BROKER TIPS
21 Nov
Numis sticks to 'hold' on Entertainment One after strong first half performance
BFG Entertainment One Amblin Partners film movie

Analysts at Numis Securities said "robust progress" evident in Canadian entertainment company Entertainment One's first-half trading results led it to the reiteration of its 'hold' rating and target price.

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21 Nov
JPMorgan upgrades ITV as European broadcaster concerns 'overstated'
itv jeremy kyle

UK broadcaster ITV was boosted by an upgrade from investment bank JPMorgan Cazenove, which views the European sector as markedly undervalued by the market, with addressable-TV a development that "will transform TV" for advertisers.

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21 Nov
Investec cuts water company price target due to nationalisation threat
water cleaning plant

United Utilities could be forced to slash its dividend from 2020 due to new regulation, warned Investec, leading it to downgrade its rating on the water company, and cut target prices across the sector.

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21 Nov
Premier Oil upside hinges on de-risking assets, confirming reserve upside, Barclays says
Oil rig in Algeria, oil & gas, energy

Analysts at Barclays downgraded their recommendation on shares of Premier Oil, telling clients that the stock's potential now rests on management's ability to de-risk the company's pre-development assets and to confirm the upside for the company's reserves.

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21 Nov
Tuesday broker round-up
ep estacionitv

ITV: JPMorgan upgrades to Overweight with a target price of 185p.

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20 Nov
Barclays can beat low expectations in coming quarters, Merrill upgrades

Barclays shares have lagged the European banking sector in 2017 and for Bank of America Merrill Lynch sit at a low enough level to beat exceptions in the coming months and have been upgraded to 'buy'.

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20 Nov
Barclays chooses CRH as new 'top-pick' in European construction sector
CRH, building, construction

CRH's euro-denominated shares have replaced those of Eiffage as Barclays's 'top pick' within the European Construction, Building, Materials and Infrastructure sector.

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20 Nov
Monday broker round-up
brokers-inversores

ZPG: RBC Capital initiates at Outperform with a target price of 410p.

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20 Nov
RBC Capital Markets starts ZPG at 'outperform'
London houses

RBC Capital Markets initiated coverage of ZPG at 'outperform' with a 410p price target, saying the company has superior growth to its internet classified peers and yet trades at a discount.

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17 Nov
Kingfisher gets RBC upgrade as 'reasons to be cheerful' in France
castorama brico kingfisher

DIY retailer Kingfisher has more "reasons to be cheerful" thanks to an improving French outlook, analysts at RBC Capital Markets said on Friday, while clothes seller Supergroup remains "compelling" but its shares have gained a lot in recent weeks.

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17 Nov
Friday broker round-up
just eat

JustEat: Deutsche Bank downgrades to Hold with a target price of 830p.

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17 Nov
CRH's material transformation, 'undervalued' outlook get Morgan Stanley upgrade

CRH is now the top pick in the European building materials sector for Morgan Stanley, which upgraded its recommendation due to the "robust" outlook and expected synergies from the acquisition of Ash Grove Cement.

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17 Nov
Deutsche Bank downgrades Just Eat on valuation
just eat food curry takeaway

Shares in Just Eat fell on Friday as Deutsche Bank cut the stock to ‘hold’ from ‘buy’, keeping the target price at 830p.

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16 Nov
Dignity: Death is certain, pricing power is not, Berenberg says
edgar test 10

Berenberg took an axe to its target price for Dignity, telling clients it is waiting to see how the firm responds to the competitive threat to its pricing power from new entrants into the market.

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16 Nov
Berenberg upgrades Marshalls to buy, raises target price to 510p
baisse-inattendue-des-depenses-de-construction-aux-etats-unis

Analysts at Berenberg upgraded their view on Marshalls from an initial 'hold' to a 'buy' on Wednesday, citing its strong domestic performance after acquiring precast concrete manufacturer CPM in October as its reasoning.

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16 Nov
Broker tips: Centrica, Dignity
centrica 3

Kepler Cheuvreux has upgraded Centrica to 'buy' after shares of the energy provider fell past the broker's valuation of the business.

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16 Nov
Buy Centrica on share price weakness, Kepler Cheuvreux says
centrica 3

Kepler Cheuvreux has upgraded Centrica to 'buy' after shares of the energy provider fell past the broker's valuation of the business.

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16 Nov
TalkTalk's 'limited upside' not worth the profit pain for RBC
cbtalktalk

TalkTalk's fixed low price plan is driving new subscriptions but as margins are being squeezed and profitability unlikely to return until early next year, RBC Capital Markets felt the risks on the stock outweigh "the limited upside".

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16 Nov
Thursday broker round-up
talktalk hq

TalkTalk: RBC downgrades to Sector Perform with a target price of 190p.

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