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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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Sugar Sector no longer sweet:
Try to Exit most of your open position in the Sugar Sector. This is because: 1. Brazil is expected to have a bumper sugar cane crop, production, which is likely to pull the sugar prices down. 2. Ban on Sugar Exports 3. Ethanol Pricing is still undecided etc. But some sugar stocks still look attractive and they could be purchased for 5 to 6 months time frame. Best wishes, Suman Mukherjee India. http://finance.groups.yahoo.com/group/SumanSpeaks/

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