Stocks to Watch

(-ve): Insurers may cut intermediaries’ commissions by 2–3% to offset loss; Bima Sugam launch to add competition. Dreamfolks (-ve): Stops domestic airport lounge services; other segments continue. (+ve): JV with LivWell to enter life insurance; 26% stake, ₹104 Cr investment. Amber Ent (+ve): ₹1,200 Cr QIP launched; issue price ₹7,791–8,000 (up to 6% discount). Gujarat Fluoro (-ve): Promoter to sell 13L shares worth ₹455 Cr at ₹3,500 (5.3% discount). Mahindra Lifespace (+ve): Partner in Chembur redevelopment, potential ₹1,700 Cr project. (+ve): Secures orders worth ₹712 Cr. Dr. Reddy (+ve): Launches novel molecule Tegoprazan in India. Blue Dart (-ve): Gets GST notice of ₹366 Cr. (Neutral): NCLT hearing on demerger today; NSE gave no-objection, demerger likely FY26. MobiKwik (-ve): Unauthorized settlements by users/merchants; impact ₹26 Cr. Lupin (-ve): USFDA issues 6 observations for Nagpur facility. Coal India (+ve): Preferred Bidder for Ontillu-Chandragiri REE Block. Akzo Nobel (Neutral): CCI clears JSW Paints to buy up to 75% stake. PNC Infra (+ve): CCI nod to acquire Jaiprakash Associates. JSPL (Neutral): Jindal Steel International (not JSPL listed) offers €2B for thyssenkrupp unit. Nestlé India (Neutral): Parent Co. Chairman Paul Bulcke to step down earlier. RailTel (+ve): Bags ₹58 Cr order from Bihar State infra body. Solar Ind (+ve): Tata Sons’ Chandrasekaran visits Nagpur defence facility. Textile (+ve): PM Modi to launch PM Mitra Park in Indore; ₹23,000+ Cr proposals, Trident & Vardhman commit. (Neutral): Launches AI-first MarTech engine Unica+ in India. Pharma (Weight Loss) (-ve): FDA issues warning to Novo Nordisk; reviews Oprah video on Wegovy, Ozempic, Victoza.