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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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My recommended picks gained even when the Sensex tanked...

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Recommended picks shines as Sensex Tanks: My recommended picks gained even when the sensex tanked by more than 380 points. I had recommended: Chandra Prabhu International Ltd-->gained by 9% to Rs.7.75[Coal, Synthetic rubber, bio-technology, bio-diesel and other chemicals] ahead of results and Australian deal. Morgan Ventures Ltd-->Gained by 2.75 % to Rs.24.25 [Wind power, Forging factory sales and real estate purchases, i.e. investment in lands, whose value has more than tripled due to real estate boom] Coral Finance & Housing Ltd---->Gained 2.97% to Rs.17.35 [Ayurvedic Hospital, Real estate play and finance. Number of real estate projects going up in and around Bombay] Even Monnet Ispat Ltd fell by a mere 2.52 % to Rs.172, even in such a huge fall of the Sensex. Soma Textiles and Industries Ltd remained flat at around Rs.26.55, indicating that it has huge support around Rs.26--Rs.27 range. This is a great stock to be accumulated at this price as the company has completed expansion, came out with decent set of numbers in FY-06-07, modernised Baramati plant, getting cheap electricity from MSEB etc. Rolta Ltd and GDH went down after partial profit booking was advised in the counter. All these shares can be accumulated on every dip as all these have a good story to tell. Dhoot Industrial Finance Ltd also remained flat at around Rs.18.10. The company like Morgan Ventures and Suzlon has installed wind farms. It is a great bet as the energy crisis will be a major problem going ahead. For the FY-06-07, it came out with scintillating results. It can be accumulated at this price. Visaka Industries Ltd [recommended at Rs.110. It is a Cement, Textile and Asbestor player], rose by more than 5% to Rs.126 before settling at Rs.117.9. The company had earlier, approved the merger of M/s Shakthi Roofings Pvt Ltd, with the Company effective from April 01, 2006. It is on a great growth trajectory. More in the following mails, Best wishes, Suman Mukherjee India. http://sumanspeaks.blogspot.com/ http://finance.groups.yahoo.com/group/SumanSpeaks/

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