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Broker tips: Pearson, French Connection, Reckitt Benckiser

Broker tips: Pearson, French Connection, Reckitt Benckiser

Fri, 24 April 2015

Publishing and education group Pearson has been downgraded by broker Numis on valuation grounds, despite a first-quarter statement that was in line with forecasts. The broker noted no surprises in the... [more]

Tesco's valuation sparks divergent stances at Goldman Sachs and Bernstein

Tesco's valuation sparks divergent stances at Goldman Sachs and Bernstein

Fri, 24 April 2015

There were contrasting opinions on Tesco's valuation between Wall Street heavyweights Sanford C Bernstein and Goldman Sachs after the UK supermarket group reported record losses this week. Looking at ... [more]

Pearson downgraded by Numis on valuation grounds after results

Pearson downgraded by Numis on valuation grounds after results

Fri, 24 April 2015

Publishing and education group Pearson has been downgraded by broker Numis on valuation grounds, despite a first-quarter statement that was in line with forecasts. The broker noted no surprises in the... [more]

French Connection under review at Numis after profit warning

French Connection under review at Numis after profit warning

Fri, 24 April 2015

Numis put its recommendation on French Connection under review after the clothing retailer reported a tough first half trading and warned on flagged full year 2016 profits. The broker reduced its prof... [more]

Canaccord raises target for Reckitt Benckiser after better-than-forecast Q1

Canaccord raises target for Reckitt Benckiser after better-than-forecast Q1

Fri, 24 April 2015

Reckitt Benckiser Group rallied as the maker of Dettol handwash and Durex condoms reported a rise in first-quarter revenue that exceeded analysts' estimates, with broker Canaccord raising its target p... [more]

Broker tips: Lloyds, Vodafone, Pace

Thu, 23 April 2015

Deutsche Bank has named Lloyds as its "top pick" in the UK banking sector ahead of the first-quarter reporting season, saying that operating conditions across the sector have been good over the start ... [more]

Numis says Pace takeover unlikely to fail, upgrades to 'hold'

Thu, 23 April 2015

A £1.4bn takeover offer from US group Arris for Pace has prompted Numis Securities to remove its 'sell' rating on UK set-top box maker. The broker lifted its stance to 'hold' and hiked its target pric... [more]

Lloyds named as top pick in UK banking sector by Deutsche Bank

Thu, 23 April 2015

Deutsche Bank has named Lloyds as its "top pick" in the UK banking sector ahead of the first-quarter reporting season, saying that operating conditions across the sector have been good over the start ... [more]

Goldman predicts inflection point at Vodafone as growth returns

Thu, 23 April 2015

The next 12 months will be a "year of inflection" for Vodafone, according to Goldman Sachs which predicts a return to organic growth at the telecoms giant. The US investment bank reiterated its 'buy' ... [more]

Wednesday broker round-up

Wed, 22 April 2015

BHP Billiton: UBS reiterates buy and 1,625p target price. Rio Tinto: Deutsche Bank stays at buy and 4,200p target. Sky: Goldman Sachs maintains neutral and 1,200p target. Associated British Foods: N... [more]

Broker tips: Tesco, StanChart, BT Group, Tate & Lyle

Wed, 22 April 2015

Record annual losses from Tesco were widely attacked by financial analysts and City traders but there was optimism that the results showed several hints of a turnaround. Deutsche Bank took an optimist... [more]

StanChart earnings held back by capital improvement, says Credit Suisse

Wed, 22 April 2015

Credit Suisse has lowered its price target for emerging markets-focused lender Standard Chartered from 880p to 850p and kept an 'underperform' rating, causing shares to slip on Wednesday. The Swiss in... [more]

EE deal strengthens BT's network position, says Nomura

Wed, 22 April 2015

BT Group was dialling the right numbers with investors on Wednesday after Nomura lifted its target price on the stock from 520p to 550p and kept a 'buy' rating. The broker said that the telecoms group... [more]

