ΑΝΑΒΑΘΜΙΣΕΙΣ-ΥΠΟΒΑΘΜΙΣΕΙΣ-ΕΝΑΡΞΗ ΚΑΛΥΨΗΣ:
** BNP Paribas Raised to Buy at UBS; PT 103 euros (προηγ €77,4)
Η UBS θεωρεί τη μετοχή ‘αρκετά φθηνή’ καθώς δεν ακολουθήσει τον κλάδο τελευταία και τη βάζει στα top picks. Η νέα τιμή στόχος είναι η υψηλότερη της αγοράς. Aναμένει δε να δει μια σημαντική επαναξιολόγηση των μετοχών λόγω της αυξανόμενης εμπιστοσύνης στα τελικά ROTE και κεφάλαια. Αναφέρει χαρακτηριστικά ότι ‘η υπεραπόδοση στα κεφάλαια και το κόστος θα μπορούσε, να οδηγήσει αυτή τη μετοχή σε πολύ υψηλότερα επίπεδα με το σωστό μήνυμα»
** CTP Raised to Buy at Jefferies; PT 21 euros
** Chubb Raised to Buy at Goldman; PT $351
** Jefferies Sees ‘Cautious Optimism’ in European Real Estate
** National Bank of Greece Raised to Buy at Deutsche Bank
** Carmila Cut to Hold at Jefferies; PT 18.50 euros
** Catena Raised to Hold at Jefferies; PT 440 kronor
** Covivio Cut to Hold at Jefferies; PT 58 euros
** Jefferies Sees ‘Cautious Optimism’ in European Real Estate
** Shurgard Raised to Buy at Jefferies; PT 36 euros
** VGP Cut to Hold at Jefferies; PT 97 euros
** Danone Reinstated Neutral at Grupo Santander; PT 86.59 euros
** Essity Cut to Neutral at BNP Paribas; PT 290 kronor
** Nestle Rated New Outperform at Grupo Santander
** Unilever ADRs Cut to Neutral at BNP Paribas; PT $71
** Unilever Cut to Neutral at BNP Paribas; PT 5,300 pence
** Puig ADRs Raised to Outperform at BNP Paribas; PT $10.50
** Puig Raised to Outperform at BNP Paribas; PT 18 euros
** Rational Raised to Buy at Berenberg; PT 790 euros
ΝΕΑ:
* Morgan Stanley expects European investment banks to have another good quarter with new targets and capital distribution in focus. Has Barclays (PT 510 p) as best trade into the quarter and raises Deutsche Bank’s price target to a Street-high (PT €40)
* Borrowers are set to price more than €61 billion ($71.3 billion) of debt in Europe’s primary market on Wednesday, the largest amount ever raised in a single day as they capitalize on strong market conditions.
* Tesco reported like-for-like UK sales for the third quarter that missed the average analyst estimate.
* Marks & Spencer reported sales for the third quarter of +24.2%.
* Greggs reported sales for the full year that met the average analyst estimate.
* Sodexo reported organic revenue for the first quarter that matched the average analyst estimate.
11:15 π.μ.