Parag Milk Foods Ltd IPO Message Board (Page 3)

L&T Infotech, which again refiled DRHP for proposed IPO to SEBI has now withdraws 1500 offer letter given to tech graduates.
If a company is such a irresponsible towards managing its HR and operational needs than how they can effectively manage their financial needs.
Wasted crores of rupees in conducting /managing recruitment process.

Today alkem shows a very predictable show. Opens at low by 50 rs. and quickly settles at last closing price.
U may expect this only in this market.
Still at prevailing price, this is available at 20 PE multiple. No other comparable Mid and large pharma company is available at this cheap valuation. Q4 operational results are quite impressive except 1 time tax write off.
I am surprised , why market is not rewarding alkem as like comparable peers.

Today again accumulated Alkem at 1205. Will not leave alkem unless it command 30+ PE multiple.

Hi, Can somebody please tell me about Chromatic India Ltd
is it good to by some share, one of my friend suggested me to by 1 lac share of it
52 week 2.65 - 6.20
Current 3.10
Mkt cap 220.24M
P/E 2.66
Div/yield - 0
EPS 1.16
Shares 71.05M

I have already bought 6000 shares

Rs.15,000 crore will flow into the milk business in India in the next two years.

The Rs 80,000 crore milk business ... The Indian dairy market is on a tear.
Amul is the big daddy, but dozens of new players want a slice of the cheese.

http://www.businesstoday.in/magazine/cover-story/indian-dairy-market-is-on-a-tear-due-to-new-players/story/232545.html

https://t.co/ahoNzxbB8b via @BT_India

3 ipo coming that in june month..

3 ipo coming that in june month..

NEW IPO PLZ MAY & JUNE

Septaji

What is your views on alkem? After results.

Equutas and ujjivan shall I add this levels.

And still holding precision chem shaft of IPO price. Can add some more to lower avg price.

Khemkaji seems to right for ujjivan we can reenter in this near @270-277..so one may think about considering PSU bank and precision camshaft for short to midium term strategy..

Next week trading at 298-282-278-293 type ujjivan

Don''t know that operators reads forum posts too

I withdrawn my comments, but huge quantities ujjivan for immediately target 368

septa sir have u bought any fertiliser shares ? I bought GNFC

Eavleyji koi secondary mkt ki tip toh do appka ka dimag aur sort time ka experience la ge k

Septa sir and others...tomoo is precision camshaft results..and hope for the best...what do u think...good bet for short term ???

@Alkem
I m little bit disappointed with alkem results. How can a company write off tax credit (MAT). I think this 834 crores writeoff is not a single day exercise. Any company may be well aware in this case (likelyhood of tax write off) well in advance.

What a silly excuse they are making, due to Expansion in sikkim , they hv to writeoff this.

If they are carrying this balance since last 7 years ( permissible period as per income tax, after that they cant claim agst actual tax expense) , they should inform this well in advance, either through RHP/DRHP at the time of IPO, but they dont inform /hinted us earlier.

Overall operational results good. Registered yoy growth in top line and PBT.

But this is setback for investor for not informing timely on tax write off.

Scanner ji,is it show ngtv on monday

I think a very short term hit on prices, but it will stabilised to the level of 1250 shortly.
They had shown stellar performance in full financial year 15-16. Market cant ignore such growth driven kind of companies.

Septa sir ur view on REC ? And some secondary market tips ?

In regards to REC it is like a coal india i have position in my children trust account it is contra bet for FD

i meant oil marketing company

Let what may happen in market..... up so much in a week.....

But Thyro is rock...... it is not moving only.
Nor did the Equitas.....
Bakwas IPOs suggestions.....

Bolti band kar di. Masterstroke

ha ha ha..... nice comments....

Congo...to all REC investors results are in line..ok ok..but oh man ...look at dividends...5.10 rs as finl and before that 12 rs as interim... so nearly 11% dividend...very impressive.

As i said psu bank rally has been started..ignoring sbi,pnb poor set of number..jst buy and enjoy gambling haha..

Some more nos on Rural Electrification :
Market Cap @ 15350 cr
LY EPS @ 53/- & Dividend of Rs. 10.70
EPS for Q1 to Q3 @ 45/-
LY Profit @ 5259 Cr
Profit for Q! to Q3 @ 4466 Cr
PE @ less than 3
Profitability of 5259 cr (LY) and 4466 cr (till Q3) against the enterprise value of 15350 cr. During April 2015 OFS the price was at 325/- + (now available at less than 50%). In OFS majorly contributed by Institutions.

At 7% dividend yield, it appears to be a good buy. Good long term bet.

Any views from experts are most welcome.

At present government is more liberal to power companies. Power companies are passing through tough time. Government is committed to provide loan to power companies at lower interest rate. Payment terms are also favourable to power companies.

REC and PFC both providing finance to power projects. Because of government policies they need to give money at lower rate with liberal terms. This is clear loss to companies. This is the main reason why companies are trading at lower P/E ratio. Companies are getting money through ncd (bond) or qib. There is very less difference between lending rate and ncd coupon rate.

Though at present rate REC and PFC both are good for long term but not for short term.

I agree. It is a pure long term play with tax free dividend in mind. it will give us Fixed deposit rate of dividend with chance for long term appreciation.

All FD seekers to consider this option as a defensive bet

Advanced Enzymes expected around 12th June...will be a rocking IPO...its a great company...apply in full force...!