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Capsule – 17/11: Nalanda sells more of Triveni, Clearwater Capital sells Jamna Auto, Bharat Jayantilal Patel sells Orchid Chemicals & Pharmaceuticals, Hypnos Fund sells Ponni Sugars to GHI LTP

We are starting a new “Capsule” series which will come to you on a regular basis, of data that is revealed in the markets but needs to be collated, cleaned and filtered to make tradeable sense. We’d love your feedback.

Here is a summary of Bulk & Block Deal transactions in this week. A Bulk Deal is a trade, where total quantity bought or sold is more than 0.5% of the number of equity shares of the company. A trade, with a minimum quantity of 5,00,000 shares or minimum value of Rs.5 crore executed through a single transaction on this separate window of the stock exchange will constitute a Block Deal.

The snapshot below excludes the Intra Day Trade, Promoter Exchange and Deals which are not significant in terms of Stock price or Deal value.

Clearwater Capital Partners, Dikson Trading & Finance Company, Dikson Trading & Finance Company, Solutions Finquest Financial, GHI LTP, Hypnos Fund, Nalanda India Fund

DB Realty

Background: Real Estate Development Company and the flagship company of DB Group

Securities Trading Corporation of India which sold 1,350,258 shares or 0.56% stake its stake at Rs. 48.97/- per share. D B Realty has locked in lower circuit of 20% at Rs 47.20, also its 52-week low on the BSE.

Rekha Jhunjhunwala (wife of Big Whale Rakesh Jhunjhunwala owns 5,000,000 shares or 2.06% as of September, 2015.

Here is a summary of its Q2 results:

DB Realty, Net Profit, EPS, Revenue

Jamna Auto Industries

Background: Largest manufacturer of tapered leaf and parabolic springs for commercial vehicles

Clearwater Capital Partners which owns 28% or 11,120,890 shares sold a little over 1% or 425,000 shares at a price of Rs. 223.59/- during the trading session today. With this sale Clearwater Capital Partners now hold 10,695,890 shares or 26.93%.

Anuj Sheth – one of the Big Whales owns 1,441,000 shares or 3.63% as of September, 2015.

Here is a summary of its Q2 results:

Net Profit, EPS, Revenue, Jamna Auto Industries

Orchid Chemicals & Pharmaceuticals

Background: Indian pharmaceutical company. It has three research campuses, three formulations manufacturing sites, and two API manufacturing sites in India. It also has one API manufacturing site in China.

Dikson Trading & Finance Company: Directors include Manish Jain, Vasudha Jain and Ritu Jain. The company purchased 284662 or 0.33% at a price of Rs. 51.48/- per share.

Solutions Finquest Financial: Directors include Hardik Bharat Patel, Bharat Jayantilal Patel and Saurabh Ashwin Patel. The company sold 500,000 shares or 0.59% at a price of Rs. 51.01/- per share.

Bharat Jayantilal Patel happens to be one of the Big Whales with his most famous investments in S.Kumars Nationwide (India’s leading textile and Apparel Company with expertise in multi-fiber manufacturing) in which he owns 15.2% or 45,319,076 shares.

Here is a summary of its Q2 results:

Net Profit, EPS, Revenue, Orchid Chemicals & Pharmaceuticals

Ponni Sugars (Erode)

Background: Ponni Sugars (Erode) Ltd is an offspring of Ponni Sugars and Chemicals Ltd (PSCL). Ponni is an efficient and quality producer of sugar, catering to both domestic and international markets.

Hypnos Fund which held 234,794 shares or 2.73% today liquidated its entire holding in Ponni Sugars at Rs. 200.07/- per share.

GHI LTP – a Mauritius based firm which owned 139450 shares or 1.62% as of September, 2015 purchased the Hypnos Fund stake sale thereby increasing its holding to 422,956 shares or 4.92%.

Another stock held by Bharat Jayantilal Patel – one of the Big Whales.

Here is a summary of its Q2 results:

Net Profit, EPS, Revenue, Ponni Sugars (Erode)

Triveni Engineering & Industries

Background: focused, growing corporation having core competencies in the areas of sugar and engineering.

Nalanda India Fund which held 25,788,000 shares or a 10% stake as of 15-Nov and sold 10,100,000 shares or 3.92% at Rs. 30.33/- per share bringing down its stake to 15,688,000 shares or 6.08% as of 16-Nov, has today sold 2,400,000 shares or 0.93% at a price of Rs. 34.70/- per share.

With this sale it Nalanda India Fund now owns 13,288,000 shares or 5.15%. (Read here for some more information which we highlighted yesterday)

Here is a summary of its Q2 results:

Net Profit, EPS, Revenue,Triveni Engineering & Industries

Delivery Volume Shockers!

We have compiled a list of those stocks which have seen massive increases in the “deliverable quantity to traded quantity %”.

Stocks are traded every day and most stocks see intraday trading (buy and sell on the same day). Intraday trades don’t result in delivery – if a two people buy and sell from each other and square off within the day, there will be volume, but no actual shares will change hands.

Delivery volumes as a percentage of total volume shows us how much of the stock is traded versus held for more than a day. It’s not very useful to use this data to trade per se.

But what is useful is if the delivery percentage JUMPS. If a stock is thinly delivered (say 30% delivery) and jumps up to 80% delivery then we are likely to be seeing some action in that stock because either a big buyer is in or a big seller is. 

Listed below, are the Top 25 for today (17th Nov 201
5):

Delivery_17Nov

 

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