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...
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Showing posts from June, 2018
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Sumon Mukhopadhyay
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Winning Strokes : Think Different The stock of Vakrangee Ltd (Rs.66.85) almost doubled from the recommended price of Rs.33-34. The stock could find the next resistance around Rs.75, which also happens to be its 50D EMA. When I recommended the stock most from CNBC TV18 and Times Now, were bearish on it and were highlighting the corporate governance issues. Those who had taken my call at that time is now laughing their way into banks. SKM Egg Products Ltd (Rs.80.50) , which is one of the largest egg exporters from India, is planning to triple its domestic market share and achieve ₹500-crore turnover by 2021-22. According to a report on The Hindu, the company's Eggs are exported to more than 26 countries, including Japan, Europe and Russia. On a daily basis, the company processes more than 16.5 lakh eggs per day of which 5.5 lakh eggs are processed in-house and rest procured from private parties. Though, for the full year, net profit of the company declined 46.37% to Rs.0...
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Sumon Mukhopadhyay
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Pre-Session : Indices may open higher 29-Jun-18: Trading of Nifty 50 index futures on the Singapore stock exchange indicates that the Nifty could rise 19.50 points at the opening bell. Overseas, Asian stocks were mixed. Japan's industrial production decreased in May following three consecutive months of improvement, government data showed Friday. Industrial output fell 0.2% in May from a month earlier, following April's 0.5% gain, according to the Ministry of Economy, Trade and Industry. US stocks recovered from earlier declines on Thursday to finish the session higher on the back of gains in banks and technology stocks. The growth in the US economy in the first quarter was trimmed to 2% from 2.2%. Meanwhile, weekly jobless claims rose by 9,000 in the latest week. Closer home, foreign portfolio investors (FPIs) sold shares worth a net Rs 951.51 crore yesterday, 28 June 2018, as per provisional data released by the stock exchanges. Domestic institutional inve...
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Sumon Mukhopadhyay
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Winning Strokes Buy the shares of SKM Egg Products Ltd (Rs.79.35) at around Rs.79-80, for short term targets of Rs.91-97. The company is basically into exports of Egg Products. The INR is depreciating heavily against the USD, this will help the company generate more revenue in term of forex. Apart from this there are media reports that the company is looking to increase its market share from 5% at present to 15% by 2022. SKM Egg, is touted to be India's largest egg producer. It recently launched the "Best Egg White Cube", a revolutionary ready to cook and eat natural egg protein produced under SKM Best brand. The company processes 1.8 million eggs everyday in its EU certified plant and conforms to ISO 22000, BRC, Kosher and Halal Certification requirements. Situated about 20 kms from Erode, in Cholangapalayam village, SKM’s 35-acre facility, also in pristine white, looks as much state-of-the-art from the outside as inside. But it is these best-in-class qua...
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Sumon Mukhopadhyay
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Market Pulse Buy Bhusan Steel Ltd at around Rs.34-35, for short term targets of Rs.47-51. There are media reports that the Tata Group is on the fray to buy Bhusan Energy Ltd and pay up its debt. It recently concluded the acquisition of Bhushan Steel Ltd through an insolvency court for Rs.35,200 crore. Tatas have offered Rs.500-Rs.600 crore to settle the loans of about Rs.2,500 crore of Bhushan Energy, the second company owned by Neeraj Singhal that is facing bankruptcy proceedings. Singhal’s flagship Bhushan Steel was sold to Tata Steel last month under the bankruptcy law. Bhushan Energy’s plant is located within the premises of Bhushan Steel’s plant at Meramandali, Dhenkanal district in Odisha and was built primarily to power the steel plant and therefore makes economic sense for Tata to bid for it, said senior bank officials. Buy the shares of Jet Airways Ltd at around Rs.381, for short term targets of Rs.491. That OPEC has decided to increase productio...
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Sumon Mukhopadhyay
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Winning Strokes The stock of Jain Irrigation Systems Ltd made a high of Rs.97.4 in the NSE, closing at Rs.96.9 up 2.16%. In the BSE it closed above the psychological level of Rs.97. Intraday, the scrip of Jain Irrigation Systems Ltd made a high of Rs.97.45 in the BSE. As the advancement of the monsoon slows down, there would be the need for more drip irrigation facilities. I am looking for a target of Rs.111-117 in the coming days. This is not a momentum counter. The stock of Rohit Ferro Tech Ltd (Rs.2.75) the buyer freezes in both the exchanges. This is the 2nd consecutive buyer freezes it hit after it was recommended to the Premium Members. The rise in the price of Ferro Chorome, will augur well for the company, apart from the other vital developments. I will recommend another such stock on Next Sunday, to be bought on next Monday -- those who are willing to know the name, should join the Premium Services. The scrip of Jaiprakash Associates L...
