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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U B (Holdings) Ltd: A Super Bullish Chart Pattern

You have seen the Chartical Part, which is very explosive for the bulls. Now let us consider some fundamental part too. Let us examine some of its holdings:
1. United Breweries Holdings Ltd  holds  18.03% in United Spirits Ltd.
2. Gem Investment & Trading Company Pvt Ltd, promoter group company holds 1.63% in UNITED BREWERIES LTD.
3. United Breweries Holdings Ltd holds 37.18% in U B ENGINEERING LTD.
Now, the point is that a brokerage house has increased the target for United Spirits Ltd to around Rs.2200, this gives further upside for the scrip of U B (Holdings) Ltd. Moreover, the book value of the shares of the company is Rs.236.90. In such a circumstance, I am expecting a minimum price of Rs.140 for the scrip in the next few trading sessions. 

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