00:00Hi, I'm Pragati and I'm going to show you the good returns.
00:04This is about 10 IPOs which are open for subscription.
00:12There are 2 main board IPOs and 8 SMEs.
00:16But when there are more options, there is a confusion about where the price will be, where the gain will be, long term or listing gain.
00:28And when there are such questions, there is a need to be an expert.
00:33Because they can get your answers to your questions.
00:37And with all the questions related to the IPOs, today we are with Aastha Jen,
00:42who is a Senior Research Analyst with HEM Securities Limited.
00:46Aastha Ji, you are very welcome.
00:48Thank you. Thank you, Praagati. Thank you for calling me on this show.
00:52Okay. Ma'am, we focus on this discussion on main board IPOs.
00:57There are two IPOs.
00:59The first IPO, which I want to go to, is Enlon Healthcare IPO.
01:03The subscription date is open on August 26th August.
01:06And the 29th is coming, the price range is 86 rupees to 91 rupees.
01:12The lot size is 144 shares.
01:14The issue size is 121 crore rupees.
01:19Minimum investment is 14,924 rupees.
01:23And the GMP rate is 5 rupees to more.
01:28The total stock, which is 75% of the QIBs, is 15% of the NII's.
01:37And the retail investors, the 10% of the NII's.
01:40Now, I want to know, what about this IPOs?
01:46What are you looking at in this IPO?
01:48What do you think?
01:49What do you think?
01:50What do you think?
01:51What do you think?
01:52What do you think?
01:53What do you think?
01:54Good afternoon, Pragati.
02:24Good afternoon, Pragati.
02:54Good afternoon, Pragati.
03:24Good afternoon, Pragati.
03:54Good afternoon, Pragati.
03:56Good afternoon, Pragati.
04:00Good afternoon, Pragati.
04:02Good afternoon, Pragati.
04:08Good afternoon, Pragati.
04:10Good afternoon, Pragati.
04:12Good afternoon, Pragati.
04:14Good afternoon, Pragati.
04:20Good afternoon, Pragati.
04:22Good afternoon, Pragati.
04:2416 rupiah or gmp johaiska wot tera hai iske liye joh abhi maine dekha to subscription iska
04:30lag bhaq teen guna bhar chuka hai retail investors ka portion bhi johai wot teen guna bhar chan
04:35nii portion bhi wot chhe guna bhar mtlb isko lekar ke joh investors hai unmae kafi
04:41eek utsaah dekha jara agar mein kohon ab aap mungjhe bataay ki iske liye aap ki raya
04:47kya hai aapka research kya kehta hai dikhi vikran engineering company johai basically
04:52fast growing epc company jis se hum bolte engineering procurement and construction company
04:57hai aur inki joh fast growing hai wu kis terms mein hai revenue ki terms mein johanen fy 23
05:04say 25 revenue grow kar hai hai woh growth in ki I think in ki competitors se bhi kafi
05:10achi khasii hai growth iski kafi achi hai joh ye industry mein kama mein karte hai engineering
05:15epc company hai toh is industry mein joh growth aati hai average usse kahi zahadha growth
05:21inki hai ab agar mein iske financials ki baat karo financial performance yahan pe
05:25behat achi laghi mujhe sabse wadha point mujhe is company ka kya laga ki inki order book
05:30kaafi mzboot hai aur joh order book hai woh dugani hai do in ho ne f5 25 me revenue clock
05:36kiya hai sales clock ki hai toh dugani agar order book already company ki hai toh
05:41toh aagay ke saal ho ki haa pe bilkul revenue ki visibility dhikti hai ki waha pe koji revenue ki
05:47visibility waha pe koji dhikkat nahi hai dhusri taraf dekhi toh pan india presence hai aur
05:52inka supply chain bhi kaafi kaafi achi achi laga so ah ye company mujhe pasandha hai aur pricing in
05:58hoi joh ki hai ki price ban 92 toh 97 hai toh 97 ke price pay yeh 32 price to earning multiple
