InterGlobe Aviation Ltd IPO Message Board (Page 14)

Indigo is one of the fastest growing airlines in the world ranked 3rd in overall airlines.

Hi,
Stay away from investing in aviation companies.. All the air companies have negative networth (possibility of going bankrupcy) is very high.. Since the crude prices reduced from $150 to $45 they are able to report profit.. If crude prices goes up every air company follows path of KFA.. Stay away from investing in aviation imdustries

Add Singapore Airlines

Yes, Singapore Airlines is another impeccable airline and our Air India buys the Aircraft rejected by them. :P

I am not saying that this will be a long term wealth creator but at least some gains will come. It was churning profit when curde was above $100 too. There are hardly any cancellation of flights and little delays. I prefer to pay a little more to book an Indigo over Spicejet or Air India.

Note: Yes, I do not like Aviation Sector due to the capital intensive nature of business.

I, somehow, have a gut feeling that it will still be subscribed multiple times for it''s impeccable record and might get a momentum for sometime like Just Dial had despite the negative networth and huge dividend stripping. I might not apply and pickup from secondary market as I can''t get as much as I want and applying in HNI category doesn''t make sense also.

The moment I saw voting turnout below 60% I thought BJP might be loosing but they panicked more by cancelling the rallies and removing posters etc. Let''s see how it goes with next two of the three phases at least.

Bihar Election result will coincide with Diwali and there will be momentum after diwali in my opinion.

Nc

Apply if BJP wins then its good
If looses than one can withdraw its application.

As allotment will not before 8th

Guys
Act smart people befooling us


Look at last fews ipos performance

Pnc infra 35%
Manpansand 33%
Pushkar 28%
Prabhat 22%
Sadhav 8%
Navkar 8%
Shemaroo 50%
Shardha 100%
Vrl 100%
Inox 50%
Syngene 50%
Powermech 4% (poor market conditions)


Well all people r cheating us

Loss in ipo
Adlabs loss making
Mep loss making




Only 2 ipo have given loss to investors
Ufo
Monte Carlo

Mc promoters where not investor friendly

So whats 9/10 gave return

Adlabs and mep was loss making s no way to apply

Come on guys analysis in front of u
Remember markets have corrected 5% still these stock maintaining levels


So take a step avoid these analysis and ratio

Look at two things

Solid promoters and good balance sheet


So indigo solid co. With returns

Sh kelkar good promoters good market share

Now my strategy
1 application of three lot 34000 in indigo
1 application of one lot 14400 in shk

Now guys to earn u have to take risk

Those who took risk in pushkar have been rewarded it was bad timing for these co.

Shk reasonable and Indigo has performaned well

Correct me if i m wrong


As far as power mech concerned its timings was bad but it gave many chance to exit at 660 levels

Come on guys take risk markets r out of hell 8000-8400 levels
Indigo will perform good for a quarter
Shk will be next pushkar in fmcg

Rest is ur decision
I just planned for u
As people like pinky fool us and make her fair chance of allotment

Thoda risk lenge tabhi paisa banega

Free me toh koi nahi deta

Investment of 50k
Can give returns good
Indigo 45 shares 45*30
Shk 80 shres 80*12

Gave u 2300 return in 1 months

And whereas loan interest will 500 for 1 month

As said by dilip ji shk is centering new segment can be multibagger stock

sorry, for joining late. Iam quite disappointed that my application to CCD was rerurned due to cheque was not of CTS format. Indigp airlines is a good co even it is low cost airline co, largely focussing on domestic regional part about 90% market share, which is revolutionary. Few year back most of indians can''t even think of going by flyt, indigo made it possible for indians to afford plane at the price of train, bus. Indigo gave an order of 530 new airctafts to AirBus. New aircrafts reduce 20% of fuel consumption which helps in significant upside in margin n profit. Don''t be surprise in near future if we find crowd of indigo flyts in sky more than busses on ground. I Don''t want to miss this flyt, let them be on ground who r avoiding this..

Why prabhat dairy is making new highs daily from 110 to 130 in less than a month(18% return)
Pushkar is 65 to 83 (27%) return in more than 1 month.
This shows that valuation, greedyness and our analysis has no role for short term.it is only supply and demand that plays a role.may be ccel and intergloble may list at premium though on analysis both r speculative profitable if they utilize thier ipo money on good growth.

I HAVE WITHDRAW MY COFFE DAY ENTERPRISE APPLICATION BY SENDING MAIL AND MY APPLICATION FOR WITHDRAWAL IS ACCEPTED AS PER THEIR MAIL
GOOD POINT TO DO THIS AS PER SEBI GUIDLINES
I WILL APPLY FOR INTERGLOBE AVIATION AND IF THE RETAIL IS LESS THAN 3 QIB LESS THAN 6 TIMES AND HNI LESS THAN 3 TIMES I WILL DECIDE TO WITHDRAW MY APPLICATION

Qib 5x
Nii 0.5x
Retailer 0.3x

QIB will be atleast 10x

Roadside Romeo
Good analysis

Are u applying in indigo
Whats your take on ccd

Well said
Even pulses@200

Good answer

I think we can look towards indigo
Atleast 2-3 application

Why worry f anyone s apply few days back u wanted to start do not apply indigo bandwagon without any fundamental analysis now since few member including me saying money can be made u now change colour apply.... I am not worried u changing from do not apply to apply without any fundamental analysis anyway keep contributing....this just an observation do not take it personal

