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Thursday broker round-up UPDATE

Thursday broker round-up UPDATE

Thu, 23 October 2014

Abcam: FinnCap moves target price from 390p to 400p keeping a hold recommendation. Anglo American: Investec places its target price (prev.: 1603p) under review keeping its buy recommendation. Arbuthn... [more]

Investec welcomes Supergroup shake-up but warns on weather

Investec welcomes Supergroup shake-up but warns on weather

Wed, 22 October 2014

Broker Investec has welcomed changes at the top at fashion retailer Supergroup but is cutting its forecasts amid worries about the impact of warm weather on clothing retailers. Supergroup announced on... [more]

Broker tips: GSK, BHP Billiton, International Personal Finance, Supergroup

Broker tips: GSK, BHP Billiton, International Personal Finance, Supergroup

Wed, 22 October 2014

Hargreaves Lansdown says the City may take a more charitable view of Glaxosmithkline shares after the drug group announced higher third-quarter earnings per share and a streamlining of its business. T... [more]

Market may need to revisit Glaxo stance, says Hargreaves Lansdown

Market may need to revisit Glaxo stance, says Hargreaves Lansdown

Wed, 22 October 2014

Hargreaves Lansdown says the City may take a more charitable view of Glaxosmithkline shares after the drug group announced higher third quarter earnings per share and a streamlining of its business. T... [more]

Peel Hunt hails 'great appointment' of former Co-op boss at Supergroup

Peel Hunt hails 'great appointment' of former Co-op boss at Supergroup

Wed, 22 October 2014

The hiring of former Co-op boss Euan Sutherland as the new chief executive officer (CEO) of Supergroup is a "great appointment" by the fashion retailer, according to broker Peel Hunt which reiterated ... [more]

BHP Billiton's Q1 production 'only just enough', says Morgan Stanley

Wed, 22 October 2014

BHP Billiton's production results for its fiscal first quarter were "only just enough", according to Morgan Stanley,which kept an 'overweight' stance on the stock. Group production increased by 9% in ... [more]

Panmure upgrades International Personal Finance after recent sell-off

Wed, 22 October 2014

The recent drop in the share price of International Personal Finance (IPF) means that the stock is now worth a 'buy', with Panmure Gordon removing its 'sell' recommendation. The upgrade came as the ho... [more]

Wednesday broker round-up UPDATE

Wed, 22 October 2014

Amino Technologies: N+1 Singer moves target price from 93p to 107p upgrading to buy. Anglo American: Liberum Capital reduces target price from 1300p to 1200p retaining its sell recommendation. ARM Ho... [more]

Asos broker round-up: Exane, Citi, UBS, Cantor, Barclays

Tue, 21 October 2014

Broker reaction to full year results from Asos was mixed, coming after three profit warnings from the online fashion retailer in the last seven months. Here are a selection of views from analysts befo... [more]

Broker tips: Shire, ARM Holdings, Transport, Real estate

Tue, 21 October 2014

Panmure Gordon chose to reiterate its 'buy' recommendation on Shire even though the $54bn pursuit by Abbvie is now officially over, highlighting an "opportunity" for investors to pick up shares after ... [more]

Panmure highlights 'multiple suitors' for Shire as Abbvie deal falls through

Tue, 21 October 2014

Shire's share price bounced on Tuesday after it agreed with US pharmaceutical group Abbvie to officially terminate the latter's $54bn takeover offer. Panmure Gordon chose to reiterate its 'buy' recomm... [more]

Jump aboard Stagecoach rather than Go-Ahead, says Shorecap

Tue, 21 October 2014

Broker Shore Capital welcomed transport group Go-Ahead's latest update but said it was keener on rival Stagecoach. Go-Ahead said in a first-quarter trading update on Tuesday that commercial and conces... [more]

Liberum repeats 'sell' ARM on smartphone, tablet slowdown

Tue, 21 October 2014

Liberum has kept a 'sell' rating on shares of chip designer ARM Holdings despite a "broadly in-line" third quarter, saying that future prospects are likely to be held back by a slowdown in its end-mar... [more]

