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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WINNING STROKES: THINK DIFFERENT
Cinemax Properties Ltd as expected hit the buyer Freeze in the late afternoon trade. 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.  I think Cinemax Properties Ltd would be one of the biggest beneficiaries of this deal. I think you know that erstwhile Cinemax India Ltd was named as Cinemax Properties Ltd. The scrip has  been asked as a strong buy ta Rs.17, to the PAID SERVICE members, when it fell. 
Manappuram Fiance Ltd as expected flared up and touched Rs.36, intra-day. It   was recommended a strong buy a couple of days back. 
 

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