Shore Capital is upbeat on online property portal and FTSE 250 constituent Zoopla PLC (LON:ZPG) on Monday and starts covering the share with a 'buy' rating.
The company is well positioned to benefit from the growth in digital property advertising and price comparison switching, reckons analyst Roddy Davidson.
His assessment is that the stock, despite recent positive trading, is around 30% below fair value.
"We expect attractive growth in digital property advertising, reflecting a benign market backdrop and the ongoing migration from print media as a result of the relative efficacy and value delivered by these channels."
"We are also bullish on growth in price switching activity based on several factors including rising household costs, industry marketing spend, government backing and, importantly, growing consumer trust and awareness of the scope to make significant savings."
In keeping with the theme, the same broker looks at UK housebuilders today in the light of what was an "aggressive sell-off" of shares on Friday.
Having seen risks as largely reduced, not least due to Brexit withdrawal still a way off, it now sees the sector facing headwinds again after sterling's fall again last week.
"The market now appears to see greater risk again in the sector from interest rates rising pushing down both demand and pricing plus with the risk of imported inflation is now greater," says Robin Hardy.
"So those initial risks we assessed immediately after the BREXIT vote of the house builders undershooting on currently forecast selling prices, sales volumes and build costs that we had dismissed could be back on the radar."
However, Hardy added that a continued sell-off of the sector like on Friday could easily become over-done and leave the sector 'over-sold', in the broker's view.
Deutsche repeats a ‘buy’ on William Hill despite scepticism over the potential deal, while it has upgraded Ladbrokes (LON:LADB) to ‘buy’ from ‘hold’, with the latter’s target price bumped up to 170p from 148p.
Deutsche also initiated coverage on Paddy Power Betfair (LON:PPB) with a ‘buy’ and price target of 1,050p, representing 20% upside to the current price.
On the downgrade front today, low budget carried EasyJet (LON:EZJ) is flown down to 'sell' from 'hold'.
US house Jefferies looks at consumer goods giant Unilever (LONl:UNLV) on Monday ahead of third quarter earnings on Thursday and says it expects emerging market woes to weigh on the firm.
While the IMF's latest forecasts for emerging markets amounted to a sidegrade, absolute gross domestic product growth is running at close to half the level of 2010/11 with disruptive influences such as the growth of e-commerce (China) and political instability and high inflation (Brazil) continuing to weigh, says analyst Martin Deboo.