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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Showing posts from January, 2017
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Sumon Mukhopadhyay
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Important 1. Prajay Engineers Syndicate Ltd (Rs.14.93) has hit the upper circuits in both the exchanges. Where is the stock heading ? Can it cross Rs.27, considering that Hyderabad is now a happening city and lot of real estate opportunities are avaliable in Vijaywada too. Trade through my recommended brokerage house and get my assistance FREE. 2. Buy Future Enterprises Ltd near the support of Rs.17.50 . If you are buying at the CMP of Rs.18.45, then please do keep a SL at Rs.17.30. Targets: Rs.28 - 31. 3. Reliance Communications Ltd (Rs.31.40) is better placed among all the incumbent Telecom players to handle the RJio menace. It is because it has tie up with RJio as regards infrastructure and spectrum sharing -- RCom has one of the highest holding of the lucrative 800 MHz spectrum used for (highly penetrative) 4G transmission; apart from 1800 MHz category. RCom is gettin royality from RJio for the use if these spectrums.
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Advantage: Anil Ambani..? Or Jio Buy - out..? The Financial Express writes on 13 January, 2017: Right now, incumbents are using 4G spectrum to offer data services to subscribers and continue to offer voice calls using older GSM networks. If there is a surge in voice traffic after free voice becomes the norm, these telcos will then have to invest more in capacity to augment their ability to carry voeice traffic on their GSM networks. Their best bet, in such a situation, is to accelerate their migration to VOLTE networks of the type RJio has—some of them have, in any case, been carrying out trials on this in select areas. The problem, however, is that while lower frequency bands are better suited for this, none of the incumbents have a pan-India network of, say, 900 MHz spectrum where VOLTE networks can be deployed. The best bet in such a situation is 700 MHz, but thanks to the regulator putting an arbitrarily high reserve price for this spectrum, and pegging it at four ti...
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Aircel - Maxis (Deal) Fiasco: The Apex Court and Some Thoughts.. In the Aircel-Maxis deal case lodged by CBI and the Enforcement Directorate (ED) it was alleged that South Asia FM Ltd (SAFL) and Sun Direct TV Pvt Ltd (SDTPL) had received Rs.742.58 crore as "proceeds of crime" from Mauritius-based firms. Later ED alleged before the court that Dayanidhi had generated funds worth Rs.742.58 crore through illegal means and there was sufficient prima facie material to proceed against him and other accused in the case. And thus the narrative changed.. Now, DNA India, a BJP sympathetic web portal writes: The Supreme Court order preventing Aircel from disposing of its spectrum and licences through a proposed merger with Reliance Communications is a befitting response to the its promoters disregarding Indian laws. Aircel is owned by Malaysian company Maxis, whose Indian origin promoter Ananda Krishnan has been chargesheeted by the Central Bureau of Investigation, in on...
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WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
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Sumon Mukhopadhyay
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