SUMANSPEAKS 17 JUNE 2026 SumanSpeaks Independent Capital Markets Intelligence · Est. 2006 Monetary Policy · M3 · Rate Hike Debate The Money Supply Is Already Cooling. So Why Are the Ivory Tower Economists Still Shouting About Rate Hikes? M3 growth decelerating. Inflation supply-driven. GDP forecast cut to 6.6%. RBI held at 5.25%. The data says hold. The economists say hike. The data wins. There is a particular species of economist — well-credentialed, frequently quoted, unfailingly confident — who has one solution for every problem. Rupee falling? Hike rates. Inflation ticking up? Hike rates. Bird flu in Pune? Probably hike rates. These are the Ivory Tower economists, and they have been at it again in 2026, prescribing interest rate tightening as the cure for an inflation that has nothing to do with excess money chasing goods. The uncomfortable truth — uncomfortable for them, at ...
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SUMANSPEAKS 16 JUNE 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd. 2006 EPC · Order Win · Steel Sector SEPC Ltd Bags ₹673 Crore from SAIL's IISCO Plant — Bears, Your Last War Just Lost Another Battle Coke Oven BOP + Sinter Plant BOP. Public sector client. 30–33 months. This isn't noise — this is a new chapter. Let's get one thing straight. Every time SEPC Ltd (Rs.7.11) announces an order win, a chorus of voices rises from the peanut gallery — receivables! negative cash flow! CRISIL D! — as if repeating yesterday's problems absolves them of the obligation to read today's filing. It doesn't. SEPC Limited has just secured a ₹673.32 crore EPC contract from Steel Authority of India Limited (SAIL) for two BOP packages at the IISCO Steel Plant. This is not a private sector developer who may or may not pay. This is SAIL — a Navratna PSU, a bal...
SUMANSPEAKS June 16, 2026 SumanSpeaks Independent Capital Markets Intelligence • Estd. 2006 Equity Research | Mid-Cap Value Swan Corp Ltd — A Century of Grit, Now Powering India’s Next Leap CMP Rs. 314.70 • Q4 Net Profit Up 299% • Stochastic Reversal Signals +13.5% Historical Upside From a cotton-mill in 1909 to a diversified industrial powerhouse spanning LNG terminals, green shipbuilding, real estate, and defence — Swan Corp Ltd has quietly reinvented itself multiple times over a century. The market, distracted by momentum plays elsewhere, has left this stock consolidating near multi-month lows. That, for the patient mid-cap value investor, is precisely where opportunity lives. At Rs. 314.70, Swan Corp trades at a Price-to-Book of just 1.31x — a rare valuation entry into a conglomerate t...
SUMANSPEAKS JUNE 15, 2026 SumanSpeaks Independent Capital Markets & Geopolitical Intelligence — Estd. 2006 Stock Watch · Order Book, Debt Forensics & FY27 Estimates SEPC Ltd: A 'D' From The Rating Agencies, An 'A' From The Order Book ₹230 crore lost to MOIL. ₹673.32 crore won from SAIL. ₹351 crore of real debt versus an ₹890 crore headline. Up nearly 12% on Friday, extending gains today to ₹7.61 and knocking on the Buyer Freeze door — here's what the numbers actually say, FY27 included. There's a particular kind of drama that plays out on Dalal Street's small-cap stage every few months. A company spends a year and a half being whispered about as a "restructuring case" — the sort of stock people mention only while holdi...
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