TradeUnlisted

27/05/2026

May this blessed occasion bring peace, happiness, prosperity, and endless blessings to you and your family. Wishing you a joyful and memorable Eid celebration. ✨

🌙 Eid Al Adha Mubarak!

26/05/2026

NCDEX Launched Its First Weather Derivative – RAINMUMBAI

NCDEX has launched India’s first SEBI-approved exchange-traded weather derivative contract called RAINMUMBAI. The contract is linked to Mumbai’s monsoon rainfall data and aims to help participants hedge weather-related financial risks.

🔹 Based on rainfall deviation data from IMD
🔹 Trading begins from 29 May / 1 June 2026 depending on contract cycle announcements
🔹 Cash-settled futures contract
🔹 Designed for sectors like agriculture, logistics, construction, banking & power

💡 Why this is important:

Weather is now becoming a tradable risk asset in India
Businesses can hedge losses from excess or deficient rainfall
Marks a major evolution in India’s derivatives market

📊 Interesting fact:
RAINMUMBAI is India’s first regulated parametric weather derivative and has been developed with support from IIT Bombay and IMD data infrastructure

Read more: https://tradeunlisted.com/articles/ncdex-launches-indias-first-weather-derivative-contract-based-on-mumbai-rainfall

Regards,
Team Analah

Disclaimer: This is based on public sources and is for information purposes only. This is not an offer or investment advice. Please conduct your own due diligence before investing. Private markets are risky, and you may lose your entire capital. Kindly consult your financial advisor.

NCDEX has launched India’s first exchange-traded weather derivative contract, RAINMUMBAI, allowing businesses and investors to hedge against monsoon rainfall risks and climate uncertainty.

10/05/2026

30/04/2026

🌍 Sunday PropTech is changing how investors access global real estate.

🚀 Key highlights:

✨ 3:1 bonus announced — Strong growth signal
🏨

29/04/2026

India’s exchange ecosystem is on fire 🔥📈

Missed BSE & MCX?
👉 Look at NSE, NCDEX & MSEI in the unlisted space.

Exchange | Price / Earnings | Status

MCX | up to ~81 PE | High Price / Earnings | Listed
BSE | ~68 PE | Strong run, already re-rated | Listed
NSE | ~40 PE | Dominant exchange, ~85%+ market share | Unlisted, available in private markets, IPO awaited

👉 MCX and BSE have already seen strong re-rating.
👉 NSE, despite being the dominant player, is still available in private markets at a relatively fair Price / Earnings valuation.

Now look at the next layer of opportunity 🚀

* NCDEX — ~₹3.6K Cr mcap
Received SEBI in-principle approval for equity & equity derivatives business; also moving towards MF platform.

* MSEI — ~₹4K–7K Cr mcap range
A revival / optionality play in India’s exchange ecosystem.

The opportunity is simple: 🎯
Listed exchanges have already moved.
Unlisted exchanges may be the next wealth-creation story.

Private market access. Limited window. Big optionality.

Connect with us:
Call: +91 8958 212121
Email: [email protected]
Website: analah.com

Regards,
Team Analah

Disclaimer: Not an investment advice. Please do your own due diligence. Private markets are risky and illiquid.

21/04/2026

📢 Zepto Pre-IPO Update

As per recent reports, family offices and HNIs are actively investing in Zepto ahead of its planned IPO, highlighting strong demand in the pre-IPO market.

🔹Prominent investors include Ranjan Pai (via Claypond Capital) and Ravi Modi (via Ravi Modi Family Trust)
🔹Backed by leading global institutional investors

💡 What this means:
🔸Increased participation from domestic family offices
🔸Pre-IPO demand indicates strong investor confidence

📊 Zepto is targeting a 2026 IPO and is expected to raise ~$1.2–1.3 billion, making it one of the most anticipated tech listings.

🔗 Sources:
News: https://www.storyboard18.com/brand-marketing/family-offices-invest-in-zepto-before-planned-ipo-debut-ws-l-95725.htm
Explore Zepto Unlisted Stock: https://tradeunlisted.com/indian-stocks/zepto-unlisted-shares

Regards,
Team Analah

Disclaimer: This is based on public sources and is for information purposes only. This is not an offer or investment advice. Please conduct your own due diligence before investing. Private markets are risky, and you may lose your entire capital. Kindly consult your financial advisor.

20/04/2026

📢 NSE IPO Update

The government is actively nudging key PSU shareholders like Life Insurance Corporation of India and State Bank of India to participate in the upcoming NSE IPO via the Offer for Sale (OFS) route.

