HB Markets is an award winning stockbroker and who offer share dealing services for private clients, experienced investors and companies. HB Markets specialise in the small cap sector.
HB Markets: What the papers are saying including Whitbread, Aviva, BP, Debenhams and others
WHAT THE PAPERS SAY:
INVESTORS CHRONICLE
Top Takeover Tips:
*Sportingbet - Churchill Mining - BG Group - RPC - Immundiagnostic Systems - Clapham House - Next Fifteen Communications - Augean - UK Coal - Resolution
Tips:
*Buy N Brown at 216p - Greenko at 170p - European Investment Trust at 538p
*Sell Whitbread at £14.80 - SSL International at 767p
Updates:
*Buy Sportingbet - VT Group - KSK Power Ventur - Trinity Mirror - Victoria Oil & Gas
*Alexon high enough
Company Results
*Buy Balfour Beatty - Aviva - Novae Group - Hardy Underwriting - Hutchison China Meditech - Interquest - Tristel - Psion - Spirent Communications - Mears - International Power - Rok - Johnson Service - Hill & Smith - Costain - Shore Capital - Chime Communications - Brainjuicer - Epistem - Kenmare Resources
*Sell Galiform - Marshalls - Liberty International - West China Cement
FINANCIAL TIMES
The Lex Column:
*BP/Devon Energy: Bem-vindo a festa - paying $7 billion to jump to the head of the queue to get into Brazil
*Global airline losses - an industry crying out for consolidation
*Ukraine - the risk of early parliamentary elections is reduced
*General Motors' dealers - reversal on closing dealerships means less competitive distribution
*Alternative investment regulation - industry is good at pointing out problems, but bad at solving them
*AIG/Nan Shan - Taiwan's biggest inbound financial deal illustrates cross-strait tensions
*Mobile internet - the days of 'all-you-can-eat' price plans are numbered
*Eastern Europe - the question is how soon investment flows will surge back
The Lombard Column:
*Don't blame the pensions crisis on accounting alone
*William Morrison's runner-up
*Global financial centres: City tied in knots
Small Talk
*Lack of liquidity spells end of AIM's Chinese love fest
*AIM departures: theory of relativity
Further news:
*Energy: a foot on the gas
THE TIMES
The Tempus Column:
*Hold Cineworld
*Pass on Dignity
*Buy Clarkson on weakness
The Business Editor's Column:
*Has BP cot in over its head in the deep waters of Brazil?
*London loses lead in financial services
*Ocado's uneasy relationship with John Lewis
*Sir James Dyson: a clean sweep for technology
Bet of the Day:
*Debenhams
A Tiddler to Watch:
*Energetix Group
THE TELEGRAPH
The Questor Column:
*Buy Cineworld and Dignity
The Comment Column:
*Tony Hayward's asset grab could yet make him a hero to BP's investors
*Catch tax evaders, but not by theft
*Will VT Group shares get an Easter sweetener?
THE INDEPENDENT
The Investment Column:
*Hold Dignity
*Buy Shanks Group
*Buy Clarkson
The Outlook Column:
*William Morrison: Marc Bolland signs off with a flourish
*Time for brokers to raise games
*Another retailer that is doing a roaring trade is John Lewis
THE GUARDIAN
The Viewpoint Column:
*William Morrison: all aboard the race to make a tidy billion
*BP's prices is right
*Cable & Wireless's hire-wire net
Interview:
*Bill Goss, the world's biggest bond investor
DAILY MAIL
*Anthony Bolton believes valuations in mining sector look pretty stretched
*Rumours of imminent developments at Cadogan
DAILY EXPRESS
*£2 billion RWE bid talk fires up Drax Group
WHAT OTHER BROKERS ARE SAYING:
Astaire Securities has a buy for JD Wetherspoon at 515.5p
CSFB is neutral on Antofagasta, raising targets from 1,050p to 1.200p
Daniel Stewart have a hold recommendation on Spirent Communications at 123p
Deutsche advise eholding Antofagasta at 1,031p
Goldman Sachs have a buy for Great Portland Estates at 296.6p
The broker is neutral on Anglo American at 2,688p
Goldman Sachs have a buy for Antofagasta
The broker is neutral on Lonmin at 1,974p
Goldman Sachs are neutral on Randgold Resources
ING Barings says buy BHP Biliton at 2,207.5p
The broker say buy Rio Tinto at 3,682.5p
Morgan Stanley are overweight on Tullow Oil at 1,265p
Panmure Gordon have a hold for Smith & Nephew at 679p
The broker suggest buying Inchcape at 27.57p
Seymour Pierce have a buy for Morrisons at 298.2p
HB MARKETS DISCLOSURES
- The analyst may have a personal holding of the securities issued by the company, or of derivatives related to such securities.
