SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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WINNING STROKES: THINK DIFFERENT:
Sanguine Media Services Ltd hit the buyer freeze with more than 1 million pending orders to be executed. I have been asking all to invest in the scrip and keep holding to get multi-bagger returns. There has been a lot of new developments in the company which will soon be disclosed to the Paid Groups.
Yesterday Areva T&D Ltd was recommended to the Paid Groups above Rs.326, with a price target of Rs.381, within the next few weeks due to some expected positive developments in the counter. It is one of the finest stocks in the Power Space and will give massive returns going forward.
One can start accumulating Prajay Engineers Syndicate Ltd at the current market price for some decent gains in future. The stock has a book value around Rs.152. Investors could also start accumulating Phoenix International Ltd as the company has struck a dead with a reputed group for the lease of 5 lakh sq. ft of its properties. Meanwhile my recommended Foursoft Ltd has started hitting buyer freeze (Report: www.sumanspeaksplus.blogspot.com).
Yesterday Shreyas Shipping & Logistics Ltd (BSE Code: 520151) was recommended to the Paid Groups. The company would get greatly benefited if like last budget the government allows Private Companies to set up and operate terminals on railway land. The stock is fundamentally very strong and should move up from here. The stock yesterday hit the buyer freeze.
Glory Polyfilms Ltd surprisingly close flat yesterday when the crude oil oil price going down. It seems some operators have started to enter the stock, from the patterns on the charts. The hammering of the stock before the results may be due to this reason only--the same pattern was obseved in my other recommended counter Sicagen India Ltd. The volume in the stock was good and delivery based trade was more than 50%. The company is going to come up with good results (at least sequentially) on 30th June, 2009. The company has recently completed first phase of expansion and has installed 7-layer machine. Its 3-layer machine will be installed by 15th July, 2009.
Atlanta Ltd (BSE Code: 532759) another railway related counter hit the buyer freeze in the late afternoon trade. The stock which was once available around Rs.1400 is now available Rs.71.25. The company works around a number of verticals including mining, construction, Toll bridge projects (like Noida Toll Bridge), and Real Estate. The company has land in Shil Phata (Thane, near Bombay) whose value is around Rs.230--Rs.250 Cr, which the company is going to utilise for making of shopping mall and other purposes.
Yesterday my recommended Texmaco Ltd hit the buyer freeze in the opening trade, before cooling down a bit. This stock is from the Railway pack and is a part of Dr.K K Birla Group (Chambal Fertilisers Ltd, Zuari Industries Ltd, H T Media Ltd, Hindustan Times Ltd, etc). The stock was recommended yesterday by a number of advisory services. If you remember it was the quickie call for this week. This time the stock could make new highs, if the railway budget is good. The company is a leading manufacturer of Railway Freight cars, Hydro Mechanical Equipments & Steel Structures, Agro Machinery, Sugar Mill Machinery, New Generation Cars (for Indian Railways, for bulk transport of foodgrains, Alumina), etc. The company is looking forward to enter coach building for Metro Railway System. It is also looking to enter EMU coaches (Electric Multiple units) section, for which there is a clamour all over India. The Indian Railways production is inadequate and hence fresh sources (Texmaco Ltd being one) are being developed for the manufacture of EMU coaches. The 52-week High/Low for the scrip is Rs.1365/Rs.35.6.
Yesterday Sicagen India Ltd (BSE Code:533014, a group company of the reputed Sical Logistics Ltd) came out with wonderful results or Q4FY09 sequentially speaking. I have been saying since some weeks that the results of the company, according to my close sources shoud be good, at least sequentially---and this is exactly what happened. The company also came out with superb results for FY09 with its EPS shooting to over Rs.3. This time my close sources gave me correct inputs on the company--needless to say, the stock hit the upper freeze. The P/E analysis of the stock gives a target price of above Rs.110, a little above its book value. The stock has a book value of Rs.89.54. Quatar based Rizal Ahmed also provided me with necessary inputs on the stock.
Note: As my mom (mother) is seriously ill and needs my ardent attention, the activities of this blog and all the other Yahoo Groups could be affected for a brief period; if she needs to be shifted to some other nursing home outside the city (May be Chennai, Delhi or Bombay).
I could also be out of station for some days due to this reason. Thanks to all the well-wishers who have sent me good wishes, which includes, Rizal Ahmed, Gaurav Gandhi, Shiva Namburu, Manjit Singh, Sardar Anand Singh (Major, Indian Army), Dinesh Desai, K Shah, B Banerjee, and so on....I get so many such letters everyday, that it becomes difficult for me to reply to all of them....Thanks again to all.
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