By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Legal Catalyst Watch · Equity Update SEPC Ltd (₹5.23): Q1FY27 Total Income Up 40%, Madras HC Verdict Awaited Total income touched ₹282 crore in Q1 FY27, the order book stands at ₹10,670 crore, and the long-running Twarit litigation at the Madras High Court has now moved past clarifications to the "For Pronouncing Orders" stage — with the next posting listed for 21st September 2026. SEPC Limited has had two separate pieces of news land close together this quarter. One is financial — a results release showing strong topline growth alongside a margin dip. The other is legal — and it is the one our readers have been asking about for months. This report brings both together, without repeating what we already covered in detail. 1 Q1FY27: The Growth Number Behind The Headline SEPC's consolidate...
Post a Comment
By -
Tit - bits
#As expected the scrip of National Fertilisers
Ltd (Rs.27.85) broke out of the current ranges and made an intraday high of Rs.28.40.  
Meanwhile, Vegetable inflation for December stood at 60.50% against 36% in November. If you remember, I had mentioned earlier how food inflation is positive for the fertilizer stocks.
With Food inflation shooting over the roof, I'm expecting the scrip to make a new 52 - week high. Buy on every dip. 

#Congratulations to those who invested in the scrip of Texmaco Rail and Engineering Ltd (Rs. 42.15) at around Rs.34 and then averaged when its price fell to around Rs.29. Those who have bought the scrip should book 50% of profits and hold the rest with a SL of Rs. 37.

#Today's BTST recommendations to Premium Members and to the clients of my Associate brokerage houses:
  1. Buy Praj Industries Ltd at Rs. 116; T: Rs.119 - 124; SL: Rs.111.50.
  2. Buy PFC at Rs.124.50;  T: Rs.128 - 132; SL: Rs.121.50.
#Buy the shares of Castrol India Ltd at around Rs.127 for short term targets of Rs.132/137. It is a DEBT FREE company.
The year 2019 ended on a mixed tune for the auto industry with carmakers such as Maruti Suzuki and M&M posting a growth in domestic passenger vehicle wholesales in December while players like Tata Motors, Hyundai, Honda and Toyota witnessed a decline as many manufacturers adjusted deliveries to dealers ahead of the transition to BS-VI vehicles. We can slowly, expect the growth in this sector to pick up in 2020.

Comments

Post a Comment

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