DreamFolks Services Ltd. IPO Analysis | Will I Apply? | CA Rachana Ranade
Published: 2022-08-25
Status:
Available
|
Analyzed
Published: 2022-08-25
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The speaker plans to apply for the DreamFolks IPO.
"my answer is yes I'm going to apply"
Pending
The speaker will monitor DreamFolks' quarterly results after the IPO to assess its performance.
"but I'm going to keep a close watch on the stock I'm going to see whether the quarterly results are up to the Mark or not"
Pending
The speaker intends to hold DreamFolks stock for at least one or two quarterly results before considering selling, depending on performance.
"I will see at least a result or two uh one quarterly result at least I would want to wait for and see based on the experience at the airports I would want to see how it performs uh in the next quarter if it doesn't perform that well in one or two quarters then I might sell off if I get in the allotment of course"
Pending
International flights are currently full, indicating strong travel demand.
"flights are full I just uh did international travel"
Pending
Airports and lounges are experiencing high levels of activity and congestion.
"lounges were almost full airports were definitely busy very crowded"
Pending
The speaker believes strong travel demand suggests DreamFolks should be able to report good financial results.
"if the flights are full if if the travel is very much at a good level then ideally they should be able to post good numbers"
Pending
The speaker predicts that the Qualified Institutional Buyer (QIB) category for the DreamFolks IPO could see over 30-40 times subscription, given the current strong subscription rates in other categories.
"I feel that qib category might go beyond 30 to 40 times over subscription if it's at point six today and with such a fantastic subscription by other categories like retail individual investors and non-institutional investors as well"
Pending
The speaker plans to apply for the DreamFolks IPO using multiple accounts (five in total).
"am I going to apply through all five accounts my answer is again yes"
Pending
For new investors, considering an index fund for SIP is recommended over investing in a specific stock's SIP.
"if you're new to the markets rather than going ahead with SIP of a specific stock you can think about an index fund"
Pending
When experiencing FOMO on a fundamentally strong stock recommended as 'stock of the month', a strategy of investing one-fifth initially and adding more if it dips is suggested.
"if you feel that already you are having that for more if you have good analysis power and if you feel it's definitely a fundamental stock you can just apply one fifth you can just purchase one fifth at this level if it goes down you can add another one fifth"
Pending
A special series or event related to Teachers' Day is planned for September.
"September is going to be fun we are coming up with something special for Teachers Day or teachers week or teachers month I don't I don't know okay something is going to happen in September"
Pending
The speaker intends to apply for the Dream Folks IPO, anticipating significant oversubscription, particularly in the QIB category.
"I feel that QIB category might go beyond 30 to 40 times over subscription if it's at point six today and with such a fantastic subscription by other categories like retail individual investors and non-institutional investors as well and the grand finale question am I going to apply or not and my answer to this question is yes I'm going to apply"
Pending
After applying for the Dream Folks IPO, the speaker will monitor quarterly results closely, specifically looking for performance above pre-pandemic levels to avoid being stuck in an underperforming company.
"but I'm going to keep a close watch on the stock I'm going to see whether the quarterly results are up to the Mark or not because if their quarterly results are not showing good results uh I don't want to get stuck up in a company who is not able to go about that pre-pandemic level"
Pending
The speaker observes that travel is booming, with flights at 95%+ capacity, busy lounges, and crowded airports, indicating a strong recovery in the travel industry.
"My answer is yes whatever travel I've done in the last uh three four months I can definitely tell you that none of the flights was like them there's no one in the flight in fact uh all the middle seats also I mean almost almost the flights were at 95 percent plus capacity they were running at your lounges were almost full airports were definitely busy very crowded"
Pending
Given the strong travel demand, the speaker logically expects Dream Folks to post good financial results.
"if flights are full if if the travel is very much at a good level then ideally they should be able to post good numbers logically I'm telling you"
Pending
The speaker confirms they will apply for the Dream Folks IPO using all five eligible accounts to increase allotment chances.
"am I going to apply answer is yes and am I going to apply through all five accounts my answer is again yes"
Pending
The speaker plans to hold the Dream Folks IPO shares for at least one to two quarterly results before considering selling, especially if performance falters.
"I'm not going to be in a very very big hurry to sell it off for listing gains I will see at least a result or two uh one quarterly result at least I would want to wait for and see based on the experience at the airports I would want to see how it performs uh in the next quarter if it doesn't perform that well in one or two quarters then I might sell off if I get in the allotment of course"
Pending
A special Teachers Day related series is planned for September, and viewers are encouraged to stay tuned to the channel for details.
"September is going to be fun we are coming up with something special for Teachers Day or teachers week or teachers month I don't I don't know okay something is going to happen in September so uh keep up with the channel very closely"
Pending
The channel is finalizing a theme for September, promising an exciting and fun content schedule.
