D'souza told CNBC-TV18, "We like quite a few midcap names. One of the names we focused on is Magma Fincorp, which is in the NBFC space, which has comparable business to Shriram Transport but trades at much lower multiple price to book. Another stock we look at is Aegis Logistics. They are into retailing, bunkering and storage tanks for both oil and gas. I would look at these two."
