Persimmon PLC (LSE:PSN) has been rated as its Top Pick among UK housebuilders by US broker Jefferies.
On its calculations, the share price currently assumes no improvement to its return on equity from 2024.
Melrose Industries PLC (LSE:MRO, OTC:MLSPF) has been picked out by CitiGroup analysts for drawing attention among US investors as preference sways towards the aerospace engine aftermarket.
Given expectations around strong mid-term free cash flow, Citi said Melrose had attracted the most interest among investors during recent meetings in New York.
AFC Energy PLC (AIM:AFC, OTC:AFGYF) has impressed analysts at Peel Hunt with the speed it has assembled a new, highly experienced management team.
Karl Bostock was confirmed as the clean energy and fuel cell group's new chief financial officer today, as it gears up towards the next phase of its commercial growth.
SSE PLC (LSE:SSE) is no longer a sell at Citi, but the US bank sees little to get excited about re the power group in the near term.
Shares are down 17% over the last three months, Citi notes, which it says reflects a mismatch between the valuation and the risk of balance sheet concerns, as well as potential risk around REMA/zonal pricing.
Substrate Artificial Intelligence's (OTCQB:SUIAF) prelims revealed a business growing rapidly and making progress across all divisions, said research house Edison, which provided an upbeat assessment of the group's performance and prospects.
While Substrate results were boosted by full-year contributions from acquisitions made in prior periods, the company reported growth across all its business divisions: health, human resources, agritech, and edtech.
National Grid PLC (LSE:NG.) has been upgraded to 'buy' (from neutral) by US bank Citi after weakness for the power distributor due to the macro uncertainty currently.
Citi says that Grid’s regulated asset value and earnings growth profile is largely underpinned by investments with political and regulatory support.
Potential changes to ease UK mortgage lending rules could be a positive for UK housebuilders but would come with risks and question marks.
Media reports at the end of last week suggested the UK government is in discussion with the regulators to explore potential measures to ease mortgage lending rules and thereby boost homebuyer affordability and help accelerate the UK's economic growth.