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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 200 6 Turnaround Watch · EPC SEPC Ltd (₹6.54): From Stressed Asset to Strategic Platform Debt down from a peak of ₹907 crore to ₹351 crore. Two SAIL orders worth ₹1,527.89 crore landed inside eight weeks. A Dubai-headquartered promoter that bailed the company out of an RBI stressed-asset restructuring is now backing an ADNOC-linked entry into the Middle East. This is what a real turnaround looks like when you actually read the balance sheet instead of the ticker. 1 The Arc: From a ₹300 IPO to a Stressed Asset to a Rescue SEPC Ltd listed in February 2008 as Shriram EPC, priced at ₹300 a share, raising ₹150 crore under the Shriram Group — one of India's most recognised financial-services names, then led by T Shivaraman...
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Important Annoucenment: This is to inform you that due to heavy rush for opening of Instant Forex Accounts, the resources at my end is getting exhausted and too much strained. Taking this into consideration, for today and tomorrow (15th and 16th January, 2010) no new offer for account opening would be taken-up. Hence any request for opening of new accounts or deposit of money should be placed, only on or after next Sunday (17th January, 2010) to clear the back-log created in this week.  Moreover, all those who have deposited the amount for the opening of Instant Forex Accounts, please give me a day or two to finish the process. I hope to finish the same, as no new/fresh account opening request will be taken up on 15th and 16th January, 2010. Hence please do not deposit any amount in the designated banks, for opening of Instant Forex Accounts, in these two days.... Looking forward for your co-operation in the days to...
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WINNING STOKE: THINK DIFFERENT: Good wishes for "Makar Sankranti, Pongal, Bihu, etc": This is for my Maharastrian (Marathi) friends: "Makar Sankranti Cha Subechcha Majha Kadun" My recommendation Prajay Engineers Syndicate Ltd breaks the sound barrier, crosses Rs.40. The company is gradually improving its fundamentals as mentioned earlier. This stock has been recommended a number of times in this blog, if you remember, starting from Rs.13-14. It has already given huge returns to the Patient Investors... My morning call Ambalal Sarabhai Chemicals Ltd (BSE Code: 50009) is also going great. The stock of the company looks highly undervalued considering its future potential. Aishwarya Telecom Ltd hits the 3 rd consecutive buyer freeze in the opening trade. This stock has already given huge return to the shareholders. My speculative call given recently at around Rs.12 to the Paid Groups is also going great, after the scrip  hit the circuits yesterday. M...
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Infosy Technologies Ltd delivers: To set the tune in the markets: Vision Corporation Ltd is all set to launch its Channel "Vision Shiksha" and "Vision Music" on 26th January, 2010. The stock was recommended again last week if you remember: CLICK HERE:  Pyramid Saimira Theatres Ltd is moving towards Rs.35--40, in the days to come. Technology major Infosys Technologies has reported 2.7 per cent rise in net profit after tax at Rs. 1,582 crore for the quarter ended December 31, 2009, way ahead of street expectations.  Income stood at Rs. 5,741 crore for the quarter ended December 31, 2009 translating to QoQ growth of 2.8 per cent. Earnings per share decreased to Rs. 27.75 from Rs. 28.66 in the corresponding quarter of the previous year indicating sequential growth of 3.3%. On a standalone basis, the company posted 2.29 per cent rise in net profit to Rs 1471 crore for the quarter ended Dec 31, 2009 as against Rs 1438 crore in the sequential period, way ahead of ...
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WINNING STROKES: THINK DIFFERENT: Sunday Report Recommended Scrip (to the Paid Groups)  Quintegra Software Ltd hits the buyer yesterday on the opening trade. However, it is a speculative counter. Prajay Engineers Syndicate Ltd touched Rs.36.4 yesterday before cooling down a bit. The stock is expected to cross Rs.100 in the days to come, due to buoyancy in the real estate sector. The company's 3-star hotel would be completed at the middle of this month, after which the work on 5-star hotel would start. Southern Online Bio Technologies Ltd and Asian Oilfield Services Ltd hit the buyer freeze. The companies would get benefitted from the rise in crude oil prices. Moreover, there are some important development in Asian Oilfield. Sanguine Media Ltd also moved up towards the circuits. A very good news awaits, as the company gears up to sign a large contract with an FMCG major. There are some news in the company accumulate as much as possible as it going to be a multi-bag...
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THESE KIND OF MAILS GIVE ME SO MUCH CONFIDENCE: THANKS Hi Suman,                    I have been following your blog for past 2 (two) years. You calls have been genuine, I should admit that I have benefitted from your calls.  I have been closely watching some of the specific calls,  like Kohinoor broadcasing Corporation Ltd. I had bought Ennore Coke Ltd at around Rs.44 and have been waiting since 2 years, but had patience and conviction on your call, it had gone above Rs.60--likewise, Cords Cable Industries Ltd, Energy development Company Ltd. I have only made small investment, but I before investing, I had decided that the profits will be used to pay your subscription, it is afterall your call. I am thankful for your service which you have extended for free for other users. You have been doing a remarkable job. You writings about the analysts on TV were 1000% right...
