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SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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Today's Call
1. Buy JSW Energy Ltd at Rs.73.90, T: Rs.84, SL: Rs.71.

2. Buy Reliance Communications Ltd at Rs.47.90, T: Rs.55, SL: Rs.46.70. The company has copious spectrum in the 800 MHz category, which is comparable with 700 MHz category.Since no bids were received for 700 MHz, 900 Mhz bands and hence those who are having could have lot of advantages; especially when 3G penetration is still very low in India ( Chance of growth is very in this space).

Four years after the launch of 3G services, there are just about 120 million 3G subscribers, barely 10 per cent of the total mobile user-base.

Even here, the quality of access leaves much to be desired with the average connection speed the lowest in the Asia-Pacific region.

Therefore, I feel in future the Centre and TRAI will keep this reality in mind while fixing the reserve price for upcoming auctions. So, in the coming days, the spectrum price in 700 MHz can come down substantially.

Also, contrary to expectations, the telecos like RCom -- RJio did not Invest too much in the spectrum buying. This give them ample room to spend on their infrastructure development.

4. Continue accumulating Adani Enterprises Ltd (Rs.68.25). The coal prices have started to Soar -- positive for the company.

5. Buy Jai Corp Ltd at Rs.73, T: Rs.75, SL: Rs.71.60.There were earlier media reports that environment and forest ministry has cleared the Navi Mumbai Airport.

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