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Showing posts from May, 2024
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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Market Mantra Buy FCS Software Solutions Ltd (Rs.3.85). T: Rs.7, SL: Rs.3.30. Financials : Net Sales of the company came at Rs.9.60 crore in March 2024 up 15.79% from Rs.8.29 crore in March 2023. Quarterly Net Loss stood at Rs. 1.13 crore in March 2024 Vs Rs.0.13 crore in March 2023. However, EBITDA stood at Rs.10.74 crore in March 2024 up 445.18% from Rs.1.97 crore in March 2023. #Book profit in Paytm Ltd (Rs.391). We can again enter later. However, the long term investors can put a SL at Rs.377. #Debock Industries Ltd (Rs.8) was scheduled to declare March quarter results on 30 May, 2024. But according to my sources, it will probably be declared after 4 June, 2024.  Additionally, according to my close sources though the company at present is not facing any financial bottleneck and is doing well, but the falling promoter holding from 34.15% in December, 2023 quarter to 9.41% in March, 2024 quarter do raise some concerns. However, there's some silver lining in the cloud which I...
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Paytm Ltd: Looks good: You can take a look at the shares of Paytm Ltd (One 97 Communications) which is looking attractive at the CMP of Rs.357.90. You can initiate a buy at the CMP for, T: Rs.427/Rs.478, SL: Rs.317. The company is expected to cut down its employee cost substantially. The parent company of the fintech giant Paytm (One97 Communications), is reportedly considering trimming employee costs -- cutting around 15-20% of its workforce in the current fiscal year. Paytm has initiated an employee cost-saving plan of Rs.400-500 Cr, potentially resulting in a workforce reduction ranging from 5,000 to 6,300, according to a Financial Express report. The company has forecast Q1 revenue at ₹1,500-1,600 crore and is confident of "seeing meaningful improvement starting from Q2FY 2025" from restarting certain paused products and achieving steady growth in operating metrics. Like ZEEL, Paytm is also in the midst of a restructuring and has seen several top-level exits and layoffs i...
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  Winning Strokes: Think Different Though many of my ardent blog readers have been requesting me to update my blog, unfortunately I was not getting the required time to do the same. Today, I thought I would do it by hook and crook. Anyway, the Indian stock markets witnessed yet another remarkable week, culminating on May 24. The primary indices reached unprecedented peaks, propelled by a 2% surge buoyed by  boosted by select index heavyweights. This upward momentum was fueled by robust March quarter earnings in crucial sectors, coinciding with the impending Lok Sabha election results slated for June 4.  Additionally, the market found support from further easing in FII selling, consistent DII buying, RBI's substantial dividend payout, and healthy domestic macro data (including record surge in exports, and employment at a 18-year high in May). Experts anticipate a buoyant atmosphere to continue, albeit coupled with significant volatility, as the market navigates through the...
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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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Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
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SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
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