06:06peyare joh ki tik tak pricing bol sakte hai as compared to competitors toh sabhi ah tathiyo ko
06:13mila ke ya sabhi parameters ko agar hamne ya haa pe joda toh mujhe lagta hai eek acha ipo
06:19saabit ho sakta hai ya haa pe subscribe kariye listing gain bhi honne ki puri umeed hai aur long term
06:24ke liye bhi bharia candidate hai toh is ipo mein haamari achi listing gain aur long term
06:28doonu hii nazariya se lagani ki sada toh matlab isme agar listing gain ka bhi nazariya hai
06:33tab bhi profit mil sakta aur long term ka hai tab toh aapko profit milna teha hai ah astra ji
06:38dho ipo's humne discuss ki hai vikran aur enlon in doonu mei se aap kaise matlab kisko
06:44pahli patsandd batayengi ki isme lagana chahi agar dhoonu ko compare kia jaya hai
06:48doctorate day vikran engineering pahli choice rahe ga lekin enlon healthcare ki baat kare
06:55toh bhoot chhota issue size hai 120 karoor ka hai toh jab itne chhota issue size ki company
07:00ke ipo aate hai toh a moment wo trade to trade me list hootate hai toh waha pe thodhi
07:05utha patak hame kafi dhekne ko mil jati hai toh kabhi kabhi bade gains bhi dhekne ko mil
07:10jate hai kiunki choti company ke ipo's rheitte hai toh woha eek baat ko agar haam
07:14nazaran daas karayi toh mujhe lagta hai ki vikran engineering bhoot achi company hai order book
07:19badehya hai aur acha ah ya listing endi dhevi nazar ane chahiye listing day ke dhin
07:24toh pahli choice bilkul vikran engineering ki rahe ga aur us me eek parameter ye bhi
07:28acha hai ki bada issue size dhe bada size hootah hai toh allotment ke chances bada
07:33jate hai kiunki number of shares joh allotment ke liye set kee jate hai woh bhi zahadha
07:37hote hai as compared to chuta issue ka size hai toh definitely wa number of shares
07:41itne limited ho jate hai ki waha apply karne wale toh bhot hotte hai lekin shares allotment
07:47me kaafi limited aade hai toh allotment ke chances kiise hai woh bhi hami dhekna
07:51pardha hai toh wikran may allotment ke chances as compared to in law kaafi better
07:56rehenge ki woh 700 crore ka issue size hai jibkhi ye 120 crore hai toh wikran IPO
08:03joh joh hai woh astha ji ki patsand hai sabse pahli baat toh us me listing gain acha
08:07honne ke umeid hai aur company ke lihaas se bhi unka hai aur saath hi saath hai ager
08:12aap apply karte hai toh a lot honne ke chances vikran engineering ke sath jada hai astha ji
08:17waisa hai ek ekr ke discuss naihi kareenge lekin 8 ipos aare hai SMA me mtlap kaafi buzz
08:23unka bhi hai toh ager mein poochu ki kooi SMA IPO joh aapko patsand hai ya jahaan
08:27per lag rao ki ye wala potential hai ki ya haan per laga dina chahiye paesa
08:31actually pragati mahi ya haan per baat kehna chahi ho kyunki haam log game securities bhi
08:36SME IPO me merchant bankers ke torpe kaam karte hai
08:39toh regulatory purpose ze haam log allowed nahi hai SME IPOs peh advice karne ke liye
08:44toh iske liye mahi SME IPOs peh koji ya haan per advice nahi dhe pahongi
08:48mahi uske liye shamaa chahi ho but regulatory karen hai
08:51toh wo ek karan ki wajah se haam log main board ke IPOs ko bhi track kata sakti hain
08:56SME IPOs peh apni rai prakat na hi kar sakti hain
08:59no issue ma'am thank you so much hame apna time dhenne ke liye
09:02dhanyavad dhanyavad pragati thank you so much for calling me on the show
09:06toh agar aap bhi confused te ki kis IPO me paesa lagana chahi kaha per listing ho na hua
09:11toh mujhe umeed hai ki is discussion se aapko madat mili hogi
09:15aur aapko semaj me aya hoga ki ka haan per kis tarah ka moment lena hai thank you so much
09:21hame hi haan tuk dhekne ke liye
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