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Queries: Q. On your blog , I read this but could not understand much of it: "In continuation of the ongoing restructuring exercise, the Board of Directors of PSTL held a Board Meeting on 28th of October 2009 and has decided the ratio of free shares to PSTL shareholders in Production Company Viz., PSPIL (Pyramid Saimira Production International Ltd). As per the decision, subject to all applicable formalities and regulations, the shareholders of PSTL will get one share of the Production Company – PSPIL, additionally, free of cost, for every three shares held by them in PSTL. This will be a reward to the shareholders of PSTL. In this scheme, PSTL shareholders will get 99,20,488 shares free of cost representing 18% of post issue capital of PSPIL. The Board also reserved 29,94,462 shares to FCCB Holders and 8,35,050 shares to Secured Creditors of PSTL. Approximately 40,000 shareholders of PSTL will be benefited by this proposal." Are all the PSTL shareholders including r...
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Some Important Announcement Regarding: Instant Forex ( www.instantforex.biz ): I am getting endless letters (e-mails) asking me to send the details of Instant Forex Shemes or to explain the schemes in detail. But please see that it is virtually very difficult for me, to reply to so many mails at a time--besides this is also time consuming. Also, what you get from direct conversation is absent on mail. Hence, considering all these factors, I have decided that, those who want to invest in Instant Forex and avail of around 62.5 Euros per month or around 25% or around Rs.4250 per month on an investment of Rs.17068, please use Yahoo Messenger, ID--suman_2004s for the same. Besides, please read the web-site ( http://www.instanforex.biz/ )  and my inputs in this blog before you come up with a barrage of questions. What I mean to say is that: please come up with specific questions on the investment plan, since these days I am very busy and ...
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WINNING STROKES: THINK DIFFERENT: My morning recommended Vision Corporation Ltd at Rs.7.45 is about to hit the buyer freeze. There is some fresh development in the company which would be mentiond in this blog within a very short time. Accentia Technologies Ltd recommended around Rs.111--112, last month, hits the buyer freeze as the stock closed at Rs.230.85. The stock reached my first target of Rs.200, some days back. Northgate Technologies Ltd is near the buyer freeze for the reasons best known to all. The company is basically into internet advertising, which has started to show buoyancy. My recommended Phoenix International Ltd  hits the buyer freeze in the opening trade. The company is now going into new business. Accumulate Sanguine Media Services Ltd at Rs.3.63 for a target of Rs.9--10, in the next 6 to 9 months time frame. Prime Securities Ltd recommended around Rs.35--37, is now trading around Rs.45. The company is into commodity trading as well. Ritesh Pr...
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Excerpts of my morning mail to the Paid Groups: Yesterday, the markets witnessed a gap up opening following global cues. But this was followed by choppy and sideways trading, but the session closed in the green.  The Nifty yesterday, witnessed some resistance around the 5280 levels. However considering the short term trend which is distinctly up, the zone is likely to be broken on the upside, in the days to come by an avalanche like rally.  Now though the markets are moving sideways, the focus has now broadly shifted to the midcap and small cap basket which will continue to rally with handsome gains in the coming days.  Traders/Investors, should therefore, look for opportunities in theses stocks rather than focusing guns only on the large cap universe.  The Nifty could be heading towards 5500 in the coming days or a mad rally is expected. The same rally kind of rally which was witnessed between 2003-2006 could be become realilty again. Th...
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Some inputs regarding Investments in Instant Forex: Many investors/friends have sent me mails from across the globe, cutting across continents, regarding the genuineness of the company named InstantForex, having URL:  http://www.instantforex.biz and their business plan/model. It is very difficult to reply so  many mails individually and hence this attempt... I have done some initial investigation on the company through various sources across India and found that till now those who have invested in the company are getting PAID REGULARLY. Some even received regular SMS from the company's head-quarter in Russia.  Some of you have asked, if I have received any amount from them or not till now or what is the procedure of investment and how much is the ROI. Most of you believe me and hence keeping my brand image in mind, let me outline some of the salient features of this investment plan which I found till date: 1....
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Cold Wave Continues to Sweep Dalal Street: Some more freezes: Sanguine Media Services Ltd hits the buyer freeze on the opening trade. There are some recent developments in the company. Northgate Technologies Ltd hit the buyer in the opening trade with huge volume before cooling down a bit. The company is expected to come up with results by the 3rd week of January, 2010. Arealty Ltd hits the buyer freeze on the mid-afternoon trade. The stock was recommended to the Paid Groups some days back. Expo Gas Containers Ltd is now moving towards the upper freeze with good volume due to the buoyancy of the Crude Oil price. It is trading at a much discount to its peer group company Artson Engineering Ltd (Re.1, face value). Asian Oilfield Services Ltd hit the buyer freeze on the opening trade. The stock recommended around Rs.59-60, touched Rs.71, today. Energy Development Company Ltd touches Rs.78.7 in the opening trade. The stock is headed towards Rs.150 mark in the day...
