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...
Posts
Showing posts from January, 2024
- Get link
- X
- Other Apps
By
Sumon Mukhopadhyay
-
Yarn Making Stocks ICRA’s most recent report predicts that there will be an approximately 10% increase in demand for the cotton yarn industry in terms of volume during FY2024. The CareEdge report also provides statistics that support this projection, stating that the Indian cotton yarn industry is expected to experience a sales volume growth of 5-7%. Concentrate on purchasing Cotton Yarn Manufacturing Companies at suitable prices: RSWM Ltd (Rs.210.15), Nahar Spinning and Weaving Mills Ltd (Rs.304.40), Nitin Spinners Ltd (Rs.347.90), Alok Industries Ltd (Rs.32.20), Vardhaman Acrylics Ltd (Rs.63)Ambika Cotton Mills Ltd (Rs.1732), Rajapalayam Mills Ltd (Rs.869.50), and so on. ♦️Rajasthan Spinning & Weaving Mills Ltd: RSWM Limited, the primary organization of the LNJ Bhilwara Group worth USD 1 billion, is a prominent producer and exporter of synthetic and blended spun yarns from India. It ships a diverse collection of yarns and fabrics ...
- Get link
- X
- Other Apps
By
Sumon Mukhopadhyay
-
Market Mantra The Indian bourses are on a roll. Today the Nifty traded above 21,650 level in a narrow range. However, action is seen in small and mid cap counters. Banks are also doing well in anticipation of a rate cut in the H2FY25. # Indowind Energy Ltd (Rs.24.90) hit the buyer freeze, after the fundamentals of the company showed marked improvement. Also, wind energy stocks are expected to do well in future due to government of India's mega - initiatives in the Renewable Energy Sector. T: Rs.41/42. #Buy Sarthak Industries Ltd (Rs.27.25) near the CMP for targets above Rs.50. The company has the LPG Cylinder manufacturing Unit at Pithampur Industrial Area, Village Akoliya, District Dhar, (M.P.). It is a low debt company. #Accumulate the stock of Debock Industries Ltd (Rs.9.50) near the CMP for targets of Rs.17/19. The company is into making of farm equipments. The government of India is likely to give impetus to the farm Sector in the ensuring budget. # The year 2024 will...
Popular posts from this blog
By
Sumon Mukhopadhyay
-
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...
By
Unknown
-
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 ...
By
Sumon Mukhopadhyay
-
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 ...