Manish Lalwani
@manishlalwani9
Forbes 0 under 0 | Intern-in-chief at Sunday Investing Cover IPOs, Special situations & small/microcap investing! Do your due diligence!
Delayed post but @rohiitian, @Tanmay_31_, @Yaxhxvardhan & I spoke with @vivbajaj in a 2 hour long podcast to speak about our little understanding of IPOs. Do check out if you haven't yet :) Part 1/2 youtu.be/ZRnzQbASlko?si…
Running 5 to 7 minutes late in starting the space today! x.com/i/spaces/1yNGa…
BD Industries SME IPO opening on 30th July. From Aryaman Financial, the company manufactures plastic fuel tanks and other automotive parts for off road vehicles and industrial machinery Raising 45 Cr at market cap of 153 Cr. FY25 PAT 8.15 Cr. So, 19 PE trailing.
MehulColours SME IPO opening on 30th July From Seren Capital, company manufactures and exports white, black, color & additive masterbatches for various applications in plastics, rubbers & elastomers Raising 22 Cr at M.Cap of 76 Cr FY25 PAT 5.5 Cr so, 14 PE trailing
Great to see a positive update on the ESM framework by SEBI. Now for stocks to go to esm2 from 1 they either need to have PE<0 or PE > 2xNifty500 other than the earlier conditions. Very good update and a positive move :)
In #IPOoftheDay series GNG - Applying for listing gain & long term. Novel sector with tailwinds, okay valuation Indiqube - Not Applying. Expensive to peers. May open +-5% TSC India - Applying against thesis for listing gain. strong undercurrent Deets youtube.com/watch?v=A2qzO2…
Monarch infographic 😎😎
The Monarch of IPOs is here. Rather the IPO of Monarch. Hope this info sheet is useful, please RT, share and reply with feedback. Best of luck to applicants! #IPO #SME #MonarchSurveyors
In #IPOoftheDay series, Monarch Surveyors closing. High PAT margin (operating leverage) + Sector tailwinds + Great valuations (10 PE) + LM repute makes it a blind apply. Mostly for listing gains! Not a big fan of consultancy businesses. Covered here: youtube.com/watch?v=A2qzO2…
IPO opening on 30th #TakyonNetworks From HEM, the company is an IT solutions provider specialising in digital transformation services. Raising 20.5 Cr at a M.Cap of 78 Cr. Tiny IPO for HEM.
Next Week IPO raises: 6 Mainboard Brigade hotels (760 Cr) Shanti Gold (360 Cr) Laxmi Finance (255 Cr) Lotus Developers (792 Cr) CP Plus (1300 Cr) NSDL (4000 - 4500 Cr) 9 SME Shree Ref (117 Cr) Patel Chem (59 Cr) Kaytex (70 Cr) Sellowrap (30 Cr) 5 more When it rains, it pours.
NSDL RHP filed!
The Much Awaited IPO is Here ✅ National Securities Depository Ltd (NSDL IPO) Date: July 30 to August 01 Issue Size: 50,145,001 Shares (Full OFS) FV: ₹2 Retail: 35% Employee Portion: Yes NSDL is a SEBI registered Market Infrastructure institution offering a wide range of…
NSDL RHP filed!
The Much Awaited IPO is Here ✅ National Securities Depository Ltd (NSDL IPO) Date: July 30 to August 01 Issue Size: 50,145,001 Shares (Full OFS) FV: ₹2 Retail: 35% Employee Portion: Yes NSDL is a SEBI registered Market Infrastructure institution offering a wide range of…
14 IPOs now announced for next week. 5 Mainboard & 9 SME. Crazy! CP Plus (Aditya Infotech) ending next week 1st August.
SME IPO opening on 28th July Umiya Mobile. From LM Smart Horizon, it is a rajkot based retailer selling mobile phones, accessories & home appliances. Raising 25 Cr at M. Cap of 94 Cr FY25 PAT 5.66 Cr so, 16.6 PE trailing. This segment has not made money for investors!
SME IPO #Kaytex opening on 29th July From LM Socradamus, the company supplies fabrics like suites, stoles, shawls to other players (whitelabelling) & also sells under its own brands - Rasiya, Kaytex etc Raising 70 Cr at a market cap of 265 Cr FY25 Pat 22 Cr. So, 12 PE trailing
