S H Kelkar & Company Ltd IPO Message Board (Page 13)

Grey Market Ahmedabad:
SHK - Rs. 675 on minimum application, real buyer, real transactions
CCD - No premium, no real buyer, no transactions

Could you explain more about Kelkar.

1. S H Kelkar & Co. is 93 year old company
2. Is a largest fragrance and flavouir company in India
3. Us based globally renowned private equity giant Blackstones is having 33% stake
4. Valuable clientele includes Hindustan Unilever, Britannia, Vicco, Vadilal etc
5. Company exports fragrance product to almost 52 countries
6. In 2015 company reported revenue of Rs. 837 crore. Revenue growing at CAGR 16%
over last four fiscal
7. Market share is around 12%
8. Good and continuous demand in grey market adds another feather

any one with application figures for sh kelkar..? how many times filled..?

Final Target for SHK
On listing day
SHK 209-213

After three months
245-253


Taget subscription

Qib 20x
Nii 30x
Retailers 3.2x

Hi Pinkyjain

You have written on Indigo IPO about bihar election and revised listing price.

1. Likewise, what will be the listing price for SHK (based on 1. BJP win and 2. BJP lose).

2. Diwali is coming na, so even if bihar elections are a news, generally, market will go up right? so ARE we on a win-win situation?

I am keenly watching you, septa, nasirul jain, and dilip davda''s opinions and making decisions to subscribe or not in an IPO. I only look for listing gains for now. Thanks in advance and for your pinpoint opinions.

Plz apply in this IPO
Good stock to hold.

Its listing on 17th Nov so slightly very few chance to have impact of election
As of now I think markets may stabilize at that

I hope you will take some risk in Shk for good listing

Issur size is approx 505 crores not 200 cores..
Apply this ipo
Premium more than rs 16.

just make across Camphor and Allied Products Ltd which peer of S H kelkar this company has EPS of 38 and PE around 10 market cap 225 cr sales 330 cr Np 22 Cr

now S H Kelkar sales 761.3 crore little more then double then Camphor and allied and asking 12 times the valuation of Camphor and allied product

net profit 65 Cr MC 2700r SHK however A&C NP 22 Market Cap 225 Cr

SO S H kelkar AVOID

Camphor is not a listed peer septa!

This is into flavors and fragrance

Premium 19-20
Camphor valued at 200cr
Shk valued at 2000cr
Have look at its client bank
Global presence and even director says that they haven''t lost any client from last 7 years


No comparison


Septa
You may kill me of it lists below 210

Camphor whereas is a Agarbatti making co. Where margin are almost Nil

this company is little better chances of loss is less

What are the financials of the company-forum modulator? Rest all IPOs financial details are given for 3 to 4 yrs but for this nothing. At least post something.

Ahmedabad Kostak 700 RS.

This is new prabah.every body will say valuations are high .and share will list at premium. As you all know Qib portion overaubscribe in interglobe so every body willl apply in interglobe aviation .but share will list at discount
So SHk apply
Interglobe avoid and buy after listing

Apply this ipo premium reached 21-22
Fundamentally worth ipo

Must apply
Mark my words

for this fundamental avoid given high PE low growth prospects however this could be another manapasand beverages.... however i am still not going to apply AVOID

@Roadside Romeo - Kindly share your valuable views on S H Kelkar alongwith the analysis?

@Pinky jain - requesting you the same.

Why the ASBA application are not available for these IPOs?

17-18 Premium
Kostak 600 Ahd

Must Apply

Pinky ji. Please give me contact number. I want to sell 10 appli @ 600.

Where are you from

Ahemdabad you can sell at 650 easily if not let me know!

I would like to add one obzervation. In SHK, PE investor like Blackstone is cashing out partly in this IPO. No one is much concerned about this. But in CCD, not one PE investor was looking to sell. And look at how much bad publicity people have given to CCD valuations.

plz kostak :

i an quite positive on s h kelkar @ indigo
they might not give future benifits but i am sure of listing gains
ccd will also give good listing gains
i did not apply as ccd sells non veg products

But Indigo sells non-veg sandwiches on flights

He is veggy that''s why he will not apply in ipo who serves non veg sandwich in flight

Sh kelkar
Premium crashed to 8-9 seller
Kostak 400 seller

No buyers

FEKU FEKU NEWS NOT IN ACTUL NEWS SH KELKAR KA PRIMEUM ACTULI COUNTING 35/40 HONA CHHAIYE MR FEKU JI

shk.company fundamentally strong.subcribes atleast more than 10 to 12 times.

Promoters paid agent aa gaye

100-120 logo ko bebkuf banega

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