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...
- Get link
- X
- Other Apps
By
Sumon Mukhopadhyay
-
Winning Strokes: Think Different
Mandhana Industries Ltd (BSE: Rs.13.54 and NSE: Rs.13.50), hit the Upper Circuits today in both the exchanges. Congratulations to those who bought the scrip on my suggestion.
Reliance Defence and Engineering Ltd (Rs.62.65) today closed near the day's high of Rs.62.90. The scrip will make new 52-week highs in the coming days. Remain invested and accumulate in intraday dips. The investors can keep a SL at Rs.61.60. There are more chances for the scrip to go up from here than go down -- MACD, PPO, etc are in Buy Mode. If Rs.67.70 is crossed, the immediate targets are Rs.72-77. The stock of RDEL is currently trading above its 50D, 100D, 150D and 200D SMAs and EMAs, with the chance of a "Golden Cross" happening in the short term, which is very BULLISH.
According to ET, 11 July, 2011: Reliance Infrastructure of Anil Ambani-led Reliance Group has received government approvals for its planned $1-billion greenfield aerospace park near Nagpur. The board of approval for special economic zones (SEZs) in the ministry of commerce has given its approval to the proposed aerospace park spread across 289 acres at Mihan near Nagpur.
The park aims to carry out business worth over Rs 200,000 crore over the next 30 years, the company said. In the first phase, the project will build manufacturing unit for production of aircraft, electronic warfare systems, radars, unmanned aerial vehicles, maintenance repair and overhaul for commercial aircraft, and complete eco system, including ancillary units and suppliers, to support these large projects. This development will be spread over 104 acres and the second phase will cover an additional area of 185 acres.
It is to be noted that Reliance Infrastructure acquired the erstwhile Pipavav Defence & Offshore Engineering in 2015 to make a foray into the sector.
According to ET, 11 July, 2011: Reliance Infrastructure of Anil Ambani-led Reliance Group has received government approvals for its planned $1-billion greenfield aerospace park near Nagpur. The board of approval for special economic zones (SEZs) in the ministry of commerce has given its approval to the proposed aerospace park spread across 289 acres at Mihan near Nagpur.
The park aims to carry out business worth over Rs 200,000 crore over the next 30 years, the company said. In the first phase, the project will build manufacturing unit for production of aircraft, electronic warfare systems, radars, unmanned aerial vehicles, maintenance repair and overhaul for commercial aircraft, and complete eco system, including ancillary units and suppliers, to support these large projects. This development will be spread over 104 acres and the second phase will cover an additional area of 185 acres.
It is to be noted that Reliance Infrastructure acquired the erstwhile Pipavav Defence & Offshore Engineering in 2015 to make a foray into the sector.
Unitech Ltd (Rs.7.20) continues to tank, after profit booking was suggested in the counter, last week around Rs.8.70. Both GST and RERA is negative for the Real Estate sector. If you remember, I recommended the scrip before GST came into effect. And was since then asking to book profits and exit the counter.
Rolta India Ltd (Rs.61) is consolidating around the current price, before the next upmove. The long term investors should however keep a SL at Rs.58.
Rolta India Ltd (Rs.61) is consolidating around the current price, before the next upmove. The long term investors should however keep a SL at Rs.58.
Popular posts from this blog
By
Sumon Mukhopadhyay
-
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game. A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
By
Unknown
-
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
By
Sumon Mukhopadhyay
-
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation. With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals: 🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and 🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 . To reinforce this recovery, the company has proposed a ...

Comments