Stocks to Watch

(Neutral to -ve): Board approves ₹18,000 cr buyback at ₹1,800/share, ~19% premium. Small acceptance ratio (5.4%), ~2.4% equity. Also signed 10-year strategic alliance with HanesBrands. Profit booking risk in IT sector. , Angel One (+ve): Sources confirm Sebi not discussing weekly expiry change in board meet today. Sentiment boost for capital market-linked names. (+ve): Signs MoU with RIICO for projects worth ₹3,700 cr. Positive infra pipeline. Lodha Developers (+ve): ₹30,000 cr MoU with Maharashtra govt for Green Integrated Data Centre Park. Supports real estate and infra growth story. (+ve): MoU with Windracers for UAV operations + artillery spares supply deal with UAE. Positive for defense exposure. JBM Auto (+ve): IFC invests $100 mn to fund 1,455 e-buses. Strong EV momentum driver. Marico (+ve): Acquires remaining 46% in True Elements for ₹138 cr, now 100% owned. Expanding healthy foods portfolio. Cohance Lifesciences (+ve): USFDA GMP audit at Jaggaiahpet facility closed with zero observations. Regulatory positive. & Defense Stocks (+ve): US DoD delegation to visit India (Sept 16–19) for procurement talks (P-8I aircraft). Sectoral trigger. Canara Bank (+ve): Canara Robeco AMC received SEBI go-ahead to file RHP. Value unlocking theme in AMC space. Railtel (+ve): Wins ₹100 cr worth of orders. Small but steady growth driver. IREDA (+ve): Raised ₹453 cr via perpetual bonds, oversubscribed 2.7x. Strengthening balance sheet. NLC India (+ve): MoU with KABIL for global critical minerals projects. Expanding strategic resources play. JSW Energy (+ve): Commissions 317 MW renewable capacity, raising total to 13,097 MW. Renewable expansion continues. JSW Infra (+ve): Buys brownfield rail siding in Ballari (₹57 cr). Logistics infra expansion. GAIL (+ve): City gas arm Gail Gas plans listing. Positive corporate action, value unlocking theme.