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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Equity Watch · EPC & Infrastructure SEPC Ltd: ₹10,455 Crore Order Book Meets a Legal Inflection Point (₹5.26) ₹1,527.89 crore of fresh SAIL orders, Q1FY27 revenue growth, and a proposed ₹1,530 crore Avenir acquisition sit on one side of the ledger. A dismissed Madras High Court application and a ₹7.50 crore demand draft placed on record ahead of a proposed 7 October settlement sit on the other. Here is the full picture. SEPC Limited last traded at ₹5.26, giving it a market capitalisation of roughly ₹1,027 crore. That is well off its 52-week high of ₹13.72, but also comfortably above its 52-week low of ₹4.63. At a price-to-book ratio near 0.56x, the stock continues to trade at a discount to its own net worth. 1 The Order Book: From ₹4,501 Cr to ₹10,455 Cr SEPC's consolidated order b...
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Market Mantra
Buy McNally Bharat Ltd at Rs.109-110, T--Rs.117. The stock should not break Rs.106 on the downside, on a closing basis and hence this is a golden change to invest. 
Morning Nifty target of SELL at 5430, T--5380 to the Paid Members, has been achieved. I had asked all to exit IFCI Ltd and  Indian Bank Ltd today.  
If you made profit by selling Nifty in the morning and now buy Nifty at 5370--5375 (Spot), T--5460, SL--5350. Buy HINDALCO Ltd at Rs.142.50, T--Rs.147, SL--Rs.139.50. Enter again all the Metal Counters: Steel, Aluminium (Rs.111, T-Rs.118 at MCX), Nickel, Gold, etc. On the other hand if anyone is having ABB Ltd and Sesa Goa Ltd, they should reduce their positions.

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