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...
Today's Calls
1. Buy Dena Bank Ltd at Rs.37.30-37.50, T: Rs.40-41, SL: Rs.36.60. Dena Bank, like all other
banks, has had a dream-run on the deposits front during the 50 days following demonetisation. Copious deposit inflows in the form of scrapped high-denomination notes helped the bank shed bulk deposits amounting to about ₹9,000 crore. Meanwhile, Dena Bank reported a net profit of Rs.35.31 crore inQ3FY17, as compared to Rs.662.85 crore loss reported last year for the same period. Public sector Dena Bank is also in talks with few insurance companies to raise capital, its CMD Ashwini Kumar said, this week. Kumar said for Dena Bank, the worst was over. "For my bank, the worst phase is over. Things postdemonetisation is now improving", he said.
2. Those who are holding the shares of Reliance Communications Ltd (Rs.32.95), can look for good days ahead, as the company goes for merger with Aircel -- SSTL and Telenor. It will also get the backing of Mukhesh Ambani, following infrastructure and spectrum tie ups. We can look forward for levels of Rs.47-55 in the coming days; from where it fell.
3. Those who are holding the shares of JSW Energy (Rs.61), can continue to hold with a SL at Rs.57, for targets of Rs.67-68. However, the problem with this scrip, inspite of having fundamental, is the lack of interest from retail players. The company has a complex business model, which many retail investors cannot fathom.
4. Those who have invested in Punj Lloyd Ltd (Rs.20.10), should wait for the scrip to give a closing above Rs.20.50, before taking fresh entry. However, those who are already invested should keep a SL of Rs.19.60.
5. Brokerage Call: Buy IDFC Bank Ltd at Rs.63.50, T: Rs.68-72, SL: Rs.60.
2. Those who are holding the shares of Reliance Communications Ltd (Rs.32.95), can look for good days ahead, as the company goes for merger with Aircel -- SSTL and Telenor. It will also get the backing of Mukhesh Ambani, following infrastructure and spectrum tie ups. We can look forward for levels of Rs.47-55 in the coming days; from where it fell.
3. Those who are holding the shares of JSW Energy (Rs.61), can continue to hold with a SL at Rs.57, for targets of Rs.67-68. However, the problem with this scrip, inspite of having fundamental, is the lack of interest from retail players. The company has a complex business model, which many retail investors cannot fathom.
4. Those who have invested in Punj Lloyd Ltd (Rs.20.10), should wait for the scrip to give a closing above Rs.20.50, before taking fresh entry. However, those who are already invested should keep a SL of Rs.19.60.
5. Brokerage Call: Buy IDFC Bank Ltd at Rs.63.50, T: Rs.68-72, SL: Rs.60.
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