IPO Guru's Blog

Take the remedies!!!

2005-08-29T01:47:00.000-07:00

IPO Guru urges the investors to put their money in the AMAr Remedies IPO.

Happy investing!!!

IPO Guru

FCS Software : To avoid or not?

2005-08-23T16:58:00.000-07:00

Most of the analysts suggests to avoid this issue. But IPO guru advise investors to put 30% of their funds for this IPO, which may give some kind of returns on listing.

Here is the analysis from Businessw line.

"INVESTORS can avoid the initial public offering being made by FCS Software Solutions at Rs 50 per share. Since the overall software services business is booming, FCS Software's focus on application maintenance, e-learning and product engineering services will continue to offer opportunities for revenue growth. However, being a small player in a sector where even the medium sized players are finding the going tough, represents a significant risk. "

Most of the analysis are based on minimum 3 month targets. So investors can consider this IPO as an avenue for listing gains!!

Happy investing!!

IPO Guru

Vivimed : Strategy on listing

2005-08-16T21:05:00.000-07:00

Expected listing 130

above 130 : sell 20%

above 150 : sell 30%

above 160 : sell 100% or long term invstors 50%

Happy investing!!

IPO Guru!!!!!

IDFC-Listing today!!

2005-08-11T20:14:00.000-07:00

I hope that it will be listed around 60.

above 60 : sell 25%
above 70 : sell 30%
above 80 : sell 50%

Happy investing!!!!

VIVIMED: Tomorrow!!!

2005-08-07T21:48:00.000-07:00

This is the mail I got fro Ararthy Consultants.

--------------

Allotment will be made on 9th august,2005 and the same day the shares will be credited to the demat accounts of the respective allottees

The details of allotment won't be available on the web site.

IDFC Allotment done

2005-08-04T21:25:00.000-07:00

Click here to see IDFC Allotment

YashPapers: Few More Days:

2005-08-03T21:25:00.000-07:00

Much awaited Yash allotment may be done by this weekend. I have got mail from Yash as well as Skyline, which is given below.

Dear IPO Guru,
The allotment got delayed due to rain problem in Mumbai. The allotment and refund would be completed in first week of August, 05.
Thanks
A. K. Gupta
Director Finance
Yash Papers Limited
Darshan Nagar
Faizabad-224 135, India
Dear IPO Guru,
We have filed the basis of allotment with the Stock Exchange, Mumbai for their approval. Due to heavy rains in Mumbai, we have not so far received the approval from The Stock Exchange, Mumbai and it appears that it will still take a couple days to receive the approval. As soon as the approval is received from The Stock Exchange, Mumbai, the allotment will take place. We shall update you the status of allotment accordingly.
Regards
Prashant
Skyline

Sasken is coming

2005-08-03T09:15:00.000-07:00

Sasken IPO is opening on 11th August. Definitely I will put this IPO far ahead of HT Media. I will put major share of my available fund on this IPO and give only second preference for HT. Investors are urged to allocate the funds appropriately for these two IPOs.

IPO Guru!!

HT Media::: Go for it!!!

2005-07-26T21:25:00.000-07:00

AN INVESTMENT can be considered in HT Media, as it has the potential to deliver attractive gains over the long term (hoping that present govt. policy will continue). Bidding at the cut off price is advised, as tjis will improve the chances of securing an allotment. This would require payment of Rs 530 per share upfront.
-----------------
see the extracts from Business Line:

Pricing and valuation:
The earnings growth over the next two-three years may not justify the pricing on offer, unless the Mumbai edition of Hindustan Times rakes in profits, or, at least breaks even within a couple of years. That seems a daunting prospect as of now.
But we believe the key drivers of the stock price would be the growth in earnings of the non-Mumbai operation, which is an emerging story, and the circulation numbers that Hindustan Times notches in Mumbai. The price-earnings multiple will acquire a critical role only over the longer term.

Leeway for FIIs:
The stock is also likely to attract support from institutional investors as it offers quality exposure in the print media space. Investment through the FDI (foreign direct investment) route and by FIIs (foreign institutional investors) in print media stocks is capped at 26 per cent. Two strategic financial investors ? Henderson group and Citigroup ? would hold about 15 per cent of the post-offer equity in HT Media. The FIIs can buy about 10 per cent of the equity in the IPO and, subsequently, trade within the 26 per cent limit. The FII factor would ensure that the stock remains richly valued.

