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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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Today's afternoon Calls:
1. Buy Samkrg Piston and Rings Ltd at Rs.86. The company came out with very good results in the September, 2006. This result has been overlooked by the market. 2. Buy Soma Textile & Industries Ltd The company came out with good results in the September, 2006 quarter. The company will benefit from the restructuring exercise it carried last year and till the first part of this year. 3. Buy Roto Pumps Ltd. The company has completed the restructuring exercise and is on a move. Good price to pick the stock from the market. Should move up to Rs.80---Rs.90 in 8 month--18 months time. Pumps are necessary for infrastrucuture development and also in the agriculture sector. Both the sectors are given special impetus by the government. ALways have a long term view....PBA Infrastructure Ltd and Haldyn Glass is doing well today. More in the following mails.... Best wishes, Suman Mukherjee India. www.pkblogs.com/sumanspeaks

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