Broker Tips
Deutsche Bank raises copper price forecasts but stays 'neutral' on miners
Greater confidence on China's plans for grid investment and revised forecasts for air conditioning and electric vehicles in China led analysts at Deutsche Bank to bump up their medium-term copper price projections.
Micro Focus share price drop is an opportunity, Barclays says
Barclays believes recent share price weakness in Micro Focus is an opportunity.
Cannacord Genuity still sees Ophir Energy as strong value play
Analysts at Cannacord Genuity trimmed their target price on Ophir Energy to reflect its recent disappointing update to investors and increased regulatory/legal risk in Tanzania.
Morgan Stanley double-upgrades Kingfisher on expected strategy flop
Kingfisher's attempt to implement joint-buying across the group will fail again (for a third time in fact) but at their current price the shares were implicitly assigning almost zero value to almost all its units, leading Morgan Stanley to double-upgrade the stock from 'underweight' to 'overweight'.
Broker tips: Tesco, Kingfisher, TalkTalk
HSBC sounded an optimistic note following the competition regulator's announcement that it had referred Tesco's acquisition of Booker for a Phase 2 review.
HSBC optimistic on outcome of CMA review of Tesco/Booker tie-up
HSBC sounded an optimistic note following the competition regulator's announcement that it had referred Tesco's acquisition of Booker for a Phase 2 review.
Credit Suisse hangs up on TalkTalk
Analysts at Credit Suisse slashed their target price for Talk Talk's shares after the company's latest full-year numbers and the change in strategy from the company's new management.
Broker tips: Carillion, Pearson, Bellway
Embattled construction and support group Carillion plummeted lower for a second day on Tuesday, as analysts picked apart the company's horrendous trading update at the start of the week.
Credit Suisse boosts Bellway target price, still 'top pick'
Analysts at Credit Suisse hiked their target price on shares of Bellway, highlighting the company's improved guidance and its ability to increase its rate of completions still further thanks to strong demand for affordable housing.
Carillion plunges lower as analysts highlight further risks
Embattled construction and support group Carillion plummeted lower for a second day on Tuesday, as analysts picked apart the company's horrendous trading update at the start of the week.
Investec reiterates 'hold' on Pearson after Bertelsmann deal; Liberum a 'sell'
Broker Investec has rated Pearson shares a 'hold' after the company on Tuesday announced a $1bn deal to sell a 22% stake in Penguin Random House to Bertelsmann.
Broker tips: Royal Mail, Dunelm, Schroders
JP Morgan Cazenove cut its price target for Royal Mail shares as it shares the market's newfound caution on the UK consumer outlook.
Credit Suisse sees buying opportunity in Eurozone small-caps, negative on UK
Strategists at Credit Suisse reiterated their positive stance towards euro area small capitalisation stocks and their negative view on their UK peers.
Asos still has 'significant opportunity' in UK and abroad, says Berenberg
Asos shares have lost 11% over the past month and ahead of quarterly results later this week are offering a good entry point, said analysts at Berenberg.
Deutsche Bank cuts target price on Dunelm
Analysts at Deutsche Bank lowered their target price on shares of Dunelm after factoring-in reduced profit guidance from management and on expectations that its recent acquisition, WorldStores, would take longer to reach break-even.
JPMorgan sees bags of potential from Royal Mail but trims target
JP Morgan Cazenove cut its price target for Royal Mail shares as it shares the market's newfound caution on the UK consumer outlook.
Schroders boosted by RBC Capital upgrade to 'outperform'
Asset manager Schroders got a boost on Monday as RBC Capital Markets upgraded the stock to 'outperform' from 'sector perform' and lifted the price target to 3,400p from 3,300p ahead of its first-half results on 27 July.