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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...
Excerpts of my morning mail to the Paid Groups:
Yesterday, the markets witnessed a gap up opening following global cues. But this was followed by choppy and sideways trading, but the session closed in the green. 
The Nifty yesterday, witnessed some resistance around the 5280 levels. However considering the short term trend which is distinctly up, the zone is likely to be broken on the upside, in the days to come by an avalanche like rally. 
Now though the markets are moving sideways, the focus has now broadly shifted to the midcap and small cap basket which will continue to rally with handsome gains in the coming days. 
Traders/Investors, should therefore, look for opportunities in theses stocks rather than focusing guns only on the large cap universe. 
The Nifty could be heading towards 5500 in the coming days or a mad rally is expected. The same rally kind of rally which was witnessed between 2003-2006 could be become realilty again.
Those who are holding Expo Gas Containers Ltd should book at least 80% of the profits. The stock reached the short term target of Rs.15.5. 
There is some good news in case of Northgate Technologies Ltd. The company's is probably arranging board meeting in the next week and will ask the bidders for expression of BUY INTEREST on purchase of www.bharatstudent.com. The three bidders have already been selected and according to the sources close to me, all of them are from overseas. 
Moreover, the good business has started to pour in from the www.ziddu.com, www.globe7.com & www.axill.com which contributes major part of the revenue stream; due to improvement in economic environment. It is a fad to think that only www.bharatstudent.com was the revenue spinner. The investors should accumulate the scrip from distress selling so that they can make huge returns within the next few  months.
Most of the media stocks are on fire today with Pyramid Saimira Theatres Ltd (PSTL) is already freezed, while Sanguine Media Services Ltd (www.sanguine.in) is up 2.43%.
My recommended Accentia Technologies Ltd has crossed Rs.200 as expected. The stock was recommended last month at Rs.111--112. 

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