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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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Market Mantra
Suzlon Energy Ltd moves up today by more  than  6% in the early afternoon trade. There are some positive developments in the company.
Buy Sintex Industries Ltd at Rs.63, T--Rs.71, SL--Rs.59. The book value of the shares of the company is Rs.74.67.  It is a profit making blue chip company.
Investors should start accumulating Geodesic Ltd when  the price stabilizes---it is a blue chip company. CMP: Rs.19.05.
Investors should accumulate, United Breweries Holdings Ltd at Rs.88, T--Rs.115--121. CLICK HERE.

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