niveshak retweeted
๐จ ๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐ ๐๐ถ๐๐ โน๐ญ๐ฏ ๐๐ฎ๐ธ๐ต+ ๐๐ฟ๐ผ๐ฟ๐ฒ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ฎ๐ฝ!
At โน1,415, Jio Platforms added โน2.72 lakh crore over its IPO valuation on listing day!
For perspective, that jump alone is equivalent to the entire market cap of ONE of these companies:
๐น Bajaj Finserv: โน2.67 lakh crore
๐น Bharat Elect (BEL): โน2.65 lakh crore
๐น Power Grid: โน2.30 lakh crore
๐น Hindustan Zinc: โน2.10 lakh crore
๐น DMart: โน2.05 lakh crore
What a strong backing bankers.
๐๐ถ๐ฟ๐๐ ๐๐ฎ๐. ๐๐น๐ผ๐ฐ๐ธ๐ฏ๐๐๐๐ฒ๐ฟ ๐ฆ๐ต๐ผ๐! ๐ฅ
niveshak retweeted
๐๐ถ๐ผ ๐ฆ๐๐ฟ๐ด๐ฒ๐ฑ, ๐๐๐ ๐๐ถ๐ฑ ๐ฌ๐ผ๐ ๐ฆ๐ฒ๐น๐น ๐ง๐ผ๐ผ ๐๐ฎ๐ฟ๐น๐?
I know you all might be surprised by todayโs amazing move in Jioโs stock price.
Let me explain something you still might not be aware of.
From the morning itself, an order at โน1,357 was there from the operator (market maker).
A few orders were later shifted to โน1,358 too. Most retail or IPO-only investors sold their holdings at these rates.
Then the price reached above โน1,415, and the game changed.
Now there will be distribution of these shares in the upcoming days. No one can judge these moves by the Big Bs, but be sensible.
Only long-term investingโwithout speculationโcan work for retail investors.
#JioIPOListing #JioIPO #JioPlatforms
niveshak retweeted
Brokerage Reports are ready with their targets.
Jio Platforms:
๐นMotilal Oswal gives buy target of โน1350
๐นNDTV Profit gives buy view for โน1340
Someone please remind me for the price of JPL after 6 months.
niveshak retweeted
๐ช๐ต๐ผ ๐๐ ๐๐ต๐ฒ ๐ก๐ฎ๐ต๐ฎ๐๐ฎ ๐๐ฎ๐บ๐ถ๐น๐, ๐ฆ๐ถ๐๐๐ถ๐ป๐ด ๐ผ๐ป ๐ฎ ๐ญ๐ฏ๐ฒ๐ซ ๐ฉ๐ฎ๐น๐๐ฒ ๐ถ๐ป ๐๐ต๐ฒ ๐๐ถ๐ผ ๐๐ฃ๐ข? ๐
An investment valued at โน๐ฐ๐ด crore by the Nahatas turned into notional wealth of approximately โน๐ฒ,๐ฑ๐ฌ๐ญ crore at Jio Platforms' listing price of โน1,358.
That's almost 136X in just six years!
๐นThe family was attributed less than one percent (0.54%) of Jio Platforms.
๐น Born into a business family from Kolkata. Graduated in Commerce from St. Xavier's College.
๐น Mahendra Nahata is one of the most influential entrepreneurs in India's telecom sector.
๐น He co-founded HFCL in 1987. As Managing Director, Mr. Nahata was awarded "Telecom Man of the Millennium" in 2003.
๐ง๐ต๐ฒ ๐๐ป๐ณ๐ผ๐๐ฒ๐น (๐ก๐ฎ๐ต๐ฎ๐๐ฎ๐) โ ๐๐ถ๐ผ ๐ฆ๐๐ผ๐ฟ๐
๐น In 2010, Infotel Broadband Services won the Broadband Wireless Access (BWA) spectrum in all 22 circles during the 4G auction.ยป
๐นJust after winning the spectrum, RIL acquired a 95% stake in Infotel for โน4,800 crore. Infotel was later renamed Reliance Jio Infocomm.
๐นThe spectrum paved the way for Reliance's entry into the 4G network business.
