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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...
WINNING STROKES: THINK DIFFERENT:
Chakry coincides with my view on the markets says:
"The last fall is on its way. After this fall we may never see 5000 Nifty on screen before it tests 7000. This rollover has lot of importance. All and none, the real money making will be in B group from 15th July, 2010. The old days are returning. Volumes will be back. Those who are smart sense this urgency and start deploying cash in equity. Investors make simple mistake of underestimating research and go overboard with volumes. In this scenario they themselves are blamed for picking wrong line. Give enough importance to research and buy stocks when market neglects it. You will make it to the top order. It is certainly no good time to relax". I had also mentioned the same in my earlier postings that this time we could see a full-fledged rally in the small, mid and micro-cap counters.   

My earlier recommended Phoenix International Ltd hits 20% buyer freeze before cooling down a bit. The Paid members were however asked to book some profits.
Refex Refrigerants Ltd moved up to Rs.28.05 yesterday on the news of company venturing into Air-conditioner making business before closing at Rs.26.15. The company will also start its solar energy projects. One of its group company is into Wind Energy. The company is expected to come up with operating profit for Q1FY11. 
Fantastic News has come in for the shareholders of Sanguine Media Services Ltd: After  Religare Securities Ltd another reputed stock broking firm, Pace Stock Broking Services Ltd has very recently taken 2.31% stake in the company. Moreover, there are two other Financial Entities who have taken stakes in the company, they are : B Arunkumar Capital and Credit Services Pvt Ltd (1.57%) and Forsee Financial and Consultancy Services Pvt Ltd (1.33%). I think that, this will silence many of my critics, who are bent on finding ONLY my faults, to run their Paid Services (They cannot think beyond this--no Free Service, nothing. They think earning money is the only goal in life, with scant respect to social service across all sections of the society) and spreading canards.....now these bunch of jokers will have to bite the bullet ....Huh!!
Bank of India was suggested to the Paid Groups in yesterday's morning newsletter, as a buy at Rs.335 for a target of Rs.380, SL--Rs.324. The stock moved to Rs.344.90 before closing a shade below the day's high.
Yesterday, Reliance Industries Ltd was given a buy call to the Paid Groups because of the following news: RIL may announce early tomorrow plans to buy 45% stake in Eagle Ford. Shale gas filed in South Texus for $1.3 billion. Moreover, RIL may supply Natural Gas for Anil Ambani's Power companies within a year. The gas will be used to expand capacity of existing power plants in Andhra Pradesh, Goa and Kerala. RIL is also in talks with MTNL for marketing its 3G Services , as a Franchisee. 
One of my earlier recommended counters H S India Ltd (BSE Code: 532145) came out with fantastic results for the March, 2010 quarter. The total sales of the company for FY10, came out to be Rs.14.72 Cr as against Rs.11.92 Cr in the same period previous year. The net profit of the company for FY10 is Rs.2.68 Cr as against Rs.58 lakhs in the same period previous year. The EPS of the company also jumped to Rs.1.99 in FY10, as against Re.0.56 (56 paise) in FY09. The company is expected to do further well in FY11. What is interesting is that the promoters of the company has increased their stake slowly to 42.14% from 40.11% in December, 2009 quarter. The stock is trading at an abnormally low price of Rs.9.95.
Note: Those who have sent me mail/s regarding Special Package for the subscription to the PAID SERVICES, are requested to please give me a little time to respond, due to so many letters reaching my desk at the same time . Moreover, I have to attend to those who have decided to join and have deposited cheque/cash for the same and have completed the necessary formalities.  I am trying hard to streamline the operations at my end and revamp the Paid Services.  

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