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 March, 2023
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Sumon Mukhopadhyay
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Real Estate Sector in India Given their comfortable leverage, consistent rise in location-agnostic demand, and declining inventory levels, most brokerages expect listed real estate majors to get good buying support. According to the real estate data and analytics platform PropEquity, the sector grossed sales of 149 million square feet (msf) in the top seven cities in the October-December quarter (third quarter, or Q3) of FY23 – the High quarterly sales in a decade. Sales grew 34% year on year (YoY) to 412 msf in the nine months ending December. Strong sales, driven by high demand and increased affordability, aided in reducing inventory levels. Unsold inventory levels fell to 839 msf in December 2022, down from 923 msf in December 2021. Besides, many analysts believe that interest rate cycle has probably peaked out. In such circumstances, the prudent investors should buy the stocks of beaten down good real estate companies. P.N: I don't upload the blog too often becaus...
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Sumon Mukhopadhyay
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Indiabulls Real Estate Ltd: Buy before the merger announcement CMP: Rs.52.50 Market Cap: Rs .2843 Cr Book Value: Rs.80.47 Target: Rs.110 Time Frame: Next Deepawali. Introduction : Indiabulls Real Estate Ltd is one of India's leading real estate enterprises, with a diverse presence in residential projects ranging from affordable to mid-income to premium to super-luxury segments. Geographically, its area of operation is basically concentrated around Mumbai Metropolitan Region (MMR) and the National Capital Region (NCR) of India. The Company is one of the leading real estate companies in India, with 17 ongoing projects totaling 44.59 million square feet. It also has commercial development with a leasable area of 25.5 million sq.ft. under construction. It possesses 1424 acres of SEZ land at Nasik Maharashtra. The Company has delivered over 25 million square feet of commercial and residential projects through its SPVs/subsidiaries, including the reno...
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I continue to remain Bullish in Textile Yarn companies Last week, cotton prices had recorded a sharp decline in India and the world. However, North India’s cotton prices improved yesterday after a crash in ICE cotton on Friday. The domestic cotton prices recovered around 1-2% due to improved buying at lower prices Moreover, Turkey is known as the hub of spinning mills and it got affected by the earthquake. Therefore Indian Mills are receiving more trade enquiries from Turkey as well as European nations. Therefore, the fall in cotton prices from their peak and the China+1 policy will benefit Indian spinning companies. Please continue to hold Nahar Spinning Mills Ltd (Rs.273.35) and Nitin Spinners Ltd (Rs.225.10).
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game. A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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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 ...