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JPM upgrades Beazley and Hiscox to overweight

JPM upgrades Beazley and Hiscox to overweight

Wed, 27 May 2015

JPMorgan Cazenove upgraded Beazley and Hiscox to 'overweight' from 'neutral' as it took a look at the Lloyd's insurers. "We believe the Lloyd's insurers will continue to re-rate, as in our view the co... [more]

Wednesday broker round-up

Wednesday broker round-up

Wed, 27 May 2015

Beazley: JP Morgan upgrades to overweight from neutral and sets 308p target, up from 255p. Hiscox: JP Morgan upgrades to overweight from neutral and ups target to 950p from 801p. Lancashire Holdings:... [more]

Deutsche Bank downgrades Weir to 'hold'

Deutsche Bank downgrades Weir to 'hold'

Wed, 27 May 2015

Deutsche Bank has downgraded industrial engineer Weir Group to 'hold' from 'buy'. "Six months ago we said that a bottoming in the US rig count should drive Weir shares higher; with that bottom now see... [more]

Weir tops FTSE 100, buoyed by encouraging rig count numbers

Weir tops FTSE 100, buoyed by encouraging rig count numbers

Tue, 26 May 2015

Engineering company Weir Group was up 3.7% at 2,008p on Tuesday, topping the FTSE 100 leader board , with Jefferies pointing to data from US peer Baker Hughes out last Friday, which showed that the nu... [more]

Dixons Carphone's risks are overstated and shares undervalued says bullish Exane

Dixons Carphone's risks are overstated and shares undervalued says bullish Exane

Tue, 26 May 2015

Exane has lifted its target price for Dixons Carphone and said the share remains one of its top picks in the sector, with momentum "amongst the best in the sector, yet valuation is amongst the lowest"... [more]

Broker tips: Royal Mail, South32, Vedanta, Soco, Housebuilders

Tue, 26 May 2015

After a mixed bag of results from Royal Mail last week, Cantor Fizgerald has upgraded the shares to 'hold' from its previous 'sell' recommendation. Encouraged by the group's healthy uplift in operatin... [more]

Royal Mail sent higher by Cantor Fizgerald note

Tue, 26 May 2015

After a mixed bag of results from Royal Mail last week, Cantor Fizgerald has upgraded the shares to 'hold' from its previous 'sell' recommendation. Encouraged by the group's healthy uplift in operatin... [more]

Citi lifts TUI target price but cautious about cash flow

Tue, 26 May 2015

Citigroup has lifted its target price for TUI AG from 1,150p to 1,250p but kept a 'neutral' recommendation, saying it sees no cash returns in the near term at the travel operator. Following TUI's full... [more]

Deutsche Bank hails top-ranking dividend yields of UK housebuilders

Tue, 26 May 2015

Deutsche Bank has named Taylor Wimpey, Barratt Developments and Bovis Homes as its top picks in the UK housebuilding sector, highlighting the attractive dividend yields across the industry. In its rev... [more]

UBS sees re-rating potential at Vedanta, initiates at 'buy'

Tue, 26 May 2015

UBS has kicked off coverage of Vedanta Resources with a 'buy' rating, saying that the miner has "growth optionality and re-rating potential". The bank celebrated Vedanta's diversified business, with e... [more]

Deutsche Bank starts South32 at 'hold', while Jefferies rates it at 'buy'

Tue, 26 May 2015

Deutsche Bank commenced coverage on BHP Billiton's spin-off South32 with a 'hold' rating and 126p target. "The listing of South32 has created a $10bn diversified global mid-cap miner with a strong bal... [more]

Oil prices have bottomed out, but JPMorgan still cautious

Tue, 26 May 2015

The significant downside risk facing oil companies has now passed, according to JPMorgan Cazenove, though exploration and production (E&P) businesses still face a "bumpy path". In its review of the Eu... [more]

Bank of America warns of the Spanish political uncertainty

Tue, 26 May 2015

Bank of America Merrill Lynch warned on Tuesday of the risks to investor sentiment in Spain of due to increased political uncertainty, following heavy losses for the ruling People's Party. The voting ... [more]

