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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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🌟After a two-year hiatus, Indian skies have reopened to scheduled international flights. The start of scheduled international passenger flights signals the end of air transport bubbles, which came into fore in mid-2020.

The resumption of international flights will provide more travel options for passengers, which will likely translate into increased revenue opportunities for airline companies who at the moment, are grappling with high fuel prices. The travel industry, which was severely impacted by the Covid-19 pandemic, is expected to see a rapid recovery in demand.

Stocks in focus: Positive effect could be seen in the stock prices of: Indigo (Rs.1,938.20), Spice Jet (Rs.56.90) and Jet Airways (Rs.86.75). 

Rub off effect: Global Vectra Helicorp Ltd (Rs.48.55).

🌟The high crude oil prices could increase investments in exploration of crude oil, which in turn will move up per day rates of oil rig maintenance and seismic survey companies.

Stocks in focus: Aban Offshore (Rs.48.80), Alphageo Ltd (Rs.230.90), Jindal Drilling (Rs.249), and Asian Energy Services Ltd (Rs.116.85).

You may not understand its immediate impact, but as more and more investments come in the sector, the demand for maintenance of oil rigs will also get systematically pushed up.

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