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Showing posts from March, 2021
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SumanSpeaks Capital Markets & Geopolitical Intelligence  Capital Markets · Two Stocks, Two Directions One Company Is Buying Its Way Into Oil. Another Is Explaining Where ₹15,548 Crore Went. SEPC Ltd has picked up two petroleum businesses without any cash leaving its parent company. Reliance Infrastructure, meanwhile, sits inside an ED probe where group-level attachments have crossed ₹20,000 crore. Same market, two very different stories. 1 SEPC Ltd: Buying Margin Resilience, Not Just Order Book August 2026 has been a busy month for SEPC Ltd (₹5.43) . On August 4, the company received a Letter of Acceptance worth ₹854.57 crore from SAIL's IISCO Steel Plant for Pellet Plant BOP civil and structural works, announced to exchanges the following day. This is SEPC's second SAI...
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  The Future of Future Retail Ltd CMP: Rs. 44.85 Many of the blog readers might have been thinking: What is the Future of Future Retail Ltd (Rs.44.85), especially when the media is going ga - ga about its collapse in case the Future Group - Reliance Deal doesn't materialise. Right?  Before starting on the topic, I must remind you the whims of media. I hope most of you know how most media houses behave or work. Now let me touch upon the few points: #As mentioned in my last Facebook post, the lawyers from the Future Group side, especially Harish Salve, hereto pleaded the case like a bunch of "Anadis", without taking into account the vital facts and figures. The unfortunate part is the continuance of such lawyers to represent such an important case. Judging the merit of the High Court judgment, it is quite obvious that Harish Salve & Co, should have been sacked by the Future Group, by now.  It is because of their incompetency and there lack of knowledge in dealing with a...
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  Winning Strokes The BSE Sensex is now trading at a positive note at 48,848.82 up 408.70 points (+0.84%), while the Nifty50 is now seen at 14,453.10 up 128.20 points. (+0.89%). The Nifty is likely to trade sideways or with 50/60 points range till this FY ends. However, the stock specific action will rule the roost. Photo : The Economic Times.  #The stock of Future Retail Ltd (Rs.47 ) has come down from the recommended price due to fear factor among the investors. However let me put forward some points: §It is a Rs.30,000 crore company and the chances of it going belly up is impossible at this stage, when big giants have either invested in its sister company or is likely to buy out the whole. It is only time, that the scrip would move up. §There was a news in a financial daily that: //Kishore Biyani's Future Group companies are in the last leg of their survival battle as the suspension of Insolvency and Bankruptcy Code (IBC) is going to end on March 31. The group compan...
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  Winning Strokes The BSE Sensex closed flat at 49,771.29 down 86.95 points (-0.17%), while the Nifty50 ended the day at 14,736.40 down 7.60 points(-0.05%). Photo : Exchange4media .  I feel with no specific trigger in the near future, the indices are likely to trade sideways. You can play in Nifty50 with small targets (say 40/50 points) in mind. #In a twist, the division bench of Delhi High Court  comprising of the Chief Justice D N Patel and Justice Jasmeet Singh issued notice to Amazon on Future #Group's appeal, challenging the single judge's March 18 judgment on the deal by which all the objections raised by them were rejected. "...we hereby stay the order of the single judge dated March 18, 2021, till the next date of hearing," the bench said and listed the matter for further hearing on April 30. The verdict of single judge of Delhi High Court looked a bit bizarre to me, especially when a number of lawyers have spoken about the loopholes in the ruling of SIAC or a...
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  Winning Strokes The markets have been rising since some time, without much fundamental backing. Yesterday the BSE Sensex closed at 51,279.51 up 254.03 points (+0.50%) while the Nifty50 ended the day at 15,174.80 up 76.40 points (+0.51%). The Nifty is above 15,000 and the P/E of the Nifty50 is at abnormally high at 41.33. The optimism in Dalal Street has long go disconnected from the fundamentals of the main street. The unbridled optimism of some known bulls like Rakhesh Jhunjhunwala is providing more fuel to this fire.  Moreover, there is an interesting take on the precarious state of borrowings by the NDA government, as mentioned below by Tamal Bandyopadhyay in his article: What is the RBI governor up to? //The bond market is just refusing to listen to the central bank. Look at these figures: The 10-year bond yield closed last year at 5.865 per cent. A month later, on January 29, 2021, it crept up to 5.906 per cent. On February 1, the day of the Union Budget, it ros...
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Winning Strokes  Today, the BSE SENSEX was trading at 50,416.45 up 566.61 points (+1.14%), Nifty was seen at 14,965.45 up 203.90 points (+1.38%), when this report was being prepared. However, I feel the Nifty should touch 13600/13700 on the downside before moving up. The fundamentals of the indices are very weak and a collapse can't be ruled out in the short term. Hence don't take too deep longs.  #Yesterday, the scrip of Future Retail Ltd (Rs. 69.35) closed flat. But it is now amply clear that Mukesh Ambani will have an edge over his US rival in the domestic turf. But who takes it over ultimately doesn't matter much as both the companies in the fray are giants in their own sphere. I'm expecting the scrip to cross Rs.200 very soon, as the shopping mall business has started to gather momentum once again. Future Group, the Rs.30,000-crore retail Goliath has around 1,800 retail stores in 400-plus cities and towns across India. On the other hand, with nearly 12,000 retail ...
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  Winning Strokes The Indian bourses nosedived on last Friday. The BSE Sensex closed at 49,099.99 down by a whooping 1,939.32 points (-3.80%) while the Nifty50 dipped to 14,529.15 down 568.20 points (-3.76%). It was a sort of mayhem, after a long hiatus.  However, deep correction was over due and I have mentioned that in several of my recent blog posts.  On 22 February post, I had  clearly said: 'The Nifty50 may drift towards 14000/13600 in the coming days'. The Nifty is now very close to my 1st target, which I believe will be reached within a couple of weeks.  Moreover, if the earnings doesn't improve from the current Nifty EPS (P/E: 39.65) of Rs.366.40, to near the NiftyFEPS of Rs.536, as one brokerage report mentioned earlier, the Nifty  spot may even slip to 12000/11700/9700 ranges, within this month (March).  However, there is nothing to get too much worried, if your stock selection is excellent, as stock specific action will rule the roost in the...
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