SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
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Showing posts from April, 2021
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Sumon Mukhopadhyay
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Winning Strokes The BSE Sensex closed at 48,832.03 up 28.35 points (+0.06%), while the Nifty50 ended the day at 14,617.85 up 36.40 points (+0.25%). The indices are likely to trade in a range till the issues related to the recent surge of Covid-19 cases settles down a bit. However, stock specific action will continue to play a major role in the future trades. Photo : Shutterstock #My recommended stock: Future Retail Ltd (Rs.48.20) bounced back last Friday, on the news that the Future Group has promised to pay banks an aggregate of ₹6,900 crore in two tranches by the end of the fiscal, mainly by selling its small format stores, in an attempt to work out a loan restructuring agreement with lenders. As said earlier, the whole deal of Amazon with Future Coupons is confusing as our FDI norms do not allow investment in multi-brand retail. So the question of Amazon bailing out Future Retail doesn't arise, unless it partners with a private equity fund. Amazon's investment in enterpr...
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Winning Strokes The BSE Sensex is trading at 49,649.32 down 117.62 points (-0.19%) while the Nifty50 was seen at 14,843.25 down 35.65 points (-0.21%). The Nifty is likely to trade in a range between 14250 - 15000. Hence, you can shape your trading decisions based on this. #The shares of Future Retail Ltd is now trading at Rs.50.15, after hitting a low of Rs.47.80 intraday. The company is revamping its businesses, after the shopping malls opened post Lockdown. It is also not worried too much with working capital requirements as it is getting support from RJio Mart in the form of an extended credit. Infact it is Mukesh Ambani who is running the show for Future group. Photo : Yosucces . Moreover, according to a news on Live Mint, 22 March, 2021: Lenders to Future Lifestyle Fashions Ltd have prepared a draft debt resolution plan that will give the company that runs the Central and Brand Factory outlets a two-year repayments moratorium...
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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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Sumon Mukhopadhyay
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Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation. With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals: 🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and 🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 . To reinforce this recovery, the company has proposed a ...