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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
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
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Archive

Burberry, Galliford Try, Aston Martin: What brokers said today

Artificial intelligence (AI) companies are trading at “eye-popping valuations” as investors try to get in on this rapidly advancing technology early, analysts at Deutsche Bank Research believe.

“If you think Nvidia Corp (NASDAQ:NVDA, ETR:NVD)'s shares are expensive, take a look at how much investors are shelling out for a stake in the private companies at the heart of the AI frenzy,” they wrote in a note to clients.

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Aston Martin Lagonda Global Holdings PLC (LSE:AML) has been downgraded to 'hold' by Jefferies, with the investment bank stating that there is "no more room for error" in the luxury carmaker's financial strategy.

The downgrade follows concerns over liquidity issues and ongoing supply disruptions, particularly in China.

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Troubled British luxury label Burberry Group PLC (LSE:BRBY) stands at a "complex crossroads" as new chief executive Joshua Schulman takes command, said Stifel in a broker note.

Schulman faces an uphill battle to turn the ship around as current market conditions, particularly plummeting Chinese luxury demand, have sent Burberry stock to 15-year lows.

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Analysts have repeated backing for Ilika PLC (AIM:IKA, OTCQX:ILIKF) after news of further successful testing of its Goliath prototype solid-state battery.

Panmure Liberum reiterated a ‘buy’ rating for the AIM-listed firm on Thursday, noting the latest assessment supported the view that viable product samples would be available next year.

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This month’s Autumn Budget is expected to see Britain’s new Labour government commit upwards of £10 billion for new investment, according to Deutsche Bank analysts.

As Chancellor Rachel Reeves gears up to deliver the budget on October 30, Deutsche forecast Labour would be bound to leave headroom as the results of a spending review in March were awaited.

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Galliford Try Holdings PLC's (LSE:GFRD) latest revenue beat is proof that the London-listed contractor is currently undervalued, according to City analysts.

Broker Shore Capital Markets raised its pre-tax profit forecast from £30.7 million to £34 million, projecting a 15% increase in earnings per share to 24.7p.

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