Stockbroker tips from ShareCast

• Friday broker round-up UPDATE
  Fri 24 May 2013 11:00
  Aveva: Panmure Gordon ups target price from 2076p to to 2091p keeping a hold recommendation. Investec takes target price from 2450p to 2500p and retains its buy recommendation. Credit Suisse increases target price from 2013p to 2240p, while staying with i

• Broker tips: StanChart, AVEVA, Thomas Cook
  Fri 24 May 2013 10:50
  Investec has maintained its 'buy' rating and 1,900p target price for emerging markets-focused lender Standard Chartered, saying that the stock remains its top pick in the banking sector.

• Broker snap: Credit Suisse hikes AVEVA target but stays cautious
  Fri 24 May 2013 10:20
  Credit Suisse has lifted its target price for engineering data and IT group AVEVA from 2,013p to 2,240p to reflect the company's cash return and a lower tax rate.

• Broker snap: Panmure upgrades Thomas Cook, sees dividends by 2015
  Fri 24 May 2013 10:08
  Panmure Gordon has upgraded its rating for travel operator Thomas Cook by two notches from 'sell' to 'buy' and hiked its target price from 54p to 164p following last week's interim results and capital reorganisation.

• Broker snap: Investec labels StanChart as top banking pick
  Fri 24 May 2013 10:02
  Investec has maintained its 'buy' rating and 1,900p target price for emerging markets-focused lender Standard Chartered, saying that the stock remains its top pick in the banking sector.

• Thursday broker round-up UPDATE
  Thu 23 May 2013 11:05
  Amara Mining: Numis lowers target price from 80p to 70p, while keeping a buy recommendation.

• Broker tips: Kingfisher, St James's Place, Halfords
  Thu 23 May 2013 10:51
  The recent rally in Kingfisher's share price was paused on Thursday morning after Nomura downgraded its rating on the stock from 'neutral' to 'reduce', saying that shares in the B&Q owner have travelled too far given the tough times ahead.

• Broker snap: Investec upbeat about turnaround plan at Halfords
  Thu 23 May 2013 10:48
  Investec has recommended investors to 'buy' on share-price weakness at Halfords after the car- and bike-parts retailer announced a turnaround plan to boost growth in the future.

• Broker snap: Panmure upbeat about St James's Place after Lloyds sale
  Thu 23 May 2013 10:09
  Shares in St James's Place (SJP) fell sharply on Thursday morning after Lloyds placed 77m shares in the wealth manager, but Panmure Gordon kept its 'buy' rating for the stock saying it still remains its top pick for 2013.

• Broker snap: Nomura downgrades Kingfisher ahead of 'difficult year'
  Thu 23 May 2013 09:12
  The recent rally in Kingfisher's share price was paused on Thursday morning after Nomura downgraded its rating on the stock from 'neutral' to 'reduce', saying that shares in the B&Q owner have travelled too far given the tough times ahead.

• Broker snap: Lloyds to meet capital targets, but Investec still cautious
  Wed 22 May 2013 16:00
  Lloyds moved to reassure markets on Wednesday by playing down concerns about new tough capital requirements, but Investec still rates the stock as a 'sell'.

• Wednesday broker round-up UPDATE
  Wed 22 May 2013 12:09
  Afferro Mining: Panmure Gordon reduces target price from 279p to 100p, while keeping its buy recommendation.

• Broker tips: ARM, Kazakhmys, Britvic
  Wed 22 May 2013 11:29
  Shares in chip designer ARM Holdings were under heavy selling pressure on Wednesday following the group's investor day this week, with a number of brokers choosing to remain cautious on the name given the stock's sky-high valuation after a strong rise so

• Broker snap: UBS downgrades Kazakhmys on lower ENRC bid potential
  Wed 22 May 2013 10:21
  UBS has downgraded its rating for Kazakhstan-focused miner Kazakhmys from 'buy' to 'neutral', saying that the prospects regarding a bid for fellow miner ENRC (in which it holds a large stake) have deteriorated.