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Winning Strokes: Think Different: A very Happy  New Year: Cubex Tubings Ltd hits the buyer freeze but came down after profit booking was advised in the counter. The stock already reached the weekly target. Sicagen India Ltd hits the 2nd consecutive buyer freeze in the opening trade. The company is coming up with a new business plan. Accumulate Vision Corporation Ltd (BSE Code: 531668) at the CMP of Rs.7.59 for some good targets going forward. Gallant Metal Ltd recommended at around Rs.17.50 some weeks back has more than doubled in the last few days. The stock is now trading around Rs.37.50. Prajay Engineers Syndicate Ltd (BSE Code:531746) which was recommended last week is moving up frantically and is now threatening to hit the buyer freeze. The company's land bank has appreciated considerably in the last few months. The company would be completing its 3-star  hotel with June, 2010. The season of the company has already started and it is expected that henceforth...
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Tirupur exporters see surge in demand My recommended SEL Manufacturing Company Ltd touches Rs.86.25 on Thursday's trade.   The New Year has brought good news for the textile exporters in Tirupur, Tamil Nadu. Exporters here say their order books have started showing recovery, but margins continue to be narrow. They said while the country’s apparel exports were likely to decline, exports from Tirupur would remain flat at Rs 10,500 crore. The town, one of the country’s biggest textile-apparel hubs, witnessed a 15 per cent drop in exports till November. To address the cost pressure and labour issues, these units are planning to invest around Rs 500 crore during the next financial year in automation and have brought in 25,000 people from Bihar and Orissa to address the tailors’ shortage. “The order book has started recovering for the units across Tirupur and order enquiry is also good in the last few weeks. We estimate to close the current fiscal with Rs 10,500 cror...
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Notice regarding Sponsored Advertisement: After the sponsored advertisement (or third party advertisement) regarding the Russian Company (which is into Forex Trading) has been published in my blog, I have started getting  huge number of e-mails on my mail box (though the e-mail address given here is different) from my well-wishers, investors, traders, etc, asking me about the details of Russian Company which is into forex trading. I am still to study in details about the company and hence cannot say anything about it at present. I have started studying the web-site of the Russian Company and is talking with my sources regarding the payout patterns. After I finish studying I will let u know the details.....Hence please give me sometime to study the web-site, after which I will be able to let you know the details, including the genuinity of pay-out packages.
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WINNING STROKES: THINK DIFFERENT: Is the Nifty Heading towards 5500 mark in the near future....??!! This Sunday Report recommended scrip to the Paid Groups Cubex Tubings Ltd (BSE Code: 526027) hits the 2nd consecutive buyer freeze. Those Paid members who have invested in the scrip must be having a field day...... Sanguine Media Services Ltd have come up with new web-site: www.sainguine.in . Please go through the web-site to get the latest on the company. You do not have to go too far; just look at the client list of the company and feel awed!!! The stock in all probablity should cross Rs.10-Rs.12 in the next 6 months time frame. Those who will not buy now might miss the golden opportunity to buy a the stock of a BSE listed company at such a low price.  My recommended Tulsyan NEC Ltd touched Rs.62, yesterday  before cooling down a bit. The stock was asked to be accumulated around Rs.52--53 ranges. Yesterday Expo Gas Containers Ltd w...
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Winning Strokes: Think different: Look at the price of crude oil now, which is trading around $79 per barrel. The Crude Oil was recommended around $68-69, a couple of weeks back in FB. So can we expect some more fire works from Reliance Industries Ltd. CUBEX TUBINGS LTD. (BSE Code: 526027) recommended at Rs.17.20, in the Sunday Report sent to the Paid Groups touched Rs.19.20 before cooling down a bit. A report on the company would soon be placed at www.sumanspeaksplus.blogspot.com . My recommended Aishwarya Telecom Ltd at around Rs.32-34, touched Rs.40.40 yesterday. In the same way,  Sunil High Tech Engineers Ltd Rs.214.90 yesterday. The stock was recommended around Rs.55--60 some months back, even though a high profile anlaysts from Bombay who is famous for a somewhat junk column called 50:50 asked all to avoid the same. Now that analyst must be banging his head against the wall for misguiding himself and his clients. Huh!! The Quickie Call GMR FERRO ALLOYS ...
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Oil price might rise 'reasonably': Saudi king Abdullah The traditional demand-pull explanation for the link between money growth and inflation now needs to be supplemented with a cost-push story as well. From the perspective of demand-supply balance, in most sectors it is still a buyers' market, with capacity utilisation levels nowhere near the peaks achieved in the pre-crisis boom. The massive policy responses to the Financial Crisis by Central Banks and governments all over the world, has pumped enormous amounts of liquidity into the global financial system, without a commensurate increase, as yet, in the demand for funds to finance actual production activity. Now with Crude Oil prices rising again, the global prospects for ethanol fuel looks bright.  The world-wide ethanol consumption is estimated to reach 54 billion litres by 2010, accounting for about 1 percent of world oil consumption (which is estimated to exceed 5151 billion litres by 2010 accor...
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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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