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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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 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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