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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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When this report is being written, the  BSE Sensex was seen at 36,552.07 down 185.73 points (-0.51%) while Nifty was trading at 10,753.20 do an 55.35 points (-0.56%). This market is purely driven by liquidity and hence there is a disconnect with the fundamentals of Indian economy. The Nifty would continue to get support around 10700, especially, post de-escalation of the tensions at Sino -- Indian border. 

#My recently recommended Spandana Spoorty Financial Ltd hit its 3rd consecutive buyer freeze today at Rs.671.80. The scrip was recommended around Rs.551 in this blog. Accumulate in every declines. 

#Buy the shares of Texmo Pipes and Products Ltd near Rs.14/15, for short term targets of Rs.17/18. It is a Rs.10 face value share with book value at Rs.57.49.
The pipe manufacturing sector should do well as the NDA government has stepped up its efforts to optimize water supply for irrigation and infrastructure spaces. 

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