Bulk Deals Bi-Weekly Log

[DeveshGaur]

Hi ValuePickr

Linking threads to a few companies we have discussed earlier. Lets make these threads active and try to dig deeper into these companies.

1. Cantabil India

Cantabil India - Betting on Tier 2 and Tier 3 Consumption

We have all seen various posts on different social media platforms about how the Indian economy will soon become a consumption economy. While this is true due to our increasing population and more disposable income we should not forget the main drivers behind this. Data from World bank suggests that 64% population lives outside urban cities and many reports from reputable agencies suggest that the next wave of growth would be outside urban India. When I first read about this I was shocked but e…

2. Sumit Woods

Sumit Woods Ltd - Asset Light Real Estate Business

Sumit Woods Ltd is recently listed Co listed in SME Platforms at NSE Emerge… Promotors:- Sumit Woods Ltd is leading Developer having projects in Mumbai and Goa, SWL take up mid size Projects. Co Promoted by Mitaram Jangid & Subodh Nemlekar now Second Bhushan Nemlekar (Harvard Graduate) too joined the Business. SWL successfully running the Business since last 30+ Years and delivered over 5000 units spanning over 52 Projects. All the Projects delivered with OC Sector outlook :- Real Estate S…

I was thinking of creating a thread on Narmada Agrobase, will share whenever I create it.

Let’s get to the log.

4th Bulk Deals Log

Date: 05th December, 2023

Links:

BSE Bulk Deals: BSE Equity : Bulk Deals

NSE Bulk Deals:

https://www.nseindia.com/report-detail/display-bulk-and-block-deals

Not sure why but NSE bulk deals is showing the deals from yesterday only. I postponed publishing the log just to make sure they were updated but it hasn’t happened.

1. Orient Greenpower

Setu securities has entered the company. I don’t find the development as interesting, but covering it because of the theme here. It is the new energy segment.

2. National Fittings Ltd

Zaki Abass Naseer has entered into the stock and propelled it to an upper circuit. He is known for picking up several successful stocks, however I read recently in some of his more recent investments he has exited very quickly, almost acting like a trader.

The company has a very healthy payout and seems to be an export oriented company, so one can definitely read up more about it.

3. Rajshree Sugar

Vishal Bipinchandra Doshi has entered the stock recently. I’m covering this because sugar prices are increasing and have gone beyond their previous highs profiting the sugar mills. Sugar businesses have an extra optionality that has opened to them in terms of ethanol in the recent years so this could be very interesting.

4. Shiva Granito Export

Two investors, Profiteus Capital Markets and Vikas Baweja have entered into this company. It is too small a company for me to get interested, but Marble and Granite companies are seeing increasing traction ever since real estate sales have shown pickup. This might be part of the same process, I would suggest you look at the Elegant Marble Buyback. I’ll link it here.

This is it for today’s log. I think the ideas this time aren’t as exciting, it has to primarily do with the NSE logs absent.

One more interesting thing I saw was that Akash Dhiman has sold some shares of Narmada Agrobase, I’ll look into this and verify how many he had bought day before and how many he sold today.

Thanks for reading the log, see you tomorrow.