Stockbroker tips from ShareCast

• Broker snap: Credit Suisse cautious about 2012 at Glaxo
  Wed 08 February 2012 15:37
  Credit Suisse has trimmed its current-year forecasts for pharmaceuticals giant GlaxoSmithKline following yesterday's release of its 2011 results, with the broker saying that a "cautious 2012 outlook may disappoint".

• Broker tips: Reckitt, SuperGroup, HomeServe
  Wed 08 February 2012 11:50
  Cillit Bang maker Reckitt Benckiser reported better-than-expected headline earnings per share (EPS) and good top-line growth momentum in its full-year results today, according to Nomura which reiterated its buy recommendation on the consumer products gian

• Broker snap: HomeServe's 2013 forecasts now at risk, says Peel Hunt
  Wed 08 February 2012 11:25
  Peel Hunt has maintained its sell rating and 220p target price on emergency repair services firm HomeServe, saying it expects to make further cuts to 2013 forecasts.

• Broker snap: SuperGroup is 'overvalued', Merchant downgrades
  Wed 08 February 2012 11:17
  SuperGroup's shares tanked on Wednesday morning after the firm said that full-year profits would come in at the lower end of expectations. A downgrade from Merchant Securities hasn't done much to help either.

• Wednesday broker round-up - UPDATE
  Wed 08 February 2012 11:01
  Reckitt Benckiser: Nomura maintains buy rating and 3,900p target.

• Broker snap: Solid results from Reckitt, says Nomura
  Wed 08 February 2012 10:08
  Cillit Bang maker Reckitt Benckiser reported better-than-expected headline earnings per share (EPS) and good top-line growth momentum in its full-year results today, according to Nomura which reiterated its buy recommendation on the consumer products gian

• Broker snap: Peel Hunt remains optimistic about Amlin
  Tue 07 February 2012 13:25
  Peel Hunt has maintained its buy rating for insurance and reinsurance company Amlin, saying that losses are in line with expectations and there are signs of some improved pricing in certain segments.

• Broker snap: UBS ups target for Cairn
  Tue 07 February 2012 13:12
  UBS has raised its target price for oil and gas giant Cairn Energy after the shares went ex-dividend yesterday with a share consolidation.

• Broker tips: BP, Cairn, Amlin
  Tue 07 February 2012 13:00
  Nomura has reiterated its neutral rating and 500p target for oil titan BP saying that while the 14% increase in the quarterly dividend is welcome, the Macondo oil settlement remains 'the elephant in the room'.

• Broker snap: Nomura keeps neutral rating for BP
  Tue 07 February 2012 11:19
  Nomura has reiterated its neutral rating and 500p target for oil titan BP saying that while the 14% increase in the quarterly dividend is welcome, the Macondo oil settlement remains 'the elephant in the room'.

• Tuesday broker round-up - UPDATE
  Tue 07 February 2012 10:14
  Shire: Goldman Sachs reiterates 'conviction buy.'

• Broker snap: Nomura downgrades Bumi on corporate governance risk
  Mon 06 February 2012 13:36
  Following the announcement that a major shareholder of Bumi wants a boardroom shake-up, Nomura has downgraded its rating for the stock from buy to neutral on the back of corporate governance risk.

• Broker snap: 888 is 'inexpensive', says Panmure
  Mon 06 February 2012 12:56
  Panmure Gordon has maintained its buy rating and 63p target price for online gaming group 888 Holdings ahead of its fourth quarter statement due tomorrow.

• Broker tips: Glencore, Shell, 888
  Mon 06 February 2012 12:44
  Jefferies has reiterated its buy rating and raised its target price for Glencore, saying that its potential merger with Xstrata could be a "game changer" for the mining sector.

• Monday broker round-up - UPDATE
  Mon 06 February 2012 12:12
  Supergroup: Oriel Securities upgrades to buy from hold.

• Broker snap: 'Glenstrata' merger a win/win for both parties, says Jefferies
  Mon 06 February 2012 10:13
  Jefferies has reiterated its buy rating and raised its target price for Glencore, saying that its potential merger with Xstrata could be a "game changer" for the mining sector.

• Broker snap: Credit Suisse downgrades Shell to neutral
  Mon 06 February 2012 09:57
  Credit Suisse has downgraded its recommendation for oil giant Royal Dutch Shell from outperform to neutral, saying "so long, free cash flow expansion".

• Broker tips: BT, Misys, GAME
  Fri 03 February 2012 11:27
  Nomura has maintained its buy rating on BT, saying that the telecom titan's trading momentum is building nicely for 2012.

• Broker snap: Sell Misys, says Merchant Securities
  Fri 03 February 2012 11:23
  Merchant Securities has given financial software provider Misys a sell rating following the news that the firm is in talks with a suitor.

• Broker snap: Peel Hunt keeps hold of GAME
  Fri 03 February 2012 11:15
  Shares in struggling computer gaming retailer GAME Group surged on Friday morning after it confirmed revised terms have been agreed with its lenders, but Peel Hunt has maintained its cautious stance on the stock.

