JEFFERIES ON CONSUMER STAPLES

JEFFERIES ON CONSUMER STAPLES

Upgrade Varun Bev, HUL & Asian Paints To Buy From Underperform

Upgrade Asian Paints To Buy, Target Raised To ₹2,830 From 2,200/sh

Upgrade Varun Beverages To Buy, Target Raised To ₹650 From *560/sh

Several Consumer Firms Have Faced Severe Issues In Past Few Qtrs On Growth

Competition & Margin Weighed On Share Prices

See Gradual Improvement In Some Issues, Even While Others Like Competition May Persist

However, Believe That Several Stocks Factor In These Risks

See Limited Downside But A Meaningful Upside In Case Of A Turn

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –

India Eyes Uranium Imports from Namibia to Boost Energy & Strategic Ties

India Eyes Uranium Imports from Namibia to Boost Energy & Strategic Ties

📌 In a bid to strengthen energy security and geopolitical alignment, India is exploring uranium imports from Namibia, one of the world's top uranium producers.

🔋 Sectoral Implications & Likely Listed Beneficiaries:

🔸 Uranium / Nuclear Power Push: ▪️ NTPC – Nuclear JVs in pipeline
▪️ L&T – Reactor component supplier
▪️ BHEL – Nuclear EPC player
(📌 NPCIL is key but unlisted)

🔸 Defence & Strategic Exporters (Geo-strategic alignment):
▪️ BEL, HAL, BEML, BDL – Export potential rise under deeper Africa outreach

🔸 Mining & Strategic Resource Access:
▪️ NMDC, Hindustan Copper, Vedanta, Coal India – Potential play on extended African mining & PSU alliances

🔸 Oil & Gas Explorers – Africa Synergy Link:
▪️ ONGC, Oil India, Reliance, GAIL – Broader Africa hydrocarbon tie-ups incl. LNG and upstream access (ONGC Videsh involved)

🧠 Watch for: Policy updates, uranium import agreements, Africa outreach initiatives, and shifts in energy mix narrative.

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –

Nifty Trading Tip for Wednesday

NIFTY Spot View: 09/07/2025
CMP: 25522.50
Moving AVG (EMA) 20 Hour & 40 Hour: 25459 & 25448
Moving AVG (EMA) 20 Day & 40 Day: 25256 & 24969
Support & Downside Range: 25330—25300 zone, 25249--25000
Resistance & Upside Range: 25580---25670—25875--26300
Short Term Trend Reversal Level: -- 24980

Trading View Summary:
•  Despite of all this past couple of sideways range bound trend finally nifty gave a first sign of trending direction by closing above 25500 spot levels. Now for today's intraday trading session key levels to watch remains same 25330—25300. As long as nifty remains above this support zone on daily closing basis its trend remains bullish for upside 25580 and above levels.
•  Now further weakness only on close below 25330—25300 spot levels.

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –

Banknifty Tip for Today : 09 July

#BANKNIFTY Spot View: 09/07/2025
CMP: 57256.30
Moving AVG (EMA) 20 Hour & 40 Hour: 57053 & 57018
Moving AVG (EMA) 20 Day & 40 Day: 56650 & 55956
Support & Downside Range: 56840--56650—56280
Resistance & Upside Range: 57630--58000
Short Term Trend Reversal Level: --
Trading View Summary:
•  For today's intraday trading session key level to watch is 56840 on 1hr sustain basis. After opening if this support manage to hold then we may immediately moves upside towards 57630 and above levels. Whereas after opening if 56840 breaks on sustain basis then once again trend of BANKNIFTY turns sideways.

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –

FINNIFTY Spot View For: 09/07/2025

FINNIFTY Spot View For: 09/07/2025
CMP: 27016.85
Moving AVG (EMA) 20 Hour & 40 Hour: 26896 & 26900
Moving AVG (EMA) 20 Day & 40 Day: 26805 & 26540
Support & Downside Range: 26890--26680--26380
Resistance & Upside Range: 27210--27500
Short Term Trend Reversal Level: --
Trading View Summary:
•  For today's intraday session key level to watch is 26890 support zone, after opening if this support manage to hold then FINNIFTY may try to move upside towards 27210 and above levels. Now fresh weakness and sideways move possible if FINIFTY breaks 26890 spot on closing basis.

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –

JPMorgan on The Leela – Schloss Bangalore (SBL)

JPMorgan on The Leela – Schloss Bangalore (SBL)

Rating: Overweight (OW)
Target Price: ₹510

🏨 Key Investment Highlights:

✅ 40%+ ARR Premium Sustained
SBL continues to command a 40% premium in Average Room Rates (ARR) vs peers, highlighting strong brand equity and luxury positioning.

📈 Occupancy Outlook:
JPM projects 70%+ occupancy for SBL's owned hotel portfolio by FY27, driven by demand recovery and premium asset quality.

💰 RevPAR Growth:
Expecting 10% CAGR in like-for-like RevPAR between FY25–FY28, supported by pricing power and steady demand growth.

📊 Margin Expansion:
Operating EBITDA margins projected to exceed 46% by FY26–27, driven by operating leverage and efficient cost management.

💸 Valuation Call:
Stock trading at 19x FY27E EV/EBITDA, seen as inexpensive given its high-quality asset base and strong profitability trajectory.

📌 JPM View:
Attractive long-term play on premium hospitality with solid fundamentals and room for multiple re-rating.

Click Here to Read the Rest of this Entry to Know Stocks Ready to Explode –