POV: Itβs the weekend and you finally stop checking GMP, subscription & allotment status. π
πβ
πβ
πβ
Time to touch some grass. π±π
See you Monday, IPO gang. π
π§ IPO LESSON OF THE DAY
GMP is NOT guaranteed listing profit.
GMP is an unofficial grey-market indicator.
It can change rapidly before listing.
Thatβs why I look at:
π Subscription
π° Valuation
π Financial growth
π¦ QIB participation
π Business quality
Donβt confuse hype with analysis.
Follow @ipoaffairs for IPO data + analysis.
π TODAYβS IPO WRAP β 21 AUG
π₯ Biggest developments:
π Sunshine Pictures β allotment day
π Shankesh Jewellers β allotment day
π¦ Gaja Capital β final bidding day
π‘οΈ Tempsens β strong Day 2
πͺ Augmont β subscription opens
Which IPO should I analyse next?
Drop the name below π
If an IPO has:
π’ Strong subscription
π’ High GMP
π΄ Expensive valuation
Would you still apply?
A) Yes β listing gains
B) No β valuation matters
C) Depends on fundamentals
Letβs see what IPO investors think. π
π¨ GAJA CAPITAL IPO β FINAL DAY
The IPO is now nearing the finish line.
π Subscription: ~16.68Γ
π GMP: ~11%
Interesting part?
GMP has cooled, while subscription has continued to build.
Thatβs exactly why I donβt use GMP alone to judge IPO demand.
π¨ NEW IPO OPENS TODAY
πͺ AUGMONT ENTERPRISES IPO
βΉ825 Cr issue
π Aug 21β25
π° GMP: ~38%
But hereβs the question:
Is the GMP telling the whole story?
Iβll break down the IPO today. π
βοΈ GOOD MORNING, IPO INVESTORS
Todayβs IPO watchlist π
π Sunshine Pictures β Allotment
π Shankesh Jewellers β Allotment
π¦ Gaja Capital β FINAL DAY
π‘οΈ Tempsens Instruments β Day 2
πͺ Augmont Enterprises β OPENS TODAY
Which one are you watching? π
π¨ LALITHAA JEWELLERY IPO ALLOTMENT IS OUT! π
Applied for the IPO? π
Check your allotment status now.
π IPO subscribed 66.63Γ
π€ Retail: 12.51Γ
π¦ QIB: 153.80Γ
π― Retail investors had roughly a 1 in 12 chance of getting an allotment.
π Check your allotment:
https://t.co/hXVCZGXnMi
Allotted or not? π
#LalithaaJewellery
You applied for Lalithaa Jewellery IPO and the allotment status still isnβt showingβ¦ π
βBas ek baar allotment mil jayeβ¦β π
Refresh π Refresh π Refresh π
#LalithaaJewellery
π¦ GAJA CAPITAL IPO β DAY 2 UPDATE
The story has changed. π
π Overall subscription: 2.43Γ
π NII demand: strong
π€ Retail demand: picking up
π° GMP: ~14%
The IPO is now fully subscribed, despite grey-market premium cooling from earlier levels.
This is exactly why GMP β actual demand.
Day 3 could be interesting. π
#IPO
π¨ 15 MINUTES LEFT!
Sunshine Pictures IPO closes in just 20 minutes. β³
The IPO has already seen strong demand β but hereβs the question:
Is the hype justified, or are investors overlooking something? π
π Subscription: 81.07Γ
π GMP: ~21%
The final numbers are almost here.
Would you subscribe before the window closes?
#IPO
Tempsens is interesting.
But the biggest mistake would be to evaluate the IPO purely on its grey-market premium.
Business β Earnings β Valuation β Risk
In that order.
β IPO Affairs
TEMPSENS IPO: Strong business or expensive IPO?
The GMP is creating a lot of excitement.
But letβs look beyond the grey market.
Hereβs what investors should actually watch. π§΅π