Block deals on Metalyst Forgings Limited and Pincon Spirit Ltd

Metalyst Forgings Limited (NSE:METALFORGE)

• Hdfc Mutual fund has sold Metalyst Forgings Ltd of quantity 4,36,573 at ₹ 54.95
• Metalyst Forgings Ltd is open at 50.90 and close at 54.90
• Metalyst Forgings Limited, formerly Ahmednagar Forgings Limited, is an India-based forging axle beam and crankshaft manufacturing company.

Pincon Spirit Ltd(NSE:PINCON)

• CAPSTON CAPITAL PARTNERS  has bought Pincon Spirit Ltd of quantity 2,67,700 at ₹ 72
• Pincon Spirit Ltdstock is open at ₹ 72 and close at ₹ 73.55
• Pincon Spirit Ltd is doing business of Liquor.

Some Investment fundas

You are not destined to make money , you are determined to make money

• The greatest challenge in stock market is to make capital ,your investment amount should be sizable as small amount of money would not give you pretty much good results.
• Think Big, You cant achieve goal by thinking small.
• Make a choice of a stock company which lasts for a long time and you see that it is profitable till next 10 to 15 years.
• Don't hurry and don't think I want to make money anyhow as this is common mindset , but choose a stock by making analysis of a company.
• Now next question comes what quantity of a stock that I should buy : The funda is If the stock price is higher due to some reason and at that higher price you are investing much amount then in many cases there are less chances to make good profit but say for example during your analysis you find some good stock company which has good profit and its price is not increased yet at that time investment is pretty good idea
• Market will never go straight, in up downs don't get panic, patience is the most important step in this field.

Block deals on Adani Enterprises Limited,Delta Corp Ltd and many more

Adani Enterprises Limited (NSE:ADANIENT)

• Cresta fund Ltd has sold Adani Enterprises Limietd quantity of 74,07,85 at RS.121.27
• The stock is open at ₹ 121.70 and close at ₹ 114.95
• Adani Enterprises is involved in vast fields including coal trading, coal mining, oil and gas exploration, ports, multi-modal logistics, power generation, and transmission and gas distribution.
• Adani Enterprises Limited has Market Cap ₹ 13,038.13 Cr
   

Delta Corporation Ltd (NSE:DELTACORP)

• SWISS FINANCE CORPORATION (MAURITIUS) LIMITED has sold Delta Corporation Ltd of quantity 12,00,000 at ₹ 167.86
• Delta corp ltd is basically engaged in business of casino,Real Estate, Gaming, Hospitality and Others
• The stock is open at 169 and close at 165.75

Pritish Nandy Communications Ltd(NSE:PNC)

• ELARA INDIA OPPORTUNITIES FUND LIMITED  has sold  Pritish Nandy Comm. Ltd.  of quanity 5,00,000 at ₹ 25.07
• GANNON FINANCE INVESTMENTS LIMITED has bought Pritish Nandy Comm LTD of quantity 4,78,603 at ₹ 25
• The stock is open at ₹ 25 and close at ₹ 27.10
• Pritish Nandy Comm Ltd is making content of across various platforms , besides that it is involved in film production and media consultancy.

Indo Count Industries Ltd(BOM:521016) 

• THE ROYAL BANK OF SCOTLAND PLC AS TRUSTEE OF JUPITER INDIA FUND has bought Indo count industries of quantity 19,96,317 at ₹ 199.96
• LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST has sold Indo count industries of quantity 19,24,440 at ₹ 200
• The stock is open at ₹ 196.50 and close at ₹ 203.10
• Indo Count Industries Ltd is basically manufacturing of textiles products like bedding, quilts, pillows, sleeping bags and others.

Block deals on Arihant Superstruct Ltd,Allcargo Logistics Ltd and Healthcare global enterpises ltd and many more

Arihant Superstruct Ltd (NSE:ARIHANTSUP)

• INDIA OPPORTUNITIES GROWTH FUND LTD PINEWOOD STRATEGY has bought Arihant superstruct Ltd of quantity 9,50,000 at ₹ 130.25
• The stock is open at 138 and close at 137.60
• Arihant Superstruct Ltd is involved is real estate company which is doing construction contracts in many cities

Delta Corporation Ltd (NSE:DELTACORP)

• SWISS FINANCE CORPORATION (MAURITIUS) LIMITED has sold Delta Corporation Ltd of quantity 18,49,128 at ₹ 172.16

Eros Intl Media Ltd (NSE:EROSMEDIA)

• EROS WORLDWIDE FZ LLC has sold Eros Intl Media Ltd of quantity 10,52,508 at ₹ 229.27

