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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Winning Strokes Yesterday, the domestic bourses closed in the red following the Ukraine - Russia border tussle. The BSE Sensex closed at 57,683.59 down 149.38 points (-0.26%), while the Nifty ended the day almost flat at 17,206.65 down 69.65 points (-0.40%). However, the selling was more pronounced in the small and mid cap segments, due to the IMAGINARY FEAR of escalation of the crisis. Interestingly, this kind of border skirmishes are regular in India (with Pakistan) in the north western and western side of Indian border. Kashmir Issue continues to drain India's resources, but we see no impact on the world economy. But surprisingly, this issue between Ukraine & Russia is getting blown out of proportion, due to highhandedness of the media. The world media should behave responsibly, so that peace returns smoothly. It is pertinent to mention that Ukraine is a very small country, with its GDP size [ 184.92 billion (nominal, 2022 est.) ] of less than that of Uttar Pradesh [...
Winning Strokes The BSE Sensex is last seen trading vat 57,845.62, up 12.65 points (+0.02%), while the Nifty was seen trading at 17,269.65 up 8.45 points (+0.05%), from the Friday's close. The Nifty as expected took support at 17250 level. If 17200/17250 range holds then we could see a sharp reversal in the coming days. Keep accumulating those stocks which have a story to tell. #Buy the scrip of HOV Services Ltd near Rs.50/51, SL: Rs.47 (Strict on closing basis), T: Rs.61/63/72. This is a high Beta stock, which means it rises more when the Indices rises. #The stock of Bombay Rayon and Fashions Ltd (Rs.7.40) is available at an attractive valuation, for long term prospects. As mentioned umpteen number of times, it has a huge factory at Boisar West (near Tarapur Atomic Power Plant) and also another one in Bangalore. The company as per my sources in Mumbai Metropolis (Read Boisar) is doing fine at the moment, though its Mask 😷 Making Division is facing stiff competition from Me - t...
Winning Strokes The Sensex from the morning trade and is now trading at 58,017.10, up a whopping 1,611.26 points (+2.86%), while the Nifty was last seen at 17,312.50 ,up 469.70 points (+2.79%). I had mentioned through my Facebook post, that the Financial markets should not worry much of the fallout of any Russia - Ukraine war, the latter's economy is very small. I'm happy to see the markets react positively to my comments. #Since the tensions around the Russia - Ukraine border has eased a bit, so we can expect the price of Crude Oil to tape off in the coming days. Hence, you can take fresh positions in Global Vectra Helicorp Ltd (Rs.53.70), for targets of Rs.120/180. The the newly formed Helicopter policy is likely to benefit the company. #In a development, today I spoke with my sources in Shriram EPC Ltd in Chennai (Rs.8.65) and I must say, the scenario (or the news) is very good. I can't disclose in an open forum due to SEBI restrictions. The company's Decem...
Winning Strokes The domestic bourses are now trading deep in the red. The BSE Sensex is now trading at 57,950.99 down 707.21 points (-1.18%), while the Nifty is trading at 17,313.55 down 209.05 points (-1.16%). The Nifty is likely to get support at 17200/17250 ranges. This is a buy on declines market. # Bombay Rayon and Fashions Ltd freezed at Rs.8.55. The stock is out of the Z - group and has opened a retail store in Bangalore. It is now a holding company like my other recommended counter, Coffee Day Enterprises Ltd. BRFL Textiles Private Ltd. BRFL Textiles Private Ltd. (BTPL), housing the largest single-roof fabric processing unit in India, has completed an INR 2.4 Bn equity infusion from a consortium of marquee financial investors led by JM Financial India Fund II (an Indian growth private equity fund), Think Investments (a San Francisco-based investment firm), and others. Keep adding in declines for targets of Rs.11/12. Photo: Newly opened retail store in Bangalore. # A...
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