Credit Suisse turns sour on sweeteners group Tate & Lyle

Wed, 22 April 2015

Shares in sugar, sweetener and food ingredients group Tate & Lyle were losing their flavour on Wednesday after analysts at Credit Suisse lowered their rating on the stock from 'neutral' to 'underperfo... [more]

Tesco's results savaged though some analysts see light at end of the tunnel

Wed, 22 April 2015

Record annual losses from Tesco were widely attacked by financial analysts and City traders but there was optimism that the results showed several hints of a turnaround. However in early trading the s... [more]

Tuesday broker round-up

Tue, 21 April 2015

Tullow Oil: Deutsche Bank reiterates hold and keeps target price at 370p. Tesco: Citi reiterates neutral and 235 target price. BHP Billiton: Barclays reiterates overweight and lifts target to 3,500p ... [more]

Morgan Stanley US drug sector note predicts 'no M&A slowdown'

Tue, 21 April 2015

Morgan Stanley said it does not foresee an imminent slowdown in deal activity in the drug sector, with spending on research and development also expected to gain approval from the market. In a note ex... [more]

Broker tips: Rio Tinto, Anglo American, SABMiller, Kingfisher

Tue, 21 April 2015

Mining giants Rio Tinto and Anglo American were under the cosh in London as analysts at Barclays Capital lowered their recommendations on both stocks after slashing their commodity prices forecasts. T... [more]

Kingfisher cut to 'sell' as Investec sees no sign of near-term pick-up

Tue, 21 April 2015

Kingfisher has been lowered from 'hold' to 'sell' by Investec, with the South African bank saying it sees no sign of a recovery at the DIY retailer any time soon. The B&Q and Wickes owner has "always ... [more]

Rio and Anglo downgraded as BarCap slashes commodity estimates

Tue, 21 April 2015

Mining giants Rio Tinto and Anglo American were under the cosh in London as analysts at Barclays Capital slashed their commodity prices forecasts and lowered their recommendations on both shares. Whil... [more]

Credit Suisse downgrades SABMiller, says AB Inbev bid unlikely

Tue, 21 April 2015

Brewing group SABMiller has been hit with a downgrade by Credit Suisse from 'neutral' to 'underperform', with the bank saying that its premium valuation is "unwarranted". Credit Suisse has lowered its... [more]

Citi ups target for Tesco on sector re-rating

Tue, 21 April 2015

On Wednesday morning analysts at Citi expect Tesco will announce a fiscal year trading profit just below the company-compiled consensus forecast, despite which they have upped their target price on th... [more]

Broker tips: Lloyds, Aldermore, Aveva

Mon, 20 April 2015

News that the Conservatives want to sell discounted shares in Lloyds to the public if they win the election should not alter the investment case for the bank, according to Investec. However, the broke... [more]

Investec says government sale to constrain Lloyds' stock, regardless of election outcome

Mon, 20 April 2015

News that the Conservatives want to sell discounted shares in Lloyds to the public if they win the election should not alter the investment case for the bank, according to Investec. However, the broke... [more]

Aveva is a "world-class business", says Numis

Mon, 20 April 2015

A short trading update from engineering software group Aveva received a mixed reaction from the market on Monday, though Numis Securities reiterated its positive rating on the stock. The broker, which... [more]

NASDAQ 100 Top Risers

Name Last Chg.% Time
Amazon.Com Inc. 445.10 14.13 22:10
Microsoft Corp. 47.87 10.45 22:10
Starbucks Corp. 51.84 4.88 22:08
Mattel Inc. 30.20 4.43 22:10
Google Inc. Class C 565.06 3.30 22:10

NASDAQ 100 Top Fallers

Name Last Chg.% Time
Biogen Inc 401.71 -6.64 22:10
Maxim Integrated Products Inc. 32.78 -5.64 22:10
Avago Technologies Ltd. 119.50 -3.68 22:10
Nxp Semiconductors Nv 95.33 -3.30 22:10
Altera Corp. 40.89 -2.85 22:08