- Wealth PMS (50L+)
Deal flow for today shows:
Note: In Deal Flow, we summarize Bulk and Block Deals. 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.
Gokul Refoils and Solvent Limited (GRSL) is one of the leading FMCG Companies of India with international presence, dealing in edible oils such as Soya bean oil, Cottonseed oil, Palm oil (Palmolein), Sunflower oil, Mustard oil, Groundnut oil, Vanaspati and Industrial oils such as Castor Oil.
GRSL’s industrial products viz. castor oil, de-oiled cakes etc. has established a loyal customer base in various countries across continents. The company supplies products to United States, South Korea, European Union, China, Singapore, Indonesia, Malaysia and Vietnam.
Amit Capital & Securities sold 1,125,000 shares or 0.91%.
GARL has been engaged in manufacturing and exports of industrial products viz. castor oil of various grades and its derivatives. It also has one of the largest manufacturing facilities to produce various grades of castor oil and also Castor de-oiled cakes etc. GARL’S manufacturing facilities have been approved by many international importers / end users and which is why GARL established a huge loyal customer base in various countries across continents. The company supplies its products to United States, South Korea, European Union, China, Singapore, Indonesia, Malaysia, Russia and Vietnam.
Amit Capital & Securities sold 1,940,000 shares or 1.47%.
The Division was started in 1993 to manufacture and market lubricating oil and greases. Within a short span of seven years, the Division has grown to become the second largest lubricant oil manufacturer in the private sector in India.
The Division is a regular supplier to almost all major automobile and tractor manufacturers in the country and is approved by almost all major original equipment manufacturers. It is also supplying automatic greasing equipment to large garages which are now handling large number of transport vehicles due to phenomenal increase in the medium and heavy transport vehicles over the last 2-3 years in India.
Afrin Dia – the NRI Big Whale sold 545,283 shares or 1.10% thereby exiting the company completely.
Housing Development & Infrastructure Limited (HDIL) has established itself as one of India’s premier real estate development companies, with significant operations in the Mumbai Metropolitan Region. HDIL group has completed more than 100 million sq.ft of construction in all verticals of real estate and has rehabilitated around 30,000 families in last one decade.
Citigroup Global Markets (Mauritius) purchased 2,100,000 shares or 0.50%.
IFCI, previously Industrial Finance Corporation of India, is an Indian government owned development bank to cater to the long-term finance needs of the industrial sector. It was the first Development Financial Institution established by the Indian government after independence.
Citigroup Global Markets (Mauritius) purchased 10,500,000 shares or 0.63%.
Jain Irrigation Systems is a diversified entity with turnover in excess of 1 Billion USD with 30 manufacturing bases spread over 4 continents. The company is the second largest Micro-Irrigation company in the world. The Micro-Irrigation Division manufactures a full range of precision-irrigation products. Provides services from soil survey, engineering design to agronomic support.
The company’s other businesses include, PVC sheets, Solar Water Heaters, Solar Water Pumps, PV Panels, and Solar Lighting appliances.
Citigroup Global Markets (Mauritius) purchased 3,264,000 shares or 0.74%.
The Company produces customized yarns using various fibers, numerous blends and numerous effects based on the requirements. It has a capacity of 37,856 spindles, with 33,224 spindles producing fancy yarns with specialization in manufacturing slub yarns, multi count and multi twist yarns, siro yarns and neppy yarns. They also produce yarns using Polyester, Polyester variants, Viscose, Modal, Excel and Flax as raw materials.
Vipul Virendrakumar Patel – an individual investor sold 45,000 shares or 0.50%
The Company has been incorporated with the object of Securitisation and Reconstruction Company under SRFAESI and to carry on the business of securitisation and/or asset reconstruction.
Nuray Chemicals sold 719,988 shares or 0.34% to Greenport Trader Private Limited.
GMO Emerging Domestic Opportunities Fund which held 751,243 shares or 1.20% as of December, 2015 sold 825,631 shares or 1.32%.
GMO Emerging Domestic Opportunities Fund – an open-end fund incorporated in the USA. The Fund invests in equity securities in companies whose prospects are linked to the internal development and growth of the world’s non-developed markets including companies that provide goods and services to emerging market consumers.
GMO stands for Grantham, Mayo, & Van Otterloo. A Boston-based asset management firm, GMO is one of the largest managers of such funds in the world, having more than US $118 billion in assets under management as of March 2015.
Sadbhav Infrastructure Project Limited (SIPL), a subsidiary of SEL. The company was incorporated as an asset holding company for road and other Infrastructure BOT projects in 2007. The essential task of SIPL has been development, operation and maintenance of road infrastructure assets. SIPL undertakes turnkey contractual works, other than civil construction, of the projects. Sadbhav focus in building a sizable asset base in the road BOT project.
Amansa Holdings which held 6,655,499 shares or 1.89% as of December, 2015 purchased an additional 2,087,580 to bring its total shareholding to 2.48%.
Amansa Capital is a company incorporated in Singapore. The company’s founder is Akash Prakash, who has over 15 years of experience as an investment manager across multiple regions and with a deep India expertise.
Amansa Capital has an international institutional investor base and acts as the Investment Manager to our flagship fund and relevant mandates.
Unitech Limited is one of India’s leading Real Estate player. It started business as a consultancy firm for soil and foundation engineering and has grown to have the most diversified product mix in real estate comprising of world-class commercial complexes, IT/ITes parks, SEZs, integrated residential developments, schools, hotels, malls, golf courses and amusement parks.
Cresco Futures – a Delhi based firm sold 15,388,952 shares or 0.59%.
Virtual Global Education Limited (VGEL) was incorporated with the mission of improving the quality of human capital in the country through skill and educational interventions.
The focus of VGEL has been in delivering skill and educational interventions to the sections of societies and parts of the country where they are most needed and where the youth have limited exposure and lack access to opportunities to achieve their career or livelihood goals.
Sanjay Arvind Mehta (HUF) sold 2,700,000 shares or 0.64%.
VISA Steel Limited is a flagship company of the VISA Group, which has business interests in Steel, Power, Cement, International Trading and Urban Infrastructure etc.
VISA Steel is a leading player in the Special Steel, Ferro Chrome and Metallurgical Coke Business in India.
Visa Infrastructure which holds 42.58% sold 2,448,000 shares or 2.23% to Cresta Fund.
Nothing in this newsletter is financial advice and should not be construed as such. Please do not take trading decisions based solely on the matter above; if you do, it is entirely at your own risk without any liability to Capital Mind. This is educational or informational matter only, and is provided as an opinion.
Disclosure: The authors at Capital Mind have positions in the market and some of them may support or contradict the material given above, or may involve a direction derived from independent analysis.