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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Governance · Regulatory Risk Reliance Power: When Legal Clouds Gather Over Market Euphoria ₹20,367 crore attached across the Reliance Anil Ambani Group. A ₹68.2 crore fake bank guarantee at the centre of it. A former CFO in custody for ten months and counting. And a stock that's still down more than half from its 52-week high even after a sharp rally. The market is pricing the turnaround. The Enforcement Directorate is pricing the history. Both can't be right forever. Reliance Power Ltd (₹24.07) has genuinely turned a corner operationally over the past two years — debt reduction, a growing renewable and BESS order pipeline, and periods of sharp investor re-rating. That part of the story is real and deserves credit. But sitting underneath that story is a live,...
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WINNING STROKES: THINK DIFFERENT:
Sanguine Media Services Ltd  hit the buyer freeze on opening trade after a Bombay based weekly came out with the news that the company has tied up with Cinevista Communications Ltd for making television serials and film production. The company is alredy doing a project from Godrej Ltd. It is going to focus more on rural marketing schemes where it has expertise. The company is presently updating its web-site to including all the new events. It is now out of the T-group and hence you can accumulate as much as  you can before the web-site gets updated.
Kohinoor Broadcasting Corporation Ltd hit the upper circuits today before cooling down a bit. The company is foraying into new business.
Prajay Engineers Syndicate Ltd is moving up today, after the company came out with better results on Q-o-Q basis. So what to do with Prajay Engineers Ltd??!!
The govt may announce another round of stimulus measures for exporters and importers in Foreign Trade Policy 2009-2014 review today. This might help steel and textile companies. I have already recommended Sathavahana Ispat Ltd and Alok Industries Ltd. Those who are holding SEL Manufacturing Company Ltd can continue to hold, but do not average, as I do not know how the company will be able to overcome the huge debt burden with this kind of NPM. Most of you should have sold at Rs.97-98, when the scrip rose.
My recommended Info-Drive Software Ltd is up after the company came out with good results for the Q1FY11. The stock should be moving towards Rs.32, in the days to come.
One can buy Gujarat Alkalies and Chemicals Ltd at rs.120--121, as the caustic soda prices are increasing in India. The company is coming up with lot of projects in the coming days.

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