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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Governance · Regulatory Risk Reliance Power: When Legal Clouds Gather Over Market Euphoria ₹20,367 crore attached across the Reliance Anil Ambani Group. A ₹68.2 crore fake bank guarantee at the centre of it. A former CFO in custody for ten months and counting. And a stock that's still down more than half from its 52-week high even after a sharp rally. The market is pricing the turnaround. The Enforcement Directorate is pricing the history. Both can't be right forever. Reliance Power Ltd (₹24.07) has genuinely turned a corner operationally over the past two years — debt reduction, a growing renewable and BESS order pipeline, and periods of sharp investor re-rating. That part of the story is real and deserves credit. But sitting underneath that story is a live,...
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Today's Call:
Pioneer distilllaries Ltd. at Rs.17. The company is one of the finest distillary companies and is a turnaround story, is cornered by operators from Bombay's suburbs. The target price is Rs.42 and Rs.65. The company has a book value of whopping Rs.77.80 [http://content.icicidirect.com/market/market.asp] and the stock is trading at an abnormally low price of Rs.17 if we consider the book value of the shares of the company alone mentioned in the ICICI Direct Web-site. For the 30th June, 2006, the net profit of the company jumped to Rs.73 lakhs as compared to only Rs.20 lakh in the same period previous year----a surge of 505.79%. The reserves are now Rs.21 lakh as compared to Rs.(-)1.25 Cr(negative). The operating profit margin has also increased to 16.16%[12.47%]. It is expected that the company should hit non-stop buyer freeze from now. Keep watch on the board meetings of Avon Organics Ltd on 29-09-06 and Samkrg Piston and Rings Ltd. today. Keep holding the counters.... More in the following mails... Best wishes, Suman Mukherjee India. http://www.eindiabrokers.com/default.php www.bcozindia.com

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