BROKER TIPS
20 Oct
Berenberg ups Cobham target but says premium valuation "unwarranted"
cobham, aerospace, plane, refuel, jet, airforce

Despite Cobham share's outperformance over the past six months, Berenberg cautioned clients about the near-term strength of various of the firm's end-markets, alongside operational challenges that would require time to resolve and, for a time, scupper hopes that the dividend would be reinstated.

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20 Oct
Virgin Money's growth prospects not reflected in share price, Barclays says
Virgin Money, banks, banking

Analysts at Barclays Research believe Virgin Money's growth prospects are not reflected in the share price.

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20 Oct
ASOS boosted by HSBC upgrade to 'buy'
asos fashion clothing plus

Online fashion retailer ASOS got a boost on Friday as HSBC upgraded its stance on the stock to ‘buy’ from ‘hold’ and lifted the price target to 6,650p from 6,250p, saying its new rating is supported by a strong net cash balance sheet.

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20 Oct
Friday broker round-up
trois-ex-traders-de-barclays-reconnus-coupables-dans-l-affaire-du-libor

Barclays: Berenberg upgrades to Hold with a target price of 200p.

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19 Oct
Broker tips: NEX Group, N Brown, Rio Tinto
HSBC, London HQ Canary Wharf, banking

NEX Group was under the cosh after RBC Capital Markets cut the stock to 'underperform' from 'sector perform'.

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19 Oct
Investec says Rio Tinto is preferred pick among diversified miners
Rio Tinto train in the Pilbara region of Western Australia; mining

Analysts at Investec reiterated their "preference" for shares of Rio Tinto among the diversified majors, despite the miner's "mixed" third quarter results.

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19 Oct
Thursday broker round-up
mediclinic hospital

Mediclinic: JPMorgan downgrades to Neutral with a target price of 733p.

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19 Oct
NEX Group hit by RBC Capital downgrade

NEX Group was under the cosh after RBC Capital Markets cut the stock to ‘underperform’ from ‘sector perform’.

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19 Oct
HSBC upgrades N Brown after share pullback
n brown clothing simplybe retail

N Brown is starting to deliver on its transformation plan and after an undeserved pullback in the shares after this month's interim results, HSBC upgraded the shares to a 'buy' rating from 'hold'.

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19 Oct
Barclays reinstates Wood at 'underweight' given hurdles to integration
fielwood energy

Barclays Research has reinstated its 'underweight' recommendation for shares of Wood, pointing to the possible hurdles management will face in trying to reap the potential cost synergies from the combination of Wood Group and Amec Foster Wheeler.

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18 Oct
Wednesday broker round-up
rollercoaster merlin entertainment

Merlin Entertainments: Credit Suisse upgrades to Outperform with a target price of 440p.

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17 Oct
Buy Spain as political risk is 'overstated' - Credit Suisse
españa bandera, spain, spanish, flag

Spanish equities look unusually cheap, said Credit Suisse on Tuesday, as political risk is "overstated" and the country is on track for at least 3% growth, with employment, housing and construction all on a growth tear.

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17 Oct
Credit Suisse cuts Tate and Lyle's target price, reiterates 'neutral' rating
tate&Lyle, tate Lyle, food

Ahead of Tate & Lyle's interim results on 2 November, Credit Suisse updated its forecasts and cut its target price to 710p while reiterating its 'neutral' rating.

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17 Oct
Analysts take axe to Convatec after warning of lower profits
convatec woundcare

Convatec Group's management has lost a lot of credibility after its profit warning at the start of the week, analysts at several banks said, with ratings on the catheter and wound care specialist downgraded by HSBC, JPMorgan Chase and RBC Capital Markets.

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17 Oct
Investec's Gordon happy with Virgin Money's stunning performance
virgin branson

Analysts at Investec hailed what they dubbed a "stunning" third quarter performance by Virgin Money, which they believed would lead to consensus marking-up its estimates - again.

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17 Oct
Tuesday broker round-up
convatec woundcare

Convatec: HSBC downgrades to Hold with a target price of 240p.

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16 Oct
Monday broker round-up
test-en-laboratoire-pharlacie-credits-astrazeneca

AstraZeneca: Credit Suisse upgrades to Outperform with a target price of 5800p.

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13 Oct
TalkTalk slides as Barclays downgrades on lack of earnings potential
talktalk hq

TalkTalk Telecom led the fallers in the index on Friday after it received a downgrade to ‘equal weight’ from ‘overweight’ by analysts at Barclays.

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13 Oct
Numis reiterates 'buy' on Provident Financial
cbprovident

Analysts at Numis reiterated their positive stance on stock of Provident Financial, branding the door step lender's Home Collected Credit and Vanquis units as "category killers".

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13 Oct
Renewi shares slide after Credit Suisse downgrade
Shanks waste sorting line

Credit Suisse downgraded its rating on Renewi, the former Shanks Group, as the shares are pretty much up with events after the strong gains since its merger with Van Gansewinkel first emerged.

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