UBS lifts Berkeley price target, sees period of excess capital generation

Fri, 22 May 2015

UBS raised its price target on Berkeley Group to 3400p from 2900p, noting that it expects the London property market to pick up again from its pre-election slowdown. "We now expect a recovery in the L... [more]

Liberum reiterates Plus500 'buy' in face of short selling attack

Fri, 22 May 2015

After shares in online forex and CFDs provider Plus500 bombed 66.6% over the week, Liberum has reiterated a 'buy' rating on its client's shares, arguing the company's regulatory issues were rapidly be... [more]

Broker tips: BHP Billiton, BP, Building materials sector

Fri, 22 May 2015

Investec has upgraded its stance on BHP Billiton from 'sell' to 'hold' following the spin-off of the miner's South32 portfolio this week, as well as recent reduced capital and operating cost guidance.... [more]

Jefferies turns positive on building materials stocks

Fri, 22 May 2015

Shares of building materials peers Wolseley, Travis Perkins, Howden Joinery and Grafton Group were all on the rise on Friday after Jefferies took positive stance on the sector. With equity markets mor... [more]

JPMorgan ups BP to 'neutral' but stays cautious on integrated oil sector

Fri, 22 May 2015

JPMorgan Cazenove analysts have lifted their rating on oil major BP from 'underweight' to 'neutral' but retained a gloomy outlook on the European integrated energy sector. Following recent outperforma... [more]

Investec upgrades BHP Billiton to 'hold' after South32 spin-off

Fri, 22 May 2015

Investec has upgraded its stance on BHP Billiton from 'sell' to 'hold' following the spin-off of the miner's South32 portfolio this week, as well as recent reduced capital and operating cost guidance.... [more]

Goldman Sachs initiates coverage of South32 at buy

Fri, 22 May 2015

Goldman Sachs initiated coverage of South32 Limited, the new company spun off by BHP Billiton this week, at 'buy' with a 12-month target price of A$2.70, as it added the stock to its conviction list. ... [more]

Societe Generale downgrades Burberry target price and revenue estimates

Thu, 21 May 2015

Societe Generale cut its price target for Burberry to 1,750p from 1,850p following the company's full-year results on Wednesday. It pointed to Burberry's announcement that earnings in the 12 months th... [more]

Thursday broker round-up

Thu, 21 May 2015

Barclays: JP Morgan Cazenove reiterates overweight and 285p target. StanChart: Goldman sachs reiterates neutral. St.James Place: Numis reiterates add and 1050p target. Hargreaves Lansdown: JP Morgan... [more]

UBS lifts M&S price target after full-year numbers

Thu, 21 May 2015

UBS raised its target price for Marks & Spencer to 640p from 625p following the company's full-year results on Wednesday. It noted that pre-tax profit was around 2% higher than consensus, while earnin... [more]

Broker tips: Royal Mail, Vodafone, M&S, Smiths Group, Booker, Aveva

Thu, 21 May 2015

Royal Mail's full year results were given the stamp of approval by analysts at Deutsche Bank and Shore Capital on Thursday, although there remained caution about the highly competitive environment. Sh... [more]

Limited scope for outperformance at Smiths Group, says Credit Suisse

Thu, 21 May 2015

Credit Suisse has cut its rating for Smiths Group to 'neutral' and lowered its target price from 1,270p to 1,250p, saying it sees limited upside. To coincide with the technology company's third-quarte... [more]

NASDAQ 100 Top Risers

Name Last Chg.% Time
Charter Communications Inc. 179.78 2.54 21:53
Mylan Inc. 70.55 1.28 22:03
Comcast Corp. 58.59 1.24 22:10
Liberty Global plc Series A 57.74 0.53 22:10
Whole Foods Market Inc. 42.45 0.35 22:10

NASDAQ 100 Top Fallers

Name Last Chg.% Time
Alexion Pharmaceuticals Inc. 165.94 -3.49 21:49
TripAdvisor Inc. 77.77 -3.11 22:10
Amgen Inc. 159.01 -2.79 22:03
Tractor Supply Company 88.33 -2.42 22:08
Autodesk Inc. 55.08 -2.31 22:10