Broker Tips
BofA-Merrill sees upside for European stocks after Macron win at the polls
Strategists at Bank of America-Merrill Lynch sounded a confident note on the outlook for European equities after Macron's win at the polls over the weekend, telling clients they saw ample potential upside for their.
Eurozone banks is where the money is, JP Morgan says
Emmanuel Macron's win at the weekend could spark an up to 10% re-rating in Eurozone equities in comparison to US stocks, strategists at JP Morgan said.
Smurfit Kappa discount from 'temporary' margin squeeze attracts Goldman
Goldman Sachs recommended clients 'buy' Smurfitt Kappa on Monday after the shares fell by around 7% over the past month to open an attractive entry point, while Jefferies also rated the Irish packaging company highly.
Broker tips: Centrica, Smurfitt Kappa, currencies, eurozone stocks
British Gas owner Centrica was under the cosh on Monday amid reports that the Conservative manifesto will include a cap on household energy bills, with UBS saying the snap election in June makes an energy tariff cap more likely.
Goldman Sachs sees upside risks to production at Centamin
Analysts at Goldman Sachs told clients Centamin was their top-pick in the precious metals space as its open pit grade begins to ramp up in the second quarter of 2017 - with posible upside to production targets - and ahead of the likely return to investors of most of its cash.
French presidential election to mark start of dollar slide, HSBC says
Analysts at HSBC said the French presidential election could be a positive catalyst for the euro as markets moved to price-in less political risk and greater economic upside in the eurozone, but increased political uncertainty in the US would be negative for the dollar.
Centrica drops as UBS says energy tariff cap more likely
British Gas owner Centrica was under the cosh on Monday amid reports that the Conservative manifesto will include a cap on household energy bills, with UBS saying the snap election in June makes an energy tariff cap more likely.