• Friday broker round-up - UPDATE
  Fri 03 February 2012 09:55
  Royal Bank of Scotland: Deutsche Bank downgrades to hold from buy.

• Broker snap: BT building momentum, says Nomura
  Fri 03 February 2012 09:31
  Nomura has maintained its buy rating on BT, saying that the telecom titan's trading momentum is building nicely for 2012.

• Broker tips: AstraZeneca, Kazakhmys, Imperial Tobacco
  Thu 02 February 2012 11:16
  Panmure Gordon has reiterated its buy recommendation for drugs giant AstraZeneca after the group's fourth quarter results came broadly in line with forecasts.

• Broker snap: Kazakhmys a sector standout, says Galvan
  Thu 02 February 2012 11:14
  Galvan Research and Trading has labelled copper mining giant Kazakhmys as a buy after the firm met all of its major output targets in 2011.

• Broker snap: Nomura upgrades Imperial on M&A prospects
  Thu 02 February 2012 10:45
  Nomura has upgraded Imperial Tobacco from reduce to neutral, saying that a focus on operational pressures has shifted to the prospect of M&A.

• Broker snap: Panmure remains a buyer of AstraZeneca
  Thu 02 February 2012 10:15
  Panmure Gordon has reiterated its buy recommendation for drugs giant AstraZeneca after the group's fourth quarter results came broadly in line with forecasts.

• Thursday broker round-up
  Thu 02 February 2012 09:15
  AstraZeneca: Panmure Gordon maintains buy rating and 3,600p target.

• Broker snap: ICAP still a buy, says Singer
  Wed 01 February 2012 14:49
  Singer Capital Markets has put its 515p target price under review for inter-dealer broker ICAP but maintained its buy rating on the stock following today's third quarter statement.

• Broker tips: Shell, BSkyB, Shire
  Wed 01 February 2012 11:33
  Nomura has maintained its buy rating and 2,800p target price for oil giant Royal Dutch Shell ahead of its fourth quarter results on Thursday.

• Broker snap: Nomura stays a buyer of Shell ahead of results
  Wed 01 February 2012 11:32
  Nomura has maintained its buy rating and 2,800p target price for oil giant Royal Dutch Shell ahead of its fourth quarter results on Thursday.

• Broker snap: Shire to deliver stronger growth than peers, says Credit Suisse
  Wed 01 February 2012 11:21
  Credit Suisse has reiterated its outperform rating and 2,350p target for pharmaceuticals giant Shire ahead of its full-year results due next week.

• Broker snap: BSkyB's focus now on football, says Nomura
  Wed 01 February 2012 10:48
  Nomura has maintained its buy rating on pay-TV and broadband supplier British Sky Broadcasting (BSkyB) after yesterday's results showed strong growth in products and higher-than-expected earnings.

• Wednesday broker round-up - UPDATE
  Wed 01 February 2012 10:00
  Shire Pharmaceuticals: Credit Suisse maintains outperform rating and 2,350p target.

• Broker snap: Ryanair can continue to raise prices, says Oddo
  Tue 31 January 2012 12:33
  Oddo has reiterated its buy recommendation and €5.20 target price for Irish low cost airline Ryanair saying that the competitive environment will stay the same for at least 12-18 months, which would allow the airline to continue increasing its prices.

• Broker tips: ARM, Afren, Heritage Oil...
  Tue 31 January 2012 11:52
  Nomura has maintained its neutral rating and 580p target price for chip designer ARM Holdings, but acknowledged that the group's fourth quarter results indicated a "strong beat".

• Broker snap: Peel Hunt slashes forecasts for Carpetright
  Tue 31 January 2012 10:45
  Peel Hunt has maintained its hold rating and 400p target price on Carpetright but cut its forecasts following the carpet and flooring retailer's profit warning which sent the stock tumbling this morning.

• Broker snap: UBS raises targets for Afren and Heritage Oil
  Tue 31 January 2012 10:36
  Following a recent trip to the Kurdistan region of Iraq, analysts at UBS have shown their confidence and have upped their target prices for oil and gas groups Afren and Heritage Oil who are both heavily exposed to region.

• Tuesday broker round-up - UPDATE
  Tue 31 January 2012 10:32
  ARM Holdings: Nomura keeps neutral rating and 580p target; Nomura maintains hold rating and 575p target; Peel Hunt keeps hold and 580p target.

• Broker snap: Cautious outlook at ARM, says Nomura
  Tue 31 January 2012 10:27
  Nomura has maintained its neutral rating and 580p target price for chip designer ARM Holdings, but acknowledged that the group's fourth quarter results indicated a "strong beat".

• Broker tips: ARM, Whitbread, Premier Oil
  Mon 30 January 2012 11:25
  Nomura has raised its target price from 570p to 580p for chip designer ARM Holdings but maintained its neutral view of the stock, saying that while the fourth quarter is expected to be 'in-line', there is no real catalyst in the short-term.

• Broker snap: UBS downgrades Premier Oil to neutral
  Mon 30 January 2012 11:08
  UBS has downgraded Premier Oil from buy to neutral, saying that while the outlook remains positive, the valuation appears stretched.

