📌 Morning Stock Watch – 23rd Sept 2025

🚗 Autos – Festive Tailwinds (+ve)

: Record 11k dealer billings, best single-day in 5 yrs. : 80k enquiries, >25k cars delivered, may hit 30k — best response in 35 yrs. 🔑 Festive demand keeps autos in focus. 🏗 Infra & Capital Goods (+ve) Sanghvi Movers, ACE: DGTR proposes 5-yr anti-dumping duty on Chinese cranes. ABB, CG Power, Siemens, TD Power, Elgi Equip.: Duty on Chinese electrical steel; JSW & Tata Steel push green steel. : ₹3,243 cr orders (T&D UAE + towers US). RVNL: L1 bidder for ₹145 cr Southern Railway project. Brigade Ent: JDA for 7.5-acre Bengaluru project (GDV ~₹1,200 cr). 🏗 Cement & Materials (+ve) JK Lakshmi: Surat grinding unit + debottlenecking lifts capacity to 18 MTPA. Birla Corp (RCCPL): Preferred bidder for limestone & manganese block in Telangana. 💊 Pharma & Healthcare (+ve) Dr. Reddy’s: EMA nod for Xgeva & Prolia biosimilars. Shilpa Medicare: EU approval for Rivaroxaban ODFs. Alkem Labs: Launches biosimilar Pertuza (HER2+ breast cancer). : Goldman Sachs Singapore buys 2.19 lakh shares @ ₹953.95. 📈 Financials & Services Kfintech (Neutral): Denies promoter stake-sale. Max Financial: Goldman Sachs Singapore picks 1.52 lakh shares @ ₹1,561.70. AU SFB (Neutral): Partners Zaggle for co-branded cards. 🔋 Industrials & Others Amber Ent (+ve): Raises ₹1,000 cr via QIP (Nomura, Invesco, HDFC MF in list). Vedanta (-ve): Govt rejects Cambay basin extension. Bharat Forge (-ve): Family feud intensifies (Hikal boardroom battle). 🏢 Real Estate & Consumer PN Gadgil: Opens FOCO store in Pune; total 59. Suraj Estate: Launches 29-storey tower at Dadar (GDV ₹250 cr). Electronics Mart: Opens 3 new Bajaj Electronics stores. Tata Inv Corp (+ve): 1:10 share split; record date 14 Oct. 🔑 Trading Lens High Conviction: Hyundai, Maruti, KEC Intl, JK Lakshmi, Brigade, Dr. Reddy’s, Alkem. Buzz Plays: Pidilite (bonus), Piramal (record date), IPO listings. Caution: Vedanta (contract rejection), Bharat Forge (family feud).