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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Governance · Regulatory Risk Reliance Power: When Legal Clouds Gather Over Market Euphoria ₹20,367 crore attached across the Reliance Anil Ambani Group. A ₹68.2 crore fake bank guarantee at the centre of it. A former CFO in custody for ten months and counting. And a stock that's still down more than half from its 52-week high even after a sharp rally. The market is pricing the turnaround. The Enforcement Directorate is pricing the history. Both can't be right forever. Reliance Power Ltd (₹24.07) has genuinely turned a corner operationally over the past two years — debt reduction, a growing renewable and BESS order pipeline, and periods of sharp investor re-rating. That part of the story is real and deserves credit. But sitting underneath that story is a live,...
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Market Mantra 

2. Exit from RCom Ltd (Rs.20.20), as the company is in severe cash crunch and has no money to pay for interest; forget the capital.

3. Those who are holding Tata Steel since Rs.220, should book complete profits at Rs.520...and look for other steel counters which looks undervalued. One can try SAIL at Rs.57.40, T: Rs.72, SL: Rs 52.60.

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