• Monday broker round-up - UPDATE
  Mon 30 January 2012 11:00
  Rio Tinto: Goldman Sachs upgrades from neutral to buy.

• Broker snap: Credit Suisse downgrades Whitbread to neutral
  Mon 30 January 2012 09:52
  Credit Suisse has cut its rating for hotel, restaurant and coffee shop group Whitbread from outperform to neutral, saying that downside risks on increasing.

• Broker snap: Nomura ups target for ARM, but sees no catalyst
  Mon 30 January 2012 09:08
  Nomura has raised its target price from 570p to 580p for chip designer ARM Holdings but maintained its neutral view of the stock, saying that while the fourth quarter is expected to be 'in-line', there is no real catalyst in the short-term.

• Friday broker round-up - UPDATE
  Fri 27 January 2012 15:47
  CRH: Liberum Capital downgrades to hold from buy.

• Broker snap: Credit Suisse unconvinced by prospects for Kazhakmys
  Fri 27 January 2012 14:53
  In a research note put out this afternoon analysts at Credit Suisse indicate that they are not convinced by copper miner Kazhakmys' apparently cheap valuation on near-term PEs.

• Broker tips: N. Brown, Aveva, Max Petroleum
  Fri 27 January 2012 11:31
  Shares of internet and catalogue home shopping specialist N. Brown were given a lift on Friday morning after UBS upgraded its rating on the stock from neutral to buy.

• Broker snap: Max Petroleum exposed to BNP energy portfolio sale
  Fri 27 January 2012 11:27
  With BNP Paribas reported to be putting $11bn of loans to oil and gas companies up for sale, Merchant Securities says that AIM-listed resource firms such as Max Petroleum "will become increasingly reliant on funding from the equity market and industry (fa

• Broker snap: Aveva seeing recovery in China, says Panmure
  Fri 27 January 2012 11:16
  Panmure Gordon has maintained its neutral position for Aveva, but acknowledges that the third quarter was positive and highlights an increasing momentum in China.

• Broker snap: UBS upgrades N. Brown to buy
  Fri 27 January 2012 10:18
  Shares of internet and catalogue home shopping specialist N. Brown were given a lift on Friday morning after UBS upgraded its rating on the stock from neutral to buy.

• Broker snap: Nomura wary of rising competition for Smith & Nephew
  Fri 27 January 2012 10:03
  Nomura has maintained its neutral rating on medical devices marker Smith & Nephew (S&N) after assessing the read-across from US sector peers in the orthopaedic industry.

• Broker tips: Transport stocks, Misys, easyJet
  Thu 26 January 2012 11:29
  Nomura has downgraded its rating on the 'European Industrial Transportation' sector from bullish to neutral, saying that it expects slow growth or even no growth from stocks this year.

• Broker snap: Panmure still a buyer of easyJet after strong Q1
  Thu 26 January 2012 11:19
  EasyJet's first quarter statement impressed the both the markets and Panmure Gordon today, with the broker maintaining its buy rating for the budget airline.

• Broker snap: Misys misses in first half, say analysts
  Thu 26 January 2012 10:34
  Misys's shares tanked on Thursday after its interim results missed forecasts and the financial software provider gave a gloomy outlook statement.

• Broker snap: Nomura cautious about transport stocks
  Thu 26 January 2012 10:07
  Nomura has downgraded its rating on the 'European Industrial Transportation' sector from bullish to neutral, saying that it expects slow growth or even no growth from stocks this year.

• Thursday broker round-up - UPDATE
  Thu 26 January 2012 09:34
  Misys: Panmure Gordon cuts target from 335p to 295p, hold rating unchanged; Peel Hunt puts 250p target under review, hold rating kept; Merchant Securities initiates coverage with sell rating and 220p target.

• Broker snap: Panmure downgrades Regus but stays positive
  Wed 25 January 2012 16:32
  Investors in international office space supplier Regus were clearly buying today in spite of Panmure Gordon's recommendation to hold the stock, after taking away its buy rating this morning.

• Wednesday broker round-up - UPDATE
  Wed 25 January 2012 13:19
  Ashmore: Barclays upgrades to overweight from neutral.

• Broker tips: Glencore, WH Smith, Britvic
  Wed 25 January 2012 12:22
  UBS has cut its target price for commodities producer and marketer Glencore but has maintained its buy rating, saying it "still expects strong momentum into 2012".

• Broker snap: WH Smith's fair value, Peel Hunt keeps at hold
  Wed 25 January 2012 12:20
  Peel Hunt has maintained is hold rating on high street retailer WH Smith after Christmas trading was "in line with subdued like-for-like [LFL] expectations."

• Broker snap: Brokers divided over Britvic
  Wed 25 January 2012 11:23
  Britvic's first quarter trading statement seems to have pleased investors today with shares trading around 2% higher in mid-morning trade; but two brokers seem divided with Nomura staying a buyer and Collins Stewart maintaining its sell rating.

• Broker snap: UBS cuts target for Glencore but stays optimistic
  Wed 25 January 2012 10:51
  UBS has cut its target price for commodities producer and marketer Glencore but has maintained its buy rating, saying it "still expects strong momentum into 2012".

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