Shalby Limited IPO Message Board (Page 14)

Forum member must understand what is going on here,

On Nov28 gamble said
Revenue, PBT parallel but PAT swinging widely last 3 year, specially 2016 to 17, just before of an ipo
shalby ''''s CA must b good at financing and taxation!!!

On Dec 1 Priyank said
Shalby is not first priority of any local public (Ahmedabad )

Today nidhike suggesting
This will loot u this will koot u!!!!
PBT/PAT crooked.

Now let''s see what Mr. Septa say !!


I learning financials now a days, and very much amazed why people calculate PE everytime? ?
PE is the last parameter to check upon.

Check EV/EBITDA , EV/PBT, EV/PAT
If all not go parallely then Dal me kuch kala hai, bruh

And check D/E, both line CAGRs, Brand Equity value, Market value, public opinion,RocE

Here EV/EBITDA is 1.5 times than other peers in case of shalby, also debt is too high.

So
Asli value of shalby is 248/1.5 = 165.3333333333 rs.

Wait for that.

Buy @165 for target 200 (due to good news of debt payment and new hospitals coming )

Requesting septa sir to not take PAT on DCF method, because PAT is TRAP here.

You say here PE low, Ronw higher than others,
But

PAT cooked,EPS wrong, PE wrong,

Ronw high due to nw(networth) of shalby is negligeble,Check it, compare it.

Anchor is not smarter than this forum.

Still take your own call only.and be trap for like millions of year.

I agree with you

shalby is clear avoid at this piont of time ,due to market conditions are week @ 10118

but i am bullish in Future supply chain , even in this market condition of NSE 10118 OR lower t 10000

Shoule i apply or not? I m new investor.

Could someone please share the anchor list? Thank you!

Please ignore my msg. I just got the info from msg: 106. Thank you!

5@ NIDHIKE :- INTEREST SHOULD BE 40 KARORS HENCE EPS ONLY 2! WONDERFUL!!YOUR RESEARCH AND COMMENTS R SUPERB! QUESTION IS HOW MANY RII WILL FOLLOW IT? DO ANCHOR INVESTORS HAVE TAKEN NOTE OF THIS? IF YES, EVEN THEY MIGHT WITHDRAW!!

is it fine to apply for long term

If applying then book your profit or loss on listing day, for Long term consider Apollo Hospital if you want to remain in Hospital Space

Live subscription link

NSE ---- https://nseindia.com/products/content/equities/ipos/ipo_current_shalby.htm
BSE ---- http://www.bseindia.com/markets/publicIssues/BSEDemandSchedule_new.aspx?Scripcode=3559

Sir
I got 200 share HDFC life insurance IPO . But not showing Dmat a/c SBI till date . Please give any body advise & help me

Have your amount deducted from Bank?? If yes then it is allotted.. Now not showing then take bank statement and mail to your broker agency or take broker agency statement and mail to bank for clarification..

*SHALBY LIMITED*
1ST DAY SUBS.FIGURE AT 12:35 P.M.
QIB 0.00X**
NII 0.01X
RII 0.07X
EMP 0.00X
TOTAL 0.04X
**Excluding Anchor
Total No.of FORMS : 5388
*Apps Wise : 0.05X*

*SHALBY LIMITED*
1ST DAY SUBS.FIGURE AT 10:51 A.M.
QIB 0.00X**
NII 0.01X
RII 0.03X
EMP 0.00X
TOTAL 0.02X
**Excluding Anchor
Total No.of FORMS : 2366
*Apps Wise : 0.02X*
*NII/HNI START THEIR PARTICIPAT*

Pl inform the link from where we can cheque subcription figures during the open period of any IPO

*SHALBY LIMITED*
1ST DAY SUBS.FIGURE AT 10:20 A.M.
QIB 0.00X**
NII 0.00X
RII 0.01X
EMP 0.00X
TOTAL 0.01X
**Excluding Anchor
Total No.of FORMS : 737
*Apps Wise : 0.01X*

The IPO is priced reasonably compared to recent space of high priced IPOs .Company,s USP has been orthopaedics and government has capped prices on this speciality and may impact margins going ahead. This may be addressed to some extent through IPO proceeds being used to reduce debt and further augmentation of medical facilities. It may or may not give listing gains but it is a good investment bet.

Full paper advertisement in today newspaper allover india by company wasting of ipo money seems .

In my opinion revenue figures are hiked due to demonetisation. Any comments?

Septa sir
please give your view on Shalby & FSC ipo.

This may look like a consumption play in the long run, but for me, this chain of hospitals is present mostly in the tier-2 cities. I don''t think people in India are comfortable in getting major surgeries done in tier-2 cities yet.. so imo the growth for Shalby maybe very slow... For me not a strong buy for long run (unless available at much lower price).. I don''t know about listing gains in this case, it''s all too risky for me.. and completely dependent upon what traders have decided..

Due to legislative success achieved by Trump administration in getting Tax reforms cleared, US markets are up today with significant bump and Europe is also up by around 1.5%. Due to positive external macros.....indian markets may remain positive for next 1-2 days which may create semblance of positivity around Shalby IPO.

All these may cause un-guarded smaller investors to be sucked into weaker IPOs like Shalby.

Do not invest in Shalby with guards down....and think not twice but multiple times and then only invest.

Profit of 363.19 in FY16 jumped to 615.74 in FY17.. Seems Balance sheet prepared well for IPO.

A Must apply IPO

Nice to have you back.. pls keep writing.

Arjun ji pls comment about both ipo

Anchor Investors allocated shares worth Rs. 150.53 crore @ 248 per share

Anchor Investor --------------------------------- Shares Allocated ---------- %age

Goldman Sachs India Ltd -------------------------------- 9,67,740 -------- 15.943
Citigroup Global Markets Mautitius -------------------- 5,04,060 -------- 8.304
Axis Mutual Fund A/c Axis small cap fund ------------ 2,82,240 -------- 4.650
Axis Equity Advantage Fund series 2 ------------------- 40,320 -------- 0.664
Axis Mutual Fund A/c Axis mid cap fund ------------- 2,41,980 -------- 3.986
IIFL India Groth Fund ----------------------------------- 4,03,260 -------- 6.643
Reliance Nippon LIC Ltd ------------------------------- 5,04,060 -------- 8.304
Kotak Funds - India midcap fund -------------------- 8,06,520 -------- 13.287
Indgrowth Capital Fund I ------------------------------- 4,08,600 -------- 6.731
HSBC Global Investment Funds --------------------- 9,62,400 -------- 15.855
Nomura Singapore Ltd ---------------------------------- 3,03,790 -------- 5.005
Avendus Absolute return Fund ----------------------- 4,03,260 -------- 6.643
SBI Life Insurance Co Ltd ------------------------------ 2,41,920 -------- 3.985

Total ------------------------------------------------------- 60,70,150 ----- 100.00%

Profitable to invest.

form modulater

Plz update the financial