1. Storage Technologies & Automation Limited SME IPO

Date : 30 April To 3 May
Issue Price : 73-78
Lot Size : 1600
Issue Size : 30 cr

LM : Oneview

2. Amkay Products Limited SME IPO

Date : 30 April To 3 May
Issue Price : 52-55
Lot Size : 2000
Issue Size : 12.6 cr

LM : HEM

Allotment out 
 
VI FPO

linkintime.co.in/Initial_Offer/…
 
Basis of Allotment :

QIB Others - 19.655x
QIB MF - 20.158x

SHNI
115 : 134 allotted 19,470 Shares

BHNI -
22,595 Shares + 1 (138:301) (on 92,158 shares) &
above that ~ 4.3% Additional Allotment

*Retail - Full allotment

Securities in Ban For Trade Date 24-APR-2024

HINDCOPPER
IDEA
ZEEL

Now Officially Confirmed From NSE That IDEA Will Be In F&O Ban

Sorry For The
Mini Heart Attack😅

Completed My Analysis on JNK India

Everything Is Good,
Only Issue I Found is Valuations

The Earnings Aren't Very Rich,
Seems A Small-Reasonable Listing Gains Candidate But Interesting Part Is That
No Returns Visible In
Med-Term

Seems A Copy Of
GPT Health But Won't Fall Like It

SMEs :

1.Falcon Concepts -
Honestly I Haven't Studied This in Deep
But Prima Facie,
No Reasons To Apply
May List 10-15%
But Give It A Skip

Listing Update :

1.Ramdevbaba
It was a risk Apply,
I Had Applied
Listed 32%

2.Grill Splendour Was An Avoid
Listed At 1% Now At LC

Sebi Observation Letter Issued To Below IPOs Last Week End on 19th April 2024 :

1.TBO Tek (15th April)
2.Awfis Space Solutions (16th April)

I Am Personally Excited For TBO Tek

Very Important Update

Vodafone Idea Board Approves Issue Of Shares At
11 /-

VI FPO Allotment Will Be Done At 11 Rupees Only

And The For The Extra Smart People Who Applied At 10,
I have Lot Of Emotions
Won't Express

Said Three Times To Apply At Cut-off

VI 4%⬆️

Northern Arc Capital Files Addendum to DRHP

Company Raises Private Placement of 382 cr
Through Issuing CCPS
@ 391 /- To :

1. International Finance Corporation(IFC) - 332 cr

2.RJ Corp - 25 cr
3.Ravi Jaipuria - 25 cr
(Chairman Of VBL)

Note : The Company is Yet To Raise Pre-IPO

Piccadilly Agro Q4

Blockbuster Numbers 🔥
OCF Healthy

Rev : 202➡️282 cr
PBT : 9➡️59 cr
PAT : 5➡️43 cr
PAT Margin : 0.25%➡️15.2%

Solid Bottomline Expansion
Justifies It's Valuations !

JNK INDIA IPO
Anchor Book

Good Anchors👍

No Worries 👍

Surprised to See HDFC Defence Fund

Good Names
Kotak, HDFC, 3P, Mirae, DSP, Aryabhatta, Goldman,
Allianz, Natixis

Tejas Networks Q4

Blockbuster Numbers🔥
They Have Finally Delivered 👍

Rev : 300➡️1170 cr
EBITDA : (-67)➡️190 cr
Margin : (-22%)➡️16.2%
PAT : (-11.5)➡️147 cr

Orderbook Till Q4 FY24 - 8221 cr 🔥

PLI Incentives - 32.66 cr

22 New Patents Granted in Q4, Total - 335

Weak OCF

VI FPO Subscription Data :

QIB : 19.31× i.e 69532 cr
Bharti Hexacom Was 62k cr

BHNI : 6.04× (10860 cr)
App. Wise - 0.89×
Firm Allotment But Not Full

SHNI : 1.55× (1395 cr)
App. Wise - 1.25×
Lottery

Retail : 1.01×
Full & Firm Allotment
Even 14 Lots will get Full Allotment

Vodafone Idea Limited

'A Last Round Of Oxygen Or A Turnaround Story '

Let's Understand How VI Can Get Saved

A Detailed Thread 🧵

1/n

Vodafone Idea Limited FPO

A Summary of Positive And Negative Points

It will Have Few Points From FPO And Few From Short-Medium Term Perspective :

Tata Sons Submits Proposal to RBI To Seek Waiver For It's IPO

Tata Sons Had Recently Raised 9k cr From TCS Stake Sale To Reduce Debt

And If RBI Gives It A Approval, There Will Be No Tata Sons IPO

But No Such Waiver Expected in Tata Capital IPO

Tata Capital IPO is still On 👍