🔹 Expected dilution: ~4–4.5% stake
🔹 No fresh issue — entire IPO via OFS
🔹 Last date for OFS is 27th April 2026
🔹 The draft IPO prospectus is expected by the end of June

💡 What this means:

🔸 Government is accelerating liquidity creation in NSE shares
🔸 Only existing eligible shareholders can participate in OFS
🔸 This is shaping up to be one of India’s most anticipated listings

⚠️ Important:
Investors who sell shares in the OFS will not be eligible to participate in the IPO.

🔗 Sources:
News: https://www.ndtvprofit.com/markets/nse-ipo-government-nudges-lic-sbi-other-psus-for-stake-sale-under-ofs-11369768
Explore Unlisted Stocks: https://tradeunlisted.com/

Regards,
Team Analah

Disclaimer: This is not an offer or investment advice. Please conduct your own due diligence before investing. Private markets are risky, and you may lose your entire capital. Kindly consult your financial advisor before investing.

13/04/2026

NSE rolls out nanosecond level acknowledgement for market orders from April 11

Source: https://dailypioneer.com/news/nse-rolls-out-nanosecond-level-acknowledgement-for-market-orders-from-april-11

Disclaimer: This is based on public sources and is for information purposes only. This is not an offer or investment advice. Please conduct your own due diligence before investing. Private markets are risky, and you may lose your entire capital. Kindly consult your financial advisor.

NSE has launched a nanosecond-level Immediate Acknowledgement system across segments, enhancing transparency and setting a global benchmark in trading technology.

13/04/2026

🏢 Mohan Meakin – Investment Snapshot (Unlisted)

Mohan Meakin is a legacy alco-bev + FMCG company (est. 1855), one of India’s oldest breweries operating across liquor, beer, and food products.

🍾 Key Brands:
Old Monk Rum • Golden Eagle Beer • Solan No.1 Whisky • Lion Beer
👉 Strong brand recall, limited premiumization vs peers

📊 Financials (FY25):
Revenue: ₹2,166 Cr | PAT: ₹102.6 Cr
EPS: ₹120.6 | Shares: ~85 lakh

📈 EPS Growth:
FY21: 47 → FY22: 60 → FY23: 80 → FY24: 99 → FY25: 120
👉 ~2.5x growth in 5 years (steady compounding)

💰 Valuation @ ₹2,300:
Market Cap: ~₹1,950 Cr | P/E: ~19x

⚖️ Peer Comparison:
Mohan Meakin: ~19x
United Spirits: ~50–55x
Radico Khaitan: ~70x+
👉 ~60–70% discount to peers

🏭 Hidden Asset – Mohan Nagar Land:
~150 acres (historical reference, not fully disclosed)
Book value ~₹2 Cr (historical cost)
Estimated market value: ₹2,000–4,000 Cr

🧠 Key Insight:
Market Cap (~₹1,950 Cr) ≈ Land Value potential
👉 Business + brands effectively priced near land value

⚠️ Why Discount:
Unlisted • Low liquidity • Moderate growth • Limited premiumization

🚀 Thesis:
Value play + hidden asset story
Cheap vs peers + strong legacy + land upside

🔥 Summary:
Mohan Meakin trades at ~19x PE with steady earnings growth and potential land value (₹2,000–4,000 Cr) comparable to its current market cap.

⚠️ Disclaimer: This is for informational purposes only and not investment advice. Unlisted investments carry liquidity, governance, and valuation risks. Land value assumptions are indicative and based on market estimates, not verified ownership or realizable value. Please do your own due diligence before investing.

11/04/2026

📊 BSE vs NSE – Simple Comparison
📅 Data as of 10th April 2026

🔥 Key Highlights
* NSE earns ~9x more profit than BSE
* NSE is ~40% cheaper on P/E basis
* NSE dominates ~85–90% derivatives market
* BSE is smaller but growing faster

🔵 BSE (Listed)
* Price: ₹3,279 | MCap: ₹1.34L Cr
* Shares: ~13.4 Cr | Profit: ~₹1,300 Cr
* EPS: ~₹53 | P/E: ~62

🟢 NSE (Unlisted)
* Price: ₹1,850 | MCap: ₹4.6L Cr
* Shares: ~247.5 Cr | Profit: ~₹12,000 Cr
* EPS: ~₹49 | P/E: ~37–38

📈 NSE Valuation
* P/E 50 → ~₹2,450
* P/E 62 → ~₹3,000+

🚀 Upside
* ~30% (P/E 50)
* ~60%+ (P/E 62)

💰 Allocation (₹100)
* Balanced: NSE ₹70 | BSE ₹30
* Aggressive: NSE ₹60 | BSE ₹40
* Safe: NSE ₹80 | BSE ₹20

📌 Insight
* NSE = dominant + cheaper
* BSE = growth + expensive

💡 Conclusion
👉 NSE looks better than BSE (value + moat)

⚠️ Disclaimer: For education only, not advice. Do your own research. Private market deals can be illiquid and may lead to loss of capital