7月29日 - ** 百事公司（PepsiCo）在印度的最大装瓶合作伙伴瓦伦饮料（Varun Beverages， VARB.NS）股价一度上涨4.27%，创下三个月来最大盘中涨幅，报448.35卢比
** 此前VARB因公布第一季度利润低于预期而于周二下跌7.4%，今日股价已部分反弹
** CLSA表示，尽管6月季度的销量未达预期令人失望，但我们认为市场反应过度——尽管包装和运输成本急剧上升，但营业利润和税后利润仍符合预期
** 重申“高度确信跑赢大盘”评级
** Kotak表示市场对财报的反应“过度”，将VARB评级从“增持”上调至“买入”
** 据伦敦证券交易所集团（LSEG）汇编的数据，跟踪VARB的25位分析师的平均评级为“买入”；目标价中位数为580卢比
** 根据交易所数据，VARB2026年迄今下跌8.9%，表现略优于快消品指数 .NIFTYFMCG 10.4%的跌幅
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