Shares in ITV were rising strongly on Monday on renewed speculation that Liberty Global could be preparing to launch a full-scale bid for the UK broadcaster. According to The Telegraph over the weekend, Liberty, which already owns a 6.4% stake in ITV through its investment in July, is "forming alliances" with the latter's major institutional shareholders, such as Fidelity and Blackrock.BAE Systems was also heading north after Bank of America analysts upgraded the stock from 'underperform' to 'buy', saying global geopolitical tensions could result in an increase in defence budgets. Retail stocks were divided, with Sports Direct, Marks & Spencer and Kingfisher all trading well, while supermarkets Morrisons, Tesco and Sainsbury were all seen sinking into the red, weighed by ongoing concerns about market competition from cut-price rivals as well as Tesco's profit warning at the end of last week. GlaxoSmithKline was another poor performer amid reports the board could face an investor revolt over its chairman, Sir Chris Gent. Although he is due to step down next year, some investors are calling for him to stand down much sooner. UK banking group Barclays was also lower after it announced it is to offload part of its Spanish business to Caixabank as part of its non-core asset disposal programme, but said it would lose £500m on the sale.FTSE 100 - RisersITV (ITV) 218.40p +3.41%BAE Systems (BA.) 456.50p +2.56%Marks & Spencer Group (MKS) 439.90p +2.33%Kingfisher (KGF) 309.20p +1.81%Meggitt (MGGT) 478.90p +1.55%Sports Direct International (SPD) 734.00p +1.17%Burberry Group (BRBY) 1,435.00p +0.99%Hammerson (HMSO) 613.50p +0.99%Rolls-Royce Holdings (RR.) 1,031.00p +0.98%Reed Elsevier (REL) 992.00p +0.97%FTSE 100 - FallersMorrison (Wm) Supermarkets (MRW) 173.00p -2.54%Tesco (TSCO) 226.05p -1.70%Mondi (MNDI) 1,016.00p -1.65%CRH (CRH) 1,380.00p -1.22%Shire Plc (SHP) 4,865.00p -1.18%Barratt Developments (BDEV) 365.70p -1.14%Coca-Cola HBC AG (CDI) (CCH) 1,398.00p -1.13%Aviva (AV.) 515.50p -1.06%GlaxoSmithKline (GSK) 1,459.00p -1.05%HSBC Holdings (HSBA) 645.70p -0.97%NR