📌 Action for Day
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🇺🇸 FOMC rate decision 🏦
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Zydus Wellness: last day to buy for 1:5 split ✂️
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AGMs: PNB Gilts, Subros, Sandur Manganese, Astra Microwave, Ather Energy
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IPO: VMS TMT opens 📈
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Listings: Shringar House of Mangalsutra, Urban Co, Dev Accelerators (GMP 🔥 10–50%)
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🌍 Trump in UK | Lagarde speech | TikTok ban deadline
📊 Stocks to Watch
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🚨 PB Fintech: commission cut risk, Bima Sugam launch (-ve)
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✈️ Dreamfolks: stops domestic lounge services (-ve)
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📑 Angel One: JV w/ LivWell, enters life insurance, ₹104Cr invest (+ve)
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🏭 Amber Ent: ₹1,200Cr QIP @ ~6% discount (+ve)
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🧪 Gujarat Fluoro: promoter sale ₹455Cr @ 5.3% disc (-ve)
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🏗️ Mahindra Lifespace: Chembur redevelopment, ₹1,700Cr potential (+ve)
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💡 BEL: bags ₹712Cr orders (+ve)
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💊 Dr Reddy: launches novel molecule ‘Tegoprazan’ (+ve)
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📦 Blue Dart: GST notice ₹366Cr (-ve)
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🛢️ Vedanta: NCLT hearing on demerger, FY26 target (Neutral)
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📲 MobiKwik: fraud settlements, ₹26Cr hit (-ve)
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💉 Lupin: 6 USFDA obs for Nagpur plant (-ve)
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⚒️ Coal India: wins REE block bid (+ve)
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🎨 Akzo Nobel: CCI okays JSW stake up to 75% (Neutral)
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🚧 PNC Infra: CCI clears Jaiprakash Associates deal (+ve)
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🏭 JSPL: Jindal Steel Intl (not listed) bids €2B for Thyssenkrupp (Neutral)
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🍼 Nestlé India: Parent Co. chairman Paul Bulcke to step down (Neutral)
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📡 RailTel: bags ₹58Cr order (+ve)
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💣 Solar Ind: Tata Sons chief visits Nagpur defence unit (+ve)
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🧵 Textiles: PM Modi to launch Mitra Park Indore, ₹23kCr+ proposals (+ve)
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💻 HCL Tech: launches AI-first MarTech engine Unica+ (Neutral)
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⚕️ Pharma (weight loss): USFDA warning to Novo Nordisk on Wegovy/Ozempic (-ve)
🔥 Special Focus – Hindustan Copper
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Expanding capacity 4 → 12.2 MTPA ⛏️
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₹2,000Cr capex over 5–6 yrs
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Targeting 20% vol growth by FY26 w/ ~40% operating leverage boost
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Rising India copper per capita use = long-term demand story 📈
⚡️ Metals & Textiles in focus, IPO & listings buzz, FOMC tonight = volatility play!