I am only commenting on operations of Indigo. Haven''t studied valuations so far.
#1 Youngest fleet among all operators. This gives them best fuel efficiency and lowest maintainence cost. As long as they can maintain this advantage, their running cost will always be lowest in industry. In fact, Indigo''s operational cost per km flying distance is lesser than most successful airlines in the world.
#2 They now have largest market share in India domestic service. Therefore even if there is price war and teaser rates, Indigo will always be able to demand better pricing than others
#3 Their entire fleet is only Airbus 320 aircraft. Thus their entire crew is inter-changeable and spare parts etc dont have to be duplicated
#4 Since other airlines were struggling over last 8-10 years, Indigo has now captured best slots in all the major trunk routes like Mumbai-Delhi-Bangalore-Hyderabad airports. New airlines like Vistara will have problems to grow fast becathey will not be able to get prime time slots at these airports.
#5 Since they only have Airbus 320 planes, flying range is limited to 5-6 hours. Therefore they can only service limited international markets like Chennai-Singapore or Mumbai-Dubai type routes.
#6 Crude oil is always the biggest cost. There is no way to predict how this price will move in medium to long term. Since prices are at $50 today, every airline in the world has become very profitable. But there is no way to predict price in long term.
#7 Indigo''s main competition like Jet, Spice, Air India all have very bad balance sheets and bad management track record. This gives more bargaining power to Indigo when they place orders for new planes. Boeing and Airbus will not take large orders from airlines who don''t have financial muscle. Indigo''s networth is negative mainly due to dividends. But cash flows are very strong, so they can build back networth in 2-3 quarters.

Mr Dilip Davda is correct. airline stocks never reward long term investors, it paid dividend to company which itself shows they are greedy , third for some reason before ipo they are iving some news to subscribe it through fourth its a large issue of 3000 cr+. wil not find buyers on listing day. better to buy recently listed stocks like syngene international, vrl logistics, shemaroo entertainment . they will reward all investors and are in good space of pharma,logistics and entertainment industry

Must apply ipo

Indigo


Sh keklar bogus issue

Expensive

Domestic air traffic grows by 14% in Sept

i have been reading red herring and what i read i actual like this IPO...last quarter profit is close to 600 crs however first quarter is always better so even if discount by 30% i see profits at 1800 cr to 2000 crs so this put an valuation of 12 to 14 PE yes normally airline PE is around 6 -8 PE then again it is market leader in a country aviation is still in its infant stage so big upside in future

actual last quarter did see increase in bottom line big time but quarter to quarter toppling has marginally decrease not sure why may be more competition from spice jet and other tata airline
The promoters have been little greedy and given itself a big divided which IMO is something that you know is not very good before IPO, but still do becayou promoters know they can do it and still the issue will be laped by FII and DII.

SO i am going to apply for this IPO 7 application one lot each i know this his risk but if the airline does show good number next quarter it will handsome reward the it investor

More to add

Co. Recently added night flights btw metros reasonable fair almost around railways fare thats going to increase share and add more middle class people

With new segment joining airs will boost bottomline
Also with railways waiting people will prefer air with low fares running at night


Also co. Now allowed to operate in china japan korea maldives mauritius srilanka dubai muscat abu dhabi behrain etc international destination will allow growth
Co. Even planning to fly Europe


Also vistara and air asia til 2020 will be allowed to keep only 20 fleets so no competition
And growth for atleast 2 years

Great analysis but Why do keep changing Display name alias pulses@200 alias sairam alias M.gupta alias slikyjain alias nitish kumar alias rajesh tambe why this kolaveri

Retail investor should teach lesson to co like Indigo same way they did for CCD.

Earlier they planned to raise 2500 Cr.Now looking at buyoancy of market they have raised the price band & also reduced the no of share offered.Big oppotunistic people.Clear Avoid.

Some of my concerns about indigo ipo:
(1)Huge dividend payout to existing investors. Promoters wants to take everything home before becoming public limited. After listing they have more restrictions on dividend distribution.
(2)Existing investors are selling their stake through OFS (almost 2000 cr). OFS part is very huge than IPO (IPO 1200 cr and OFS 2000 cr). If company is good and paid very huge dividend then why existing investors are going out?

These actions are whistle blower for small investors.

Please stay away from this IPO.

That huge dividend stripping has sent a very negative signal. Otherwise Indigo is brand known for reliability, quality and profitability. The cost cutting measures are strict. I normally don''t like Airlines stock but I am still thinking about whether to apply or not for listing gains.

INDIGO - A BIG AVOOOIIIIDDDD..... DONT LOSE YOUR HARD EARNED MONEY>>>>>

Landkeshwar
It never decided its price at 418

Earlier, not more than a month back, it had decided to float the IPO at around Rs. 400. What has changed in this one month that it has increased the price to almost 2 folds.
They are a greedy bunch of loots who are trying to fool people by trying to juice in the opportunity. I am sure it will go the Prabhat Dairy way. They will surely have to reduce the price and extend the last date.