Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads The RBI is reportedly weighing a ₹50 lakh sub-limit on some overseas remittances, paired with tax relief to attract inflows. SEPC trades at ₹4.95 against a ₹9.87 valuation report, with a Jharkhand stay, ₹154 crore freed and a 44% dilution from the Avenir share swap in play. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at half the ₹9.87 in its July valuation report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both demand the same discipline: separate a proposal f...
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Today's Calls
1. Buy Engineers India Ltd at Rs.150.30, T: Rs.175, SL: Rs.146. Engineers India Limited (EIL) is an engineering, procurement, engineering consultancy and construction (EPC) company in the petrochemicals and hydrocarbons industry.
The buyback price has been fixed at Rs.157 per equity share for a total aggregate of Rs 658.80 crore.  Board of Directors of Engineers India Ltd in its Board Meeting held on March 16, 2017 have declared an Interim Dividend of Rs.2.50 per share (on the face value of Rs. 5 each).

2. Those who are holding DLF Ltd (Rs.154.20) are suggested to keep a SL at Rs.153. But for medium term I would like to shift to Idea Cellular Ltd (Rs.87.40), if DLF Ltd continues to underperform.

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