JM Financial Limited (NSE:JMFINANCIL)

• BARON INTERNATIONAL GROWTH FUND has sold JM Financial Ltd of quantity 45,00,000 at ₹ 114.80
• MORGAN STANLEY ASIA (SINGAPORE) PTE. has bought JM Financial Ltd of quantity 45,00,000 at ₹ 114.80

Parag Milk Foods Ltd. (NSE:PARAGMIlK)

• AADI FINANCIAL ADVISORS LLP has sold Parag Milk Foods Ltd. of quantity 4,50,000 at ₹ 248
• RELIANCE STRATEGIC INVESTMENTS LIMITED has bought Parag Milk Foods Ltd. of quantity 4,42,426 at ₹ 248

Shakti Pumps (I) Ltd (NSE:EROSMEDIA)

• FRANKLIN TEMPLETON PRIMA PLUS has sold Shakti Pumps (I) Ltd of quantity 1,04,430 at ₹ 246.35

 Allcargo Logistics Ltd(BOM:532749)

• Allcargo Logistics Ltd is open at 181 and close at 190.80
• Allcargo Logistics Ltd is doing business of integrated logistics solutions

26/04/2017	532749	ALLCARGO	MORGAN STANLEY (FRANCE) S.A.S	Buy	1,613,140	180
26/04/2017	532749	ALLCARGO	MORGAN STANLEY (FRANCE) S.A.S	Buy	6,200,000	180
26/04/2017	532749	ALLCARGO	BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-M LIMITED	Sell	4,476,334	180
26/04/2017	532749	ALLCARGO	BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-L LIMITED	Sell	9,338,141	180
26/04/2017	532749	ALLCARGO	BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-K LIMITED	Sell	10,868,124	180
26/04/2017	532749	ALLCARGO	BLACKSTONE GPV CAPITAL PARTNERS MAURITIUS V-A LIMITED	Sell	10,898,874	180.02
26/04/2017	532749	ALLCARGO	BNP PARIBAS ARBITRAGE	Buy	1,800,000	180
26/04/2017	532749	ALLCARGO	BIRLA SUN LIFE MUTUAL FUND	Buy	1,380,000	180
26/04/2017	532749	ALLCARGO	HSBC GLOBAL INVESTMENT FUNDS ASIA EX JAPAN EQUITY SMALLER COMPANI	Buy	2,232,929	180
26/04/2017	532749	ALLCARGO	MORGAN STANLEY INVESTMENT MGT INC A/C MORGAN STANLEY INDIA INVT F	Buy	1,906,572	180
26/04/2017	532749	ALLCARGO	HSBC GLOBAL INVESTMENT FUNDS INDIAN EQUITY	Buy	1,568,789	180
26/04/2017	532749	ALLCARGO	SBI MUTUAL FUND	Buy	3,100,000	180
26/04/2017	532749	ALLCARGO	KOTAK MAHINDRA MUTUAL FUND	Buy	1,660,000	180
26/04/2017	532749	ALLCARGO	MORGAN STANLEY INVESTMENT HOLDING COMPANY (MAURITIUS) LIMITED	Buy	1,702,575	180
26/04/2017	532749	ALLCARGO	NORGES BANK ON ACCOUNT OF THE GOVERNMENT PENSION FUND GLOBAL	Buy	2,519,999	180

Healthcare Global Enterprises Ltd (BOM:539787)

• Healthcare global enterprises ltd is open at 269 at close at 268.60
• Healthcare global enterprises ltd engaged in managing cancer hospitals, cancer centers and medical diagnostic services

26/04/2017	539787	HCG	THE SCOTTISH ORIENTAL SMALLER COMPANIES TRUST PLC SOSC	Buy	1,077,493	274.87
26/04/2017	539787	HCG	PRAZIM TRADING AND INVESTMENT COMPANY PRIVATE LIMITED	Sell	2,403,975	275.01
26/04/2017	539787	HCG	FIRST STATE INVT (HK) LIMITED A/C FIRST STATE INDIAN SUBCONTINENT	Buy	966,691	274.87

Cupid Ltd. (BOM:530843)

• Dushyant Podar has sold Cupid Ltd. of quantity 1,50,000 at ₹ 315.19
• WASATCH ADVISORS INC A/C WASATCH EMERGING INDIA FUND has bought Cupid Ltd. of quantity 100,712 at ₹ 315

Block Deals on Dollar Industries Ltd,Indian Terrain Fashions Ltd ,Pennar Eng Bldg Sys Ltd and Essar shipping ltd

