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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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Book Partial Profits....

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The markets are still range bound due too much uncertainty prevailing. The stocks to watch Considering the result season and international factors: 1. Geometric Software--->will get positve effect if the results are good 2. Hindustan Zinc--->Will get a boost, from bullish sentiment, prevailing in the LME. 3. Chandra Prabhu International Ltd---set to come up with results soon. Australian deal to set rolling within a short time. Today it is already up more than 8%. 4. India Cements Ltd-->Coming up with results 5. Morgan Ventures Ltd-->It's wind power, Sale of Forging factory, real estate investment is bullish indicator. 6. Coral India Finance and Housing Ltd.--->Keep adding on all declines 7. Monnet Ispat Ltd---> Set to rise, due to bulish sentiment prevelant in the steel sector. The steel prices are expected to rise in the August, 2006. Monnet Ispat is a Jindal Group company, having an EPS of more than Rs.33, 60 MW of installed power of the 150 MW total power capacity to be available within one year. Book partial profits in Rolta Ltd(Recommended at Rs.141 and Rs.139) & D S Kulkarni Developers Ltd( Recommended at Rs.214). More in the following mails...... Best wishes, Suman Mukherjee India.

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