IPO Review - Discussion until listing

Summary of various brokerage houses report
Bad :

  1. There have been some corporate governance lapses by the company in the past.
  2. Raw materials constitute a significant percentage of the Company’s total expenses, any increase in prices and any decrease in the supply would materially adversely affect Heranba Industries’ business

Good :

  1. Heranba Industries grey market premium over issue price, it seems that it may list at a small premium
  2. Reasonable valuations
  3. Most brokers gave subscribe for long term or listing gains
  4. company has a diversified customer base. “Thus, a large chunk of revenue is not concentrated with some big names

chemicals sector has been the flavour among investors, but all that glitters is not gold
Disclosure: Hold Sumitomo, will apply HIL Ipo for listing gains.