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The Markets
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Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Archive

Vodafone, ESG and Hargreaves Lansdown: What brokers said today

Freeport-McMoRan Inc (NYSE:FCX, ETR:FPMB)’s announcement that Kathleen Quirk will step up to the role of chief executive later this year was welcomed by Jefferies analysts on Wednesday.

“Kathleen is highly regarded internally at Freeport and in the industry,” analysts from the bank said in response to the news, “her promotion to chief executive is a positive”.

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Shares in Snap Inc (NYSE:SNAP) could continue to be hit after falling 35% on Wednesday following disappointing fourth-quarter results from the social media app, analysts say.

“Snap continues to suffer from lack of scale,” Oppenheimer analysts said in a note following the earnings release on Tuesday.

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MustGrow Biologics Corp. (TSX-V:MGRO, OTCQB:MGROF) gaining approval to sell its mustard-based biofertility product TerraSante in Oregon is another positive driver for the company's revenue growth, analysts at Noble believe.

In a note to clients, the analysts highlighted that the Oregon approval comes after MustGrow also secured state-level registration for TerraSante in Washington.

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New York Community Bancorp (NYSE:NYCB)’s (NYCB) late-night move to reassure investors of its balance sheet strength on Tuesday was the right decision, according to UBS analysts.

Though questions still remain over the press release, the bank noted, such reassurances over NYCB’s increased liquidity and deposits in recent months should act as a "positive catalyst".

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J Sainsbury PLC (LSE:SBRY) shares slumped around 5% on Wednesday after the group’s new strategy update left some analysts underwhelmed due to its lack of detail.

Under the plan, Sainsbury is aiming to cut costs by £1 billion within three years, while growing its food volumes.

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Vodafone is caught between disposals that should be positive over the longer term but that will dilute short-term cash flow, says Citigroup.

At the operating level, Germany might come under pressure as from January the impact of the housing association contract changes kicks in, while comps on broadband service revenues also get tougher from April.

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News that Barclays Smart Investor has changed its fee structure is better news for rival wealth platforms AJ Bell PLC (LSE:AJB) and abrdn PLC than Hargreaves Lansdown PLC (LSE:HL.), suggest analysts at Citi.

Barclays has scrapped its £4 monthly fee, with a fee now based on a percentage of monthly balances.

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With major environmental, sustainability and governance targets approaching, 2024 is going to be the "year of near-term, high-impact solutions", according to Berenberg, which shared their top picks of companies that provide solutions to key issues.

Some widely adopted ESG deadlines are looming ever larger, the investment bank noted, with less than six years to reach many interim corporate targets, the UN’s Sustainability Development Goals, or for the EU to cut emissions by its planned 55%.

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Corporate broker Cavendish repeated its 120p price target for shares in Tissue Regenix Group PLC (AIM:TRX) after the regenerative medicines group made its first shipment from its new hub in Ireland.

This milestone came alongside the announcement of new distributor agreements for Turkey and Ireland, signalling a broadening of the company's market reach.

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The Markets
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