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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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 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. 

Keep adding in declines for targets of Rs.11/12. Photo: Newly opened retail store in Bangalore.

#A2Z Infra Engineering Ltd (Rs.11.40) is consolidating at the current levels before the next upmove to Rs.21/26.

#Shriram EPC Ltd (Rs.9.80) is preparing for the next upmove as according to my (unconfirmed) sources in Chennai, the QIP of Rs.350 crore will start this month. Keep accumulating for targets of Rs.31/32.

#Union Bank of India Ltd (Rs.50.60) touched the 1st target of Rs.51 (Intraday: Rs.51.70).

#Marshall Machines Ltd (Rs.53) is finding difficulty to cross Rs.55/57.50 level. Book profits.

#UCO Bank Ltd (Rs.13.55) should slowly move towards Rs.17/19.

#Global Vectra Helicorp Ltd (Rs.56.10) has no volume but surprisingly it is still in the T - group.  This raises serious questions regarding the quality of SEBI's surveillance mechanism.

Global Vectra Helicorp Limited provides helicopter charter services for offshore transportation as well as services to the oil and gas exploration and production industries. It also provides on-site transportation via helicopter charter.

#The Bombay based construction outfit: Generic Engineering Construction Ltd (Rs.43) made Rs.44 intraday. It might again attempt to break out of Rs.45/47 ranges. Keep watch.

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