Dollar Industries Ltd ((NSE:DOLLAR))

• GMO Emerging Domestic Opportunities Fund has bought Dollar Industries Ltd of quantity 1,70,659 at ₹ 1521.05
• The stock is trading with circuit to circuit so open and close with circuit at ₹ 1521.05

Indian Terrain Fashions Ltd(NSE:INDTERRAIN)

• DSP blackrock mutual fund has sold Indian Terrain Fashions Ltd of quantity 7,00,000 at ₹ 1521.05
• Reliance Mutual Fund A/C Reliance Equity savings fund has sold Indian Terrain Fashions Ltd of quantity 4,00,000 at ₹ 199.78
• Reliance Mutual Fund A/C Reliance Equity savings fund has bought Indian Terrain Fashions ltd of quantity 2,00,000 at ₹ 199.78
• The stock is open at ₹ 187 and close at ₹ 199.90
• The stock has market cap of  ₹ 718.42 Cr

Pennar Eng Bldg Sys Ltd(NSE:PENPEBS)

• Birla Advantage Fund has bought Pennar Eng Bldg Sys Ltd quantity of 3,00,000 at ₹ 144.30
• Birla Sunlife 95 Fund has sold Pennar Eng Bldg Sys Ltd  quantity of 3,10,529 at ₹ 144.25
• The stock is open at ₹.147 at close at ₹.142.45
• The stock has market cap of  ₹.488.24 Cr.

Essar Shipping Ltd(BOM:533704)

• Aquarius India Opportunities Fund has bought Essar Shipping Ltd of quantity 25,50,000 at ₹30.5
• Essar Shipping Ltd is open at ₹31 at close at ₹ 32.90
• Essar Shipping Ltd has market cap of ₹.634.38

Block deals on Alchemist Ltd., Dollar Industires Ltd., Triton Valves Ltd.

Dollar Industries Ltd (NSE:DOLLAR)

• L&T MUTUAL FUND A/C L&T EMERGING BUSINESSES FUND  has bought Dollar Industries Ltd. of quantity 82,000 at ₹ 1448.65
• L&T MUTUAL FUND A/C L&T INDIA PRUDENCE FUND  has bought Dollar Industries Ltd. of quantity 1,55,000 at ₹ 1448.65
• The stock is trading with circuit to circuit so open and close with circuit at Rs. 1448.65

Alchemist Ltd (NSE:ALCHEM)

• PLUTUS TERRA INDIA FUND has sold Alchemist Ltd of quantity of 85,000 at ₹ 21.72
• Alchemist India is a company that basically engaged in business of agriculture ,pharma and steel.
• The stock open at ₹ 22.70 and closed at ₹ 21.70
• Alchemist India has market cap of ₹ 30.10 Cr.

  Triton Valves Ltd. (BSE:505978)

• SBI MUTUAL FUND  has sold Triton Valves of quantity 5075 at ₹ 1301.84
• The stock open at ₹1295 and closed at ₹ 1300.

BLock deals of ASAL, Dalmia Bharat and Max Financial Service

Today there were some bulk deals of NSE and BSE which are mentioned below

Automotive Stampings and Assemblies Ltd(NSE:ASAL)

• Lotus global investment fund has bought quantity of 80,000 at RS.76.80
• Automotive Stampings and Assemblies Ltd(NSE:ASAL) is manufacturing sheet metal stampings, welded assemblies and modules for the automotive industry.
• The stock has market cap of ₹ 121.97 Cr.
• The stock is open at 72.50 at close at 76.80.

Dalmia Bharat Ltd(NSE:DALMIABHA)

• KKR MAURITIUS CEMENT INVESTMENTS LTD sold Dalmia Bharat Ltd  quantity of 10lakh ,26 lakh and 39lakh at 2059.45,2053.02,2036.95 respectively.
• The shares were purchased by a host of entities, including smallcap world fund inc, Birla Mutual Fund and Franklin Templeton Investment Funds. 
• Smallcap world fund inc has bought quantity of 2759500 at 2030.13.
• Birla Mutual Fund has bought qunatity of 870760 at rs 2050
• Franklin Templeton Investment Funds ha bought quantity of 750547 at RS. 2050

Some background Deals about KKR and Dalmia

• KKR has invested RS.500 cr in Dalmia Bharat subsidary named Dalmia Cement Bharat lLd in sept 2010 ,now in Jan 2016 Dalmia and KKR have signed a pact where Dalmia would acquire back the equity purchsed by KKR in sept 2010 at RS.1218 cr, which means KKR has made 2.4 times of its investment by 500 to 1218 cr.
• Today there were many bulk deals by KKR MAURITIUS CEMENT INVESTMENTS LTD on Dalmia Bharat as in January 2016, Dalmia Bharat had announced that it signed a pact with KKR to acquire the global private equity giant's 15 per cent stake in its subsidiary Dalmia Cement Bharat Ltd for over Rs 1,218 crore in a cash-and-stock deal.

