By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
Post a Comment
By -
Vamshi Rubber Industries Ltd: (Update):

The company will use the 4 acres of land for expansion of operations. The company is expected to generate sizeable revenue of at least 25% in excess of the present capacity through this expansion. The said expansion will be completed by the end of this fiscal. The company's retail networks are doing excellently well and it is thinking of expansion the sales work force. The marketing department of the company has been revamped and the sales will increase in the coming quarters. The most striking part of the company is that it is able to passs on the increased cost of raw material to the end users. Since the rubber prices are going down it will increase both its top and bottomline in a large way. But even if the rubber prices rises it will not affect the company bottomline in a large way as it is able to pass on the increased cost of raw materials to the end users as mentioned earlier. This is amply reflected in the last quarter results when it came out with excellent performance. The net profit and sales both took a quantum jump. This is expected to go up further due to steps mentioned earlier. Hence I still maintain a hold of the scrip and maintqain a buy after the stock consolidates. It is natural for the stock to go for minor correction after such a rally. Some analysts have put a target of Rs.70--Rs.75 in 8 to 18 months time frame. Today I have recommended MRO-Tech at Rs.48 and Landmarc Leisure Ltd (Formerly--> S Kumar Infrastructure Ltd) at Rs.1.07 for some speculative gains. The company is making a leisure park in Worli(Bombay), the land value of which is in terms of CRORES OF RUPEES. IT IS CONFIRMED THAT THE LAND BELONGS TO THE SRI RAM GROUP COMPANIES, of which S Kumar Infrastructure Ltd is a part. MRO -Tech is an excellent company in the IT space. Nova Petroleum Ltd hit another buyer freeze. Best regards, Suman Mukherjeee India.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more