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Pradeep Carpenter

25th Sep · SEBI-Registered Analyst

🔎 Stocks to Watch

POLYCAB
(-ve): Block deal likely, promoters to sell 0.8% stake worth ₹887 cr at floor ₹7300 (3% discount).
GLENMARK
(+ve): Ties up with Hengrui for cancer therapy; deal worth up to $1.093 bn. Polymedicure (+ve): Acquires Citieffe (Italy) for ₹324 cr; boosts global orthopaedics presence. Dr. Reddy’s (+ve): To sell generic HIV drug at $40/year vs branded $28k in US.
LUPIN
(+ve): Gets USFDA tentative nod for HIV treatment drug.
PEL
(+ve): NCLT clears merger with Piramal Finance. Tata Motors (+ve): UK govt may buy/sell JLR supplier parts to aid production. ONGC, Oil India (+ve): Benefit from Brent’s 7-week high.
HINDCOPPER
(+ve): LME copper up 3% after Freeport force majeure. IPCA Labs (+ve): Biosimilar tech transfer strengthens US presence. Rajesh Exports, Vaibhav Global (-ve): Jewellery imports restricted till March. Apeejay Surendra Park (+ve): Acquires Zillion Hotels (Mumbai) for ₹207 cr. LT Foods, KRBL (+ve): Govt mandates registration for non-basmati exports; KRBL also alters MoA. TBO Tek (+ve): Partners Amadeus for South Asia travel marketplace.

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