Swiss broker UBS is upbeat on house builder Persimmon (LON:PSN) and extends its rating to 'buy' from 'neutral'.
It reckons the market does not appreciate the potential for the firm to return even more cash to shareholders.
Last month, the FTSE100 firm revealed it had had another strong year in 2015 - with legal completions rising 8%, revenues up 13% at £2.9bn and average selling prices gaining 4.5% to £199,100.
"While Persimmon raised its annual payout per annum to 110p for the next 6 years (5.4% yield on current share price) our FCF forecast implies the ultimate (average) payout could be closer to 190p p.a. which would imply still a very
compelling 9.3% yield on average," said analyst Gregor Kuglitsch.
The UBS target is 2,330p - compared to a current price of 2,066p and against a previous target of 2,135p.
Nomura, the Japanese house, checks into InterContinental Hotels (LON:IHG) and repeats a 'neutral' stance but chops the target down to 2660p from 2698p.
It notes that RevPAR slowed in the fourth quarter, leaving the US closer to the end of the cycle than the start.
Tim Barrett, an analyst, said: "In the US, oil-producing states were weak (-9.8%) and Europe slowed by 420bp, in part reflecting the terrorist attacks in Paris in November, we believe."
Elsewhere, advertising giant WPP (LON:WPP) reports 2015 results on March 4 and today US house Jefferies issues a note, repeating a 'buy' on the shares after Sir Martin Sorrell spoke to the broker yesterday on outlook.
"WPP states that the recent market volatility has had little impact on the outlook so far. 2016 is anticipated to be quite similar to 2015 and in line with what the company has previously said as well as peers Omnicom and Interpublic's guidance of around c.3%-4%.
"The corporate environment remains cautious with little pricing power and a focus on costs."
Jefferies has a target of 1,780p against a current price of 1,488p.
Shares in household products firm McBride (LON:MCB) are on the up today as it revealed today that its pretax profit rose 78% in the first half due to lower costs, but revenue dipped.
Liberum repeated a 'buy' and lifted the target price to 215p (current: 166p).
It said: "The interims are encouraging delivering results ahead of expectations, resulting in forecast upgrades of between 5-7% through the forecast period.
"The company remains in recovery phase as the management are on track to deliver against all stated objectives; customer rationalisation, leverage fixed costs and overheads better and alongside improving manufacturing efficiencies, deliver a doubling in the group ROCE over the next 3-5 years."
Also today in brokerland Intertek (LON:ITRK) has its target upped to 3231p from 2874p by heavyweight JP Morgan Cazenove.
Sound Energy (LON:SOU) is in an excellent position with a strengthened portfolio, according to broker finnCap.
The AIM quoted firm recently expanded, acquiring assets in Morocco to add to its Italian portfolio.
Earlier this month the company began earth works at its first Moroccan programme, at the Tendrara licence area. And, the company also recently reached a long awaited milestone with the start-up of production at the Nervesa gas field in Italy.
Finncap repeated a ‘buy’ recommendation, with a 32p price target.