- HB Markets plc or an affiliate may own more than 5% of the issued capital of the company.
- HB Markets plc or an affiliate may be party to an agreement with the company relating to the provision of corporate broking services, or has been party to such an agreement within the last 12 months. Our corporate broking agreements include a provision that we will prepare and publish research at such times as we consider appropriate.
- HB Markets plc or an affiliate may have been a lead manager or co-lead manager of a publicly disclosed offer of securities for the company within the last 12 months
- HB Markets plc may be a market maker or liquidity provider in the securities issued by the company
Please check with our advisers 020 7382 8384 if you are concened with the above material interests prior to acting upon this information.
RISK WARNING NOTICE
All investments are speculative and prices may change quickly and go down as well as up. Past performance will not necessarily be repeated and is no guarantee of future success. There is an extra risk of losing money when shares are bought in some smaller companies including “penny shares”. There can be a big difference between the buying price and the selling price of these shares and if they have to be sold immediately, you may get back much less than you paid for them or in some circumstances, it may be difficult to sell at any price. It may also be difficult for you to obtain reliable information about the value of this investment or the extent of the risks to which it is exposed. Where a company has chosen to borrow money (gearing) as part of its business strategy its share price may become more volatile and subject to sudden and large falls. This investment may not be suitable for all investors, and clients should carefully consider their own personal financial circumstances before dealing in the stock market, particularly those on fixed incomes or approaching retirement age. If you have any doubts you should seek advice from your investment adviser or your broker at this firm.
AIM: The Alternative Investment Market (AIM) is market designed primarily for emerging or smaller companies. The rules of this market are less demanding than those of the official List of the London Stock Exchange and therefore companies quoted on AIM carry a greater risk than a company with a full listing.
MATERIAL INTEREST
We endeavour at all times to ensure that our research is clear, fair and not misleading, however, we do not hold our research out as being impartial and it should not be viewed as wholly objective since HB Markets plc (including its parent company and its subsidiaries, their directors, officers or employees) may have or previously held a material interest in the company which is the main subject matter of the research note, or any other company mentioned, and may be providing or have provided within the previous 12 months significant advice or investment services in relation to any company or a related company referred to in this document, or any other associated document. This document has been prepared and issued by HB Markets plc on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst all reasonable care is taken to ensure that the facts stated are accurate and the opinions given are fair and reasonable, neither HB Markets plc nor any director, officer or employee shall in any way be responsible for its contents. This document is intended to provide clients with information and should not be construed as an offer or solicitation to buy or sell securities.
Other articles in HB Markets column
-
12/03/10 HB Markets Daily Smallcap Newsflash including 1PM, Avesco Group, DQ Entertainment, Luminar and others
-
11/03/10 HB Markets: What the papers are saying including ClearStream Technologies, Barclays, Fujitsu, Luminar Group and others
-
11/03/10 HB Markets Daily Smallcap Newsflash including AFC Energy, EG Solutions, Raymarine, Tikit Group and others
-
10/03/10 HB Markets: What the papers are saying including Barratt Developments, Inmarsat, Griffin Mining, Vodafone and others
-
10/03/10 HB Markets Daily Smallcap Newsflash including Aminex, Caretech, Regenersis, Vialogy and others