Hudco OFS: Retail investors can give Hudco OFS a miss: Analysts

Mumbai: Retail investors could give the share sale of Housing Urban Development Corp (Hudco) a miss as they would be better off buying the stock from the secondary market at lower prices, said analysts.

The two-day Offer for Sale (OFS) opened for subscription for non-retail investors on October 18 and was subscribed 2.1 times. Retail investors can place bids in the issue on October 19.

The floor price for the offer was fixed at ₹79 per share at a 12% discount to the stock’s Wednesday closing price of ₹89.92. Hudco shares dropped 10.65% to ₹80.34 on Wednesday.

“Since there is no comfort between the floor price and the closing price for the company, I would advise investors against subscribing to the OFS,” said Arun Kejriwal, founder, Kejriwal Research, and Investment Services. “Instead, investors can monitor the market price of the company over the next few sessions and invest when the price is lower or equal to ₹79.”

The government proposes to sell up to 7% of its stake in the company.Since the stock is trading at ₹80, it may not be a good bet for retail investors especially if weakness in the market remains, said Ambareesh Baliga, an independent market analyst.

“If there is further correction and the stock is in the range of ₹68-70 then it may be an opportunity for retail investors,” said Baliga.So far in 2023 (till Wednesday), Hudco shares were up nearly 60%. The BSE 500 Index is up 11% in this period.

“Given its historically average growth and the recent surge in its stock price over the past year, the floor price appears on the expensive side,” Veer Trivedi, research analyst at Samco Securities. “Investors can look to avoid the OFS.”

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