Hyundai Motor India Fundamental Analysis - Worth investing post IPO?
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- Опубликовано: 15 окт 2024
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Great video as always @SahilBhadviya
It’s strange that entertainment or masala podcast channels have millions of subscribers and good finance podcast channels like yours have half a million subscribers. In one way it shows that a lot of people needs to be educated on stock markets and it shows the future growth potential of the Indian stock markets
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Hyundai Motor India's strong brand presence and diversified product portfolio make it an attractive investment opportunity.
I agree, their cars are always in demand. But have you considered the market trends and competition?
Yes, Maruti Suzuki is still the market leader. But Hyundai's innovative designs and features set them apart.
That's true. I recently purchased a Hyundai SUV and love its performance. But investing in the company is a different story.
Considering Hyundai's IPO and the potential for long-term growth, I'm thinking of hiring a CFP to guide me on investment strategies.
Yeah, trying to consult a CFP but can't find any. Still looking though
GMP does not guarantee listing gains, many times it is manipulated....
1. IPO is overvalued.... there is nothing for listing gains
2. Whole money will be taken by promoters as IPO is 100% OFS..
3. At present Hyundai Motor India pays 3.5% royalty to the parent company, it can be increased by parent company in future
(like Nestle)
4. Many Anchor Investors invest in such kind of IPO because of vested interests......
5. Anchor lock-in period end date for 50% shares (30 Days), it means after 30 days there will be supply ........
6. Post IPO Promoter Holding remains 82.50% which is required to reduce further and there will be supply pressure from
promoters in future......
I think it is better to stay away from this IPO.
You are absolutely correct. The OFS is only meant promoters and that too out side of India. So, all profts/benefits will go to others than resident investors.
Wow great points 👍
I have 10% offer in this ipo ,,can I apply and withdraw in few days.
@@muthukrishnan1522 You can sell at time of listing too. But because of too much supply share price will open at discount and crash further on listing day. So you will have to book loss.
What's the point in applying if you would be getting loss? Better to buy after a few months when it comes around 1200-1300 levels. Rest assured it will fall.
Question is - What to do after IPO? My focus was more on that side.
100% offer for sale that to money goes to parent Korean investors (out of India) is not worth it. For longterm, wait till anchor investors to sell after a month from IPO listing (as per regulation). You would probably get is at 30-50% cheaper. Remember, Paytm, LIC, CarTrade, Nykaa all are highly overvalued and 100% OFS. Please DO NOT lose your hard earned money!!!
Exactly !
Sahi bola... We indians are fools they think.. why valuation is kept so high because they know our core understanding of share market fundamentals is weak... Let's all dump this ipo and teach them a good lesson. 27 pe in automobile sector is way too high for ipo point of view. And with the technology disruption hanging over head even legends like vw are struggling...
Almost felt like a promotional video lol 😂😂😂😂
It's a promotion tbh 😂😂
Hundai ipo is 100% to avoid, reasons
1)indian money will go to korea
2)0% investment in India
3)higher valution.
We are not fool.....
We will tell a lesson don't try to cheat us.
IPO will List between 1200 to 1400
And will not fully subscribed
Hey u forgot to tell even after ipo parent company holds 88% . So again they have to dilute another 13% further will drag down the value of the stock.
What happen to Mazgon Dock same situation.
Also they Manufacture LOW build/safety rating cars in India compared to their global products
What do you mean?
Is diluting 13% mandatory because of any rule??
@@potatorevolution8849 yeah promotor can't hold more than 75% stake. So Hyundai case post this ipo parent company holds 88%. So with in a timeline they have to sell 13%.
@@potatorevolution8849 sorry small correction post this ipo parent company still holds 82.5%. so they have to sell another 7.5% again in some time .
Clearly mangment is 'Chor' there are many points but one of these -
Comparing sales growth to FY21(Covid year) 😂 to show 20% revenue growth. 😅
Also they Manufacture LOW build/safety rating cars in India compared to their global products
First time I thought you will be biased... But found this video so knowledgeable and helpful... Thanks,,..
Sahil I am New to your channel I saw one month ago salute for your knowledge I didn't see any youtube channel like you
Listing time itself PE high is not advisable to invest. Not value for the money. We can buy the stock after correction from the listing price. Also GMP is not active 😂😂😂
HowPE of 25+ is justified when parent company PE in korea just 5?
great holistic explanation of the IPO and the company.. thanks Sahil!
India per capita is very different from USA n China. So comparing us with other countries is useless.
Thanks for the video, Sahil do you think your recent choice of creta, might have to do with brand anchoring bias. Well with that said their designs are getting out dated, most of their new ones are aren’t exciting as much as Mahindra Tamo are doing, Hyundai in current year feels like skoda. While KiA is having much better road map with interesting products
One minor correction. Hyundai plant is in Sriperumbudur (not in Chennai, near Chennai).
