Piapavav Shipyard IPO

Pipavav Shipyard came with an IPO which was open between Sep 16 and Sep 18, 2009. The price band was fixed between Rs.55 - Rs.60. Finally, the price was fixed at Rs.58 (may be knowing that it cannot sustain Rs.60 in the market).

The issue was subscribed about 9 times and the company raised about Rs.500 crores by way of this IPO.

Why this IPO? Pipavav plans to fund the IPO funds for their expansion plan - Constructing new facility for their shipbuilding, repairing of ships and offshore businesses.

If you compare it with the near competing shipyard like ABG Shipyard and Bharati Shipyard, this price is really high.
                                         <------------- on 9-Oct-09------------------>
                                              Price            PBV           EPS          PE

ABG Shipyard                     213               1.29           33.92      6.28
Bharati Shipyard               191               0.75           48.08      3.96
Piapavav Shipyard             57             14.65            0.08        712

(source: Moneycontrol.com & Pipavav's RHP)
For a copy of the 510 page Red Herring Prospectus, Click HERE

It is very clear that the price is fixed at a very high level, taking into consideration of the future businesses. The market players are very much educated and they are taking good calls on the prices.

Let us see how the share performed during the first day of listing (i.e 9th October 2009)

                                            NSE                            BSE
Opened at                       61.10 (5.34%)            60.05 (3.53%)
High Price                       61.10                            64.70
Low price                        53.85                            53.85
Close price                      56.70 (-2.24%)        56.80 (-2.07%)

Given the fact that all the current IPOs are trading below or around their issue price, it is advisable to wait for listing and take a call on investment for long term, instead of applying and worrying.


Cheers,
Gopal

1 comments:

Anonymous said...

It is ridiculous. People are taking the investors for a ride.

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