BC IPO

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Deepak Shenoy
@deepakshenoy 3 years, 7 months ago 502 views

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This is a very weird market. Some of the recent IPOs doing well. Old gen stocks not so much. This doesn't augur that well really - needs a trigger to take it back up

One look at the FII data, and god, they are selling like crazy, you would think. But THEY ARE NOT.

FPI data from NSDL (This is the accurate source, not the exchanges) shows that FIIs have put in a whopping 27,000 cr. into IPOs, while taking money out of other stocks.

In fact FII investments in total have been very very high in 2021 with over 95,000 cr. invested. Biggest year for Debt since 2017.

Here's a look at how the Foreign Investors have been investing:

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Reuters Asia
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Indian payments firm MobiKwik will carry out an IPO later than initially planned, its CEO said, following the dismal market debut of larger rival Paytm earlier this month https://t.co/83jzYMwrdm by @Sankalp_sp

$\u1d00\u0274\u026as\u029c \u1d0d\u1d0f\u1d0f\u0274\u1d0b\u1d00$

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Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.

2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.

3/ Trends that the company is betting on & what works for them

China+1: India API market growth (10% cagr projected from FY21-26) will outpace the industry: Driven by specialty API+ Strong domestic market

Highest no. of USFDA approved API facilities & % of DMFs filled

4/ Interesting facts

- 120 molecules: $142B market size
- Targetting 8 to 10 new molecules every yr (Key differentiator over time)
- 66% of sales from regulated markets
- Works with 16 of the top 20 generic cos.
- Top 7 customers: 5 to 15yrs old

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AP
@ap_pune

Long back, I had done a study of new IPO listings.

Whenever, listing is well abv the issue price, and it never comes back below the issue price.....majority of those stocks are long term multi baggers

One example - Maruti issue 125, listed 165.....high near 10000.

Anish Moonka
@AnishA_Moonka

Observing a lot of selling from employees of small & mid-cap IT companies; Recency bias or they know better?

A small mediocre IPO from the space got the attention of a superstar: Shuffling for a quick buck?

Haven’t the valuations baked in all positives?

ContrarianEPS
@contrarianEPS

zomato’s mcap = 70k cr
if you are a value investor, as per buffett’s logic of good price -> zomato must earn 7,000 cr to 8,500 cr pre-tax profit by fy 27
(actually more as India’s cost of equity is higher)
zomato peak sales 2600 cr

lot of dumb ppl have commented shit despite a mention “if you are a value investor..”

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