The grim reality of oversubscription - Profit by Pakistan Today

The first IT sector company to get listed on the Pakistan Stock Exchange’s (PSX) freshly constructed GEM board, Supernet, concluded its book-building on Wednesday with a whopping Bid Size of Rs659 million and a major oversubscription of 1.4 times its offer size of Rs475 million. This has lately become a trend whereby recently listed corporations have all managed to acquire more than what they asked for. This, in particular, creates a disequilibrium in the market and takes away its true essence.
Taking a deep dive into the IPOs concluded since the start of 2021, Pakistan has had a list of 9 IPOs – 3 on the recently introduced GEM Board and 5 on the conventional stock listing – out of which, all have been oversubscribed. While this may be perceived as exceptional by some, this does indicate a fundamental flaw. The objective of the book-builder is essentially to calibrate a suitable price for the share to be offered. If not, let the market forces decide. However, due to a term called price ceiling, there exist certain limits as to how much the price can climb as a response to the excessive demand. This has been witnessed in the last couple of years in the Pakistan stock market and is dangerous to the market’s ability to devise the accurate strike price for the stocks on offer.
Companies recently listed include: Supernet; Pak Agro Packaging; Universal Network Systems; Airlink Communications; Octopus digital; Service Global Footwear; Pak Aluminum and Beverages; Citi Pharma; and...



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