𝗧𝗛𝗘 𝗖𝗛𝗔𝗥𝗧 𝗪𝗜𝗭𝗔𝗥𝗗

Watching these stocks for tomorrow: #SYRMA #FCL #JNPR #IFCI

Happy 80th Independence Day! 🇮🇳 80 years of freedom. 80 years of a nation that keeps rising, evolving, and dreaming bigger. This is India. 🇮🇳 Jai Hind! 🫡

#SUVEN 75MIN Inverted Head & Shoulder

Open Positions: #FCL #UNIMECH Attempted #CORDELIA but closed above cost as it didn’t move as expected. Impact: +0.1% Even today, there wasn’t much traction in the watchlist. The market remains very selective, with liquidity and follow-through still missing.

Leap India Applied in the Retail category through all my family demat accounts ✅

IPO Fund Allocation: My Final Strategy & Preferred Combinations ⏭️ If you have funds for only 1 IPO: A) Dhoot Transmission Big issue size + good premium. If funds get unblocked, prefer Shiprocket over Behari Lal as Shiprocket has a significantly larger retail portion. B) Leap India Better allotment chances + good business + strong anchor participation. If funds get unblocked, you can choose Milky Mist, Shiprocket, or Behari Lal based on your preference. Personally, I’ll prefer Milky Mist and skip Shiprocket & Behari Lal. In this, I’ll prefer Leap over Dhoot due to the higher chances of allotment. ⏭️ If you have funds for 2 IPOs: A) Leap +Dhoot Transmission + Milky Mist + Shiprocket B) Dhoot + Molbio Diagnostics +Behari Lal + Shiprocket In this, I’ll prefer Combination A, mainly because Behari has a smaller issue size, so I’d prefer Milky Mist over Behari. Similarly, I’d choose Leap over Molbio due to the higher chances of allotment. If you’re not short on funds, apply to all.

Current GMP of ongoing Mainboard IPOs Technocraft: 11% Leap India: 6% Dhoot Transmission: 29% Molbio Diagnostics: 15% Milky Mist: 15% Shiprocket: 28% Behari Lal: 18%

Current Subscription — Leap India Retail: 0.76x SHNI: 2.16x BHNI: 2.12x Looking at the current subscription numbers, retail allotment looks almost assured since the retail portion is still undersubscribed. Let’s see how the subscription numbers change by the end of the issue.

Technocraft Ventures Can apply for this IPO, but personally I’m avoiding it due to the small issue size and choosing Leap India instead.

IPO Fund Allocation 🛑 If you have funds for only 1 IPO:🛑 A) Dhoot ✅ Big issue size + good premium. If funds get unblocked, go for Shiprocket. Its issue size is slightly bigger than Milky Mist. B) Leap Better allotment chances + good business + strong anchor participation. If funds get unblocked, you can go for Milky Mist / Shiprocket — your choice. In this, I’ll prefer applying for Leap over Dhoot because of the higher chances of allotment. 🛑 If you have funds for 2 IPOs: 🛑 A) Leap ▶️ Dhoot ▶️ Milky Mist ▶️ Shiprocket B) Dhoot + Molbio ▶️ Behari + Shiprocket I’ll prefer Combination A, mainly because Behari has a smaller issue size, so I’d prefer Milky Mist over Behari. If you have sufficient funds, apply to all IPOs with full force.

#CORDELIA

#KNACK Young IPO Posted good earnings.

#GNA

Open Positions: #UNIMECH (RF) Closed: #CMLL: +10% #KUSUMGAR: +9% #PARAS: +4% #KNACK: +2% #LCL: +1.1% #BEPL: BE These exits added a 5% impact to the portfolio.

Earnings are due for several young IPOs: #KNACK – 9th Aug #LASERPOWER – 10th Aug #KUSUMGAR – 11th Aug #CMLL – 11th Aug Trade and manage your positions accordingly.

#BEPL Tracking closely!

Open Positions: #KUSUMGAR #KNACK #CMLL #LCL Currently sitting on 3% open gains. If I exit all positions now, it’ll add around 3% to the portfolio, but I’m sticking to my process. I’m okay giving back some open gains if needed. If these setups work, the gains could be much bigger. If not, I’m happy to exit with small gains.