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The Markets
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The Markets
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The Markets
by Proactive
Proactive UK has moved.
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Rolls-Royce, Flutter and Deliveroo: What brokers said today

A roundup of what brokers said on Friday about some of the top stocks

Manchester United Plc (NYSE:MANU) presents a long-term growth opportunity despite mixed first quarter earnings, analysts at Jefferies believe.

The football team reported revenue of £157 million (about US$199 million), above the analysts’ estimates of £153 million (about US$194 million).

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Birkenstock should be purchased by investors as its share price experiences weakness, analysts at Jefferies recommend.

Shares of the sandal maker traded 2.3% lower at US$45 on Friday after the company reported its first quarter;s financial results following its initial public offering (IPO) on October 11, 2023.

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MP Evan’s crop and production update was in line with overall expectations notes broker Cavendish.

Much stronger second-half production and higher purchases of independent crops helped to fill the group’s increased milling capacity.

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Celsius Holdings (NASDAQ:CELH) has been downgraded from ‘Buy’ to ‘Neutral’ by analysts at the Bank of America (BoA) who believe uncertainties have skewed the risk/reward profile for the energy drink company.

The analysts believe that while the company pushes to take shelf space and market share in 2024, its growth will level out against tough comparisons and stepped-up competition.

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Rolls-Royce Holdings PLC (LSE:RR.) enjoyed a more rapid recovery in terms of the flight times of its engines towards 2019 levels than rivals last year, CitiGroup analysts have revealed.

Combined hours flown by its engines ended the year 8% off pre-pandemic levels, the bank’s data showed on Friday, having seen a 42% increase in cycles compared to 2022.

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Amazon.com Inc (NASDAQ:AMZN, ETR:AMZ)'s strong performance over the holiday period has prompted analysts at Wedbush to modestly raise their fourth quarter projections ahead of the eCommerce giant’s results due on February 1.

The analysts see 4Q revenue of $170 billion, an 11.9% year-over-year increase and up 0.6% from their previous estimate.

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Flutter has been upgraded by analysts at Deutsche Bank even after what they describe as a mixed fourth-quarter performance.

Sports results in the US were weak but outside of the country, the group was ahead of expectations largely down to the UK where it owns Paddy Power and Betfair.

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Anglo Asian Mining PLC (AIM:AAZ, OTC:AGXKF)’s commitment to the Global Industry Standard on Tailings Management is a positive step in light of past disasters unconnected to Anglo Asian, such as Vale’s Corrego de Feijao mine collapse in Brazil, said analysts at stockbroker SP Angel.

Led by the Church of England Pensions Board and the Swedish Council on Ethics, the GIS on Tailing Management was a response to the mine collapse, which resulted in the deaths of 270 people.

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Drax Group (LSE:DRX)’s attempts to secure future government subsidies to support power generated at its Yorkshire biomass plants risk being pushed back, analysts think.

Though Bloomberg reported proposals for a rejigged funding model had been floated to Drax by the government on Friday, CitiGroup said such talks may not be so clear cut.

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Deliveroo PLC (LSE:ROO) lost on potential orders in the UK and Ireland for the third consecutive quarter, with rival Just Eat Takeaway.com NV (LSE:JET, NASDAQ:GRUB) believed to have grown its share of the market.

Analysts at Shore Capital believe the takeaway company lost order share in its fourth quarter in both the UK&I, the group’s key region, and throughout the rest of its global operations.

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