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
Company officials asking not to be named said job cuts will help the 7,500-strong RCom integrate workforce when mergers with Aircel and MTS materialise.  When RCom announced its merger with Aircel in September 2016, the companies said cost synergies would be about Rs 20,000 crore. Costs would halve following the merger, they said. Much of this will come from job cuts since the infrastructure is already in place and it is unlikely that leasing and rental agreements will change drastically, experts said. 

2. Those who are holding Engineers India Ltd (Rs.151.50), can continue to hold with a SL of
Rs.147, for targets of Rs.171-175. Any buoyancy in oil and gas sector is positive for the stock.

3. Those who are still holding the shares of DLF Ltd (Rs.160.20) from Rs.156 and averaged during intrada dips can book some profits around Rs.160-160.70 and keep holding the rest with a SL at Rs.156.

4. My earlier recommended two steel stocks: Jai Balaji Industries Ltd (Rs.23.65) and Rohit Ferro Tech Ltd (Rs.7.20) are hitting continuous UCs since last few days. I am expecting Jai Balaji Industries to test Rs.31-32 ranges while Rohit Ferro could cross Rs.9. I would suggest a hold on both the counters.

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