• Broker snap: Canaccord raises concerns with Britvic
  Wed 22 May 2013 10:06
  Canaccord Genuity has kept its 'hold' rating and 380p target price for soft-drinks group Britvic despite a well-received first-half result, raising concerns ahead of its potential merger with sector peer AG Barr.

• Broker snap: ARM weighed down by broker comments after investor day
  Wed 22 May 2013 09:37
  Shares in chip designer ARM Holdings were under heavy selling pressure on Wednesday following the group's investor day this week, with a number of brokers choosing to remain cautious on the name given the stock's sky-high valuation after a strong rise so

• Tuesday broker round-up UPDATE
  Tue 21 May 2013 12:15
  Antofagasta: Canaccord Genuity reduces target price from 1065p to 1040p, while leaving its hold recommendation unchanged.

• Broker tips: Capita, Burberry, Carnival
  Tue 21 May 2013 11:42
  Jefferies has kept its 'buy' rating and 1,010p target price for outsourcing giant Capita after a 'significant contract win' announced on Tuesday with O2.

• Broker snap: Jefferies highlights 'substantial opportunity' at Capita
  Tue 21 May 2013 10:45
  Jefferies has kept its 'buy' rating and 1,010p target price for outsourcing giant Capita after a 'significant contract win' announced on Tuesday with O2.

• Broker snap: Nomura lifts target for Burberry as results beat forecasts
  Tue 21 May 2013 10:13
  Brand elevation has continued at Burberry, according to Nomura which has upped its target price for the luxury stock after its full-year results came in above forecasts.

• Broker snap: Panmure says Carnival is a 'serial disappointer'
  Tue 21 May 2013 09:29
  Shares in Carnival sunk on Tuesday morning after the cruise operator issued a profit warning, prompting Panmure Gordon to slash its forecasts and keep a 'sell' rating.

• Broker tips: easyJet, Next, FirstGroup
  Mon 20 May 2013 10:56
  Budget airline easyJet was flying high on Monday morning after Citigroup lifted its target price and kept its 'buy' rating for the stock following last week's first-half results.

• Monday broker round-up UPDATE
  Mon 20 May 2013 10:54
  Alent: Credit Suisse initiates with a target price of 430p and an outperform rating.

• Broker snap: Nomura downgrades Next after strong run
  Mon 20 May 2013 10:53
  Nomura has downgraded its rating for High Street giant Next from 'buy' to 'neutral' after the recent strong performance in the share price.

• Broker snap: FirstGroup results in line but outlook disappoints, says Jefferies
  Mon 20 May 2013 09:58
  Jefferies has kept its 'hold' rating and 190p target price for transport firm FirstGroup, saying that while the full-year results on Monday were broadly in line with forecasts, the outlook statement was a little disappointing.

• Broker snap: Citigroup ups forecasts for easyJet
  Mon 20 May 2013 09:23
  Budget airline easyJet was flying high on Monday morning after both Deutsche Bank and Citigroup lifted their target prices for the stock following last week's first-half results.

• Broker tips: Banks, Intertek, Direct Line
  Fri 17 May 2013 11:49
  UBS has lifted its rating for the global banking sector from 'underweight' to 'overweight', saying that the operating environment is beginning to improve.

• Broker snap: Bank of America upgrades Direct Line to 'buy'
  Fri 17 May 2013 11:25
  Bank of America Merrill Lynch (BofA) has raised its rating for Direct Line Insurance Group (DLG) from 'neutral' to 'buy', saying it is now its most preferred stock in the property and casualty (P&C) insurance sub-sector.

• Broker snap: UBS upgrades banks to 'overweight' as conditions improve
  Fri 17 May 2013 10:59
  UBS has lifted its rating for the global banking sector from 'underweight' to 'overweight', saying that the operating environment is beginning to improve.

• Broker snap: Margin guidance disappoints at Intertek, says Jefferies
  Fri 17 May 2013 09:17
  Jefferies has maintained its 'underperform' rating and 2,900p target price for product testing group Intertek after the company disappointed with weak guidance for margins this year.