-------------------------------------

So IPO Guru strongly recomends invest to the maximum amount and to pray for allotment.
Best of luck for all of you!!!

IPOGuru

ILFS Listing today.

2005-07-26T21:16:00.000-07:00

Listing is today

Suggestion : Book Profits on Listing

Happy Investing!!

IPO Guru!!!!

Syndicate Bank Allotment

2005-07-26T00:42:00.000-07:00

Click here for Syndicate Bank Allotment Link

ERA onstn. Allotment

2005-07-22T03:30:00.000-07:00

Arathi Consultants informed me that ERA constn. allotment was completed yesterday. You can check your demat accounts to know whether it is alloted or not. There is online facility for checking the status!!!
Best of luck!!

IL & FS Allotment

2005-07-20T21:27:00.000-07:00

Please Click here to check IL & FS Allotment

IDFC-Invest with enthusiasm!

2005-07-17T02:50:00.000-07:00

IDFC is a non-banking finance company promoted by a number of Indian and international investors such as the SBI, IDBI, ICICI, the Asian Development Bank and IDFC. The Government of India would hold a 24 per cent stake in the company, post-offer. IDFC also enjoys the status of a public financial institution.

The management is in the hands of professionals with vast experience in infrastructure finance. IDFC hopes to emulate the role played by HDFC in housing finance. Like HDFC, IDFC too has been developing strong linkages with both government agencies and the private sector. Since its inception in 1997, it has played a major role in financing a number of private and public sector infrastructure projects.

Attractive pricing

Adjusted for non-recurring profits, the earnings per share of IDFC works out to about 1.7 on the post-issue equity. The P-E multiple would, thus, work out to 20 based on an offer price of Rs 34. In terms of book value, the company's net worth works out to about Rs 2,500 crore, including the unrealised gains in its investment portfolio and the capital infusion through the offer. The price-to-book value would, thus, work out to about 1.5.

The above analysis is from The Business Line.

IPO Guru's view!!Since this is very very attractively priced, and since it comes under a promising sector, IPO Guru strongly recommends to invest the maximum possible amount in this IPO.

SPL Ind. Allotment

2005-07-14T20:54:00.003-07:00

Click here to view SPL Ind. Allotment status!!!!

SPL Ind. Allotment done

2005-07-14T20:54:00.002-07:00

SPL Ind. Allotment Link

Nectar & MSP Listing on Monday!!!

2005-07-14T20:54:00.001-07:00

These 2 IPOs will be listed on monday!!!

The strategy on these 2 shares will be published in th weekend!!!

Keep checking the blog!!!

Happy returns!!!!!!!!!!

IPO Guru

Nectar & MSP Basis of Allotment

2005-07-14T20:54:00.000-07:00

Please click on the links below

1. MSP Steel BOA

2.
Nectar BOA

IPO Guru.

YES Bank Strategy!!!!

2005-07-11T21:00:00.000-07:00

Since this bank is not in profits there is no justification in holding this stock! One should go for the listing gains with 3 day straytegy. Otherwise if somebody is ready to hold it for year or so can do this with a hope that it will make profits in the coming years.

Listing above 70 : Sell 100%
Listing above 60 : Sell 75%
Listing above 50 : Sell 50%
Listing below 50 : Sell 20%

This is my personal view and investors can share their view also.

IPO GURU!!

VIVIMED: Invest to Maximum!!!

2005-07-11T20:52:00.000-07:00

Vivimed, which was originally involved in the manufacture of bulk drugs such as Ibuprofen, made the transition to being a player in the specialty chemicals space to counter the downturn in prices in the bulk drugs market.

For the year-ended March 2005, Vivimed derived 54 per cent of its revenues from Triclosan; further, 23 per cent of the revenues for FY-05 was accounted for by sales to Hindustan Lever and its associates.

On the back of an estimated 10 per cent earnings growth, the stock will be available at 9.5 times its expected per share earnings (on the expanded equity) for this fiscal, based on the offer price of Rs 70.

AN INVESTMENT can be considered in the initial public offer of the Hyderabad-based Vivimed Labs. However, only those with a stomach for risk need to consider subscribing to the issue.

The details given above were from The Business Line.

The recommendation of IPO GURU is to invest in this IPO to the maximum amount. This is the only one among the current IPOs which appears to give some good returns. The sector also is a good performing one!!