"we are thinking and closing down on one theme and uh you will get to know about what we are doing this September is going to be fun"
Pending
Savita Oil Technologies, identified as the 'stock of the month' on August 1st, 2022, saw a 25%+ profit in 25 days for investors who bought at the recommended time.
"18th August it had already reached 1478 and today the price is 1620 and today's day high was 1718. so those who who were the pro I mean those who saw this as a community typos those who did their own research those who felt that okay I also believe that this talk is good and those who purchased it I'm sure they might be like dancing right now with almost 25 percent plus profit in in what in almost 25 days"
Pending
For stocks that might experience FOMO, the speaker suggests investing one-fifth of the desired amount initially, adding more if the price dips, or pyramiding if it continues to rise.
"150. if you feel that already you are having that for more if you have good analysis power uh and if you feel it's definitely a fundamental stock you can just apply one fifth you can just purchase one fifth at this level if it goes down you can add another one fifth if it doesn't go down if it directly zooms up though possibilities you can think of pyramiding and if you don't parameters at least one fifth"
Pending
The retail investor quota for the Dream Folks IPO is confirmed to be a maximum of 10% of the net offer.
"retail quota is 10 not more than 10 percent of the net offer correct"
Pending
The retail individual investor portion of the Dream Folks IPO is significantly oversubscribed, reaching 19 times.
"retail individual investors 19 19 times 19 times subscribed"
Pending
The non-institutional investor category for the Dream Folks IPO has been subscribed 8.4 times.
"non-institutional wires 8.4 times"
Pending
The Qualified Institutional Buyer (QIB) category for the Dream Folks IPO is currently subscribed at 0.6 times, but this is expected to increase significantly given strong subscriptions in other categories.
"qualified institutional wise if it is at 0.6 today and with such a fantastic subscription by other categories like retail individual investors and non-institutional investors as well"
Pending
The Grey Market Premium (GMP) for the Dream Folks IPO is approximately 25.
"GMP is around 25"
Pending
The entire proceeds from the Dream Folks IPO will go to the promoters, not to the company itself.
"the money raised from this IP is going to go completely to the promoters nothing is going to go to the company"
Pending
Dream Folks acts as a middleman, enabling lounge access for bank customers. Banks pay Dream Folks a commission, from which Dream Folks pays the lounge operators.
"they are tied up with both they provide lounge access to his customers as a complementary Benefit Service is free for the customers charges are paid by the bank to the to dream folks that's a commission right and then transfer to the lounge operator so they are going to keep a commission they are going to take from the banks and they're going to pass the balance after cutting their commission they're going to pass it to the lounge operators right dream folks earns its commission as a middleman"
Pending
Dream Folks holds a dominant 95% market share in its specific business segment.
"they have a 95 percent market share in this specific segment"
Pending
Dream Folks provides a technology platform that connects lounges and banks, enabling them to offer services.
"what dream folks is doing is that they are actually building some sort of software or Tech you can say Okay platform so that the the lounges and the banks they are connected to each other so that they can give Services"
Pending
The speaker notes that one-third of the promoters' shares are being diluted in the IPO, but cannot provide a specific reason from the RHP.
"entire is being promoters issue which is being diluted so we I did not find any specific reason in the RHP why is that done so I will not comment on that"
Pending
The speaker states they are not applying for the Dream Folks IPO, likely due to the 100% offer for sale structure.
"I'm not applying for some money okay"
Pending
The speaker clarifies that the 100% offer for sale in the Dream Folks IPO isn't necessarily a bad thing, despite their decision not to apply.
"but uh I mean it's not like a bad thing just because it's 100 of the face"
Pending
The Dream Folks IPO is not particularly encouraging for new investors because the funds raised will not go into the company for growth.
"it's not like bad sinuses but uh simultaneously I can say that nothing encouraging for an investor for a new investor because uh see money is not going to go into the company"
Pending
The speaker confirms they will apply for the Dream Folks IPO.
"my answer to this question is yes I'm going to apply"
Pending
The speaker reiterates their intention to apply for the Dream Folks IPO, this time specifically mentioning applying through multiple accounts.
"my answer is again yes"
Pending
The speaker intends to apply for the Dream Folks IPO using five different accounts: their own, their husband's, father-in-law's, mother-in-law's, and a HUF account.
"I am going to apply through so me my husband father-in-law mother-in-law and plus Huf Okay so five accounts we have"
Pending
The speaker plans to wait for at least one or two quarterly results after the Dream Folks IPO listing before making a selling decision.
"I will see at least a result or two uh one quarterly result at least I would want to wait for and see"
Pending
For new investors, the speaker recommends considering index funds for SIPs rather than investing in individual stocks.
"if you're new to the markets uh rather than going ahead with SIP of a specific stock you can think about an index fund"
Pending
Pro investor members can consider SIPing into specific stocks that the speaker has discussed and believes are fundamentally strong.
"or you can also if you are my Pro investor member and if you feel that okay this XYZ stock that I have discussed if you feel that yeah it looks really good you can think about doing type in that specific stock as well"
Pending