• Thursday broker round-up UPDATE
  Thu 16 May 2013 13:03
  Barratt Developments: Deutsche Bank lowers target price from 336p to 327p, while leaving its buy recommendation unaltered.

• Broker tips: Aviva, RBS, Lloyds...
  Thu 16 May 2013 11:31
  Investec has kept its 'reduce' rating and 316p target price for insurance giant Aviva despite a well-taken first-quarter trading update from the firm on Thursday.

• Broker snap: Prime Markets a fan of Thomas Cook's new strategy
  Thu 16 May 2013 11:30
  Prime Markets has labelled travel agent Thomas Cook as a 'buy', hailing the new strategy of Chief Executive Officer (CEO) Harriet Green.

• Broker snap: Panmure continues to see upside at Dixons
  Thu 16 May 2013 10:57
  Panmure Gordon has reiterated its 'buy' rating and 45p target price for Dixons Retail, saying that the company's fourth-quarter trading update will prompt forecasts upgrades.

• Broker snap: Daniel Stewart upgrades RBS and Lloyds on reprivatisation hopes
  Thu 16 May 2013 10:23
  Daniel Stewart & Company has raised its ratings for part-nationalised lenders RBS and Lloyds to 'buy', saying that placings of the government stakes in 2014 now look like a 'strong probability'.

• Broker snap: There's no reason to own Aviva, says Investec
  Thu 16 May 2013 09:26
  Investec has kept its 'reduce' rating and 316p target price for insurance giant Aviva despite a well-taken first-quarter trading update from the firm on Thursday.

• Marks & Spencer rallies as analyst welcome clothing strategy
  Wed 15 May 2013 13:58
  Marks & Spencer's shares rose Wednesday as analysts applauded the retailer's new clothing strategy and autumn/winter launch.

• Broker tips: ITV, easyJet, Keller
  Wed 15 May 2013 10:50
  ITV's first-quarter results were slightly ahead of forecasts, according to Nomura, however the broker said that Wednesday's negative market reaction was due to its cautious outlook for the remainder of the year.

• Broker snap: easyJet is a 'key pick' in airline sector, says Investec
  Wed 15 May 2013 10:43
  Shares in budget airline easyJet were flying high on Wednesday morning after the company's in-line first-half results, with Investec saying that full-year forecasts look 'well underpinned'.

• Broker snap: ITV still a 'buy' but outlook disappoints, says Nomura
  Wed 15 May 2013 09:48
  ITV's first-quarter results were slightly ahead of forecasts, according to Nomura, however the broker said that Wednesday's negative market reaction was due to its cautious outlook for the remainder of the year.

• Broker snap: Jefferies lifts forecasts for Keller
  Wed 15 May 2013 09:40
  Conditions remain mixed for Keller but Jefferies reckons that the engineering company remains well-positioned for a recovery in the US residential markets.

• Tuesday broker round-up UPDATE
  Tue 14 May 2013 12:05
  Babcock International: Jefferies increases target price from 1080p to 1250p and maintains a buy recommendation.

• Broker tips: Vodafone, Babcock, British Land
  Tue 14 May 2013 11:02
  Nomura has kept its 'neutral' rating and 195p target price for telecoms giant Vodafone after the announcement of a 2.1bn-pound dividend payment from its stake in Verizon Wireless (VZW).

• Broker snap: Babcock's premium rating justified after strong results, says Panmure
  Tue 14 May 2013 10:37
  Panmure Gordon has reiterated its 'hold' rating for engineering support services giant Babcock, but has said that there is scope for forecast upgrades after the group's better-than-expected full-year results.

• Broker snap: VZW dividend still a 'thorny issue' at Vodafone, says Nomura
  Tue 14 May 2013 09:27
  Nomura has kept its 'neutral' rating and 195p target price for telecoms giant Vodafone after the announcement of a 2.1bn-pound dividend payment from its stake in Verizon Wireless (VZW).

• Broker snap: Investec downgrades British Land after 'boring' results
  Tue 14 May 2013 09:08
  Investec has moved its long-standing 'buy' rating for real estate giant British Land to 'reduce' after a 'boringly in-line' full-year result on Tuesday.