Dear Sahil, Thanks for the detailed analysis video.
Hyundai will get real diwali gift from Indian retailers ! 😂🤡
Can anyone clarify the 1st risk - Cannibalization? since Kia is a subsidiary of Hyundai, isn't it good even the Kia sells better, how it is a competition? Or isn't kia a subsidiary of 'Hyundai motors india' but a subsidiary of 'Hyundai korea' ???
Hi sir
Now this time what about credit access gramin...pls suggest
You should also mention P/B Ratio which is very high as compare to Maruti and other auto companies............... Return on Net Worth is high because of that huge dividend as cash has reduced significantly (and as Net Worth )
I personally believe the shares of Hyundai can be got at discount of at least 10% before the completion of first one month of listing. They are offering it at much higher price without any scope for listing gains to the general public citing the recent ipo listings of Bajaj Housing Finance and Ola Electric which were underpriced by the companies. I doubt, if the Hyundai IPO would hardly get proper response from the masses if there was no huge fanfare from the media about the issue and, support from financial influencers for subscription.
Great video as always @SahilBhadviya
It’s strange that entertainment/masala podcast channels have millions of subscribers and good finance channels have just 1/2 million. One way it shows that a lot of people are still waiting to show interest in stock markets and once that happens the growth in the stock market participation and otherwise will be phenomenal
In Short - Don't buy the IPO
😂
How to get yearly membership by paying in single payment method
Tata motors is at better valuation and is a indian company. Even Mahindra and Mahindra is better than these.
IPO FOMO is being utilised, investors must be cautious.
I am not going to invest for the following reasons
1. The purpose of ipo value Rs 27600+ crores has no plan of investment in india
2. The parent company in korea has taken last year earing around 15000+ crores in the form of divident back to thier country
3. While ofs has bigger contribution, why did they not offering in korean market?, Because their valuation (PE) in korean market is only 7, where they are listing at 27 PE in indian market where the liquidity and indian investors centiment is more towards equity
4. I foresee there is a conflicting interest between promoters and investors
Do not apply hyundai chor , money will go to Korea South
😂😂😂😂😂😂
Foolish comment
wts the mobile u use?
car u use?
bike u use?
ac u use?
wts the app u used to comment?
brace urself dude capitalism have no boundaries ...A crony capitalist in any country is common ...
Tera baap vi chor he 😂
I want to invest in Modiji only😢
Like you said it's better to wait for listing. I'll do the same.
U r requested instead of charging one lump sum amount for weekly vedio better to charge in monthly payments, so one can easily afford ur weekly vedio. Regards
Not applying for IPO but may think to buy shares later once market volatility settles.
Totally avoid this ipo for many reasons.
High premium
Total ofs
Promoter taken out 10k crore as dividend before ipo
Kashmir solidarity issue
Most of anchor investors subscribed less than 1% in each schme
Not even single penny use in expand capacity or manpower
Total indian market money goes to Korea. Rs 10000+27800 crore.
Rts power corporation pe video banaiye.... genuine multibagger hoga ye shayad
Even if I invest in Nifty Bees, I may get a return, but this IPO seems like a joke by the management! 😅😅
I made a pre-apply but later turned down my mind.
Waiting for listening.
Just compared it with maruti suzuki, Hyundai's Post IPO PE is more than 70 whereas maruti have PE of just 27. Also profit growth doesn't justify 73 PE of Hyundai. Next negative point is Entire IPO is OFS. Dont aplly In IPO, Even if you want to invest then Wait for next 1-2 Quarter then only invest.
Will wait for the right price.. I own Hyundai vehicle, had a good experience...
What about freshara agro exports?
Hyundai has paid this guy to give positive review
Hi Sahil
Good analysis 😊
Hyundai IPO good price is 350 not 1960.
End product stocks with high PE are not at all worthy. But component making stocks are the best one. S. Korea and N. Korea geopolitical situation is also to be a major concern.
Thanks for the detailed information 😊
I am not ready to pay more than 1350/- (fair value) for Hyundai india considering various factors like lack of aggression in CNG & EV leadership in market...Tough competition ahead for Hyundai in the future .. Let us wait for some correction in the share and then we can add it ....😊
Waiting for your Diwali 2024 video😊
All the 8300 cr anchor book that has come in the IPO are long term investors who knows how to hedge their position in the long term, even an negative or flat listing or stay silent during their lockin period. My view is that the co is an absolute long term investment worthy only for those who knows the risks and who knows how to hedge...
Hi sir can u make a video of 2024 ipo performance company video
I was waiting for this video. I haven't decided as of now on applying for Hyundai ipo and analyzing experts opinion. My gut feeling is stock might discount in few days if there is no price rise of 10% from listing price in one week.
