IPO frenzy intensifies in September: 41 cos file papers with SEBI; listing gain soars to 114% with 239 issues YTD

IPO frenzy intensifies in September: 41 cos file papers with SEBI; listing gain soars to 114% with 239 issues YTD



This significant uptick includes major players like NTPC Green, Hexaware Technologies, Vikram Solar, Aditya Infotech, Varindera Construction, Vikran Engineering, and Mauri Tech. These filings highlight the growing confidence of companies across sectors in tapping the capital markets, signalling strong investor appetite and a robust IPO pipeline.

The month of September 2024 witnessed a remarkable surge in Initial Public Offering (IPO) activity, with 41 companies filing their IPO offer documents with the Securities and Exchange Board of India (SEBI), according to Axis capital report.

Out of the 239 IPOs listed during this period, 175 opened above their issue price, 10 debuted at their issue price, and 33 listed below their issue price initially but later recovered to close above the issue price by September 30, 2024.

As of this date, 183 IPOs continue to trade above their issue price, underscoring the bullish sentiment prevailing in the market.

In FY2024 alone, 40 IPOs were listed, and 35 of them are currently trading above their issue price. This demonstrates a strong performance trend, indicating sustained investor interest and confidence in new market offerings.

Retail investors have significantly benefited from this IPO wave. Out of the 236 IPOs analyzed, the average listing gain for retail investors stood at 27 per cent. By September 30, 2024, these gains have expanded to a substantial 114 per cent, reflecting the lucrative opportunities that retail investors have capitalized on through IPO participation.

SEBI found that 50 per cent of the shares allotted to individual investors by value were sold within the first week of listing, and 70 per cent of the shares were sold within a year.

Investors were more inclined to sell shares that showed positive listing gains while holding onto those that listed at a loss. Interestingly, when IPO returns exceeded 20 per cent, investors sold 67.6 per cent of shares by value within a week, compared to just 23.3 per cent for IPOs that had negative returns.


SEBI's policy interventions in April 2022, particularly those concerning Non-Institutional Investor (NII) share allotment processes and the Reserve Bank of India's (RBI) guidelines on IPO financing by Non-Banking Financial Companies (NBFCs), have had a significant impact.

Oversubscription rates in the NII category have halved, dropping from 38 times to 17 times. Additionally, applications from "big ticket" NII investors, applying for more than Rs1 crore in IPOs, have seen a sharp decline, falling from an average of 626 per IPO before the policy changes to just 20 per IPO after the new rules were implemented.


Oversubscription rates in the NII category have halved, dropping from 38 times to 17 times. Additionally, applications from "big ticket" NII investors, applying for more than Rs1 crore in IPOs, have seen a sharp decline, falling from an average of 626 per IPO before the policy changes to just 20 per IPO after the new rules were implemented.



Oil soars 10% in five days, logs biggest weekly gain in one year over Israel-Iran war; Brent sits at $78/bbl

Oil prices rose on Friday and settled with their biggest weekly gains in over a year on the mounting threat of a region-wide war in the Middle East, although gains were limited as U.S. President Joe Biden discouraged Israel from targeting Iranian oil facilities.

Brent crude futures rose 43 cents, or 0.6%, to settle at $78.05 per barrel, while U.S. West Texas Intermediate crude futures gained 67 cents, or 0.9%, to close at $74.38 per barrel.


Israel-Iran war: Experts recommend these five oil stocks to buy on Monday

Israel-Iran war: Amid escalating tension in the Middle East due to the Israel-Iran war, oil stocks in India came under selling pressure on the weekend sessions. Rising crude oil prices are also a reason for the oil stock feeling the sell-off heat. The low trading level of the Indian National Rupee (INR) is also diminishing the capacity of Indian oil-producing companies to purchase power from global merchandise. So, stock market experts predict more dips in the oil stocks listed on Dalal Street. However, they also said that falling oil stocks may showcase fast recovery once there is ease in the Middle East tension and advised medium to long-term investors to buy oil stocks in the current fall.