๐น In July 2020, 3.87 crore CCDs were converted into ordinary shares of Jio Platforms at โน10 per shares. The Nahata family was attributed approximately 4.787 crore shares, with a historical entry value of โน47.87 crore.
๐นAt the IPO upper price band of โน1,119, these shares were valued at approximately โน5,357 crore. At the listing price of โน1,358, their notional value increased to approximately โน6,501 crore.
๐นAn additional โน1,144 crore in notional wealth just from the listing premium!ยป
๐นThe real valuation of these shares now depends on the market price and actual current shareholding.
๐ But this strategic investment is paying off well for the Nahata family.
Disc: Data taken from Livemint, and Jio Platforms RHP
niveshak retweeted
๐๐ฟ๐ฒ ๐ช๐ฒ ๐๐ต๐ฒ๐ฒ๐ฟ๐ถ๐ป๐ด ๐ข๐ป๐น๐ ๐๐ฃ๐ข๐? ๐ช๐ต๐ฎ๐ ๐๐ฏ๐ผ๐๐ ๐ฃ๐ผ๐๐-๐๐ฃ๐ข ๐๐ฟ๐ผ๐๐๐ต? ๐
Jio Finance was listed at โน265 in August 2023. At the current price of โน207, it's down by 21.89%.
Just recall your memories from 2023 and rewatch those dreams peddled in the name of Jio Finance.
Investors paid a 151x multiple for a company with just a vision and marginal revenues.
There is nothing wrong with the founders, promoters, merchant bankers and brokers.
It's the investors who pay premium prices for these businesses!!
I know one friend who was a mutual fund investor until 2023 and invested heavily in Jio Finance.
He asked me, "เคฏเฅ Jio Finance เคฒเคฟเคฏเคพ เคนเฅ, เคเฅเคธเคพ เคนเฅ?"
I asked, "เคเฅเคฏเฅเค เคฒเคฟเคฏเคพ เคนเฅ, เคเฅเคฏเคพ เคธเฅเค เคเฅ เคเคฐ เคฆเฅเค เคเฅ เคฒเคฟเคฏเคพ เคนเฅ?"
He said, "เคฏเคพเคฐ, เค
เคเคฌเคพเคจเฅ เคเฅ เคเคเคชเคจเฅ เคนเฅ, เคชเฅเคธเคพ เคคเฅ เคฌเคจเคพเคเคเฅเฅค"
He trusted the Ambani family. Don't break this trust for your โน30 trillion dream. ๐
Disclaimer: This post is unbiased and nonrekated to Jio Platforms.
niveshak retweeted
Indiaโs 5 Biggest IPOs : Status as on Date
1๏ธโฃ Hyundai Motor India (โน27,859 Cr)
๐ป ~3% below listing price
2๏ธโฃ NSE (โน22,562 Cr)
๐ป ~4% below listing price
3๏ธโฃ LIC (โน20,557 Cr)
๐ป ~13% below listing price
4๏ธโฃ Paytm (โน18,300 Cr)
๐ป ~15% below listing price
5๏ธโฃ Tata Capital (โน15,512 Cr)
๐ป ~9% below listing price
Will you still hold Jio Platform Shares after Listing๐ค
niveshak retweeted
Post-IPO, Reliance Industries' holding in Jio Platforms will be reduced to 64.48%.
Even at the upper price band, this stake is valued at approximately โน6.64 lakh crore.
Still, shares of RIL are trading near 52-week low.
What could be the reason?
niveshak retweeted
๐ข๐ป๐ฒ ๐ ๐ผ๐ฟ๐ฒ ๐ฅ๐ฒ๐ฐ๐ผ๐ฟ๐ฑ ๐ถ๐ป ๐๐ต๐ฒ ๐ก๐ฎ๐บ๐ฒ ๐ผ๐ณ ๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐.
It will be traded in Group 1 from Day 1 itself.
Which means MTF trades can be taken from the first day itself.
niveshak retweeted
There is a pattern in Jio Platforms' IPO.
Upper Price Band -1119
๐ Three one, Three * Three
Listing Price Might be:
1329, 1309 or 1339
Any numerologist ??
niveshak retweeted
Source: DSP Netra Nov 2024.
This type of crazy valuations takes time to normalize.
