

markets are not able to hold gains

I noticed in aether, on daily candle chart it has long upper wicks, so its getting rejected at upper levels. Whenever it crosses 800 , it doenst sustain there and closes well below. So a strong supply is there seems.

Tuesday will be more dhamaal Than Monday.

it is not dhamal, deadcat bounce :-)

Fed may hike 100 basis points i.e 1 percent, it may tumble down markets

kuch bhi....Most probably Fed will increase rates by 0.5% with slim chance of 0.75% but Fed commentary (Rate hike trajectory and peaking of inflation) is key.

50 basis points is part of their trajectory.
one section is anticipating 75%, another section is anticipating most aggressive 100 basis points. you need to refer US based wall street journal for any local rumouors in the street. Central Bankers will not think the way you or me think. for them more important is to curb the inflation. whether they strike any balance growth vs inflation is paramount. developed markets inflation in high single digit is ridiculous. let us wait for Fed decision and their commentary,
if market gets corrected , it is an opportunity for long term investors
Today's deadcat bounce is just a relief .

@Jetha Lal ji.
Since lock-in period of Anchor investors is ending today and huge quantity of LIC shares will become free float, how much downside is expected today in LIC shares?
I have already sold 3 lots and holding 1 lot only. Is there any chance of base formation or should I sell this lot also?
🙏🙏

@Jetha Lal ji,
Thank you very much for your detailed analysis of future course in LIC and very direct & sincere suggestion. I found it worth following. So, I have sold last lot also. I have jumped from elephant and sustained some injuries but atleast I can live peacefully now.
🙏🙏🙏

I think lic is good for long term like 10 years minimum

off ipo post-- Did anyone receive varun beverages bonus share to those who are holding.

PARADEEP PHOSPHATES : CO. May on 02, 2022 had intimated about the shut down the Ammonia and Urea Plants for annual maintenance w.e.f. May 01, 2022.

Co. informs that, the operations of Ammonia and Urea Plants of the Company at Goa, have resumed operations after the annual maintenance activities.

Amazing 🤩
Aether's promoters, SBI MF and Mine confidence look similar in this company 😂
Promoters have 87% stake and now SBI MFs have cornered more than 5%. White Oak, IIFL and Ashoka fund too have pre-ipo allocation (minimum lock-in for 6 months).

When most of stakes of a good company are cornered by big players then supply chokes and if any positive development happens in such company then stock fly like rocket. It's very unlikely that this company will fall post anchor's share supply and most anchor investors won't supply because 35% of Anchor investors are Pre-Ipo allottee (SBI MF, Ashoka India, IIFL) and they must have taken stake for long term growth of the company.

SBI bought in Pre-Ipo placement then again in Anchor book(SBI MF holds 19% of Anchor allocation) and now bought in open market too. Ashoka india is also Pre-Ipo allottee and it holds 10.82% of Anchor book too. The same with IIFL it also holds both Pre-Ipo allocation and Anchor allocation too(5.2% of anchor book). Some other marquee anchor investors are Goldman Sachs and Nomura(10.46% each of Anchor book).

Perfect supply choke has been created.

SBI Mutual Fund acquired additional 3.23 lakh equity shares in the company via open market transactions. With this, its shareholding in the company stands increased to 5.1775 percent, up from 4.9180 percent earlier.

US Markets down 2-4%

Next US Fed meet is scheduled on 14-15 June 2022.
May US inflation was above estimates and highest in last 40 years.
Aggressive rate hike of 50-75 Basis points (0.5-0.75%) expected in next rate hike to curb wild inflation and market is discounting this rate hike.

Avoid premium valuation stocks, IT sector and go with quality Stocks with clean balance sheet and ETFs on major fall like today. Go staggered way.

Looks like major support of 15,700 will be broken and market will test 15,000 level this time.

@Shreyas Mabian Ji
1. Glenmark Life Sciences: 40% revenue comes from parent Glenmark i.e too much dependence on parent company. Margin is also depleting from last 4 quarters. Glenmark group is not said to be investor friendly and shocking no MF participated in its IPO( I don't know why) and currently too no institution demand in this stock. Business is good but they can't stand on its own and grab customers in market.
After seeing no institution demand and continuous downfall, I put it off my radar.