Max Financial Services Ltd

• XENOK LIMITED sold 13Lakh shares at 616.47
• CITIGROUP GLOBAL MARKETS MAURITIUS PRIVATE LIMITED bought 17,40,000 shares at Rs 615.

Block Deals on CG power and Alchemist Ltd

CG Power and Industrial Solutions Ltd(P) (BSE:500093)

• Birla mutual fund ac birla sun life nintyfive fund  has bought CG Power of quantity 56,72,000 at ₹ 79.5
• CG power is basically doing business of transformers and reactors, low tension motors and switchgears
• The stock open at ₹79.60 and closed at ₹ 79.75
• CG power has market cap. of ₹ 5,001.43 Cr.

Alchemist Ltd (NSE:ALCHEM)

• ANTARA INDIA EVERGREEN FUND LTD has sold Alchemist Ltd of quantity of 83,000 at ₹ 22.47
• Alchemist India is a company that basically engaged in business of agriculture ,pharma and steel.
• The stock open at ₹ 22.80 and closed at ₹ .22.30
• Alchemist India has market cap of ₹ 30.10 Cr.

IMPRESSIVE STOCK FOR LONG TERM : TRIGYN TECHNOLOGIES

As I was looking for a stock that gives me good return , during that research I found a good stock named TRIGYN TECHNOLOGIES LTD.

Whats the role

• TRIGYN TECHNOLOGIES LTD (NSE:TRIGYN ) provides IT Staffing, Consulting, Solutions, Systems Integration, Digital Marketing and other services to its clients.
• TRIGYN TECHNOLOGIES LTD (NSE:TRIGYN ) is also associated with  leading technology companies like Microsoft, EMC2, TIBCO® and IBM.Read more

What makes it distinct

•  TRIGYN TECHNOLOGIES LTD (NSE:TRIGYN) helps their clients to improve ecommerce,  helping them to manage their resources, also help to manage their infrastructure. 
•  Its robust business structure and focus on emerging verticals could provide edge to TTL over other  IT services company.

Financial improvements

• Compound annual growth rate 21.6%  during FY12 to FY16 (at Rs 625 crore)
• Profit after tax (PAT) during the same period has grown by 35% (to Rs 48.7 crore).
• Earnings before interest, tax, depreciation and amortization (EBITDA) has increased from 5.4% to 6.2%
• Return on equity (ROE) and Return on capital employed (ROCE) has been stable at13.2% and 21.8% in FY16
• Book Value per share grew by 37.5% CAGR over FY12 to FY16 to Rs 99.1
• Debtors Sales Outstanding (DSO) decreased from 114 days to 83 days in FY16.
•  Total debtors as of March 31, 2016 stood at Rs 142crore (23% of sales) against Rs 154 crore (31.2% of sales) of March 31, 2015

Current financial position

Market Cap.	: ₹ 355.54 Cr
Current Price	₹ 119.55
Book Value	₹ 108.14
Stock P/E	8.19
Dividend Yield	0.00%
Face Value	₹ 10.00

Balance sheet Insights

Trigyn Technologies has shown loss as on March 2016 but the good thing is that the board of directors has proposed to write off the Accumulated Losses (Source : HDFC Securities report, read more).

Recent events and news 

• Homiyar Panday, President-US Arm of Trigyn Technologies said that trump's policy will impact positively contrast to other Indian IT companies where it is very negative.read more
• Recently Trigyn Technologies has got 12 years contract from IT dept of Maryland, US.It is one of the signs that trump's policies does not have negative impact on Trigyn Technologies. In fact it is getting new big contracts from US.
• Trigyn Technologies has established its new office in New york, which is its third office in US. By this step it will get more opportunities in growing Government , NGO , non profitable organization areas

Conclusion

     Till now Trigyn Technologies has shown good growth but I am waiting for the Q4 FY17 results, if    that will show same growth then I would go for Trigyn Technologies for long term investment  option.

I will update this post once Q4 FY17 results will come

Disclaimer

This data is as per my knowledge , accuracy of this information is not guaranteed.