Stocks to buy on Monday

Regarding oil stocks to buy on Monday, VLA Ambala recommended buying these five shares: Gandhar Oil Refinery, Oil India Ltd, Petronet LNG, BPCL, and ONGC.

1] Gandhar Oil Refinery: "Its current movement suggests it is due for a breakout. GANDHAR's current PE of 16.04 is lower than the sectoral PE of 18.32, suggesting undervaluation. While it's currently trading at 216, investors can explore the buying range of 210 to 215 for a target price of 228, 235, and 250. They may hold it for 1–8 weeks while chasing a stop loss of 200," said VLa Ambala.

2] Oil India Limited: Speaking on OIL shares, Sugandha Sachdeva, Founder of SS WealthStreet, said, "Shares of Oil India have gained around 135% year to date even as they witnessed a sharp correction from their peak of Rs.767.90 in August, driven by a sharp decline in crude oil prices during Q3 CY24, leading to a pullback in this upstream company's stock. However, the stock is now showing signs of stabilization, with renewed upward momentum following a surge in crude oil prices due to escalating geopolitical tensions in the Middle East."


Penny stock under Re 1: Small-cap stock in focus as board sets date to consider fundraise

Penny stock under Re 1: Srestha Finvest is one of those stocks that will be in focus on Monday. The board of directors of the small-cap stock has fixed a board meeting date on 9th October 2024 to consider the proposal for raising funds. The penny stock under Re 1 has informed the Indian stock market exchange about the decision. The BSE-listed penny stock below Re 1 hit a 5% upper circuit on Friday despite weak sentiments in the Indian stock market.

Srestha Finvest news

The Non-Banking Financial Company (NBFC) informed the BSE on Friday about the board meeting date, saying, "Pursuant to Regulation 29 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the board meeting is scheduled to be held on October 09, 2024, to consider and approve fundraising, in one or more tranches, in compliance with the applicable provisions of law."

The small-cap NBFC stock is available for trade on BSE only. It ended Friday with a market cap of 145 crore and a trade volume of 2,16,96,699. After price adjustment post-stock split in a 1:2 ratio, its 52-week high is 1.28 apiece. Likewise, its 52-week low is 0.49 per share.

The small-cap penny stock under Re 1 has been on an uptrend for the last one week. The NBFC stock hit 55 upper circuits on all four sessions last week, logging around an 18.50% rise in the last five sessions. Considering the price adjustment post-stock split on 24th September 2024, this penny stock has delivered a 40% return to its positional investors in YTD time. In one year, this small-cap penny stock has given a 45% return to its shareholders.


Hang Seng rallies 33% in 21 days as Nippon India ETF trades at 5% premium: Will China stimulus boost SIP returns?

Nippon India Hang Seng ETF has hit its maximum allowable price increase for the day and has no buyers at that level. Triggered by the rally in Asian markets, the ETF has gained nearly 20.7 per cent over the last week. D-Street experts noted that the ETF currently trades at a premium of five per cent and is not accepting new investments.

Hang Seng index, Nippon India ETF amid China market rally 

D-Street experts said before the rally (as of August 31, 2024), the Hang Seng index delivered an annualized return of -11.4 per cent per annum and -6.9 per cent per annum over a three—and five-year period. Nippon India Hang Seng ETF, the only fund in India tracking the Chinese index, delivered a return of 37.9 per cent in the same time frame.

The Hang Seng index began an upward trend on September 11 2024, starting at 17,108.71 points and rising to 22,736.87 points by October 4, 2024, marking a 32.9 per cent gain in just three weeks or 21 days. 

The ETF has provided a 54 per cent return in the last year and around 22 per cent in the last two years. According to NSE data, the Nippon India Hang Seng ETF last hit its 52-week high of 390.75 on October 3.

However, after the recent rally, the same SIP investor would now see a gain of 3,36,987 and an annualized return of 26.45 per cent as of October 4, 2024," he added. D-Street experts, however, seem divided over the outlook on the near-term SIP returns by the Nippon India ETF as a result of the Hang Seng rally.




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