Login/Register

Broker Tips News

Broker-tips

Trader

Numis hails "substantial" dividend hike at IG Group

Tue, 22 July 2014

IG Group offers "good value", according to Numis Securities, after the spreadbetting firm delivered a "substantial" increase in its dividend and lifted its payout ratio. The broker kept its 'add' rat... [more]

Trading screen

Broker tips: Tesco, Royal Mail, ARM Holdings, IG Group

Tue, 22 July 2014

New board members at Tesco should give "fresh perspectives" for the supermarket group, but the business will continue to face the the same structural problems, according to Deutsche Bank. The bank ma... [more]

Tuesday broker round-up UPDATE

Tue, 22 July 2014

Abcam: N+1 Singer places both its target price (prev.: 346p) and its sell recommendation under review. Amiad Water Systems: Oriel lowers target price from 350p to 340p and retains a buy recommendatio... [more]

electronic

Investec sees "buying opportunity" at ARM Holdings

Tue, 22 July 2014

Recent weakness in the share price of ARM Holdings should be seen as a "buying opportunity", according to Investec after a better-than-expected second quarter from the chip designer. The broker retai... [more]

Tesco Bank

Fresh perspectives but same challenges at Tesco, says Deutsche Bank

Tue, 22 July 2014

New board members at Tesco should give "fresh perspectives" for the supermarket group, but the business will continue to face the the same structural problems, according to Deutsche Bank. The bank ma... [more]

Panmure recommends 'hold' Royal Mail after parcel disappointment

Tue, 22 July 2014

Panmure Gordon has repeated its 'hold' recommendation for Royal Mail Group (RMG), saying that the dividend yield should support the postal firm's shares despite the disappointing performance of its pa... [more]

Panmure underwhelmed with Sage's latest deal

Mon, 21 July 2014

Panmure Gordon has said that its enthusiasm about Sage's purchase of a majority stake in Exact Software Deutschland "doesn't dazzle" as it kept a 'hold' rating on the accountancy software group. Sage... [more]

Monday broker round-up UPDATE

Mon, 21 July 2014

APR Energy: Liberum Capital reduces target price from 735p to 385p and stays with its sell recommendation. Avanti Communications Group: Jefferies reduces target price from 580p to 250p and downgrades... [more]

Broker tips: Tesco, Babcock, Sage, Tullow Oil

Mon, 21 July 2014

A profit warning from Tesco may result in more downgrades, but Shore Capital has upgraded its rating on the supermarket stock from 'sell' to 'hold' after the resignation of Chief Executive Officer Phi... [more]

Oriel maintains 'add' for Tullow despite well disappointment

Mon, 21 July 2014

Oriel Securities has estimated that the risked value of Tullow Oil's failed exploration well on its PL 507 project in the North Sea offshore Norway was worth around $150m to the oil explorer. Tullow ... [more]

Babcock has been "oversold", says Investec after solid Q1

Mon, 21 July 2014

The recent falls in the share price of Babcock have been "overdone", according to Investec, after the engineering services group delivered a solid first-quarter update on Monday. "The message from Ba... [more]

Shore Capital upgrades Tesco to 'hold', welcomes Lewis as new CEO

Mon, 21 July 2014

A profit warning from Tesco may result in more downgrades, but Shore Capital has upgraded its rating on the supermarket stock from 'sell' to 'hold' after the resignation of Chief Executive Officer (CE... [more]

Friday broker round-up UPDATE

Fri, 18 July 2014

Barclays: Credit Suisse cuts target price from 275p to 235p retaining a neutral rating. Barratt Developments: Liberum Capital reduces target price from 468p to 387p and downgrades to hold. Bellway: ... [more]

Broker tips: GlaxoSmithKline, AstraZeneca, Housebuilders

Fri, 18 July 2014

Panmure Gordon said it is "not expecting fireworks" from GlaxoSmithKline's (GSK) second-quarter results due out next Wednesday. "In light of our recent downgrade to forecasts due to exchange rate hea... [more]

