Temporary power giant Aggreko PLC (LON:AGK) is a turn-off for heavyweight Deutsche.
It has moved the target price down to 980p on the stock from 1,020p, saying the near term growth outlook remains "difficult".
Analyst Sylivia Foteve says the group is exposed long-term to the growing demand for power in emerging markets, but in the short term, there are difficulties, including no large contracts in the pipeline and the threat, medium term, of battery technology.
Repeating a 'hold' stance, she added: "We see risks to the cyclical rental business (c.40% of profit) from an eventual slowdown and from repricing on renewals of large power projects.
"That said, Aggreko's margins and returns have already been stepping down for five years and given present cost cutting plans, perhaps we are approaching a "new normal".
Aggreko is due to publish a trading update on April 28, which will focus on first quarter revenue trends and outlook.
Elsewhere, Japanese house Nomura has given a boost to mining titan BHP Billiton (LON:BLT) upgrading the rating to 'buy' from 'hold'.
German bank Berenberg is less impressed with specialty chemicals firm Elementis PLC, which it moves to 'hold' from 'buy' and cuts the target price to 220p from 258p on headwinds in the chromium business.
"In our view, consensus estimates have underestimated the scale of the potential reduction in pricing and margins within Elementis’ chromium division. We think Elementis will continue to lose market share in Europe and Asia-Pacific to FX-advantaged players such as Kazchrome and Russian Chrome, which appear to still have some spare capacity," said Sebastian Bray.
"Our 2016 and 2017 EPS estimates fall by 6.3% and 4.6% respectively to reflect lower margins in chromium, and a reduction in the expected post-2016 volume growth of the oilfield business..," he added.
Jefferies looks at gold miners today and has Acacia Mining (LON:ACA) as its top pick, lifting the target to 330p and rating 'buy'. Randgold Resources (LON:RRS) is rated as 'hold' but the target is lifted to 6,000p.
Interest in the precious metal has picked up in the first quarter, said Alan Spence, as the price rose over 15% and its safe haven status was displayed in the face of broad equity market volatility.
"We have increased our gold price forecasts to $1,200/oz, better reflecting current fundamentals and our positive outlook. We reiterate ACA as our top UK gold miner given the net cash position, improving FCF and discounted valuation, which we believe will narrow as operational improvements continue to come through."