CMS Info Systems Limited IPO Message Board (Page 12)

Latent view is at 500 ... overvalued or a buying opportunity

I am adding slowly at current levels. Below 500 for the latent view is awesome. however overall market conditions, corona conditions have the capacity to surprise on the downside. So take that into account before making an investment decision.

Some influencers activated on this thread too.
Definately time to be alert.

Missing old legends. this forum became tiktok from quora.Old mentors were selfless advisers. fingers crossed..

Declaimers
Dont take it personal.Some angels are still available on forum. I respect each and every member on forum who has not his/her own propoganda and helping forum..

Thank you..

IPO hangover now over....after seen mapmyindia zigzag towards down side ....Don''t subscribe without proper justify valuation.... most companies only shown last 2 years data that was maintained by company because of planned OFS.... Don''t subscribe till good company with proper valuation.....don''t rely on GMP.....to be safe...

216 looking attractive valuation.
The promoter would still maintain a controlling stake of over 65% in the company post this IPO. While there is nothing overly exciting about the company, it has proven to be a big player in a somewhat risky business. Its sustained growth and operational performance over the years along with good dividend payouts also make for a strong case to invest in it for mid to long term gains.
Little bit doubt ful but one can...

Hoping GMP will increase after market performs

Why is there such a variance in financial ratios of listed peer SIS Ltd among reviewers. While Dilip is quoting 60 PE & 8 PB for SIS , Capital market has given them as 18.5 & 3.5 respectively. The same dichotomy is there among different tickers too.
All experts kindly explain.

Best Time to book listing gains? Listing Day or wait for 2-3 days ?

Gmp 30

GMP may increase after market stabilize in a week

Most of the branches of public sector banks have taken their hands off cash management..as cash is risky. I cannot point the specific bank for privacy reasons but mostly all big branches of SIBs have given up cash management of their ATMs. And so far so good. Service manager or accountants no more have the responsibility of carrying loads of money with ill kept security to remotest of the branches at odd times. Still there are miles to go. I see banks giving up cash management completely. There would be Cash Points like we have in US and Europe where ppl would be able to withdraw cash irrespective of the card they hold. Why I am saying so? Because for ALL SIBs, cash transactions is the biggest portion of headaches and important part of their operating costs. Relevant names in cash management are going to be benefitted when RBI would tender out for a new category in payment systems..cash points.

Anchor list good. Total 12 allottee inwhich 3 Indian MF. and 9 abroad .

@ VSP Sir

This company appears to be good for all intend and purposes.
If you can find out time in the week end to give a brief review for our understanding.
Thanks

Greetings @AsokeSarkar! We would certainly try and share our synopsis once we have gone through the RHP, the financials, and conducted our secondary research on the current business landscape. We are hoping to put this out latest by EOD tomorrow hoping it would help prospective investors in making a well informed decision. Best Wishes & Happy Investing!

Secondary market is discounted, may be cool off primary would be better

Better to wait till Friday to decide whether to accept mandate or not.

Better to wait and watch 4 more listings before accepting mandate to know the market mood irrespective of evaluating any anchor investors.

seeen many time CMS cash van to deposit money in ATM.....

Thanks for inside information of company...

Just kidding bro

IPO opens in couple of days still no news of GMP.
.
Nearest peer SIS is languishing below it''s ipo price since 2017.
.

@vmaru
SIS is not right peer group

AGS transact technologies is the right peer if u want to compare.

Out of the IPOs that have come this year, it is worthy of keeping in my long-term portfolio after GLS.

I guess you are conservative kind of investor.
Many gem IPOs came and we''re much better than GLS.
GLS is complete disaster.

For GLS, even I am thinking that in long term it may give good returns as it is generating profit and not a loss making company.

I work at a bank and we use CMS''s Services.

@Anandi, would you be able to elaborate more as you are using the services on how is their service and any other information if you have

Pandemic can potentially alter the growth trajectory of many companies. This company is also not isolated from the impact. Contagious nature of Covid virus has forced more and more people to depend on cashless transaction which is evident from stagnant or decreasing revenue. FY2021 saw the decrease in revenue in despite significant re-opening in early FY2022, the revenue in FY2022 so far is stagnant. Profitability of the company has improved but the efficiency gained during pandemic cannot continue to help the company forever when revenues from operations are not improving.

Believe that pure OFS is the sign that business future is un-certain and promoters are looking for partial exit when the markets are still ready to give them very good valuations.

Having said that we may still decide to speculate in short term based on our own risk taking capability and also based on overall demand in IPO but I will not enter this stock for long term at this stage. Some listing gains cannot be ruled out.

@Arunarun sir

Profit figure has inadvertently been shown as 1/10 th of the actual figure.

Yes, it looks good.

@Asoke Sarkar
You are right. I mistook millions for Lakhs

GMP 45