Jefferies flags strong investor sentiment for India's Adani Ports, JSW Infra
** Brokerage Jefferies sees elevated investor interest in Adani Ports APSE.NS, JSW Infra JSWN.NS; shares up 1.5% and 3.1%, respectively
** Jefferies says investors see APSE new commissioned ports' contribution to volumes in second half of FY26, see strength from logistics expansion, citing sector feedback meet
** See stock as "attractive" at this level; any potential dividend or buyback announcements, coupled with lower debt can drive re-rating
** Strong capacity expansion plans is a key positive for JSWN - Jefferies
** Says JSWN trades at 86% premium to APSE's 1-yr forward rolling EV/EBITDA, implying limited room for execution delays; JSW Group's capacity expansion plans bode well for JSWN growth
** Jefferies' rating on APSE and JSWN is "buy," PT at 1,815 rupees and 375 rupees, respectively
** YTD, APSE up 11%, JSWN down 2.5%
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