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 June, 2023
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Sumon Mukhopadhyay
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Market Mantra In the afternoon trade, the domestic equity benchmark indices reached new intraday highs. The Nifty is currently trading at 19163, up roughly 190.90 points and is hovering around the 19,150 levels. European markets rose, while most Asian markets traded in the green. In this bull market most stocks are likely to rise up. Photo : Swaraja.com The Nifty and the Sensex hit all-time highs in afternoon trade at 19,160.10 and 64,593.74, respectively. Meanwhile, the Nifty_Bank Index also registered its fresh record high at 44,758.45. In an intersting development according to RBI's latest Financial Stability Report, the asset quality of the MSME portfolio of all SCBs showed improvement during FY23 with the gross NPA ratio nosediving from 9.3% in March 2022 to 6.8% in March 2023. At this juncture you need to be patient, pick up good beaten down stocks during market dips and hold on to your positions with appropriate stop losses. #Today most of the stocks in the Adani pac...
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Sumon Mukhopadhyay
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Market Mantra In early afternoon trade, the benchmark indices extended their advances and set a new record high -- the Nifty 50 index reached an all-time high of 18,982.05 while the Sensex reached an all-time high of 63,948.84. Photo : Just Dial. Meanwhile, this trend was seen in broader market too with the S&P BSE Mid-Cap index rinsing 0.39% while the S&P BSE Small-Cap index gaining 0.30%. The market breadth was strong. On the BSE, 1,866 shares rose while1,471 shares fell. A total of 157 shares remained unchanged. The benchmark indices are now expected to trade flat while the action is likely to be seen in the small, mid and micro cap spaces. #Buy the shares of NDTV Ltd (Rs.229.70) near the CMP for short term targets of Rs.251/Rs.306. SL: Rs.209. Adani group holds a whopping 64.71% stake in NDTV Ltd. It is well known that the Adani has established itself in several Industry verticals, including airports, renewable energy, mining, and data centres, to name a ...
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Market Mantra The Indian markets are trading with slight loss in absence of any major clue. Meanwhile, the US Fed Chair, Jerome Powell hinted for going to move more slowly in terms of any further interest rate hike. #Buy 3i Infotech Ltd at Rs.35, for short term targets of Rs.41/46, SL: Rs.31.60. The software companies who are into automation should do well in the near future. #The scrip of Central Bank Ltd (Rs.27.90 ) probably completed its correction phase today. With the current set of fundamentals, the stock should double from the current price. Accumulate or average your holding. #The scrip of RTN Power Ltd (Rs.4.80 ) touched Rs.5.05, due to improved Fundamentals. The stock should cross Rs.10 in the coming months. #The share of A2Z Infra Engineering Ltd (Rs.7.56) has been shifted to T - group. However, the company is expected to show a strong come back after few quarters of lackluster performance. Accumulate.
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The Two Scrips and a Few Points Overseas, Asian stocks are trading lower today as investors await China's rate decision and testimony from US Federal Reserve Chair Jerome Powell for indications on the route ahead. Meanwhile, on June 16, foreign portfolio investors (FPIs) purchased shares worth Rs.794.78 crore, while domestic institutional investors (DIIs) were net purchasers worth Rs.681.33 crore in the Indian equities market. #Buy Central Bank Ltd (Rs.26.70) near the CMP for short term targets of Rs.32/37. Central Bank of India recently said that ICRA Limited, a rating agency has assigned credit ratings for various bonds. The rating agency has assigned "[ICRA]AA- (Stable)" for Basel III Tier II bonds worth Rs 2,000 crores. Further, the filing noted that the rating was upgraded from [ICRA]A+(Positive). It also said that ICRA assigned "[ICRA]AA- (Stable)" to Basel III Tier II bonds worth Rs 1,500 crores and "[ICRA]A+ (Stable)" to Basel III Tier I bo...
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Winning Strokes The trading pattern of the Singapore stock exchange's SGX Nifty suggests that the Nifty could open with a 40-point gap up. Overseas, Asian equities are up on Monday on expectations that the Federal Reserve would stop rate hikes this month following a mixed US jobs report, while crude oil jumped after Saudi Arabia vowed significant output cuts in July. You now have to pick up good small and mid cap stocks for the upcoming June - September rally. Photo : Equity Bulls. #The stock of Zomato Ltd (Rs.71.15) made an intraday high of Rs.73.20. With this move all the short term targets have been achieved. Book profits and wait for dips to enter. #The stock of Dhani Services Ltd (Rs.34.35) is consolidating at the current ranges. One of companies, Yaari Digital Integrated Services Ltd (Rs.12.90), whose promoter is Sameer Ghelaut, hit the upper circuit last Friday. This is expected to give a positive rub off to the shares of Dhani Serv...
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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 ...