Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Stocks

Capsule – 06/01: Cox & Kings, Cyber Media, Indiabulls Wholesale Services, Indian Card Clothing, McNally Bharat Engineering, Sakuma Exports, Sonata Software & United Breweries!

Share:

Here is the “Capsule” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense.

Bulk & Block Deals

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. (Capsule for 5-Jan-16Capsule for 4-Jan-16)

Bulk_Block_Deals_06_January_2016

Cox & Kings

Established Travel Company in the world. The principal services offered by the company are: Destination Management, Outbound Tourism, Business Travel, Incentive & Conference Solutions, Domestic Holidays, NRI, Trade Fairs, Foreign Exchange, and Insurance

Janus Investment Fund sold 1,280,467 shares or % at an avg. price of Rs. 244.95/- there valuing the deal at Rs. 3137 lakhs.

As of September, 2015 the fund held 4,104,744 shares or 4.41%. With this sale their stake is now reduced to 2,824,277 shares or 3.03%.

Cyber Media (India)

Largest specialty media house in South Asia and amongst India’s top five magazine brands. The group’s Media business includes 12 media properties including Dataquest, PC Quest, Voice & Data, Global Services, DQ Channels, DQ Week (Delhi, Chennai, Mumbai and Kolkata).

Ace Investor and Big Whale Ashish Dhawan who has maintained a hold position on this over the past 4 years  sold 100,000 shares or 0.95% at an avg. price of Rs. 13.33/- thereby valuing the deal at Rs. 13 lakhs. It is to be noted that the price of Rs. 13.33/- is above the day end price of Rs. 8.43/-.

As of September, 2015 he held 479,700 shares or 4.57%.

Indiabulls Wholesale Services

Engaged in the business of wholesale trading of various industrial / consumer products and commodities in select Indian cities. The Company is also in the process of identifying the suitable locations & business opportunities in cash & carry format

Sunny Veliyath Porinju aka of Porinju Veliyath Pariwar (Equity Intelligence) purchased 350,000 shares or 0.69% at an avg. price of Rs. 12.36/- thereby valuing the deal at Rs. 43 lakhs.

The stock is also held by ace Investor and Big Whale Ashish Damani.

Indian Card Clothing

Manufacturers of wide range of wires, tops and flexible card clothing. ICC is one of the few companies in the world that manufactures card clothing to process every fibre.

Hemant P Kotak purchased 25,000 shares or 0.55% at an avg. price of Rs. 309.94/- thereby valuing the deal at Rs. 77 lakhs.

Mcnally Bharat Engineering

Leading Engineering Companies in India engaged in providing turnkey solutions in the areas of Power, Steel, Aluminium, Material Handling, Mineral Beneficiation, Pyroprocessing, Pneumatic Handling of powdered materials including fly ash handling and high concentrate disposal, coal washing, Port cranes, Cement, Oil & Gas, civic and industrial water supply etc.

Heavily traded today, McNally Bharat Engineering witnessed a heavy sell off from Edelweiss MF, Edelweiss Tokio Life Insurance, Forefront Capital, Rajasthan Global Securities and UNIFI Alternative Investment Fund. These heavy weights offloaded 1,752,489 shares or 3.46% valuing their stake sale at Rs. 1795 lakhs.

Part of this was purchased by ECAP Equities and Param Capital totaling 1,052,855 shares or 2.08% valuing their purchase at Rs. 1085 lakhs.

Rakesh Jhunjhunwala aka The Big Whale held 3498349 shares or 6.91% as of September, 2015.

The company has been in the news as it has signed an MOU with NIPPO India to jointly work on Road Construction Projects.

Sakuma Exports

Engaged in exports of various commodities like Red Split Lentils, Onions, Peanuts, Peanuts in shell, Brass items, Sugar, Wheat Flour, Soya Bean Meal, Rape Seed Meal, Chilly, Jaggary, Watermelon, Sesame, Seeds, Maize, Sun Flower Meal, Rice, Chick Peas, Yellow Split Lentel, Seasame Seed Meal, Castor Seed Meal, Castor, etc.

Claridges Investments & Finance sold 158,000 or 0.95% thereby valuing the deal at Rs. 130 lakhs.

Sonata Software

IT consulting and software services company

Futura Polyesters (another listed company) sold 900,000 shares or 1.35% thereby valuing the deal at Rs. 1,502 lakhs.

United Breweries

Maker of India’s largest-selling beer, Kingfisher. Heineken Group (Heineken), holds 42% equity shares in United Breweries

ICICI Bank (Investment) which has filed legal cases against the UB group for the outstanding loans took control of 1,958,000 shares or 0.74% over the non-payment of the loans.

This stake sale to ICICI Bank is valued at 18,603 lakhs.

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 intra-day trading (buy and sell on the same day). Intra-day trades don’t result in delivery – if 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.

Bu
t 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 (6th Jan, 2016):

Delivery_06Jan

divider Next Gen Financial Analytics

Share:

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial