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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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WINNING STROKES: THINK DIFFERENT: Chakry coincides with my view on the markets says: "The last fall is on its way. After this fall we may never see 5000 Nifty on screen before it tests 7000. This rollover has lot of importance. All and none, the real money making will be in B group from 15th July, 2010. The old days are returning. Volumes will be back. Those who are smart sense this urgency and start deploying cash in equity. Investors make simple mistake of underestimating research and go overboard with volumes. In this scenario they themselves are blamed for picking wrong line. Give enough importance to research and buy stocks when market neglects it. You will make it to the top order. It is certainly no good time to relax". I had also mentioned the same in my earlier postings that this time we could see a full-fledged rally in the small, mid and micro-cap counters.    My earlier recommended Phoenix International Ltd hits 20% buyer freeze before cooling ...
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WINNING STROKES: THINK DIFFERENT: The Nifty crosses my first target of 5300, which was given almost 15 days back, now the Nifty is proceeding towards the 2nd Target of 5400. With most of the market indicators looking positive, we should not see too much problem for the Nifty to cross this mark. In fact China’s move to loosen yuan’s de-facto peg to the US dollar over the weekend set the world market soaring today.  There is an important line which I read somewhere, "Trade in Bonds and invest in equities"...People lose money in equities because, they depend on "Stolen data" and "Brain likes to take the shortest route", because they fail to understand that  investing depends on (i) Quality (ii) Time and (ii) Commonsense. Always try to avoid those companies which have (i) Me too business model, (ii) High debt and (iii) Huge Capital Requirements. Moreover, do not forget the golden adage, "A good company is not necessarily a good stock to invest...
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WINNING STROKES: THINK DIFFERENT: Now some brokerage houses have given a buy call on J P Associates Ltd with  a price target of Rs.140, but my first target of Rs.131-132, after recommending at Rs.121-122 has been achieved. If you remember, the day I gave a buy call many brokerage houses gave a sell call looking at the charts. Hence those who say, they can give exact buy and sell prices are SIMPLY CHEATS or ARE FOOLING. Ambalal Sarabhai Enterprise Ltd breaks sound barrier....trades above Rs.12...This company was once among the top 10 (ten) pharmaceutical companies in India. Sanguine Media Services Ltd hopes to get a contract for  its Rural Marketing division  soon. It was only a rumour that Sun TV could take stake in the company as my sources denied the same today. Those Premium Members who got struck up in yesterday's call Karnataka Bank can go for BTST today and book profits.   Where is Recession??!! U K retail sales increased more than the ec...
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WINNING STROKES: THINK DIFFERENT: My recommended Ambalal Sarabhai Enterprise Ltd touched the 20%  upper circuits yesterday before cooling a bit. But why did it move up.....?? The morning call RAMSARUP INDUSTRIES LTD gave good returns to the share holders who played for Intra-day. The following news was sent to the Paid Groups in the morning SMS: There are strong rumours that Global steel giant Arcelor-Mittal could take a stake in the company. The stock touched 86.90 today before closing at Rs.81.45. JP Associates Ltd recommended at Rs.121.5--122, moved to Rs.130.70 before closing a tab below. The stock was recommended a couple of days back even as some brokerage houses gave a sell call on the same day. The following news was sent to the Paid Members during the market hours: RIL is looking to buy 26% stake in FORTIS HEALTHCARE to foray into the  healthcare segment. It also plans to bid for three ultra mega power projects in Chhattisgarh, Orissa and Tamil Nadu. Reliance Com...
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FROM RESEARCH DESK: Dr.Ben Bernanke bends relative to Alan Greenspan:  One interesting point: Like me Alan Greenspan also studied Music: D r. B ernanke deviates from Alan Greenspan, says, "One of the lessons learned from the crisis is that the Fed can't focus solely on the safety and soundness of individual banks, but rather on the health of t ... he financial system as a whole. The Federal Reserve is working to beef up oversight of financial companies to better protect the nation from another financial crisis in the future. Regulatory agencies must thus supervise financial institutions and critical infrastructures with an eye toward overall financial stability as well as the safety and soundness of each individual institution and system." Alan Greenspan is an American economist who served as Chairman of the Federal Reserve of the United States from 1987 to 2006". William Jennings Bryan once reportedly mesmerized the...
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 The ECONOMIC TIMES TOES MY LINE IN MATTERS RELATED TO EMERGING ECONOMIES  (Refer my inputs in Face Book in the last couple of days) Emerging stocks to gain as low valuations attract investors LONDON: Risk aversion means emerging stocks have underperformed this year given relatively sound fundamentals, but that may be about to change as investors appreciate their low valuations. Emerging stock valuations have fallen to historically low levels as the benchmark index has dropped more than 6% this year, broadly in line with global stocks. Strong fundamentals and a return of risk appetite helped emerging markets outstrip major bourses last year, rebounding 75% against a 32% rise in global stocks. This year, they have generally failed to capitalise on sounder economic fundamentals as risk aversion has returned, but attractive valuations put them in line for a recovery in the second half, analysts and investors say. Allan Conway, head of emerging equities at fund manager Sc...
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IMPORTANT ANNOUNCEMENT: Those who have sent me mails regarding subscription to the new schemes of the Paid Packages, are requested to give me some days to reply to your mails. It is because at present I am having Severe Back Pain and is not well physically. Also there are so many inquiries regarding my new schemes of Paid Packages, that it  I think will take at least 15 days to clear the backlog.  To speak the truth, I am overwhelmed by your response. It shows that there is still very much demand for the Genuine Paid Services at a reasonable price tag for the small investors.  Thanks a lot for your trust on me and for your thundering responses.....I will reply to your queries regarding Paid Services (new Package) at the earliest. Those who have sent me mails regarding Renewal of Subscription of the Paid Packages are also request to give me some time to process your request.  THIS NEW SCHEME on Paid Services WILL BE VALID TILL 15th JULY, 2010 and hence rush ...
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WINNNING STROKES: THINK DIFFERENT: [UPDATED] J P Associates Ltd recommended yesterday to both the free and Paid Groups around Rs.121--Rs.122, touched Rs.128.70 today. The stock was recommended yesterday, even a some brokerage gave a sell call on the news it is close to acquiring nearly 74% controlling stake in the Fertilizer division of Duncan Industries Ltd. The scrip has made a rock solid bottom with the next target being Rs.135. The stock has already broken out and the next target seems to be possible. A buy call was given Kohinoor Broadcasting Corporation Ltd when the stock hit the lower circuits. After my buy call there was a block deal which took the stock up. The closed flat with huge volumes. The company came out with superb set of consolidated numbers for the Q4FY10. Northgate Technologies Ltd moved up to Rs.17.70 after a buy call was given yesterday (15th June, 2010) at Rs.15.70--Rs.16.  That joker who got lot of favours from me (and now obviously got blinded by...
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IMPORTANT NOTICE: I wish to inform you that those members whose Paid Subscription has expired are requested to renew the same at the earliest  so that their name  is not removed from the subscription list. Now a special scheme has been devised for the Paid Members for 2 year Service. For one year also the Package is slightly changed keeping in mind the condition of small investors.  Also Paid Service on single stock basis has been started. For details please send me a mail at the emails mentioned on the left hand side of the Panel. Please note that here (Paid Service) you will not get forwarded calls of other Paid Services,  most of the time, but  you will get Independent research based scrips. If you needed ONLY forwarded calls from other services like 10paisa.com or from any of the Paid Services of www.valuenotes.com, which some CHEATS OR UNSCRUPULOUS TRADERS sell to the clients at a fraction of their original costs, as their own, then my service is n...
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WINNING STROKES: THINK DIFFERENT: Bulls rule in Dalal Street as 21, 000 on Sensex by the end of July, 2010, now seems to be a distinct possibility : My recommended Reliance Mediaworks Ltd fires all guns to reach Rs.229.30 before cooling down a bit at the end of the trade. If you remember the stock was first recommended at around Rs.168--175, a couple of weeks back  (and then a number of times) to the free and paid groups. Sanguine Media Services Ltd touches Rs.3.85 today before shedding some gains at the end of the day. The volume was good and the stock price moved above its 200 DMA which is good sign. This is a turnaround story as the company came out with superb set of numbers for the Q4FY10.  Today's morning call J P Associates Ltd broke sound barrier as it crossed Rs.125 with ease. The Brokerage houses which gave a sell call today morning on J P Associates Ltd must be in the Streets by now. Those market men who have a habit of forwarding the calls of other...
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Sanguine Media Services comes up with an Impressive Chart Pattern:  Did we really spot Island Reversal Pattern??!! Sanguine Media Services Ltd is a turnaround story to boast of.....Now if you study turnaround companies, you would see that after the event they rise rapidly, eg. Ennore Coke, Premier Explosives, Sakhti Sugar, Chandra Prabhu International Ltd and so on. Moreover, Sanguine Media Services Ltd is likely to improve its fundamentals rapidly due to lot of restructuring done in the last couple of years. It is presently working on four main verticals:  Media, Events, Rural Marketing and Film advertising. The company is already doing well in the Media and Events management space. In the days to come we would see good business coming from the Rural Market (once company's strong USP)  and Film advertising. Its customers include, who's who of Industry, like HUL, ICICI Bank Ltd, Jyoti Laboratories Ltd,  GTC, Airtel, Coca Cola India, Cognizant Te...
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WINNING STROKES: THINK DIFFERENT:   BULLS HOP AROUND THE RING IN STYLE AS BEARS GET TROUNCED:  A massive rally in the smalland mid It was a day of Bulls in Dalal Street, yesterday as Bears ran  helter and skelter to take cover. Nifty crossed another hurdle as it safely sailed through 5150 mark mentioned in the morning mail to the Paid Groups...Actually the Paid Members were asked to accumulate after the Nifty made a temporary bottom at 4800. But now it is confirmed that Nifty has made a permanent bottom at 4800. What is interesting is that one of the brokerage houses which were till the other day very Bearish on the Indian markets have suddenly toed my line and came up with very mouth watering figures like 21, 000 for the Sensex by the end of July, 2010 and 31, 000 by 31st March, 2012. I also was pointing my BULLISHNESS on the markets  since some weeks (that the markets are just sitting on the tip of a massive rally to unfurl within a short time)--p...
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MARKET MANTRA Morning call for the intra-day trading Bombay Dyeing reached its target.....Northgate Technologies and Sanguine Media are both up in the morning trade. Buy Samtel Colour Ltd at Rs.17-17.5 for a target of Rs.17 for the short term and Rs.32 for the medium to long term Reliance Mediaworks Ltd and Refex Refrigerants are both expected to do well in the days to come. Menwhile Sterlite Industries is doing well. MORE COMING...........
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Mr.MITHUN CHAKRABORTY:  THE HIDDEN PHILANTHROPIST: Mithun Chakraborty, who shot into fame after the block buster Bollywood flick, Disco Dancer, is a wonderful person. He is not only one of the finest actors of his times but also a good human being. According to my sources in Bollywood, he donated Rs.15 lakhs for the benefit of the Technicians and other small levels staffs in Bollywood, 17 (seventeen) years back. Just tell me how many celebrities think for spot boys, camera attendants, etc in Bombay where money is the ultimate garment. Anyway, this fund has now multiplied to give a corpus of Rs.25 Cr (Twenty-five crore), which is now been used for distributing pensions to the workers, education for their children and the like. Now our very own Mithun da, is thinking of starting provident fund schemes for the grass root levels workers, with the future thought of coming up with economic housing schemes for the benefit of the hand-to-mouth-workers and their famil...
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WINNING STROKES: THINK DIFFERENT: Sanguine Media Services Ltd touches Rs.3.78 in the mid afternoon trade before cooling down a bit. The stock is expected to become Rs.10--12 in the next few months time frame due to the improved fundamentals of the company. Buy in bulk (minimum 50, 000 shares) and hold the same--consider this as a fixed deposit from my end. Most of your losses in the stock market will be reduced by investing in this scrip--believe my words.  Sterlite Industries Ltd recommended a couple of days back around Rs.622 and Rs.612 touches Rs.655 today before closing down a bit low. The next target for the scrip is Rs.710. Hence those who have still not invested should finish accumulation in any dip.  ANG Auto Industries Ltd recommended around Rs.53 and then at Rs.49, this week touched Rs.54.90 before cooling down a bit today. The stock was recommended last week in the Sunday Report sent to the Paid Clients. Elecon Engineering Ltd recommended a couple of weeks ...
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  The inevitable is happening: Oversupply in Mumbai luxury housing looms large: Many people criticized me, a couple of months back when I said that the property prices in Bombay are over-valued and a fall is imminent.... Property developers are dreaming of making Lower Parel, a former textile hub in central Mumbai, into a super-luxury residential address for the country’s ultra-rich. However, analysts and property consultants see oversupply of premium houses looming large on the island city’s skyline. In all, Lower Parel is expected to see over 10 million sq ft of residential supply in the next three to four years, according to Religare Capital Markets. HOUSING BOOM WHO IS DOING WHAT IN LOWER PAREL Company Project Size  (mn sq ft) Launch DLF Mumbai Textile Mills 4.50 ...
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Bulls Roar in Dalal Street: Fools Roar in Vain Pursuits: The Paid members were asked to accumulate the scrips, a couple of days back, when everybody were in selling mood or were predicting 4500 on Nifty. Most of my RECOMMENDED SCRIPS MOVED NORTHWARDS  today much to the displeasure of my critics, who only see Northgate Tech, Glory Poly and Sanguine Media as my only recommended scrips. Let someone give a little good advices to these blinds and ignorants or in simple terms--Idiots. Anyway, what I feel is that the market has found a bottom and the next stage of rally has started with the beginning of monsoon in the whole of India. Good monsoon is expected to reduce food inflation which has somewhat took away the night's sleep of our Finance Minister.. In my view, the markets are in the early stages of a significant rally that could last for several months; although the economy may grapple with debt-strapped consumers and other factors that led to economic coll...
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