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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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 Market Mantra

#Buy the shares of Mukhesh Ambani Company, TV18 Broadcast Ltd near the CMP of Rs.37.20, for short term targets of Rs.41/42, SL: Rs.35.

Triggers:

Analysts believe that amendments to the new tariff order (NTO 2.0), combined with industry consolidation, will keep broadcasting stocks buoyant in the short term.

Furthermore, as raw material costs decline for the majority of business enterprises in the second half of the current fiscal year (H2FY23), it is expected that advertising spending will increase in the following quarters.

#Buy the shares of A2Z Infra Engineering Ltd near the CMP of Rs.10, for short term targets of Rs.17/19.

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