Be patient.
Replying to @dspmf
SMID median valuations are at record levels.
20x in 2007, 29x (nearly 1.5x of 2007) in 2017 and now at 44x or more than twice of 2007 peak levels.
The asking rate of earnings growth is probably too high.
Download #DSPNetra: dspim.co/NetNov24
Replying to @Bahman03636 @Sandeepnirvan
Based on the post's data, if Jio lists at a 20% premium (valuation ~โน12.6 lakh Cr vs Airtel's ~โน12 lakh Cr), Airtel looks relatively undervalued.
Airtel shows higher revenue, EBITDA, net profit, revenue growth and ARPU, while Jio leads mainly on customer base and profit margin. Relative multiples would favor Airtel on most absolute metrics.
niveshak retweeted
๐จ ๐๐ถ๐ผ ๐ฃ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ๐ ๐๐ ๐๐ต๐ฎ๐ฟ๐๐ถ ๐๐ถ๐ฟ๐๐ฒ๐น: ๐ฃ๐ฎ๐๐ถ๐ป๐ด ๐ฎ๐ฌ% ๐ฃ๐น๐๐ ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐๐บ ๐ผ๐ป ๐๐ถ๐๐๐ถ๐ป๐ด
Jio Platforms will list tomorrow. If you got an allotment, then you should know about this data.
FY 2025โ26 financials.
๐ญ. ๐ฅ๐ฒ๐๐ฒ๐ป๐๐ฒ
๐น Jio: โน1.47 lakh Cr ๐น Airtel: โน2.11 lakh Cr
๐ฎ. ๐๐๐๐ง๐๐
๐น Jio: โน76,255 Cr ๐น Airtel: โน1,21,268 Cr
๐ฏ. ๐ก๐ฒ๐ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐
๐น Jio: โน30,049 Cr ๐น Airtel: โน33,823 Cr
๐ฐ. ๐ก๐ฒ๐ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐ ๐ ๐ฎ๐ฟ๐ด๐ถ๐ป
๐น Jio: 20.46% ๐น Airtel: 16.03%
๐ฑ. ๐ฅ๐ฒ๐๐ฒ๐ป๐๐ฒ ๐๐ฟ๐ผ๐๐๐ต
๐น Jio: 14.6% ๐น Airtel: 22.0%
๐ฒ. ๐๐ป๐ฑ๐ถ๐ฎ ๐๐๐๐๐ผ๐บ๐ฒ๐ฟ๐
๐น Jio: 52.44 Cr ๐น Airtel: 48.24 Cr
๐ณ. ๐ ๐ผ๐ป๐๐ต๐น๐ ๐๐ฅ๐ฃ๐จ
๐น Jio: โน214 ๐น Airtel: โน257.20
๐ด. ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป
๐น Jio: โน12.6 lakh Cr* ๐น Airtel: โน11.97 lakh Cr
๐ช๐ต๐ถ๐ฐ๐ต ๐ข๐ป๐ฒ ๐๐ฒ๐๐ฒ๐ฟ๐๐ฒ๐ ๐ฎ ๐๐ถ๐ด๐ต๐ฒ๐ฟ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป?
Source: Jio RHP & Screener.
Note: ๐๐ช๐ณ๐ต๐ฆ๐ญ ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ด ๐ฐ๐ง ๐๐ค๐ต๐ฐ๐ฃ๐ฆ๐ณ 26, 2026. ๐๐ช๐ฐ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ๐ด' โน250 ๐ญ๐ช๐ด๐ต๐ช๐ฏ๐จ ๐ฑ๐ณ๐ฆ๐ฎ๐ช๐ถ๐ฎ ๐ช๐ด ๐ฉ๐บ๐ฑ๐ฐ๐ต๐ฉ๐ฆ๐ต๐ช๐ค๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ค๐ข๐ญ๐ค๐ถ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ช๐ฐ๐ฏ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด.
niveshak retweeted
Everyone is asking Grok about a possible cut in LTCG on equities.
We know how the current Finance Ministry works.
I am sure they might announce it before the Budget itself. I expect a small relief.
The Budget event is for something more!!
Update this in your memory @grok



