PNC INFRATECH STOCK IDEA FOR LONG TERM

This was long weekend so it gave me good time to look around, and during that time I come across one of the good stock PNC INFRATECH(NSE:PNCINFRA) stock. I was looking for the stock in which I can invest for next 2-3 years , with this regard I found  PNC INFRATECH(NSE:PNCINFRA) stock.

Company Detail
PNC INFRATECH(NSE:PNCINFRA) is one of the infrastructure company which provides infrastructure projects, including highways, bridges, flyovers, power transmission lines, airport runways, industrial area development and other infrastructure activities.Read more

Financial Detail

Market cap	₹ 3,522.28 cr
P/E	10.68
Current Price	₹ 137.30
Book Value	₹ 59.96
Dividend Yield	0.36%
Face Value	₹ 2.00

Mutual Fund Investment Activity

AS I found this stock attractive , some of the mutual funds have found the same. In last quarter below are mutual funds that have invested in PNC INFRATECH. Source of below information is Moneycontrol.com

Birla SL Infrastructure

Birla SL Infrastructure -Direct

Birla SL Midcap Fund -Direct

Birla SL Small & Midcap -Direct

Birla SL Small and Midcap Fund

Can Robeco Eqty TaxSaver

Can Robeco Eqty TaxSaver-Direct

Can Robeco Infrastructure

Can Robeco Infrastructure-Direct

HDFC Balanced Fund

HDFC Balanced Fund - Direct

HDFC Capital Builder - Direct

HDFC Core & Satellite - Direct

HDFC Small Cap Fund

HDFC Small Cap Fund -

L&T Midcap Fund

L&T Midcap Fund

L&T Emerging Businesses Fund-DP

L&T Emerging Businesses Fund-RP

L&T India Prudence Fund

L&T India Prudence Fund -Direct

L&T Infrastructure -Direct

Reliance Capital Builder-Sr-B

Reliance Capital Builder-Sr-B DP

Reliance Mid & Small Cap - Direct

Reliance Mid & Small Cap Fund

Whats my view

I found a very good opportunity to invest in PNC INFRATECH as it has shown good consistent profit growth of 26.98% over 5 years

Disclaimer
The details I have shared was as per my knowledge and my findings but accuracy of it is not guaranteed.

Block deals on JM Financial Limited, Pritish Nandy Comm. Ltd. and MBL Infrastructures Ltd

JM Financial Limited(NSE:JMFINANCIL)
Today there were some block deals on JM Financial Limited , which is one of the buzzing stock from last several trading sessions.There were two block deals of  JM Financial Limited as below.

•      BARON INTERNATIONAL GROWTH FUND has bought JM Financial Limited  of quantity 99,74,916 at Rs.98.55
•     MORGAN STANLEY ASIA (SINGAPORE) PTE has sold JM Financial Limited  of quantity 10,00,000 at Rs.98.55

JM Financial Limited is one of the financial group having market cap of Rs. 7830 Cr.  The stock open at Rs. 99.75 and closed at Rs. 102

Pritish Nandy Comm. Ltd(NSE:PNC)

    APMS INVESTMENT FUND LTD has bought Pritish Nandy Comm. Ltd of quantity 9,24,239 at Rs.24

MBL Infrastructures Ltd(NSE:MBLINFRA)

    IFCI VENTURE CAPITAL FUND LTD has sold 2,91,109 of quantity at Rs. 43.84

Block deal on somany ceramic limited

SOMANY CERAMICS LIMITED (NSE:SOMANYCERA, BSE:531548) leading ceramic manufacturing company having business in India, Africa the Middle East, United Kingdom and Russia. SOMANY CERAMICS LIMITED is in this business since 1969 and now it is one of the popular brand of ceramic.


The company has manufacturing plants in Kadi (Gujarat) and Kassar (Haryana), India and other joint venture plants, generating a production capacity of 41 million sq. Meters annually.


SOMANY CERAMICS LIMITED having market cap around Rs.2893.46 Cr. The company has posted revenue of Rs.1730.70 Cr with net profit of 61.06 Cr as mentioned in 2016 annual report.


Today in block deal list we come to know that FRANKLIN TEMPLETON MUTUAL FUND has invested in SOMANY CERAMICS LIMITED.
FRANKLIN TEMPLETON MUTUAL FUND has bought 14,25,000 shares at Rs.680(source NSE website). The stock open at NSE Rs.681.95 and made low at Rs.677.30 and high at Rs.681.95.


This block deal may be in context of Govt efforts to boost real estate sector and plans of housing for all. With that view this stock is one of the direct beneficiary of it. It will be interesting to see how it perform in upcoming days.