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Investec downgrades Rightmove to 'sell' on potential Agents' Mutual impact

Investec downgrades Rightmove to 'sell' on potential Agents' Mutual impact

Wed, 26 November 2014

Worries among Rightmove investors about the fall-out from the upcoming launch of new entrant Agents' Mutual (AM) were weighing heavily on the stock on Wednesday, as Investec downgraded its rating on t... [more]

Broker tips: BT, Sage, Compass, Thomas Cook

Broker tips: BT, Sage, Compass, Thomas Cook

Wed, 26 November 2014

UBS has speculated that if BT follows through with its current talks to buy O2 or EE it would become less aggressive in the forthcoming Premier League rights auction and produce a better outcome for S... [more]

UBS sees benefits for Sky if BT buys EE or O2

UBS sees benefits for Sky if BT buys EE or O2

Wed, 26 November 2014

UBS has speculated that Sky could benefit if rival BT follows through with its current talks to buy O2 or EE and is forced to become less aggressive in the forthcoming Premier League rights auction. T... [more]

Numis says higher capital returns possible at Sage, upgrades to 'add'

Numis says higher capital returns possible at Sage, upgrades to 'add'

Wed, 26 November 2014

Numis Securities has raised its recommendation for accountancy software group Sage from 'hold' to 'add' ahead of the company's annual results next week. Following the appointment of new Sage chief exe... [more]

CEO exit at Thomas Cook raises fears about turnaround, says IG

CEO exit at Thomas Cook raises fears about turnaround, says IG

Wed, 26 November 2014

Stockbroker IG has raised concerns with Thomas Cook's ongoing turnaround plan following the news that chief executive Harriet Green has stepped down with immediate effect. The revelation, alongside wi... [more]

Wednesday broker round-up

Wed, 26 November 2014

Admiral Group: JP Morgan lowers target price from 1144p to 1134p and leaves its 'underweight' rating unchanged. Barratt Developments: Goldman Sachs shifts target price from 499p to 500p and downgrades... [more]

Compass delivers solid results but The Share Centre stays at 'hold'

Wed, 26 November 2014

Compass' full-year results were "solid", according to The Share Centre, but the broker said the catering stock's valuation looks "full". "Global catering group Compass delivered a solid set of full-ye... [more]

Consensus view on Kingfisher remains at 'hold', says Hargreaves Lansdown

Tue, 25 November 2014

An "uninspiring" trading update from DIY retailer Kingfisher on Tuesday is unlikely to change analysts from sitting on the fence about the stock, according Hargreaves Lansdown Stockbrokers. Kingfisher... [more]

Petrofac hit by Credit Suisse downgrade after profit warning

Tue, 25 November 2014

Credit Suisse has cut its recommendation on Petrofac from 'outperform' to 'neutral' in the aftermath of a profit warning from the oilfield services group that sent shares tumbling on Monday. Petrofac ... [more]

Tuesday broker round-up

Tue, 25 November 2014

Ashtead Group: Jefferies raises target price from 1185p to 1250p, maintaining a 'buy' recommendation. Assura Group: Liberum downgrades to 'hold' with a target price of 50p. AstraZeneca: Exane initiat... [more]

Synergies from Aviva-Friends Life deal could be 'substantial', says The Share Centre

Mon, 24 November 2014

The proposed tie-up between insurance groups Aviva and Friends Life Group could create "substantial synergies", according to The Share Centre, details of which still remain unknown. The companies anno... [more]

Broker tips: LSE, Hargreaves Lansdown, British Land, Friends Life

Mon, 24 November 2014

Financial services group London Stock Exchange's steady earnings growth, in an environment where most of its peers have suffered earnings downgrades, has seen its stock significantly outperform its pe... [more]

Hargreaves Lansdown shares drop as Citi downgrades to 'sell'

Mon, 24 November 2014

After upgrading their rating on Hargreaves Lansdown just last month, analysts at Citigroup have cut the stock from 'neutral' to 'sell' following the recent run in the share price. "We upgraded from 's... [more]

