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...

 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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