BS Transcomm Ltd IPO Message Board (Page 17)

whats every one view on ramky infra? isnt it a long term portfolio stock?

Srini,
Don't worry you will soon land a Job.These things do happen be positive.

Dear sreedhar/sj/gem n other friends

So shud we apply in BS Transcoom as said by sreedhar n gem? atleast the registrar is karvy so that means co is not stingy n has gone in for quality registrar.how has been the JM financila performance as egistrar?

I hv more confidence in Edelweiss performance as lead manager so more conidence in CEBBCO .Remember Mandhana,MIC n forthcoming good ipos like virgo engineers.ALSO GOOD QUALITY ANCHOR INVESTORS HV INVESTED IN CEBBCO.
views invited from everyone

Srini,
Disappointing that you did not get any allotment but it was bound to happen becos you were taking chance applying for Careerpoint.Also Eros U are extremely unfortunate missing by 2 lots confirmed allotment.I once applied in ARSS & it was subscribed by 20 times all 3 applications that did not get allotment were mine.Thats Why I had advised you to gor for full application.Tirupati Inks also I had advised you to go for full application so that you can benefit double by using the refund for other Issue as well but you went for 1 lot only,I gained 2.3K per application in Tirupati.So much waste of money.If you have confidence in me please do as advised by me as it will give you maximum benefit & no loss becos I apply in IPOs only when there is almost zero percent chance of loss .

HIII
CAN ANYBODY TELL ME WHAT IS THE PROCEDURE FOR APPLIED IN IPO THROUGH ASBA??

SRINI
YOUR RAVI BANGALORE WILL HELP YOU IN GIVING SHARE OF EROS AND CAREER

hitendra


EROSE SHOULD TRADE AROUND 220-230 ON LISTING DAY AND GRADUALLY MOVE TO 250+ IN FEW DAYS.

CP WILL BE A BLASTER FOR 450-500, DONT BUY THIS CO ON LISTING DAY FOR INVESTMENT , CAN BE BOUGHT FOR TRADING ONLY , NOTHING LEFT @ 450-60.

MICROSEC MAY SEE 135-45-150, AGAIN NO BUYING FOR INVESTMENT.

I FULLY AGREE WITH SJ AND SREEDHAR ABOUT LEAVING THIS SITE IN CASE PROPER ADMINISTRATION IS DONE ESP WRT ANONYMOUS POSTERS. THERE ARE SO MANY OTHER BLOGS FOR IPO . I THINK theindianstocks.com is the best which I used to visit earlier ,(NOT NOW) for seeing the Posts from GOOD BROTHER. I DO NOT KNOW WHERE GB IS NOW.

SO TIS OR MC IS A BETTER OPTION IF WE HAVE TO LEAVE THIS SITE, SITING POOR ADMINISTRATION. IN MC WE HAVE AN OPTION TO FILTER BY THE NAME OF THE BLOGGER. FOR EG IF I WANT TO SEE THE MESSAGES FROM ONLY GEM , I CAN FILTER AND GET ONLY THOSE POSTS.

ANYWAY LETS HOPE SOME THING WILL BE DONE SOON

REGARDS

Just checked with my corpbank ASBA No. No allotment, what the hell with this registrar, applied for full 320 shares and no allotment, applied for 400 shares in Eros, no allotment. Let them go to hell.

how many applications can a retail investor put for an ipo at cut off price using one dp only. i m anew investor. kindly enlighten me.
nisha

Dear Sreedhar,

Corpbank ASBA still showing as processed, no update, how to check ASBA application No.

BEST EXAMPLE OF MANIPULATED SHARE IS
AAKRUTI HOLDINGS LTD.

