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Broker Tips News

Broker tips

JP Morgan prefers alternative asset managers, downgrades Schroders

JP Morgan prefers alternative asset managers, downgrades Schroders

Thu, 21 September 2017

(ShareCast News) - JP Morgan reiterated its preference for alternative asset managers after marking the group to market and ahead of a raft of AuM trading updates due from the space before year-end, i... [more]

Senior slumps as Peel Hunt downgrades on FX headwind

Senior slumps as Peel Hunt downgrades on FX headwind

Thu, 21 September 2017

(ShareCast News) - Senior was under the cosh on Thursday as Peel Hunt downgraded the stock to 'reduce' from 'hold' saying a recovery in sterling could be a headwind. Peel noted the shares have risen o... [more]

Thursday broker round-up

Thursday broker round-up

Thu, 21 September 2017

(ShareCast News) - Reckitt Benckiser: Morgan Stanley reiterates Overweight with a target price of 10,000p. BTG: Deutsche Bank reiterates Buy with a target price of 775p. GlaxoSmithKline: Deutsche Ban... [more]

Broker tips: Nostrum Oil & Gas, Stagecoach, BAE Systems

Broker tips: Nostrum Oil & Gas, Stagecoach, BAE Systems

Wed, 20 September 2017

(ShareCast News) - RBC Capital Markets upgraded Nostrum Oil & Gas to 'outperform' from 'sector perform' saying recent weakness is an opportunity and its discount to peers it set to unwind as it delive... [more]

HSBC upgrades Stagecoach, despite longer-term doubts around dividend

HSBC upgrades Stagecoach, despite longer-term doubts around dividend

Wed, 20 September 2017

(ShareCast News) - Ahead of Stagecoach's 28 September trading update, HSBC bumped up its recommendation for the shares from 'reduce' to 'hold', telling clients they thought it was right to exercise c... [more]

JP Morgan lowers 2018 EPS estimate for BAE on Sterling, Saudi headwind

Wed, 20 September 2017

(ShareCast News) - Analysts at JP Morgan pared their 2018 earnings per share estimate for BAE Systems again, telling clients they believed they had underestimated the headwind from the end of Eurofigh... [more]

RBC Capital upgrades Nostrum to 'outperform' after recent weakness

Wed, 20 September 2017

(ShareCast News) - RBC Capital Markets upgraded Nostrum Oil & Gas to 'outperform' from 'sector perform' saying recent weakness is an opportunity and its discount to peers it set to unwind as it delive... [more]

Metro Bank set for suburban slowdown, cautions Macquarie

Wed, 20 September 2017

(ShareCast News) - Metro Bank's rapid growth and margins will begin to decline as it expands into "less wealthy" London suburbs, said Macquarie Capital as it initiated coverage on the challenger bank ... [more]

Goldman Sachs upgrades Aveva to 'neutral' on Schneider deal

Wed, 20 September 2017

(ShareCast News) - Goldman Sachs upgraded Aveva to 'neutral' from 'sell' and lifted the price target to 2,400p from 1,850p following news it will be bought by French industrial group Schneider Electri... [more]

Wednesday broker round-up

Wed, 20 September 2017

(ShareCast News) - Stagecoach: HSBC upgrades to Hold with a target price of 160p. Aveva: Goldman Sachs upgrades to Neutral with a target price of 2400p. Tesco: Deutsche Bank reiterates Buy with a tar... [more]

Broker tips: Debenhams, Gym Group, Tullow Oil, Ophir Energy

Tue, 19 September 2017

(ShareCast News) - Investec reiterated its 'sell' recommendation on Debenham's on the back of expectations for foreign exchange headwinds, unanswered questions around execution and profitability and t... [more]

Investec says Debenhams dividend may be unsustainable

Tue, 19 September 2017

(ShareCast News) - Investec reiterated its 'sell' recommendation on Debenham's on the back of expectations for foreign exchange headwinds, unanswered questions around execution and profitability and t... [more]

Barclays ups target price for Gym Group

Tue, 19 September 2017

(ShareCast News) - Barclays Research upped its target on shares of Gym Group from 230p to 250p following its first acquisition since the group floated, purchasing 18 gyms from Lifestyle Fitness. On th... [more]

Credit Suisse upgrades Tullow Oil, downgrades Ophir Energy

Tue, 19 September 2017

(ShareCast News) - Analysts at Credit Suisse rejigged their recommendations for European Exploration and Production outfits, telling clients the sector was better positioned to emerge from the cycle, ... [more]

Tuesday broker round-up

Tue, 19 September 2017

(ShareCast News) - Asos: Credit Suisse upgrades to Neutral with a target price of 5600p. Forterra: Jefferies reiterates Buy with a target price of 390p. Debenhams: Investec reiterates Sell with a tar... [more]

Rotork's margin plans deserve higher rating, UBS says as it upgrades

Mon, 18 September 2017

(ShareCast News) - Rotork's plans to improve profit margins can spark a return to a premium rating, said UBS as it upgraded the industrial valves specialist and hiked its share price target. UBS upgra... [more]

Motor insurance prices 'likely to stay flat', Deutsche upgrades Admiral

Mon, 18 September 2017

(ShareCast News) - Motor insurance pricing is set to hold steady as companies benefit from another shift in the sector's dynamics, Deutsche Bank said as it recommendation on Admiral and kept Direct Li... [more]

Monday broker round-up

Mon, 18 September 2017

(ShareCast News) - Ricardo: Berenberg downgrades to Sell with a target price of 680p. Admiral: Deutsche Bank upgrades to Hold with a target price of 1880p. Barclays: HSBC reiterates Buy with a target... [more]

Barclays calls 'No Joy' on Morrisons after latest set of interims

Fri, 15 September 2017

(ShareCast News) - Barclays reiterated its 'underweight' recommendation on Morrisons stock and trimmed its target price for it, pointing out various potentially disappointing signs in its latest set o... [more]

N Brown's plus-size catwalk event impresses fashion press, City analysts

Fri, 15 September 2017

(ShareCast News) - Retailer N Brown received rave reviews for a West End catwalk event featuring several high-profile plus-size models to launch its new fashion ranges and a new US web platform, with ... [more]

RBC Capital ups Petrofac to 'sector perform', highlights contract awards

Fri, 15 September 2017

(ShareCast News) - RBC Capital Markets upgraded Petrofac to 'sector perform' form 'underperform' and lifted the price target to 500p from 420p. The bank said that a number of contract wins for the oil... [more]

Carnival cruising into yield squall due to demand threats - Credit Suisse

Fri, 15 September 2017

(ShareCast News) - Cruise ship operator Carnival's earnings growth is likely to slow as its significant growth in capacity comes amid greater demand threats in the Caribbean, Mediterranean and China, ... [more]

Friday broker round-up

Fri, 15 September 2017

(ShareCast News) - Petrofac: RBC upgrades to Sector Perform with a target price of 500p. Carnival: Credit Suisse downgrades to Neutral with a target price of 5300p. Interserve: Canaccord upgrades to ... [more]

UBS ups Auto Trader to 'neutral' on valuation grounds

Thu, 14 September 2017

(ShareCast News) - UBS upgraded Auto Trader to 'neutral' from 'sell' on valuation grounds, saying the share price now implies revenue growth in line with its forecasts. It noted that since the company... [more]

Thursday broker round-up

Thu, 14 September 2017

(ShareCast News) - Provident Financial: RBC downgrades to Underperform with a target price of 775p. AB Foods: HSBC maintains Buy with a target price of 3700p. Arrow Global: Jefferies reiterates Buy w... [more]