NECTAR ALLOTMENT

2005-07-11T09:51:00.000-07:00

Click on the link below
Nectar Life Allotment

Money Matters

2005-07-10T22:36:00.000-07:00

Click the link below to see a good article for Investors!!!

4 laws of money managementt

IPO GURU

Basis of Allotment -------YES BANK

2005-07-09T09:17:00.000-07:00

Please click below to check the Basis of allotment of YES BANK IPO
YES BANK ---Basis of Allotment

MSP Alloment Done!!!

2005-07-09T04:42:00.000-07:00

Please click below to see the MSP Steel Allotment!!

NEW!!!!---MSP Steel Allotment

Happy Returns!!!!

IPO Guru!!!!!!!!

Syndicate Bank: Avoid

2005-07-08T02:37:00.000-07:00

Syndicate Bank is currently trading around 55. I don't see any logic in buying the share in IPO at 50. After the IPO it is bound to come down!

So if somebody wants to invest it is better to buy from secondary.

IPO GUru suggests that investors can avoid this IPO.

Yash Paper

2005-07-08T02:28:00.000-07:00

By referring the offer document, what I understand that this script consistenly trading above 18 for the past one year. The average price for the last year is around 22. Though the lowest price was below 14 in year 2002 and 2003, I conclude that this can be investment avenue for investors. But what I am suggesting that instead of investing the entire amount in IPO you can keep at least Rs.5000 with you to buy it from secondary in case it comes around 14.

out look 1-3months.

Provogue touches 300!!!!

2005-07-07T10:14:00.000-07:00

As per the expected lines Provogue touched intraday high of 299 after a modest listing of 249!!
Please see the strategy below!!!

IPO GURU

PROVOGUE : WHat to Do?

2005-07-07T09:07:00.000-07:00

My strategy will be

Listing between 200 -250 : Sell 10

Listing between 250-300 Sell 15

Listing between 300-350 Sell 20

Listing 350-400 Sell 30

above 400 Sell 40

out of my 40 shares.

Please login as anonymous and share your views also!!!

Happy Investing

IPO Guru

STRATEGY on UNIPLY

2005-07-06T21:33:00.000-07:00

Listing between 30-40 : Sell 50% of my holding!

Listing between 40-50 Sell 40% of my holding

Listing between 50-60 Sell 30%

Listing between 60-70 Sell 25%

Listing between 70-80 Sell 20%

Listing above 80 Sell 10%

I will keep updating the site hourly ( morning I am busy)

Catch the action!!

Happy Investing!!!!!!!

IPO Guru!!!!!!!!!

UNIPLY LISTING TODAY

2005-07-06T07:46:00.000-07:00

Dear Friends,

Uniply is Listing today! The BSE code is 532646. All who got allotment can watch this site to share the exitement and to get hourly updates on the strategy to be adopted on this counter!! Since the over subscription is very high, it is expected to touch 50-60 levels!!

Happy investing!!

What should be the strategy for different price ranges? Please keep checking this site for the details..

IPO GURU

Beeyu code

2005-07-05T10:07:00.000-07:00

It is 532645.

This IL&FS is different

2005-07-05T01:18:00.000-07:00

Dear Investors!

When I search in CapitalMarket.com It displays IL&FS Invst. That is why the I got confused between IL&FS Investmart and IL&FS Investormanagement. So I go back to my original strategy to put 30% in IL&FS. Like Rahul righty pointed out if the scrip is trading less than the IPO price, nobody will invest in IPO. So I admit my mistake and go back to the original policy of putting 30% amount in IL&FS. But remember that this should be purely for the listing gains. Its financials and many pundits suggest that it is over stretched. Only in a Bull phase these type of companies will flourish. So ndividuals can put a small part of their funds in this IPO. Wish you all the best.

IPO Guru.

YES BANK Allotment!!!!!!!!!!!!!!!!

2005-07-04T22:32:00.001-07:00

Please check your allotment status right here.

YES Bank Allotment (RIGHT NOW!!!

SPL AVOID

2005-07-04T20:58:00.000-07:00

I would personaly will not be putting any money in SPL. YASH and IDFC may give more returns.

Check the Provogue Basis of Allotment

2005-07-04T08:22:00.000-07:00

Please click here.

Provogue Basis Of allotment!

UniPly Status:::-- Allotment is Over!!!!!!!!!