• Broker snap: Glencore Xstrata is a 'core holding', says Tradenext
  Mon 13 May 2013 16:25
  Tradenext has labelled Glencore Xstrata as a 'core holding' in the mining sector following the release of the company's maiden first-quarter production report as a newly-merged firm.

• Broker snap: Investec downgrades HSBC after recent outperformance
  Mon 13 May 2013 16:14
  Shares of HSBC Holdings are currently close to five-year highs and further upside is limited, according to Investec which has cut its recommendation from 'buy' to 'reduce'.

• Monday broker round-up UPDATE
  Mon 13 May 2013 12:30
  Bioquell: Investec shifts target price from 136p to 141p and keeps a hold recommendation.

• Broker tips: IAG, Rank, Lonmin
  Mon 13 May 2013 11:49
  UBS has hiked its target price for airline group IAG from 285p to 310p and kept its 'buy' rating for the stock, saying that the risk to consensus estimates continues to be on the upside.

• Broker snap: Lonmin still a 'sell' despite strong Q2, says Westhouse
  Mon 13 May 2013 10:35
  In spite of a 'very strong' second-quarter performance from platinum miner Lonmin, Westhouse Securities has retained its 'sell' rating and 235p target price for the stock given uncertainty surrounding potential labour disruptions.

• Broker snap: Rank rated 'hold' as trading slows, says Panmure
  Mon 13 May 2013 10:06
  Shares in Rank Group aren't that expensive, according to Panmure Gordon, but the broker has kept its 'hold' rating and 160p target price for the stock after its third quarter was affected by poor weather.

• Broker snap: UBS sees more upside at IAG
  Mon 13 May 2013 09:34
  UBS has hiked its target price for airline group IAG from 285p to 310p and kept its 'buy' rating for the stock, saying that the risk to consensus estimates continues to be on the upside.

• Broker tips: Ocado, ASOS, BT Group
  Fri 10 May 2013 13:58
  Following today's AGM statement from on-line grocer Ocado analysts at Panmure Gordon believe there is an increased chance that it will reach a deal with peer Morrison.

• Broker snap: ASOS is in a 'sweet' spot, UBS says
  Fri 10 May 2013 13:47
  'Better impossible' may be the most apt title for UBS's research note on Friday morning for retailer ASOS, except for the fact that it could conceivably get even better.

• Broker snap: Sell Ocado, Panmure Gordon says
  Fri 10 May 2013 13:19
  Following today's AGM statement from on-line grocer Ocado analysts at Panmure Gordon believe there is an increased chance that it will reach a deal with peer Morrison.

• Friday broker round-up UPDATE
  Fri 10 May 2013 10:39
  Afren: Westhouse Securities initiates with a target price of 160p and a buy recommendation.

• Broker snap: Bank of America upgrades BT on cash-flow guidance
  Fri 10 May 2013 09:37
  BT reported very strong results on Friday morning with free-cash-flow (FCF) now expected to increase to £2.6bn by fiscal year 2015 (circa +7.5 per cent ahead of consensus estimates) despite BT's heavy investment in BT Sport, analysts at Bank of America M

• Tuesday broker round-up UPDATE
  Tue 30 April 2013 11:25
  Aberdeeen Asset Management: Morgan Stanley raises target price from 478p to 548p retaining an overweight rating. Bank of America ups target price from 455p to 475p and leaves its neutral rating unchanged. JP Morgan increases target price from 532p to 573p

• Monday broker round-up UPDATE
  Mon 29 April 2013 10:49
  Afren: Liberum Capital shifts target price from 130p to 136p and maintains a hold recommendation.

• Friday broker round-up UPDATE
  Fri 26 April 2013 09:55
  Admiral Group: HB Markets initiates with a buy recommendation.

• Thursday broker round-up UPDATE
  Thu 25 April 2013 12:13
  Barclays: Morgan Stanley lowers target price from 438p to 424p and reiterates an overweight rating.

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