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Sumon Mukhopadhyay
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Winning Strokes : Think Different The market came off day's high in morning trade. At 12:13 IST, the barometer index, the S&P BSE Sensex, was up 168.90 points or 0.48%) and was trading at 35,455.64 while the NSE was seen at 10,754.00 up 43.55 points or 0.41%. Indices hit fresh intraday high in early trade and later pared gains as the session proceeded. Among secondary barometers, the BSE Mid-Cap index was down 0.11%. The BSE Small-Cap index was up 0.04%. The market breadth, indicating the overall health of the market, was positive. On BSE, 1000 shares rose and 893 shares fell. A total of 100 shares were unchanged. A buy call was initiated in the stock of Rohit Ferro Tech Ltd at around Rs.2.40-2.50 on last Monday. The stock hit 2nd consecutive BUYER FREEZE today at Rs.2.75 in the BSE. To know why it is hitting BUYER FREEZES either Join the Premium Services or Trade through BMA Wealth Creators Ltd, with a minimum portfolio size of Rs.2 lakhs. Moreo...
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Winning Strokes : Think Different Profit Booking was suggested in the shares of Vakrangee Ltd (Rs.41.2) yesterday, after the company reported 50% plunge in the consolidated net profit for January-March quarter of the financial year 2017-2018. The shares of Vakrangee have been on a roller coaster ride since October 2017 till now. In the span of last 8 months, the scrip of Vakrangee Ltd hit an all-time high and have subsequently dropped to multi-year low. Therefore, expert help is necessary while dealing with these kinds of shares. Where is the next support? A buy call was given in the shares of Jain Irrigation Systems Ltd at around Rs.97-98, for short term target of Rs.117-117. The stock closed at Rs.97.80 in the BSE. Earlier the company announced that India Ratings and Research has upgraded the company's long term issuer rating to IND A- from IND A--. There were earlier media reports that the company is going to execute integrated drip irrigation project in Vidarbha regio...
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Sumon Mukhopadhyay
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Winning Strokes : Think Different Photo : Sify.com P C Jewellers Ltd was recommended as a buy along with Vakrangee Ltd at around Rs.135 on 7 June, 2017 to those who trade through my recommended brokerage house, i.e. BMA Wealth Creators Ltd with the caption: "If you are buying Vakrangee Ltd, then hedge it with the shares of P C Jewellers Ltd". The stock of P C Jewellers Ltd today made a high of Rs.152.45 and is now trading at Rs.148.05 in the BSE, up more than 8%. I will recommend a similar stock tomorrow to the Premium Members; you need to trade through my recommended brokerage house to get the name of the scrip. Vakrangee Ltd hit another buyer freeze at Rs.37.5. When I recommended the scrip most of the Business Channels were nervous and were scaring the investors. I am happy that the followers of this blog, thought different and took a different route. The stock of Unitech Ltd which was recommended to the Premium Members at around Rs.4-4.25 some ...
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Sumon Mukhopadhyay
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Pre-Session : Negative global cues may put pressure on shares 08-Jun-18: Trading of Nifty 50 index futures on the Singapore stock exchange indicates that the Nifty could fall 66 points at the opening bell on negative Asian cues. Overseas, Asian stocks declined after the mixed close on Wall Street. Japan's economy shrank at an annualized pace of 0.6% in the January-March quarter. In US, the S&P 500 and Nasdaq Composite ended with modest losses on Thursday, as a selloff in major technology shares put pressure on the benchmarks. Traders were cautious as leaders of the Group of Seven nations kicked off a summit in Canada. The G-7 summit takes place in Canada on Friday, 8 June 2018, and Saturday, 9 June 2018, with the issues related to protectionism and international trade expected to take center stage. On the US data front, initial jobless claims fell slightly in early June, keeping the rate of layoffs in the US near a 50-year low. Household wealth topped $100 trill...
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WINNING STROKES : THINK DIFFERENT Photo : India Infoline Unitech Ltd was recommended to the Premium Members and to those who trade through BMA Wealth Creators Ltd , yesterday at Rs.4-4.25, the stock hit the buyer freeze and closed at Rs.5.01. This is one of 4-stocks recommended yesterday to the Paid Members....one or two such stock will cover up your subscription charges or brokerage charges. If you have lost money in the stock market, collect some funds and come to me.... I will help you to cover all your losses. You can reach me at: suman2005s@rediffmail.com/ sumanm2007s@gmail.com. The stock of B F Utilities Ltd recommended yesterday at around Rs.346 for short term targets of Rs.357/Rs.391 rose to Rs.356.70 intrday before closing at Rs.. The rise in crude oil prices is likely to push up the shares of Alternative Energy companies like B F Utilitites Ltd. Moreover, according to a media report, the NAV for company's land value at Rs.3800 per share Land b...
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Winning Strokes : Think Different The stock of Bhusan Steel Ltd (Rs.40.40) which was recommended around Rs.22.65 to those who are subscribed to my Premium Services and to those who are trading through BMA Wealth Creators Ltd is going on for some correction after a long BULL run. The Premium Members were asked to book profits at around Rs.42-45. I hope most of them and those who are trading through my recommended brokerage house have made good profit on this scrip. These days, it is a little difficult to make money only following this blog, unless you do some research on the scrips, mentioned here.....the days of making money from the share market through fluke or "Tukka" is probably over -- there is a need for taking of specialized help, because you are competing with CAs, ICWAIs, MBA Finance Professionals, Veteran Market Players, etc. I have given a buy on the share of Vakrangee Ltd (Rs.34.15) to my Premium Clients yesterday. The scrip is trading near its 52-week...
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