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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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Gitanjali Gems Ltd: Turns Bullish...

A buy call was given on Gitanjali Gems Ltd, a couple of days back, for a short term target of Rs.45; after the Index of Industrial Production (IIP) rose 6.4% in August, compared with 4.1% in July and 0.5% in August last year, data from the statistics office showed on Monday---among sectors, gems and jewelry, electricity, mining and apparel contributed to growth while steel and instant food mixes were the slowest growing. 

 The company's outstanding debt as on March 31 was Rs 8,715 crore, while the reserves and surplus was Rs.4018 Cr, as per the Economic Times, 3 June, 2015. 

It is to be noted that the bullishness of the gems and jewelry sector increases with any rise in GDP. 

 The Book Value of the shares of Gitanjali Gems Ltd is Rs.292.67 while its market cap is ONLY Rs.379.73 Cr. Its P/E is 14.23, as compared to the Industry P/E of 35.84. Today, the shares of Gitanjali Gems Ltd closed at Rs.38.70 (BSE), up 6.03%.

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