Posts

Showing posts from October, 2019
By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
Post a Comment
Read more
By -
Den Networks Ltd : Buy CMP: Rs.47.60 Targets: Rs.66/72 SL: Rs.44 Reliance Industries plans of rolling out fiber broadband services​: On its 42nd annual general meeting (AGM), on August 12, 2019, Reliance Industries Ltd's​ (RIL) chairman and managing director Mukesh Ambani announced details related to the launch of Jio Fiber service, the triple play of broadband, TV and landline. Jio Fiber users will get free subscription to several OTT platforms. Reliance Jio Infocomm (‘Jio’), a subsidiary of RIL, has built a world-class all-IP data strong future proof network with the latest 4G LTE technology. Earlier this year, RIL acquired stakes in three leading MSOs, Hathway, Den and GTPL, who have direct relations with over 30,000 local cable operators (LCOs). Supreme Court verdict on Thursday that hugely widened the scope of adjusted gross revenue of operators and saddled them with mammoth Rs.92,000-crore dues, dealing a huge blow to Vodafone Idea and Bharti Airtel even ...
Post a Comment
Read more

Sharda Energy & Minerals Ltd: Buy

By -
Sharda Energy & Minerals Ltd : Buy CMP: Rs.167.50 Targets: Rs.203/220 SL: Rs.161. Sarda Energy & Minerals Limited (SEML), incorporated in 1973, is the flagship company of Sarda Group.  It has a Promoters’ holding of 71.9%. It is a  vertical integrated producer of steel with captive iron ore.  It is also a manufacturer​ and exporter of niche grade manganese based ferro alloys. It generates captive power from Waste heat & coal. It also has interests in Hydro power projects through SPVs.  It is a TWO STAR EXPORT HOUSE, recognized by the Ministry of Commerce & Industry, Govt. of India.  SEML is one of the lowest cost producers of steel (Sponge Iron, Billets, Ferro Alloys, Mining, Power, Pellets, Iron Ore,Wire Rod Mill, Eco Bricks) and one of the largest manufacturers and exporters of ferro alloys in India.  Headquartered in Raipur, Chhattisgarh, the company merged Chhattisgarh Electricity Company Li...
Post a Comment
Read more

Central Bank of India

By -
Central Bank of India: Buy CMP: Rs.17.30 Book Value: Rs.46.08 Face Value: Rs.10 Target: Rs.27/31 SL: Rs.16.30. Introduction : Central Bank of India is a commercial bank. The bank’s segments include Treasury Operations, Corporate/Wholesale Banking, Retail Banking and other Banking business.  Shareholding Pattern : The promoters holding in the company stood at a whooping 89.46%, while Institutions and Non-Institutions hold 6.67% and 3.87%, respectively; leaving very little stocks in the hands of retail investors. This adds value to its shares. Financials : For the June, 2019 quarter, the total income of the company came as Rs.65,18.37 crore, while its net profit for the same quarter came as Rs.115.71 crores, showing a turnaround. Triggers : Public sector lender, Central Bank of India informed recently that it has raised Rs. 500 crore through Tier II bonds. The tier-II bonds under Basel III is a hybrid subordinated instrument with equity-like loss...
Post a Comment
Read more

Popular posts from this blog

By -
Image
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...
Read more
By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more