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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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 Winning Strokes: Think Different
Future Enterprises Ltd recommended at around Rs.18.50, yesterday made a new 52-week high and closed at Rs.38.65 in the NSE. The next natural target comes around Rs.41-42, if Rs.37.50-37.70 holds.

Meaningless selling by the operators is pushing down the shares of Mandhana Industries Ltd (Rs.11.65) to some unbelievable levels. The company has a debt of only Rs.800 Cr and is doing SDR. It's retail arm us backed by ace investors like Rakhesh Jhinjhunwala and Ramesh Damani. 

Reliance Defense and Engineering Ltd is consolidating at around Rs.59-60, before the next round next round of upmove. This stock.like my other recommended counters like Vedanta Ltd, Himdalco Ltd, etc will invariably make new 52-week high. Keep accumulating at dips with a SL of Rs.58.

Note: I am not keeping well.since the last few days. Hence, this blog may/may not be updated regularly.

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