Chintan Parikh Profile picture
I tweet regularly on Indian stock market, mainboard and SME IPOs.. Tweets are for learning purpose only and personal view. not SEBI registered no paid services
Jun 23 9 tweets 6 min read
#SME #GPECO
Disc: Holding PreIPO

Biz
Started in 2010

Segments:
1. Distribution of Solar inverters and Solar panels)
- On-grid Solar inv
- Hybrid Solar Inv
2. Solar EPC
3. Solar Plant O&M
4. Distribution of Sungrow Inv & Satvik & LONGi Panels

Own brand called Invergy

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Own brand called Invergy
hybrid solar inverters & lithium ferro phosphate (LFP) batteries
As of now, the Invergy batteries are mfg by subco
Reduction in supplier concentration from 62% to 50% to 42% in last 3 years

one of the supplier to #oriana

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Jun 10 7 tweets 2 min read
for Pre-IPO,
if your PF is below 2 Cr, i will not advise it. this is more riskier due to many factors which is not under your control.
start with mainboard companies, migrate to SME once you get some handle on risk and pf grows.

what can go wrong -
1. Delay in IPO
........
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2. Valuation stays same for longer period
3. Promoter dilutes more and more
4. Company doesnt meet its projected numbers
5. U cant trade or exit as no buyers
6. no price transparency
7. U pay higher tax if u sell unlisted shares
8. U pay higher price / commission to brokers

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Dec 31, 2023 4 tweets 2 min read
Someone asked me what he should do option 1) keep the funds for IPO applications 2) repay the home loan.
I told him to go for OD Home loan account. I am using SBI Max Gain Home Loan which allows me to withdraw the money for IPO as and when i need it and ........

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I pay interest on amount i take out. when i dont need it, i keep my surplus cash there and i dont pay interest on that much amount.
for e.g. u have taken 10 lakh home loan and u have 5 lakhs in savings. put that in OD Home loan and u will pay interest on remainig 5 L only

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Dec 1, 2023 8 tweets 2 min read
@RBJAIN_ Allotment in hni category in sme's is proportionate basis so more the number of lots you are applying better the chances of allotment. In sme, minimum allotment is 1 lot. if you have applied lesser no. of lots than final HNI category subscription then your allotment ....
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@RBJAIN_ ... is based on lottery depending on how many other applicants are there for same lot size.

Lottery happens for each lot size separately in hni category where lot size is lesser than total hni subscription. Allotment probability is:
....
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Sep 10, 2023 14 tweets 8 min read
#SME #Shritech
Biz
History:
Started in in 2011 as Partnership firm with biz of ind. trading in Polymers, Chem, Packaging Materials & other allied prod. Followed by a mfg on a job-work basis. After demerger, biz of contract mfg was transferred to Aurum Fabritech pvt Ltd Image Activity:
mfg Polypropylene (PP) Non-Woven Fabric in a variety of sizes & densities upto 4.5 m size & 15 GSM to 800 GSM.
Customer Base:
used for ecological apps, in fields & ind. where disposable or single-use products are necessary
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Jun 26, 2023 7 tweets 3 min read
#Magson #SME
Biz
- retail & distribution business of gourmet, frozen food, and specialty foods under Magson & My Chocolate World brands
- jain brothers, the company deals in Nonveg products as well
- Products are Frozen food Vegetarian & Non-vegetarian, Premium Cheese and..
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Dairy products, Exotic Vegetables and fruits, Ambient Products, Imported/ luxury Chocolates, Imported packed products etc
- 26 retail stores/outlets of 16 are operated by the company, 7 by franchises and 3 under 2 jv
- Available on e‐commerce and online shopping

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Jun 26, 2023 15 tweets 10 min read
#Essen #SME
Biz
- Since 2002 manufactures & exports specialized plastic products in the home improvement & home furnishing industry
- Customers are from fortune 500 IKEA, Walmart, Kmart, Bed Bath & Beyond, Rusta, Runsven, Kohl's, Kroger, Amazon etc.

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- product list includes bath area & accessories, artificial plants & flowers, kitchen & dining, storage & organization, fitness & lifestyle, & outdoor & utility prod, & customized prod, which include plastic films, Spa slippers, Baby shower caps, green-house gutter sheets

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Jun 12, 2023 13 tweets 8 min read
#cwd I have bought total 9 lots of cwd 7 in last 2 days and 2 lots today #CWD i was planning to buy it close to 1000 but not much supply was coming so was able to buy with avg of 1130ish. planning to hold this for long term
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Apr 30, 2023 7 tweets 5 min read
#phantomfx
Please note i am already holding this.
Biz
- 500 Emp
- operates a full-fledged creative VFX studio, offer end-to-end services to production houses encompassing services like Completing a Shot with final compositing, Creating 3D elements,

1/n ImageImageImageImage Biz
photo real creatures, & environments, Rig/Wire removal, paint clean-up, rotoscopy,
3D match move, 3D animation (storyboard & animation), Pre-visualization Game cinematics , Fire/water Fx & other natural phenomena 3D ride animation for commercials, films, & Web series
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Sep 11, 2022 8 tweets 7 min read
#sabar #SMEIPO

Biz
-Mfg of all kinds of Flexible packaging materials used for packing Food, Dairy, cosmetics, pharma, Chemical & agriculture products etc
- multi-color pouches, stand-up pouches, zip-lock pouches, vacuum pouch, paper bag, e-commerce bag, etc.
- 92 emp

1/n Biz
- 3 prod, Multilayer films, Printed laminates, & flexible packaging prod (pouches & bags).
-Customers Meghmani Org, Sabar Dairy, Baba Ramdev Salt Refinery, Sheetal Ice cream, Arbuda Ind, Pushp Henna, Moli Heena , Kashmirilal & Sons, Bhagwati Food , Prince Gruh Udyog etc.

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Sep 9, 2022 9 tweets 6 min read
#MEGAFLEX #SMEIPO
Biz
-Mfg of Leno Bags used for packaging agri prod. like potatoes, onions, garlic, coconuts, fruits & vegies
- also mfg. Woven PP Fabric & Sutli (Fibrillated Twisted Thread)
-trading of Polypropylene Granules.
- 148 Emp

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- Mfg plant in Howrah, WB with captive power generation unit, UPS, water treatment plant
- production capacity of 60 looms & 51.30 million Bags /year
- export Leno Bags to Poland for 2 years

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Jul 5, 2022 24 tweets 8 min read
#SKP #SMEIPO
Biz of mfg & exporting of needle rollers, cylindrical rollers, pins and steel balls (Rolling Elements). Also engaged in biz of generating, distributing, supply, accumulation & sale of elect. from solar & wind energy.
over 30 years of experience in India

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solar plant situated in Agar, MP & other wind mills situated at Mandsaur, MP and Satara, MH with capacity of 0.63 MW, 1.5 MW and 0.80 MW resp.
The solar & wind energy for captive consumption is fine but for commercial purpose is a big negative for me. its a cash guzzler biz

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