2005-07-04T08:20:00.000-07:00

All who applied for Uniply can check the allotment and Basis of allotment

Uniply Allotment Status

Best of luck.
Yours IPO Expert

Note:
Considering the huge oversubscription investors can expect a listing above 60.

IL & FS Changed strategy

2005-07-04T04:41:00.000-07:00

IL&FS is already trading. 52 week high is only 119. So evedently the pricing of 110-125 is very much stretched. Gains will be very minimal or negetive. I would avoid this. Earlier I had recommended to put some amount in this IPO. Based on the latest info I would recommend avoid!!!!!!!!!!

Beeyu Allotment status!!!!

2005-07-04T00:44:00.000-07:00

It is available in

BEEYU STATUS

Wish you all the best!!!!!

Hithesh

PROVOGUE Allotment status!!!

2005-07-04T00:42:00.000-07:00

It is available in www.intimespectrum.com.
Righside bottom corner click on IPOs.

Disclaimer

2005-07-03T03:16:00.000-07:00

Investors must make their own investment decisions based on their specific investment objectives. The investments discussed or recommended in this blog may not be suitable for all investors. Users are advised to peruse the articles and other data in the blog only for their information and rely on their own judgement when making investment decisions.

Strategy for YASH , IL&FS and Syndicate Bank.

2005-07-03T03:01:00.000-07:00

I would put 60% of money in YASH, 30% in IL&FS and 10% in SyndicateBank. Since Yash is already trading at BSE it is likely to come down IPO price levels. So I would put 50% of the money for IPO and 50% for buying from BSE in case it comes closer or below the IPO Price. In the past one year the average price was above 20. So I hope that this is a low risk option.

to be continued..

Disclaimer: Investors must make their own investment decisions based on their specific investment objectives. The investments discussed or recommended in this blog may not be suitable for all investors. Users are advised to peruse the articles and other data in the blog only for their information and rely on their own judgement when making investment decisions.

IPO Expert's Blog

2005-07-03T02:57:00.000-07:00

IPO Expert's Blog

Guidelines in IPO applications (Not mutual funds)-Part I

2005-07-01T03:24:00.000-07:00

1. Apply at Cut-off

2. Apply for good companies.

3. Don't believe the pundits all the time.

4. Fresh IPOs will be better for faster gains.

5. If the company is already listed long term investment is needed.

6. Avoid multiple applications. ( In the same name)

7. If required open different accounts in the names of wife brother etc.. (Regards to Rajesh Sony)

8. If over subscription is more than 5 times, then put maximum money in each application. That means if you have 60000, it is better to put 50000 +10000 in 2 applications (assuming 50000 is the limit for retail), than putting 10000 in 6 applications.

(to be continued..............)

My Track Record

2005-06-30T21:12:00.000-07:00

This idea and lterature I took from Amit's Page!!!!!!!!

Full credit to him for finding time to post this!!!!!!!!

I am just modifying to suit my case!!!!!!!!

The following are the IPOs / fresh issues I have considered.

My strategy is to hold any share for minimum 6 months or till I get a good amount of Profit.

Biocon, Biotechnology (subscribed and got 50) was doubled in the first week, but I didn't sell. Later I sold it at 50%gains.

NDTV, Media (did not subscribe)

Dredging Corporation, Dredging (subscribed and got 13) though profits gone upto Rs.2000 I didn't sell and still holding.

ONGC(subscribed and got 70). Sold 30 for 20% gain and holding the remaining lot. Currently 40% up!!

Bharti Shipyards (subscribed but did not get, purchased 100 from secondary) sold for a gain of Rs.5000.

TCS (subscribed but got 17)up about 60% since issue in August 2004

NTPC, Power (did not subscribe)

I didn't apply for the following IPOs.

Indiabulls, Deccan Chronicle,Emami, Jet Airways, Shringar Cinema, Jaiprakash Hydro, Allsec Technologies, India Infoline, Gokaldas Exports, Shoppers Stop
Indoco Remedies, Pharmaceuticals (did not subscribe) Ã¢â‚¬â€œ up about 20% since issue in November, 2004

(to be continued..............)

Regards,
Hithesh.

IPO Expert's Blog

2005-06-30T01:05:00.000-07:00

Hi All,

Welcome to my page!!!!!!!!!!!!!

I wish all of you a happy investing!!!!!!!

Hithesh