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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

Pagegroup, Aviva, Balfour Beatty and more: What brokers said today

Flutter Entertainment PLC (LSE:FLTR) reported a stronger-than-anticipated performance in the second quarter to June, consistent with rival Entain, prompting an upward revision of its full-year guidance, notes Shore Capital.

Key standouts include the US market, which grew by 39%, the UK (+17%), bolstered by the Euros, and International, up 17% (driven by strong performance in Italy), with Australia being the weak spot.

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Shore Capital has reiterated its Buy recommendation for pub group Marston’s PLC (LSE:MARS), highlighting the company’s stronger-than-expected cash generation and its accelerated debt reduction.

The broker now forecasts that Marston's net debt will fall to approximately £920 million by the end of the 2024 fiscal year, a significant milestone achieved two years ahead of schedule.

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Recruiter PageGroup PLC (LSE:PAGE) has seen its earnings per share (EPS) estimates for 2024 and 2025 revised downward by RBC Capital Markets, with then broker citing an increase in the company's effective tax rate as the primary reason.

EPS estimates were lowered by approximately 7% and 5% for 2024 and 2025, respectively.

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Aviva plc ticked the right boxes for the City today, with its latest numbers applauded by a trio of analysts.

Jefferies said the operating profit of £875m was 5% ahead of consensus (£830m), largely driven by strong performance in UK GI and Retirement.

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Balfour Beatty plc (LSE:BBY)’s share price is looking “unusually cheap” at a 9.9 times forward price-to-earnings ratio, Panmure Liberum analysts said following the FTSE 250-listed infrastructure group’s interim results.

Presumably, Panmure sees even more value in the stock given its 2.5% dip after Balfour delivered mixed messages in its financial reports.

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