Dr.Stocks
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876
Investment call.
Time horizon
2-5years
Invest as much as possible
Hyundai buy now for 1850-1900₹
Wait for 30days first place of 50% anchor sale if traded below 1900₹ wait for additional 60days next 50% anchor sale if traded below 1900₹ again add as much as possible in exactly 90days from here.
Targets
2500/3000/3500/4000
No stoploss as it’s investment call
Also this will not be bad like Paytm for sure.
876
HYUNDAI MOTORS LTD IPO
Total subscription 42% On 2 Day
A company cannot get listed on the stock exchange through an IPO if its issue is not subscribed to at least 90% of the offered shares; if the subscription falls below 90%, the IPO is considered cancelled and the company must refund the entire subscription amount to investors.
Fwded as received
Hyundai IPO likely to withdraw or may be extended with some lower price band
876
October 2024 is a month to remember in Stock Market.
1. Highest selling by FIIs in Indian Stock Market history.
2. Largest ever IPO.
When FIIs keep selling, DIIs keep buying and Retail keep pumping in the money into Mutual Funds.
Who is smart?
Only time will tell.
876
SEBI circular today increased the position limits for Trading Members in Index Derivatives.
Earlier: Higher of ₹500 Cr or 15% of OI
Now: Higher of ₹7500or 15% of OI
How does this increase help? Whom does it help?
In my view, it helps all those index contracts where OI falls after expiry days significantly.
The fall is so steep that for many brokers ₹500Cr of limit becomes the higher cap instead of 15% OI. This leads to many brokers not being able to trade on next day of expiry due to limit breach. Or at times they trade judiciously on expiry day in the next/monthly expiry contracts.
The change will give a lot of room to brokers on expiry days to trade in next expiry / monthly expiry contracts.
Positive for the likes of FinNifty, Bankex, MidCapNifty and others with thin volumes. This one step could help these contracts become big boys of the market someday.
Another point is that this circular is effective 1st April 2025. Which means it is aligned to go live on the same day the intraday monitoring of position limit will go live as per clause 5.3 of the Index Derivative rationalisation circular.
Which again makes me believe that the client level position limit may get relaxed too. It is currently ₹500Cr, may go up to around ₹1500Cr as markets have also gone up 3X since the day the said limits went live.
Caveat: This is a view. I have gone wrong with my views before, may go wrong now too.
Will explain how these said limits are monitored in a different post some other time.
876
Hyundai IPO:
Pros:
1)India No:1 Market share in Mid-Size SUV with 38% Market share.
2)Ranked:2 in Export of PV.
3)Strong sales and service touch points.
Cons:
1)Diluted 10,000Cr amount as dividend to existing share holders.
2)Cashbook of 16,000Cr is reduced to 6,000Cr due to the above one.
3)Minimal presence in BEV segment.
4)Cannibalization risk(Kia Motors).
Conclusion:
Stay invested for long term with Automobile cyclic risk.
Expecting min 10-20% Listing gains
Full details:
https://youtu.be/20YQUpLeYBQ?si=C5gTHUez--nwxVWb
876
*If your an auto enthusiast it’s for you*
*Presentation will show you how market evolves to BEV sector as per crisil report in 2029*
https://youtu.be/20YQUpLeYBQ?si=LHN-5VEKZWBOhgLZ
876
🛑❌🛑 Alert
Please never apply for Hyundai IPO.
Reasons:
🔸 It is 100% OFS. Means offer for sale. Not a single money goes to company. All money from our pocket is going to promoter's pocket. And that too in Korea. So this is big loot of India.
🔸 Exorbitant rise in dividend payout to the parent by taking money out of cash reserves, just before IPO. Look like captain is jumping out of ship before others🙄
🔸 Sharp increase in royalty payment percentage to the parent, also just before IPO.
🔸 Launching IPO with full of face component at Big Bull market valuations, while automotive market is struggling.
🔸 Over valued IPO.
🔸 Hyundai sale is decreasing by 5% in July.
🔸 Pear companies are undervalued and with lower P/E ratio like Tata Motors.
🔸 This is historically big IPO, so supplies huge. So slow chance of listing gain.
🔸 It may fall sharp after listing.
🔸 Grey market premium is falling dramatically. Still going down.
So it looks like more scam than IPO for me.
876
Hurry up and unlock this before the content expires or is removed ⚡️ https://cosmofeed.com/ps/6707956d2a7b2800138b2dc9
Investment @1500₹ with unlimited profit & risk
876
Hurry up and unlock this before the content expires or is removed ⚡️ https://cosmofeed.com/ps/67064186322bc80013793e7e
Investment is 1500₹ and will have unlimited risk with unlimited profit.
876
Hurry up and unlock this before the content expires or is removed ⚡️ https://cosmofeed.com/ps/6704f515da26d400137e7c5e
Investment is 1000₹
