22 Mar
prudential pru
Bernstein reiterates 'outperform' rating on Prudential, ups target price

Analysts at Bernstein took a fresh look at life insurance firm Prudential on Thursday, reiterating their 'outperform' recommendation on the group's shares, as well as upping their target price as a result of some tweaking to its post-FY17 results estimates.

22 Mar
Numis sees tangible commercial progress at Allied Minds, upgrades it to 'buy'

Analysts at Numis upgraded their rating on intellectual property group Allied Minds on Thursday, highlighting the fact that the 15% drop in its net asset value per share over the last year was merely the result of a "further clean-up in the portfolio".

22 Mar
just eat food curry takeaway
Goldman Sachs says Just Eat delivery investment is right decision

Goldman Sachs kept its 'buy' rating on Just Eat as it continued to include it in its Conviction List, saying the company's decision to invest in own its own delivery service "is the correct one".

22 Mar
marshalls rhinoguard eos bench
Marshalls bucks the gloom in UK construction, Berenberg says

Marshalls is a well-run company in the right parts of the UK construction market, Berenberg analysts said as they gave the paving specialist's shares a ‘buy’ rating.

22 Mar
jobs hiring recruitment employment
Thursday broker round-up

Sabre Insurance Group plc: Numis downgrades to add with a target price of 330.

21 Mar
Polypipe investor interest 'to remain elevated' - Deutsche Bank

Deutsche Bank reiterated its 'buy' rating on plumbing and drainage systems manufacturer Polypipe on Wednesday, saying the firm looked set to extend its track record of reliable delivery.

21 Mar
Credit Suisse downgrades Softcat on valuation but says interims 'very strong'

Credit Suisse downgraded its stance on IT infrastructure products and services provider Softcat on Wednesday on valuation grounds, as it said the shares were "up with positive events".

21 Mar
london stock open
Barclays marks up target for LSE, buys into management's target for margins

Analyst consensus for the London Stock Exchange was too cautious, Barclays said.

21 Mar
ferguson wolseley
CS cuts Ferguson target on FX, reiterates 'outperform' on solid fundamentals

Credit Suisse cut its price target on plumbing and heating supplier Ferguson, formerly Wolseley, but kept its 'outperform' rating on the stock.

21 Mar
Wednesday broker round-up

Ocado Group: Goldman Sachs downgrades to neutral with a target price of 540p.

21 Mar
Goldman Sachs downgrades Ocado to 'neutral' after outperformance

Goldman Sachs downgraded its stance on Ocado to 'neutral' and removed the stock from its Conviction List following "material" outperformance.

20 Mar
JP Morgan sees Barclays's shares closing valuation discount

Analysts at JP Morgan Cazenove reiterated their 'overweight' stance and 250p target price for shares of Barclays following activist shareholder Sherbourne's disclosure of a 5. 2% stake in the outfit and a meeting with its finance chief, Tushar Morzaria.

20 Mar
merrill lynch
Fund managers' pessimism on UK at record high, BofA-Merrill says

Fund managers were still 'long' on equities, despite rising worries over trade and stagflation, thanks to optimism on the outlook for earnings and interest rates, the results of a widely-followed poll showed.

20 Mar
Tesco, retailing, supermarkets, retail
JPM adds Tesco to its European 'best ideas' list

JP Morgan has added Tesco to its list of 'overweight' best European equity ideas while removing Just Eat and Persimmon from the rankings.

20 Mar
micro focus
Tuesday broker round-up

Micro Focus: JP Morgan downgrades to underweight with a target price of 900p.

20 Mar
micro focus
Barclays tells investors in Micro Focus not to get carried away

Keep the faith! was the message from Barclays for investors in Micro Focus following the prior day's faith-shattering near halving in the company's share price.

20 Mar
credit suisse
Credit Suisse revises year-end 2018 target for MSCI AC World higher

Credit Suisse's equity strategy team led by Andrew Garthwaite has marked-up its year-end 2018 target for the MSCI AC World index from 614 points to 628 points, despite the current "extreme" equity valuations on offer on an absolute basis.

20 Mar
bullring,hammerson,shopping centre
Credit Suisse ups Hammerson target, says Klepierre deal more likely than Intu

Credit Suisse has upped its price target on neutral-rated Hammerson a day after it emerged that it recently rejected a £5bn bid from French shopping centre operator Klepierre, a scenario it deems to be more likely to go ahead than the planned acquisition of Intu Properties announced in December.

19 Mar
shire, drug, pharma
Shire still offers 50% upside, reckons Morgan Stanley

Analysts at Morgan Stanley took a fresh look at rare diseases specialist Shire on Monday, revisiting their bear case as the investment bank reiterated its 'overweight' rating on the group.

19 Mar
Astrazeneca, pharmaceuticals, drugs, health, medical, tablets
Jefferies ups AstraZeneca to 'buy', says it's at a 'turning point'

Jefferies upgraded AstraZeneca to 'buy' from 'hold' on Monday, lifting the price target to 5,600p from 5,075p as it said the pharmaceuticals giant is at a "turning point".