2. Aptus value housing: This is south based mostly focused in housing finance and loan against property. It focuses salaried employees and self employed and in small ticket loans mostly focused in affordable housing. M Anandan has founded this company and had glorious experience at Murugappa group(cholamandalam) of around 32 years. This company has industry best NIM, ROA, ROCE, ROE and NPAs are also under control.
Solid institution backing like Westbridge (34.5% stake) and marquee investors like Malabar funds(7.65% stake and Malabar has solid history of picking multibagger), MFs have not decreased stake in this company since listing and most importantly retailers have around mere 2% stake.
Valuation wise this company was bit expensive but after recent correction it has become reasonable and whole financial stocks are under pressure so industry discount too.
Whenever major fall came in this company like this time then delivery % goes above 70% and it is happening this time too. Last two weeks delivery % is 81% & 72%. Volume doesn't suggest any major institution share exchange. This Stocks rise rapidly like it falls.
Rate hike may impact its NIM so this may be reason it may be falling.
Will wait for June qtr result and management commentary thereupon and then I will take decision whether to add more or keep holding constant.
I like both HomeFirst and Aptus in this segment.

Thank you 🙏

Thank you so much Sir....I'm really impressed with the way you analyse a stock and it's business ....You are a true Diva.....Keep rocking 😄

Keystone Realtors, Rustomjee Group’s company, has filed a draft red herring prospectus with capital market regulator SEBI to raise Rs 850 crore through an initial public offering (IPO). The issue consists of fresh issue of equity shares aggregating up to Rs 700 crore and an offer-for-sale (OFS) worth Rs 150 crore by promoters. The OFS comprises sale of equity shares worth up to Rs 75 crore by Boman Rustom Irani and stocks to the tune of Rs 37.5 crore each by Percy Sorabji Chowdhry and Chandresh Dinesh Mehta.

Integrated Logistics Firm "JM BAXI'' plans to file initial 2500 cr ipo this month. Listing in 2022

THE MOST RELIABLE
List of Mainboard IPOs IN THE PIPELINE
(Status as on 13th June 2022)

A) DRHP Filed – SEBI Approval *Overdue*: DRHP filed >75 Days ago

1) Lava International >>> DRHP filing date 28-Sep-21
2) BVG India >>> DRHP filing date 30-Sep-21
3) Oravel Stays >>> DRHP filing date 30-Sep-21
4) Droom Technology >>> DRHP filing date 12-Nov-21
5) Snapdeal >>> DRHP filing date 27-Dec-21
6) Protean eGov Technologies >>> DRHP filing date 27-Dec-21
7) India Exposition Mart >>> DRHP filing date 08-Mar-22
8) EbixCash >>> DRHP filing date 10-Mar-22
9) Navi Technologies >>> DRHP filing date 14-Mar-22
10) Corrtech International >>> DRHP filing date 17-Mar-22
11) Mukka Proteins >>> DRHP filing date 21-Mar-22
12) PKH Ventures >>> DRHP filing date 24-Mar-22
13) Vikram Solar >>> DRHP filing date 24-Mar-22
14) Gujarat Polysol Chemicals >>> DRHP filing date 25-Mar-22
15) HMA Agro Industries >>> DRHP filing date 28-Mar-22
16) Yatra Online >>> DRHP filing date 28-Mar-22
17) Joyalukkas India >>> DRHP filing date 28-Mar-22
18) Hemani Industries >>> DRHP filing date 29-Mar-22
19) Yatharth Hospital & Trauma Care Services >>> DRHP filing date 01-Apr-22
20) KFin Technologies >>> DRHP filing date 01-Apr-22

B) DRHP Filed – SEBI Approval *Awaited*: DRHP filed <75 Days ago

21) DCX Systems >>> DRHP filing date 05-Apr-22
22) Gold Plus Glass Industry >>> DRHP filing date 11-Apr-22
23) BIBA Fashion >>> DRHP filing date 12-Apr-22
24) Prasol Chemicals >>> DRHP filing date 13-Apr-22
25) Kaynes Technology India >>> DRHP filing date 18-Apr-22
26) Senco Gold >>> DRHP filing date 18-Apr-22
27) Sah Polymers >>> DRHP filing date 22-Apr-22
28) Uniparts India >>> DRHP filing date 26-Apr-22
29) Plaza Wires >>> DRHP filing date 05-May-22
30) Pristine Logistics and Infraprojects >>> DRHP filing date 11-May-22
31) FirstMeridian Business Services >>> DRHP filing date 12-May-22
32) PayMate India >>> DRHP filing date 30-May-22

C) SEBI Approval *Received (<3 months)*:

1) Bharat FIH >>> SEBI Approval 10-Jun-22
2) Tamilnad Mercantile Bank >>> SEBI Approval 30-May-22
3) Cogent E-Services >>> SEBI Approval 23-May-22
4) Macleods Pharmaceuticals >>> SEBI Approval 20-May-22
5) TBO TEK >>> SEBI Approval 19-May-22
6) Suraj Estate Developers >>> SEBI Approval 17-May-22
7) Fedbank Financial Services >>> SEBI Approval 13-May-22
8) Archean Chemical Industries >>> SEBI Approval 12-May-22
9) Dreamfolks Services >>> SEBI Approval 09-May-22
10) Aadhar Housing Finance >>> SEBI Approval 05-May-22
11) Kids Clinic India >>> SEBI Approval 04-May-22
12) Bikaji Foods International >>> SEBI Approval 04-May-22
13) TVS Supply Chain Solutions >>> SEBI Approval 04-May-22
14) Landmark Cars >>> SEBI Approval 02-May-22
15) Imagine Marketing >>> SEBI Approval 30-Apr-22
16) Harsha Engineers International >>> SEBI Approval 30-Apr-22
17) FabIndia >>> SEBI Approval 30-Apr-22
18) Capillary Technologies India >>> SEBI Approval 30-Apr-22
19) Sanathan Textiles >>> SEBI Approval 30-Apr-22
20) Asianet Satellite Communications >>> SEBI Approval 30-Apr-22
21) Syrma SGS Technology >>> SEBI Approval 30-Apr-22
22) Dharmaj Crop Guard >>> SEBI Approval 29-Mar-22
23) Maini Precision Products >>> SEBI Approval 17-Mar-22
24) Sresta Natural Bioproducts >>> SEBI Approval 15-Mar-22

D) SEBI Approval *Received (<6 months ago)*:

25) Hexagon Nutrition >>> SEBI Approval 04-Mar-22
26) Elin Electronics >>> SEBI Approval 23-Feb-22
27) JK Files & Engineering >>> SEBI Approval 23-Feb-22
28) API Holdings >>> SEBI Approval 17-Feb-22
29) Wellness Forever Medicare >>> SEBI Approval 16-Feb-22
30) CMR Green Technologies >>> SEBI Approval 16-Feb-22
31) Capital Small Finance Bank >>> SEBI Approval 08-Feb-22
32) Jesons Industries >>> SEBI Approval 08-Feb-22
33) Radiant Cash Management Services >>> SEBI Approval 10-Jan-22
34) Five-Star Business Finance >>> SEBI Approval 07-Jan-22
35) Waaree Energies >>> SEBI Approval 03-Jan-22
36) GPT Healthcare >>> SEBI Approval 29-Dec-21
37) Veeda Clinical Research >>> SEBI Approval 21-Dec-21
38) Global Health >>> SEBI Approval 21-Dec-21
39) Sahajanand Medical Technologies >>> SEBI Approval 17-Dec-21
40) Le Travenues Technology >>> SEBI Approval 16-Dec-21
41) Keventer Agro >>> SEBI Approval 16-Dec-21
42) Emcure Pharmaceuticals >>> SEBI Approval 08-Dec-21
43) ESDS Software Solutions >>> SEBI Approval 03-Dec-21
44) Sterlite Power Transmissions >>> SEBI Approval 02-Dec-21

E) SEBI Approval *Received (>6 months ago)*:

45) Godavari Biorefineries >>> SEBI Approval 26-Nov-21
46) VLCC Health Care >>> SEBI Approval 25-Nov-21
47) Healthium Meditech >>> SEBI Approval 24-Nov-21
48) India1 Payments >>> SEBI Approval 24-Nov-21
49) Gemini Edibles & Fats India >>> SEBI Approval 23-Nov-21
50) Electronics Mart India >>> SEBI Approval 22-Nov-21
51) Puranik Builders >>> SEBI Approval 18-Nov-21
52) Tracxn Technologies >>> SEBI Approval 17-Nov-21
53) Fusion Micro Finance >>> SEBI Approval 16-Nov-21
54) Inspira Enterprises India >>> SEBI Approval 01-Nov-21
55) ESAF Small Finance Bank >>> SEBI Approval 20-Oct-21
56) Penna Cement Industries >>> SEBI Approval 14-Oct-21
57) Skanray Technologies >>> SEBI Approval 08-Oct-21
58) One Mobikwik Systems >>> SEBI Approval 07-Oct-21
59) Popular Vehicles and Services >>> SEBI Approval 29-Sept-21
60) Northern Arc Capital >>> SEBI Approval 03-Sept-21
61) Chemspec Chemicals >>> SEBI Approval 30-Aug-21
62) Shri Bajrang Power and Ispat >>> SEBI Approval 26-Aug-21
63) Go Airlines (India) >>> SEBI Approval 26-Aug-21
64) Fincare Small Finance Bank >>> SEBI Approval 28-July-21
65) Jana Small Finance Bank >>> SEBI Approval 09-July-21
66) Medi Assist Healthcare Services >>> SEBI Approval 22-June-21

F) SEBI Approval *Received (>12 months ago)*:

67) Utkarsh Small Finance Bank >>> SEBI Approval 03-June-21
68) Arohan Financial Services >>> SEBI Approval 23-Apr-21
69) Seven Islands Shipping >>> SEBI Approval 22-Mar-21

' XIAOMI AND NOKIA' device maker Bharat FIH receives sebi's approval for 5000cr IPO.