Liberum downgrades British Land to 'hold'

Mon, 24 November 2014

Lower UK bond, or Gilt, yields have prompted broker Liberum to lift its net asset value (NAV) forecasts for UK property groups British Land and Land Securities. "In our view, the UK real estate cycle ... [more]

Monday broker round-up

Mon, 24 November 2014

Avingtrans: FinnCap cuts target price from 155p to 130p, downgrading to 'hold'. Numis downgrades to 'hold' with a target price of 145p. Aviva: Panmure Gordon reduces target price from 585p to 505p and... [more]

Aviva paying 'good price' for Friends Life, says Canaccord Genuity

Mon, 24 November 2014

Canaccord Genuity has lifted its target price for insurance firm Friends Life from 340p to 400p and repeated its 'buy' call, saying that the £5.6bn takeover offer from rival Aviva is a "good price" fo... [more]

Broker tips: Easyjet, Serco, Oil stocks

Fri, 21 November 2014

Broker Liberum has lifted its target price for budget airline Easyjet from 1,650p to 1,725p and repeated its 'buy' recommendation, hailing the company's effort to adapt to an "inflationary world". Ana... [more]

Liberum lifts Easyjet target, reiterates 'buy'

Fri, 21 November 2014

Broker Liberum has lifted its target price for budget airline Easyjet from 1,650p to 1,725p and repeated its 'buy' recommendation, hailing the company's efforts to adapt to an "inflationary world". An... [more]

Credit Suisse downgrades Serco to 'underperform', slashes target price

Fri, 21 November 2014

Credit Suisse has lowered its rating for UK outsourcing group Serco from 'neutral' to 'underperform' and more than halved its target price for the stock, saying that the shares are "too expensive". Th... [more]

Westhouse highlights attractive oil stocks that can weather crude-price falls

Fri, 21 November 2014

Westhouse Securities has called for investors in the oil and gas sector to be a "bit more patient" with oil prices currently rumbling along at multi-year lows, as it highlighted buying opportunities i... [more]

Friday broker round-up

Fri, 21 November 2014

Afren: Westhouse cuts target price from 110p to 90p and retains its 'neutral' rating. Amlin: Deutsche Bank cuts target price from 461p to 429p, downgrading to 'sell'. BAE Systems: UBS ups target pric... [more]

Numis stays positive on Mothercare

Thu, 20 November 2014

Numis Securities is staying upbeat on Mothercare's prospects after the baby goods retailer said its lacklustre UK business was showing signs of improvement. Mothercare said on Thursday that UK like-... [more]

Yield hunters fleeing supermarkets should consider REITs instead

Thu, 20 November 2014

Real Estate Investment Trusts (REITs) have had an excellent 2014, solidly outperforming the FTSE 100 and offering a potential haven for yield hunters. Whereas the main index is down 1.5% for the year,... [more]

Broker tips: Babcock, Johnson Matthey, Great Portland Estates

Thu, 20 November 2014

Engineering support services group Babcock International's interims were "very solid", Investec analyst John Lawson said in a research note on Thursday. "The group continues to successfully replenish ... [more]

Johnson Matthey's H1 beat should underpin forecasts, says Liberum

Thu, 20 November 2014

First-half results from Johnson Matthey came in well ahead of consensus estimates and should reassure investors who were worrying about full-year forecasts, according to broker Liberum. Revenue totall... [more]

FTSE 100 Top Risers

Name Last Chg.% Time
Antofagasta 761.00 3.75 17:01
Kingfisher 298.70 2.54 17:11
BT Group 404.40 2.17 17:02
SSE 1,614.00 1.84 17:13
Hargreaves Lansdown 984.00 1.65 17:03

FTSE 100 Top Fallers

Name Last Chg.% Time
TUI Travel 417.50 -2.11 17:00
Smith & Nephew 1,107.00 -1.42 17:12
Compass Group 1,060.00 -1.30 17:15
Coca-Cola HBC AG (CDI) 1,428.00 -1.24 16:36
Carnival 2,644.00 -1.05 17:03