NO OF SHARES TRANSACTED PER DAY IS : 1
50 WEEKS LOW = 3.06
CURRENT = 469

NOTE : DO NOT DARE TO INVEST IN THIS STOCK

Dear Boarders

Since today is Holiday and I am lying at home

My Magazine wala just came and gave me Latest DALAL STREET ISSUE FOR 10TH OCTOBER 2010

They have given their rating on some IPOS THAT CLOSED LAST WEEK

Although I am not saying that i fully agree with them and I always do my own analysis here are there recommendations

As i thought this will be another good piece of Information for you people who have applied to these IPOs

I am just giving gist of it and trying to tell you my view on that:

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1) CANTABILL RETAIL :

DALAL STREET: AVOID , RISK FACTORS A CONCERN


They are comparing it with valuations of Koutons and highlighting risk factors

But Koutons is on verge of bankruptcy and hence it is not ideal to compare Koutons current valuations with Cantabill.

I have applied 3 full applications in CANTA WHERE MY TARGET WAS I SAID 235 not on listing day but later. Keeping also risk factors in mind.



2) ASHOKA BUILDCON:

DALAL STREET: AVOID : NOT EXCITING ENOUGH


I agree with them as i said Avoid Ashoka before



3) TECPRO SYSTEMS:

DALAL STREET: AVOID SIGHTING VALUATIONS


But i do not agree growth rate is phenomenal. It is 50% PLUS CAGR LAST FEW YEARS



4) BEDMUTHA INDUSTRIES :

DALAL STREET : AVOID; STRECHED VALUATIONS

I agree as they also said its comparable peer Rajratan Global WIre is trading at 4.7 times PE. Although its growth rate is good. Still IPO PRICE giving 4 times the value of its PEER . SO AS I SAID IT IS AVOID

ALTHOUGH LIKE TIRUPATI IT MAY FIRST OPEN 30% UP ONLY TO GET DISCOUNTED BY EVENING BELOW ISSUE PRICE. SO RETAIL INVESTORS LIKE YOU MAY GET TRAPPED.

HENCE I ALSO SAID AVOID. I MAY TRADE IT LIKE TIRUPATI. BUY OR SELL I WILL DECIDE ON LISTING DAY



5) VA TECH WABAG

DALAL STREET: BUY


THis ones a NO BRAINER. I HAVE APPLIED 40 LAKHS PERSONALLY. DONT ASK ME HOW I DID THAT..LOLLL

THEY SAY:

"With rising opportunities in water segement VA TECH WABAG IS IN ENVIABLE POSITION OF FURTHER IMPROVING ORDER BOOK FROM CURRENT 2779.60 CRORES AS OF JULY 31 2010.

Although valuations are 25-26 times there excellent execution abilities leadership brand name global presence it is a good bet from long term perspective.

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Please bear in mind these are just my views and info of Dlal street. I would advice you to buy latest october dalal street yourself and see there analysis if you invested in any of these IPOs. I am in no way promoting Dalal street here coz i am a regular reader just as other magazines like Capital Market Fortune and Gerald Celente Trends Journal.

Regards

And best of luck to people who invested in any of these companies

You may not find me after 9 days on this blog

But you can always do research

Thats my point

Dear Natarajan & Srini,
How many allotments you have received for career point??

Dear Natarjan,
BS Transcomm looks like a good bet.Its expecting a revenue of 700 Cr as compared to 500 & At far higher EBITDA margins of 18 percent compared to single digit margins in previous years.So at an estimated EPS of 26 for FY11 & with price of 250 It is attractive compared to Sujana Towers.

Dear SJ,
I am K.K. Natarajan only. How I was enjoying all these days feeling like a youngster! Allow me to have the same feeling calling me as KK and not as KKji. See what Sreedhar is doing following my request to him.

Koutons Ret Ind ltd is dead now!

expected price range -250-260

lol

kkji ok....not kk sir...

Shreedhar yesterday told me...that you are quite senior to us as far as age and experience goes....

Thats why i write sir

sorry i will right ji instead of sir

as i address saharanpuri as saharanpurji ...he also is 10 years elder to me......and more experienced.....

Regards

sj posting from mobile

Dear Natarajan,
Enam is only one of the 4 book managers among the others is Kotak which is OK.So lets see.If this oberoi realty had come 1 week back we could have made lot of money as Real estate stocks are in a tearaway rally.