InterGlobe Aviation Ltd IPO Message Board (Page 1)

Boeing shares drop 11%
Will it impact indigo tomorrow ?

List of Companies in Auto Ancillary Sector
Which have PE > Precision Camshaft:

Motherson Sumi
Shanthi Gears
Bosch
Sona Koyo Steer.
Sundaram Clayton
Minda Corp
Timken India
Wheels India
Fag Bearings
Suprajit Engg.
Automotive Axles
ANG Inds
SKF India
Lumax Auto Tech.
Amara Raja Batt.
Harita Seating
Subros
Shivam Autotech
Jamna Auto Inds.
NRB Bearings
Autolite (I)
JBM Auto
Hi-Tech Gears
India Motor Part
India Nipp.Elec.
Menon Bearings
Minda Inds.
Rane (Madras)
Fiem Inds.

Eagleye please provide latest gmp of monday

Indigo VS Spicejet

What is Bothering Indigo?
Stock extends decline to 4th Day
Airbus Delay wipes $1.2 bn market cap
Leasing old planes will raise Indigo’s expenses
Pressure on ticket prices & INR depreciation to offlower oil price gains
Brokerages like Citi and Kotak cut TP on the stock by 8-10%

What is Boosting Spicejet ?
Reports a profit vs a loss in the previous qtr
Lower costs and operating expenses aide margins
Reduction in capacity has helped the co

Indigo vs Spicejet : Stock performance (YTD)
Indigo down 25%
Spicejet up 2.3%

Indigo vs Spicejet : ANR
Indigo 12 M TP Rs 1127.88/share
Spicejet 12 M TP Rs 83/share

Market Share
Indigo mkt share at 35.6 in dec from 36.4 in Jan
Spicejet market share at 12.7 in dc vs 9.4 in Jan

Passenger Factor (%)
Indigo PLF increases to 88.5 in Dec from 85.2 in Jan (up 4%)
Spicejet PLF increases to 92.1 in Dec from 80 in Jan (up 15)

PE for Q3FY16
Indigo: PE at 49.37
Spicejet: PE at 23.2

i have both the stock in my portfolio and bullish on both however i have sold 60% my holding in indigo after seeing 60% increase in value however spice jet has seen more return still holding and also one jet air and other few air line related companies given crude oil play

MINT PAPER NEWS
PAGE 1

Will Indigo hit lower circuit today ?

Kotak Initiate on InterGlobe Aviation - Flying high. 

*We expect India’s domestic air-travel demand to proliferate in FY2015-18E(expect 19% CAGR) on account of (1) narrowing gap between rail and air fares and (2) expected pick-up in economic activity.

*IndiGo will be the prime beneficiary of this trend given (1) its dominant position in the space and (2) lack of capacity with its peers.

*Strong PAT CAGR of 41% in FY2015-18E should enable high FCF generation and dividend payout and attract premium valuations for the company.

*We initiate coverage with a BUY rating and TP of Rs1,420, based on 15X September 2017E EPS.

Allotment Of IPO can be checked after five years.What is max time period for this.
Regards
Parmanand Jethani

Hi all,

I''m new here, even in IPOs also. I was reading red herring prospectus of NHL.
As per page 18, there are 10 criminal cases against company/subsidiaries, 1 against promoters, 8 against directors, many other legal cases are there in which NHL is involved. Amount involves ~43 cr ( excludes cost and interest claimed). As per risk factor section, there are many risk factors involved. Also in FY15 consolidated financials of NHL are not good, even suffered losses in FY15.

As per my understanding this can''t be good investment.

(All this information is from red herring prospectus)

Bhav Bhagwaan !

Alchem gmp 142 145 please update? ??

@Septa: Correct me if i am wrong..

Indigo had profit of 640 Crs in Q1. Considering just 5% of growth in net profit each quarter the total profit comes 2757 Crs for the whole year FY16.

1) Fuel prices are low and will remain low there should not be any instability
2) This is the fastest growing business in India currently

Now considering all above scenarios, what should be the PE of INDIGO

~ 20 = 2757*20 = 55140
~ 25 = 2757*25 = 68925
~ 30 = 2757*25 = 82710

* Now the best part, the company is aslight, lots of profit should flow down as dividend.

MC of 55140 is little bit rich IMO then market is irrational i have start selling sold 30% at average Rs1125 still hold 1500 share next kick would be quarterly result

Dear Septa,

I congratulate you on your comment which you posted few day ago of indigo listing as

"just a analysis based on JEJU aviation listing where market has given a premium of 60%....
JEJU this company is loss making company however this year bcoz of crude price will make a profit of 221 crs and MC of 1.14 Indigo in number plane is 5 times big then JEJU in number of flights a day it 6 time big and on profit front it is 13.5 times big...... now let see what valuation we get anything over 6 billion.... if we get 60% premium as JEJU got the share price will be RS 1275....."

You are really genius, although I have not applied for indigo but I like your observations and comments on this websites.

thanks,

Chandravadan Jani.

Yes, Mr Jani, I also agree with you. I followed him and got the profit. Thanks Septa.. Regards

Thank u and happy investing.

Health care global- HCG is coming IPO. It is good as far as i know

Please tell me about New iipo date

I applied for 3 lot @ 765 and money was deduct from my account but there was no shares allotted to me and I just want to know when will I get my money back?

Pl, advice how to get the shares that what I bid?

B. Srinivasan,

First of all check the IPO allotment status and see what''s the status you see.
Tell me the result, will try to help you..

Presently, I don''t find much comment from our experts.
Probably, Indigo''s performance has stunned most of our friends.
Anyway, it is a good platform to have positive attitude to make profit for all our friends. Thanks. Any New IPO in near future.

INDIGO is getting in FTSE indices from 18-Nov-15. Details below:

http://www.ftse.com/products/index-notices/home/getnotice/?id=1359691

That was only for information. Only things which can impact the stock price of Indigo are Greed, Fear & Liquidity. Cheers !!

Thanks a lot irrational, I would add your three points very first for each trading. Regards,

INDIGO is at Rs1003.is it still a good price to enter?

1105 today plz wite
....& shk 255.....
Lund piki

Wtf is happening with Indigo. It''s just not stopping...

FTSE inclusion boosts IndiGo stock today this big positive given that now FII MF need to have indigo in it portfolio as a index based fund.... my second target price is 1075 which i though would come in 3 to 6 months which came close today.... will book some more profit waiting for alike hope it is priced right and leave a lot for RII

INDIGO....975....CURRENTLY

Sold all holding at 962

Indigo soon 1200 this month
Stay invested

ndigo mr pahale to bolte the discount me jayega abhi Q gumte ho ???