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Showing posts from October, 2020
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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Judiciary & Infrastructure SEPC Ltd: The Question the Madras High Court Hasn't Asked Yet A ₹154.63 crore attachment. A 'D' rating. A ₹521.46 crore contract gone. Three events, viewed separately, tell one story. Viewed together, they raise a question the Madras High Court has yet to confront: is SEPC (₹6.21) losing business because of commercial weakness—or because the execution process itself is steadily stripping away the credibility needed to win new contracts? The record before the Court reveals an uncomfortable sequence of events. In February 2026, the Madras High Court attached ₹154.63 crore of SEPC's trade receivables to enforce a decade-old foreign arbitral award. Within weeks, CRISIL and Infomerics downgraded the company's bank facilities to the 'D' category, with CRISIL expressly citing overdrawals and de...
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  Tit - bits The Indian bourses closed on a positive note on last Friday.  The BSE Sensex closed at 40,685.50 up 127.01 points (+0.31%), while the Nifty settled at 11,930.35 up 33.90 points (+0.28%). However, the Nifty is likely to face resistance around 12000/12150 ranges. Hence, the Nifty traders should shape their trades accordingly.  #The scrip of V2 Retail Ltd (Rs.49.95) moved to Rs.50.30 on last Friday. We can look for the completion of targets this week, as festive buying is likely to push up its top and bottomlines.  #The scrip of Deewan Housing Finance Ltd (Rs.16.65) on last Friday, rallied to Rs.18.35 on the news that  its promoter Kapil Wadhawan had offered his personal property worth Rs.43,000 crore (his claim) as mortgage, against the loans taken by the company. But I don't see much merit in this statement.  #The scrip of Reliance Power Ltd (Rs.3.30) hit the UC on last Friday, after the company came out with 2 - fold increase in net profit on ...
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V2 Retail Ltd: Buy CMP: Rs.48.75 Target: Rs.54/61 SL: Rs.46. V2 Retail Ltd (formerly known as Vishal Retail Ltd) reported a standalone net loss of Rs.8.92 crore for the first quarter ended June 30, 2020. The retailer had reported a net profit of Rs 11.44 crore in the corresponding period a year ago. For Q1FY21, the revenue from operations stood at Rs.36.97 crore, a decline of 82%, as against Rs.202.34 crore in the first quarter of the previous fiscal, V2 Retail said in a regulatory filing. The consumer demand is likely to pick up with the onset of the festive season starting from Durga Puja and Diwali. "We are confident that following this pause, our growth and profitability will continue to accelerate on the back of sustained focus on customer experience, merchandise selection, strong brand recall and our omni channel presence," he added. V2 Retail Ltd comes under the ever growing Retail sector - Apparel/Accessories industry. In July, 2020, there were media reports that Nati...
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  Tit - bits The BSE Sensex today closed at 40,593.80 up 84.31 points (+0.21%), while the Nifty ended the day at 11,930.95 up 16.75 points (+0.14%). The Nifty is like to face reisistance at around 12000.  Hence, Nifty traders are suggested to lighten their Nifty long positions.  #Buy the shares of V2 Retail Ltd near the CMP of Rs.49.30, for short term targets of Rs.55/61. SL: Rs.46. The retail sector is slowly opening up. This is likely to have a positive trigger on the stock.
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  Tit - bits The Nifty reached my target of 11500 as mentioned in my last post. Yesterday, the BSE Sensex closed at 38,973.70 up 276.65 points (+0.71%), while the Nifty ended the day at 11,503.35 at 86.40 points (+0.76). Now, the Nifty is expected to consolidate at this level before starting the move.  #Buy the shares of Just Dial Ltd  (Rs.378.90) at around Rs.370, during intraday dips for short term targets of Rs.427/432. #My recommended 20 Microns Ltd (Rs.28.10) is consolidating around Rs. 27/31 ranges. This is not a momentum counter and hence those who have bought it for short term trading, they can exit.
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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...
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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 ...
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