2024 result of Hyundai is like a bride on her marriage day. I will avoid applying for IPO.
I like very much your videos, thank you very much.
They don't want retailers to make any money so they are bringing overvalued IPO... boycott 🎉🎉
sahilbhadiya
That's his name
He is active on
Telegram.
Sahil Bro...
Thank you so much for information. 🙏
Thank you Sahil
Thanks for your information
Sir I want to join channel please help me with yearly plan
Hi Sahil could you please do video on credit access grameen ltd
Fusion toooo pls
Very good analysis.
Another Gem waiting to join Paytm, Lic, GicRe Club 😅
sahilbhadiya
That's his name
He is active on
Telegram.
Hyundai IPO will open between 1600-1700, you can note it down.
Maruti seems to be bit overvalued and I believe Hyundai ipo price also seemed to be bit overvalued and we could wait for listing unlike Bajaj housing finance which was a good ipo
Think about our profit and act
I was eagerly waiting for this one!!! ❤
Will not apply... Will buy after 25% correction... If not corrected, we have tata motor in 10 PE ratio will buy it...
No... I am not applying in this ipo. Let it correct at least 20 percent
Greedy promoters. No room for immediate appreciation
Indian population is four times of usa...If per 1000 same number of cars start plying indian roads, it will be an absolute disaster 😢😢
I applied 2 lots in Hyundai ipo
Worthy insights. Thank u
How flawed analysis could get. Benchmarking growth/cagr on 2021 basis is flawed as no company anywhere in the world would achieve it. 24 v 23 is a fair comparison or you should take 2019 (pre-Covid) as the basis to compare..2022 was the lowest start point for many industries
Better to wait atleast a month after visiting
Kia separate from Hyundai ipo loss
5:52 that's why I feel Honda Elevate will beat them
India % is far more higher (330/1000) than china (223/1000).
Thank you Sahil bhai, it's honesh analysis. I am not going to participate in the Hyundai IPO.
Cannibalization risk i am not sure cause if KIA makes profit it provides profit to Hyundai as well as most of the KIA components are from Hyundai…
Hi
Not going to apply for the IPO.
Money from this ipo is fully going to Korea...period.
Good information
I applied in 2 lots
For GMP or long-term investment?
Sahi bola... We indians are fools they think.. why valuation is kept so high because they know our core understanding of share market fundamentals is weak... Let's all dump this ipo and teach them a good lesson. 27 pe in automobile sector is way too high for ipo point of view. And with the technology disruption hanging over head even legends like vw are struggling...
Wait for 1450 to buy
Hyundai motors will increase in price.
Numbers don’t lie
2nd highest sales, (even after launch of so many vehicles by other brands. Rox , curv, they can’t beat Creta overall sale. ( currently driving a jeep compass)
Better sedans (Acura & Verna)and mid suvs (creta) which control the major segment of Indian motor market, suvs are a luxury and not affordable by everyone.
If the expensive Evs of Hyundai will becomes cheaper it will be a big win and that is where they are focusing this money into to improve where they are lagging in sales
Only company which i see technologically competing with Hyundai is Tesla in mass producing vehicles followed by Toyota .
Jai Shree ram Bol kar book 1 slot at least . Take risks don’t be pussy
Compared to Maruti stock price this is cheap
Best to diversify and keep money in all 3 top motor companies of India.
Thanks you
Applied.
Best IPO of the year getting allotment is very easy as compared to tata tech , Bajaj Housing etc.
😂😂😂 Please use some common sense. This is another shitty IPO this year. Koreans taking hefty profit via IPO not even a single paise goes to development, capex etc.
Too much cost not applying
Suggest others not too
Why is everyone covering this bogus ipo....kooda ipo hai
Tata motors ka kya kare already huge amount invested 😂ab aur ek auto company le kya
Nah
85% promoter holding down jane ke baad hi lena hai
First time I've heard you give a flimsy excuse of WHY all OFS is NOT bad. Then you proceed to talk of the profits of the company and cash equivalents after dividends (to the parent company, mind you!!). You say nothing about the OFS funds totally going to the parent company!!! So why the double speak? Are any of the BRLMs "sponsoring"/backscratching you?
I usually love your analyses, but this subtly taking the "pathly gully" has really put me off!!!
Not applying, trap ho sakta hai
Not TUCSON, its TOOSO..ON
I will skip this IPO
Good evening Sir
I will not apply for this ipo
No need to apply
Thanks Sahil.I may not apply.
The promoters are selling their shares after 20 years..they have thoroughly enjoyed the wealth ride..and now jab sab kuch ho gaya to maal bech do bekwoof indians ko .... feel tata motors and maruti will give them tough competition..better is maruti in the long run..
Better i buy Tata Motors