Credit Suisse sees limited threat from Agents' Mutual at Rightmove and Zoopla

Tue, 21 October 2014

Credit Suisse has highlighted an "attractive entry point" for potential investors of Rightmove and Zoopla, downplaying concerns about the threat to the UK estate agent portal industry from newcomer Ag... [more]

Tuesday broker round-up UPDATE

Tue, 21 October 2014

African Barrick Gold: JP Morgan cuts target price from 340p to 300p and stays with its overweight rating. Anglo American: JP Morgan raises target price from 1240p to 1310p, while leaving its underweig... [more]

Charles Stanley reaffims 'hold' on Centrica

Mon, 20 October 2014

On Monday, British investment management firm Charles Stanley reaffirmed its 'hold' status for Centrica shares. The energy provider reported first half figures in line with lowered expectations reflec... [more]

Banks are starting to look like utilities, Brewin Dolphin says

Mon, 20 October 2014

Britain's banks are becoming more like utilities as they focus on traditional retail banking rather than "casino" investment banking after the financial crisis, according to broker Brewin Dolphin. The... [more]

Retail guru Nick Bubb revives Sainsbury's rights issue talk

Mon, 20 October 2014

Shares in supermarket group Sainsbury's fell on Monday after respected retail analyst Nick Bubb revived speculation that the supermarket group may launch a rights issue. Reports have suggested Sains... [more]

Shore Capital says 'hold' ABF despite US store deal for Primark

Mon, 20 October 2014

Shore Capital is keeping its 'hold' recommendation on Primark owner Associated British Foods (ABF) despite a deal with US department store group Sears to open Primark shops in the US. ABF has entered ... [more]

Canaccord Genuity sees win-win situation for Greene King and Spirit

Mon, 20 October 2014

Pub groups Spirit and Greene King can both be winners from their proposed £723m merger, Canaccord Genuity said. Spirit said on Monday that it had received a fresh takeover offer from Greene King at ab... [more]

Broker tips: Airlines, Rolls-Royce, Premier Foods, Spectris

Mon, 20 October 2014

Liberum has highlighted UK-listed IAG, Ryanair and Easyjet as its top picks across the European airline sector, saying it sees "opportunities for the brave" despite sentiment remaining fragile across ... [more]

Credit Suisse lowers Spectris target on weakess in China and Germany

Mon, 20 October 2014

Analysts at Credit Suisse on Monday lowered their estimates for the instrumentation and controls manufacturer Spectris due to a raft of factors, including weakness in China and Germany. The company's ... [more]

Rolls-Royce receives raft of further broker downgrades

Mon, 20 October 2014

Analysts at JPMorgan Cazenove, Investec and Liberum have all taken a more cautious view on Rolls-Royce after the engine maker lowered its full-year revenue guidance last week. The engineering group sa... [more]

Liberum names IAG, Ryanair and Easyjet as top European airline picks

Mon, 20 October 2014

Liberum has highlighted UK-listed IAG, Ryanair and Easyjet as its top picks across the European airline sector, saying it sees "opportunities for the brave" despite sentiment remaining fragile across ... [more]

Monday broker round-up UPDATE

Mon, 20 October 2014

African Barrick Gold: Westhouse Securities cuts target price from 285p to 230p maintaining an add rating. Antofagasta: Westhouse Securities reduces target price from 805p to 720p retaining its neutral... [more]

FTSE 100 Top Risers

Name Last Chg.% Time
Intertek Group 2,609.00 3.45 13:03
International Consolidated Airlines Group SA (CDI) 379.80 2.32 13:03
Severn Trent 1,990.00 1.32 13:03
Barclays 225.80 1.07 13:03
Royal Mail 452.90 0.94 13:03

FTSE 100 Top Fallers

Name Last Chg.% Time
Tesco 172.40 -5.79 13:03
Tullow Oil 509.00 -3.51 13:03
Morrison (Wm) Supermarkets 152.40 -3.48 13:03
Unilever 2,460.00 -2.92 13:03
Sainsbury (J) 236.50 -2.11 13:03