IndiaBulls Power IPO - Analysis & Vote for the listing price


Indiabulls Power's IPO was subscribed 5 times, as the issue opened on 12th Oct 2009 (today). The issue details are as follows:

No of Equity Shares                                    39.07 crore
Value of each share                                    Rs.10
Price offered (band)                                    Rs.40 to Rs.45
Minimum lot                                                150 shares
Further lot in multiples of                           150 shares
Issue Closes on                                         15-Oct-09


With the recent power issues (Adani & NHPC) quoting below or near the issue price, I do not think that the retail investors would be interested in this issue.

My concerns:
  • The price of Rs.40 (the lower band) is itself high
  • Adani & NHPC available at good valuations in the secondary market
  • The promoters have no experience in mega Power projects
  • No operating history, as the company is just 2 years old
  • Long gestation period for the 5 projects, though some are in the advance stages
If at all there are any positive in this IPO, they are:
  • Listing gains (if the market maintains it momentum) of about 3%
  • The promoters have access to capital market (Indiabulls Securities) and can sustain the price above the issue price.
Here are 2 questions:
  1. What would be the issue price?
  2. At what price the stock would be listed?
I have created a poll on the right hand top of this blog page. You can vote and let us see where we are in terms of understanding the market?

Cheers,
Gopal

2 comments:

Unknown on October 13, 2009 said...

Gopal, who is the market - India Bulls and brokers of its ilk. Wait and see at what price it gets listed. If it can pull it off (listing) before Diwali, some of them are making a big kill and leave a lot or retail investors licking their wounds for months to come!

My Thoughts on October 13, 2009 said...

Yes Sir, that is the only hope for the investors for a listing gain, if at all it can get a decent premium on listing and exit. I think for long term, we can get it in the open market at a reasonable lower rate.
Cheers, Gpoal

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