Trade spotlight: setups in defense, NBFCs, metals and telecom for 27 Oct

Ahead of the opening bell, a tactical note screened large- and mid-cap names showing potential catalysts—recent earnings, fresh orders, board-approved fund-raises or block-deal chatter. Mentioned groups include defense engineering, state-owned lender, diversified NBFCs, base-metals and a telecom carrier. The framework stresses waiting for confirmation through delivery-volume pickup and options open-interest alignment rather than pre-empting. With the index in consolidation, the note argues that stock-specific triggers may dominate tape action, while risk management around prior supply zones remains central to execution.