1422 companies · 1443 sector slots · 20 sectors · 27 below Rs1000cr and not scanned · long-term lens
Trend Spotlight
Aegis Logistics' board approves 89.8% stake buy in Tristar Holdings, advancing the long-rumored $1.5bn deal
Aegis's board approved acquiring a controlling stake in Dubai-based Tristar Holdings at an Oct 13 meeting, moving the acquisition from 'advanced talks' to a board-approved transaction pending a definitive share purchase agreement and antitrust clearance, targeted to close in Q4 FY27. Deal-value reporting is scattered and unverified -- figures range from $109m to $809m in cash consideration versus the ~$1.5bn originally reported -- so the scale of what Aegis is actually taking on remains an open question for long-term holders until a primary filing confirms terms.
RBI's rate hike sets the backdrop; FOMC decision two weeks out
The RBI's Oct 7 25bp hike to 5.50% and shift to 'calibrated tightening' -- not unanimous, with two MPC members preferring to hold -- remains the most recent domestic policy signal, with the next review not due until Dec 2-4. Overseas, the Fed's Oct 27-28 meeting is priced by futures (as of Oct 5) at roughly 80% odds of a hold, not a fresh cut; sources disagree on the exact current Fed funds rate (3.75-4.00% vs a possibly-stale 3.50-3.75%), so take the hold probability as the more load-bearing number here.
Good business, bad price today (Value 1/5) — PEG 1.19; P/E cheaper than 26% of sector peers (P/E 38.41); EV/EBITDA 108.9, B/M 0.276. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG 3.04; P/E cheaper than 83% of sector peers (P/E 23.39); EV/EBITDA 19.9, B/M 0.234. Watch for a better entry.
Good business, bad price today (Value 2/5) — PEG n/a; P/E cheaper than 22% of sector peers (P/E 38.92); EV/EBITDA 24.9, B/M 0.264. Watch for a better entry.
Source: NSE event calendar, filtered to the 1422 tracked names.
Market Overview
Index
Close
Points
Change
P/E
P/B
Nifty 50
22,622.70
▼ -99.25
▼ -0.44%
19.33
2.78
Nifty Next 50
68,999.30
▲ +71.35
▲ +0.10%
18.08
3.31
Nifty 500
22,038.00
▼ -52.00
▼ -0.24%
21.70
3.09
Nifty Bank
55,316.00
▼ -165.05
▼ -0.30%
13.11
1.67
NIFTY Midcap 100
59,409.10
▼ -50.10
▼ -0.08%
28.02
3.78
▲ 1516 advancing■ 28 unchanged▼ 1139 decliningof 2683 equities, vs the 2026-10-13 close
Cash market, ₹ crore
FII / FPI net
▼ -1,857.44
bought 16,382 · sold 18,239
DII net
▲ +2,670.44
bought 17,429 · sold 14,758
FII / FPI
DII
Source: NSE ind_close_all_20261014
(levels, index P/E and P/B) and the full-market bhavcopy (breadth).
Index P/E from NSE's official daily index file.
Since We Flagged
The desk's track record — every call it has published, scored over the
stretch it actually stood: from the close on the day it was made (restated for any
split or bonus) to the day the desk changed it, the name left coverage, or today.
Each is set against Nifty 500 over the same window. A BUY should beat it; an AVOID
should lag it.
3709 calls scored since Wed, 5 Aug 2026: 1402 standing, 1705 closed when the desk changed the call, 602 closed when the name left coverage (at its last published close). 2023 of them are the call a name was given on entering coverage, not one the desk changed to. 1390 more standing calls with history are not shown — this table is the 12 that have moved most against Nifty 500 since they were made. 11 calls published this session are not scored yet — no session to move in. 26 have no cached close at one end of their window and are not scored. 9 entry prices restated for a split or bonus inside the window (marked adj.).
Vadilal signs revised 12-month VEL pact, sets Oct 27 shareholder vote FMCG
Vadilal Industries' board approved a revised 12-month related-party distribution agreement with Vadilal Enterprises Ltd (Nov 1, 2026 - Oct 31, 2027), replacing the 10-year pact that lapsed Oct 1 for lack of required public-shareholder approval. A virtual EGM is scheduled for Oct 27, 2026 to seek that approval -- the exact event the open ledger claim's falsifier targets. No value for the new 12-month pact was disclosed.
Zen Technologies' Q1 FY27 order book shrinks, undercutting the ₹2,500cr ramp story Capital Goods
Zen's order book stood at ₹1,239cr as of June 30, 2026, down from ₹1,336cr at FY26-end, with just ₹44.6cr in new Q1 orders against ₹141.6cr executed; net profit fell to ₹34.4cr from ₹47.7cr YoY and revenue dropped ~10%. A ₹177.5cr Tank/Crew Gunnery Simulator order followed in July. No corroboration was found for the reaffirmed ~₹2,500cr FY27 target or a flagged ₹2,000cr+ anti-drone pipeline cited in the open ledger claim.
REC's standalone profit declined 6.77% YoY to ₹4,149cr in Q1 FY27, though asset quality improved (gross Stage 3 assets at 0.23%). The REC-PFC merger (88:100 share swap, April 2027 appointed date) remains on track per June 2026 board approvals. No Q2/Q3 FY27 loan-growth data -- the figures that would actually test Morgan Stanley's growth-deceleration downgrade thesis -- were found yet.
GPPL's concession-extension deadline lands late November, not this session Logistics & Transport
A single report says GPPL's 90-day window to submit its business plan to the Gujarat Maritime Board -- the condition for extending its port concession beyond Sept 2028 -- runs from an Aug 26, 2026 comfort letter, placing the deadline in late November 2026. No submission or GMB decision has been reported yet; separately, GPPL's non-binding ₹17,000cr, 30-year expansion MoU with GMB remains conditional on the concession extension being granted.
Entry score is 40% cheap-vs-history + 25% quality trend + 20% news catalyst + 15% technicals, for the 2 sectors with a researched catalyst. The other 18 show —: no catalyst was researched for them, so their score renormalises over the remaining three inputs rather than assuming a neutral headline. ≥62 accumulate · 45–61 watch · <45 avoid.
Source: data/verdicts.json × NSE sector index closes.
Stocks to Watch
Split evenly across large/mid/small/micro cap so this list isn't one
tier's picks — new calls first, then the highest long-term composites within each.
Micro-cap names are boxed and flagged Highly Volatile — worth
watching, not a call to buy — since their price swings run about twice every other
tier's. Each card shows the figures that selected it — open the desk for the full
six-lens panel.