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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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WINNING STROKES: THINK DIFFERENT:

Now some brokerage houses have given a buy call on J P Associates Ltd with  a price target of Rs.140, but my first target of Rs.131-132, after recommending at Rs.121-122 has been achieved. If you remember, the day I gave a buy call many brokerage houses gave a sell call looking at the charts. Hence those who say, they can give exact buy and sell prices are SIMPLY CHEATS or ARE FOOLING.

Ambalal Sarabhai Enterprise Ltd breaks sound barrier....trades above Rs.12...This company was once among the top 10 (ten) pharmaceutical companies in India.

Sanguine Media Services Ltd hopes to get a contract for  its Rural Marketing division  soon. It was only a rumour that Sun TV could take stake in the company as my sources denied the same today.

Those Premium Members who got struck up in yesterday's call Karnataka Bank can go for BTST today and book profits.

 Where is Recession??!!
U K retail sales increased more than the economists had forecasted in May, as shoppers bought electrical good such as wide screen television sets to watch World Cup. The sales climbed 0.6 % in May.

Now Japan also surprises: Japanese companies accumulated record amount of cash last quarter, and hou...sehold assests rose highest levels in almost 2 years. Kya baat hai bhai.........!!!!

Back home, PM and Rangarajan hopes fiscal deficit to moderate....while Chakraborty joins Rangarajan in their supports to deregulate all interest rates.

Ducan Industries Ltd approves J P Associates as it strategic partner, for its closed fertilizer units. Ya that is why J P Associate was recommended at Rs.121--122, now at Rs.131.

Another surprise: Tata Tele (CMP--Rs.21) sees FY11 EPS to be in the range of Rs.8-9.....and topline at Rs.500 Cr......WOW!!!!!!

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