Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Turning Point

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Turning Point SEPC has cleared restrictions on about ₹154 crore of receivables, won a Jharkhand stay and signed a ₹854.57 crore SAIL-IISCO contract, yet trades at ₹4.95 against a ₹9.87 NAV-based valuation. The RBI, meanwhile, is reportedly weighing a ₹50 lakh remittance sub-limit alongside tax relief to attract inflows. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at about half the ₹9.87 NAV-based valuation in its July report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both reward ...
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Onmobile Global Ltd: Ready to shoot up
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OnMobile Global Ltd is one of the largest white-labelled Data and Value Added Services companies for Mobile, Landline and Media Service Providers. OnMobile touches the lives of over 1 billion mobile users across 55 countries every month.
With its diverse product portfolio of Mobile Music, multi-screen Video Gateway and delivery solutions, Phone Backup and Personal Cloud Management solutions, Voice and Video portals, M-Commerce products and services, it generates, around 2 – 5% contribution for top customers and top line revenues for over 92 customers globally.
Founded in 2000, OnMobile has 1500 employees spread across India, U.S., Latin America, Africa, Australia, Middle East and Europe. The company was publicly listed in India in 2008. Recent acquisitions include Voxmobili (2007), Telisma (2008), and Dilithium Networks (2010).

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