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Broker Tips
22 Dec
dl m g plc mng financials financial services investment banking and brokerage services asset managers and custodians ftse 100 premium mg m and g 20230403 1510
Berenberg lifts target price for M&G but keeps 'hold'

Berenberg has hiked its target price for life insurance group M&G from 208p to 225p after updating its estimates for the IFRS 17 accounting adjustments.

21 Dec
dl frasers group house of fraser shop sign
Broker tips: Frasers Group, Admiral

Shore Capital has reiterated its 'buy' recommendation on Frasers Group after the retail conglomerate purchased loss-making fast fashion group Matches this week.

21 Dec
dl admiral insurance finance logo ftse 100
Berenberg lowers Admiral to 'hold'

Analyst at Berenberg downgraded insurance group Admiral from 'buy' to 'hold' on Thursday but raised its target price on the stock from 2,543. 0p to 2,961. 0p, stating it was now "pausing for breath".

21 Dec
dl frasers group plc fras consumer discretionary retail retailers apparel retailers ftse 100 sports direct international house of fraser 20230328 1805
Shore Capital reiterates 'buy' on Frasers after Matchesfashion purchase

Shore Capital has reiterated its 'buy' recommendation on Frasers Group after the retail conglomerate purchased loss-making fast fashion group Matches this week.

20 Dec
dl intertek group plc itrk industrials industrial goods and services industrial support services professional business support services ftse 100 premium 20230328 2258
Broker tips: Intertek, BAE Systems

Exane BNP Paribas upgraded Intertek to 'outperform' from 'underperform' on Wednesday, saying it sees 20% upside from a re-rating as the market prices in stronger mid-term earnings per share growth.

20 Dec
dl intertek group ftse 100 industrials industrial goods and services industrial support services professional business support services logo
Exane BNP upgrades Intertek to ‘outperform’

Exane BNP Paribas upgraded Intertek on Wednesday to ‘outperform’ from ‘underperform’, saying it sees 20% upside from a re-rating as the market prices in stronger mid-term earnings per share growth.

20 Dec
dl bae systems plc ba industrials industrial goods and services aerospace and defense defence ftse 100 premium 20230327 1907
Berenberg raises target price on BAE Systems

Analyst at Berenberg raised their target price on aerospace and defence firm BAE Systems from 1,170. 0p to 1,220. 0p on Wednesday, stating the group was primed for "another good year".

19 Dec
dl future publishing information trade specialist press logo ftse 250
Canaccord upgrades Future to 'hold' on GoCompare strength

Canaccord Genuity has upgraded its rating for multimedia group Future Plc from 'sell' to 'hold', saying that downside risks "look limited for now".

19 Dec
dl john wood group plc ftse 250 energy oil gas and coal oil equipment and services logo 20230112
Berenberg lowers target price on John Wood Group

Analysts at Berenberg lowered their target price on engineering and consulting business John Wood Group from 200. 0p to 180. 0p on Tuesday, noting it still sees opportunities elsewhere in the sector.

19 Dec
dl bunzl plc bnzl industrials industrial goods and services general industrials diversified industrials ftse 100 premium 20230327 2046
Broker tips: Bunzl, Star Energy

Bunzl's recent share-price rebound means the stock is "too expensive", according to RBC Capital Markets which reiterated an 'underperform' position and 2,600. 0p target price on the distribution company on Monday.

18 Dec
dl star energy group plc aim energy energy oil gas and coal oil crude producers star 20230829 1438 logo
Canaccord Genuity lowers target price on Star Energy

Analysts at Canaccord Genuity lowered their target price on exploration and production company Star Energy from 73. 0p to 65. 0p on Monday but stood by their 'buy' rating on the stock following recent updates.

18 Dec
dl bunzl plc bnzl industrials industrial goods and services general industrials diversified industrials ftse 100 premium 20230327 2046
RBC says Bunzl shares are overvalued, keeps at 'underperform'

Bunzl's recent share-price rebound means the stock is "too expensive", according to RBC Capital Markets which reiterated an 'underperform' position on the distribution company on Monday.

15 Dec
dl currys pc world dixons carphone shop sign
Broker tips: Currys, Serco

Analysts at Berenberg nudged up their target price on electrical retailer Currys from 62. 0p to 64. 0p on Friday, stating cost control had delivered margin progression.

15 Dec
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Berenberg nudges up target price on Currys following interims

Analysts at Berenberg nudged up their target price on electrical retailer Currys from 62. 0p to 64. 0p on Friday, stating cost control had delivered margin progression.

15 Dec
dl london stock exchange group ftse 100 lse lseg financial services finance and credit services financial data providers logo
JP Morgan lists London Stock Exchange among top financial picks

JP Morgan has listed the London Stock Exchange Group (LSEG) as one of its top picks in the European diversified financials sector heading into 2024.

15 Dec
dl serco group outsourcer contractor service services provider logo billboard ftse 250
RBC Capital lifts Serco price target after update

RBC Capital Markets lifted its price target on Serco on Friday to 200p from 190p after the company’s pre-close trading update and acquisition announcement a day earlier.

14 Dec
dl compass group plc cpg consumer discretionary consumer products and services consumer services vending and catering services ftse 100 premium 20230328 1619
Broker tips: Compass, Marston's, Ocado, Hochschild

JP Morgan upgraded its ratings for both catering giant Compass Group and pub and hotel operator Marston's after its latest review of the Europe-listed leisure sector.

14 Dec
dl ocado supermarket retail online delivery groceries truck transport ftse 100 min
Ocado shares jump but Goldman sees little upside

Ocado's share price surged on Thursday to a three-month high, but analysts at Goldman Sachs don't see much upside from here on in, as the bank slashed its target price for the stock by nearly a quarter.

14 Dec
dl compass group plc cpg consumer discretionary consumer products and services consumer services vending and catering services ftse 100 premium 20230328 1619
JP Morgan upgrades Compass and Marston's to 'overweight'

JP Morgan has upgraded its ratings for both catering giant Compass Group and pub and hotel operator Marston's after its latest review of the Europe-listed leisure sector.

14 Dec
dl hochschild mining miner gold miners ftse 250 logo sign
Canaccord Genuity initiates coverage on Hochschild Mining at 'buy'

Analysts at Canaccord Genuity initiated coverage on silver and gold miner Hochschild Mining at 'buy' with a 145. 0p target price on Thursday, stating its Mara Rosa project was a "potential catalyst for turnaround".