Bulk Deals Daily Log

Hi Valuepickr

Back with the daily log here. This time improved with the inclusion of BSE Bulk Deals included too.

Links

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

BSE Bulk Deals: BSE Equity : Bulk Deals

1. Alkali Metals

An interesting chemicals and API based business with very high dividend payout for a company this size. Ashok Popatlal Shah has entered into this stock. Could be a good play if the chemicals businesses start to perform well again.

Have a look at the stock chart

2. Bharat Wire Ropes

Authum Investments and Infrastructure have picked this stock up. I think it is a direct competitor to Usha Martin which has also done quite well.

What’s very intriguing is that promoters also increased their shareholding over the last year from 36% to 39% percent.

The critical question to ask here is: has this stock performed enough already? Or is it cheap at 24 P/E?

3. Bright Solar Limited

Atleast two investors have picked up a lot of this stock. At first glance it is a penny stock. But promoter shareholding has gone down in the last few years. I would get interested if it is a promoter reclassification or professionals buying the company to turn it around, otherwise it might just be a waste of time.

4. Kundan Edifice

A recently invested company so it might be the case that these transactions are taking place because of the recent listing, but it is in the LED manufacturing space. I know Kenneth Andrade sir has initiated a big position in Calcom Vision through MIT Fund and his PMS, so this is definitely an interesting space to watch out for. Do read this deeply.

5. Narmada Agrobase

Covering this again as Akash Dhiman has entered the stock. I think I’m very interested in what is playing out here now, although I’ll wait for the stock price to either stabilise or come down in the next few days/months before I enter here. This is really something you should check out.

6. Paisalo Digital

Silver Stallion has invested in the stock, I remember hearing about this company from another investor friend who had asked me to look into it. This certainly piques my interest.

Thank you for the support as always.