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Old 16-04-2015, 05:55 PM
avadhoot avadhoot is offline
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investigate VRL Logistics Ltd. IPO





#annualized FY 15 using upper end of the price band
## using post-issue OS shares



# moneycontrol data -latest as available

further details

Last edited by avadhoot; 16-04-2015 at 05:58 PM.
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Old 16-04-2015, 10:05 PM
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IPO specialist late with info Looks like going to be oversubscribed hugely.
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Old 16-04-2015, 10:16 PM
avadhoot avadhoot is offline
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total 1.94 times already (combined)
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Old 16-04-2015, 10:27 PM
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Originally Posted by avadhoot View Post




#annualized FY 15 using upper end of the price band
## using post-issue OS shares



# moneycontrol data -latest as available

further details


Most of the parameter matrix leads to the impression that issue is over priced .

Not much money on the table for investors of the iPo
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Old 16-04-2015, 10:44 PM
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Now everything so expensive Even less expensv looks cheap.

30 avg PE for the sector 19.7 is like manna from heaven.

Generally good time for logistics too Oil down Economy turn.
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Old 16-04-2015, 11:01 PM
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Found 2 small ones that were quite cheap (still reasonable) PATINTLOG & KTIL One went up 8X the other 5X in an yr but never quite muster up the courage to buy these (spcly after ARSHIYA, though not quite comparable). This 1 at least has the size & scale (& looks low debt too).
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Old 16-04-2015, 11:04 PM
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Originally Posted by sumit View Post
Most of the parameter matrix leads to the impression that issue is over priced .

Not much money on the table for investors of the iPo

My Take:

Quote:
The fundamentals of this company are satisfactory but not great. What makes this issue lucrative is its pan-India presence and future potential of e-commerce boom which is supposed to increase by leaps and bounds with rising prowess of app-base buying in India.
VRL lags behind Blue Dart on return-ratios front but it is also being offered at lower valuations than BD. The present government is supposed to lay a great thrust on the infrastructure development and present minister of Road Transport and Highways, Nitin Gadkari , who had earned a sobriquet of Roadkari (one who makes roads), is supposed to do a lot in road development and the same is supposed to be favourable for a logistics company like VRL.
Higher debt of the company is a concern but to some little extent the same shall be lowered as the company plans to repay its loan up to Rs. 28 crore by the issue proceeds.
The stock of Gati had soared significantly (much ahead of its fundamentals) after Ramkrishna Damani bought a stake in it, as he was bullish on oncoming future growth of Indian e-commerce industry.
The future of this stock shall depend on overall global and Indian economy, crude prices and overall market sentiments but providing all these factors as favourable this company is definitely supposed to perform well in future.
These days market is honouring stocks with an emphasis on their future prospects rather than the current financial statements and this is why VRL is supposed to do well on the bourses.

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Old 16-04-2015, 11:09 PM
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Originally Posted by kkseal View Post
Now everything so expensive Even less expensv looks cheap.

30 avg PE for the sector 19.7 is like manna from heaven.

Generally good time for logistics too Oil down Economy turn.

debt is there for VRL,
BD is debt-free and enjoys better return-ratios but valuations are on higher side.
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Old 17-04-2015, 08:04 PM
avadhoot avadhoot is offline
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mad

My Gosh !!!!

Issue subscribed 74 times !!!
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Old 17-04-2015, 08:47 PM
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Told Ya
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