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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Judiciary & Infrastructure SEPC Ltd: The Question the Madras High Court Hasn't Asked Yet A ₹154.63 crore attachment. A 'D' rating. A ₹521.46 crore contract gone. Three events, viewed separately, tell one story. Viewed together, they raise a question the Madras High Court has yet to confront: is SEPC (₹6.21) losing business because of commercial weakness—or because the execution process itself is steadily stripping away the credibility needed to win new contracts? The record before the Court reveals an uncomfortable sequence of events. In February 2026, the Madras High Court attached ₹154.63 crore of SEPC's trade receivables to enforce a decade-old foreign arbitral award. Within weeks, CRISIL and Infomerics downgraded the company's bank facilities to the 'D' category, with CRISIL expressly citing overdrawals and de...
Today's Afternoon Call->30th September, 2006:
Buy:(Updated)

1. ABC India Ltd.

CMP--->Rs.39 This is a transport company, which will benefit from the fall in the prices of petroleum products viz: Petrol and Diesel. The company came out with decent set of number for FY-05-06 and for the September, 2006 quarter. The most important part is that these transport companies will benefit immensely, from the Retail Boom which is expected to take place soom. Transport companies will give the logistic feedback to Multinational Comapanies and also to the Mom & Pop stores. I have placed a target of Rs.80--Rs.120 with the current scenario of fall in crude prices. If the Crude price falls further then we can see its price cross Rs.150.. 2. Roto Pumps Ltd. This is a pump company which has completed restructuring exercise. The company should do well in view of the Agriculture and Infrastructure Doing well. The 9.2% GDP growth should see help pump companies register mammoth growth, both in top line and bottomline. 3. Samkrg Piston and Rings Ltd. Should cross Rs.100 in 18 months time. The expected EPS for FY07 should be between Rs.8-Rs.9. This will be another beneficiary from the fall in the prices of Petroleum products. It is one of the cheapest stock in the auto ancillary space. Should Cross Rs.150 in a years time. Full report on www.eindiabrokers.com. I am coming up with a new report on the company soon. 4. Soma Textiles Industries Ltd. This company came out with decent set of numbers for the September, 2006 quarter. This company should now get the fruits of restructuring exercise it carried till the earlier part of this year. The company will also get cheap electricity from MSEB. The company could get some orders from Bangladesh. Please take out some money from Conart Engineers Ltd, Hazoor Media and Power, Radhe Developers Ltd and PBA Infrastructure Ltd to buy these secrips. ALL THESE SCRIPS ARE FOR DELIVERY PURPOSE AND NOT FOR DAILYMANEUVERINGS. SCRIPS SHOULD BE BOUGHT WTH 8 MONTHS TO 18 MONTHS TIME FRAME---THOUGH THE PROFITS ARE EXPECTED TO COME MUCH EARLIER. More in the following postings..... Best wishes, Suman Mukherjee India. www.sumanspeaks.blogspot.com

Comments

cologne led said…
Vielen Dank für die vielen nützlichen Tipps!
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