Panmure "not expecting fireworks" from Glaxo's Q2 results

Fri, 18 July 2014

Panmure Gordon is "not expecting fireworks" from GlaxoSmithKline's (GSK) second-quarter results due next Wednesday. "In light of our recent downgrade to forecasts due to exchange rate headwinds, we a... [more]

Exane BNP Paribas expects Pfizer to return with better offer for Astra

Fri, 18 July 2014

Exane BNP Paribas sees at least a 50% chance that US pharmaceutical giant Pfizer will return with a sweetened offer for UK rival AstraZeneca (AZN) following its failed takeover earlier this year. The... [more]

UK housebuilders have little to be afraid of, says Liberum

Fri, 18 July 2014

Liberum has trimmed target prices across the UK housebulding sector but said it still sees upside for stocks despite concerns about a slowing down of the housing market. Taylor Wimpey and Bellway hav... [more]

Thursday broker round-up UPDATE

Thu, 17 July 2014

Antofagasta: Canaccord Genuity cuts target price from 870p to 835p and maintains a hold recommendation. African Minerals: Canaccord Genuity reduces target price from 230p to 170p and keeps a buy reco... [more]

Broker tips: ITV, Rexam, Kazakhmys

Thu, 17 July 2014

Even though Liberty Global has signalled that it has no intention to bid for ITV following the acquisition of a 6.4% stake in the broadcaster, Investec has said that takeover speculation is "now likel... [more]

Investec puts ITV under review amid takeover speculation

Thu, 17 July 2014

Even though Liberty Global has signalled that it has no intention to bid for ITV following the acquisition of a 6.4% stake in the broadcaster, Investec has said that takeover speculation is "now likel... [more]

Kazakhmys hit by Canaccord downgrade to 'sell'

Thu, 17 July 2014

The recent strong share-price performance of mining group Kazakhmys means that the risk/reward balance has "moved against investors", according to Canaccord Genuity which has downgraded the stock from... [more]

Deutsche Bank downgrades Rexam, sees "limited upside"

Thu, 17 July 2014

Valuation concerns and rising aluminium prices have prompted Deutsche Bank to cut its rating for canmaker Rexam from 'buy' to 'hold'. The bank has lifted its target price from 550p to 570p as the rel... [more]

Wednesday broker round-up UPDATE

Wed, 16 July 2014

Alent: Liberum Capital initiates with a target price of 400p and a buy recommendation. APR Energy: Citi reduces target price from 1350p to 650p and downgrades to neutral. ARM Holdings: FinnCap upgra... [more]

Broker tips: Rio Tinto, easyJet, N Brown

Wed, 16 July 2014

Broker Liberum has repeated its 'sell' call on Rio Tinto despite admitting that the miner achieved a "solid" second quarter in terms of production. "Rio still looks vulnerable to us in the second hal... [more]

Liberum reiterates 'sell' on Rio Tinto despite "solid" Q2

Wed, 16 July 2014

Broker Liberum has repeated its 'sell' call on Rio Tinto despite admitting that the miner achieved a "solid" second quarter in terms of production. Production in the iron ore division, which accounts... [more]

FTSE 100 Top Risers

Name Last Chg.% Time
ARM Holdings 881.00 5.70 16:58
Persimmon 1,302.00 4.49 17:00
Barratt Developments 368.50 4.04 17:08
easyJet 1,397.00 3.87 17:10
Anglo American 1,600.50 3.56 17:14

FTSE 100 Top Fallers

Name Last Chg.% Time
Tesco 277.35 -3.91 17:06
Royal Mail 450.00 -3.43 17:10
Sainsbury (J) 313.80 -1.41 17:10
Morrison (Wm) Supermarkets 171.50 -1.27 17:08
Imperial Tobacco Group 2,628.00 -0.72 17:00