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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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INTRADAY CAL.LS:

(i) BUY DCM at Rs.86-88, T--Rs.91-95, Rs.SL 85
(ii) SELL AREVA T&D at Rs.317-321, T--Rs.313-309, SL-Rs.324.
Pyramid Saimira Theatres Ltd, SEL Manufacturing Ltd and Aishwarya Telecom Ltd (asked to buy on bounce), hits the buyer freeze on opening trade. 
My recommended Sesa Goa Ltd touched Rs,324 today....if you remember the stock was recommended some days back with a price target of Rs.115 (Target achieved  long back). 


BTST (for 28th December, 2010): 

BUY PRAJ INDUSTRIES LTD at Rs.80-81, T--Rs.82.5-84, SL--Rs.79


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