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

By -
Image
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 ...
Post a Comment
By -
Market Mantra
IT IS NOW OFFICIAL: The Promoters of CINEMAX INDIA LTD  are looking to sell their stake in the company but have not yet finalised any definitive agreements. PVR is set to buy out the 141-screen multiplex chain CINEMAX INDIA and has offered to buy the promoters' stake at 170-180 rupees per share. We are already getting the price movements in the shares of both Cinemax India Ltd and Cinemax Properties Ltd too. I think Cinemax Properties Ltd would be one of the biggest beneficiaries of this deal. The scrip is now trading at Rs.20. The scrip has  been asked as a strong buy ta Rs.17, when it fell. 
Buy Tulip Telecom  Ltd at Rs.37.50, T--Rs.44, SL--Rs.34. When most of the telecom stocks have started to do well, I think this stock will also move up.
Meanwhile, my recommended Onmobile Global Ltd is also moving up---in the morning trade it touched Rs.43.50.
By Nifty_Futures at 5613--5614, T--5670, SL--5590. I think the present condition looks bullish for Nifty.
Buy Reliance Power Ltd at Rs.90-91, T--Rs.97--100, SL--Rs.86. The ministry of power has clarified that the company's ultra mega power project in Tilaiya enjoys exemption from a key provision of the Forest Act requiring it to provide non-forest land to compensate for the loss of forest land acquired for the project. This is a great relief for the company and the scrip should react positively. 

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more