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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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Mid-Day Masala:
Buy Zenith Computer at Rs.80. The Stock is expected to hit the circuits today or in the following days.
Buy Samkrg Piston and Rings Ltd at Rs.82
Buy Essar Shipping at Rs.25.
Please note that these are not daily calls but they are delivery calls. Time period of holding generally varies from 3 weeks to 24 months.
Best wishes,
Suman Mukherjee
India.

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