ARM Holdings: Morgan Stanley maintains overweight rating.Ashtead: Jefferies maintains buy rating and 300p target.BHP Billiton: Barclays Capital maintains overweight recommendation and 2,400p target.British American Tobacco: Nomura raises target from 3,360p to 3,390p, buy recommendation maintained. BT Group: Morgan Stanley maintains overweight rating; Barclays Capital keeps overweight rating and 260p target.Bunzl: Jefferies reiterates underperform rating and 845p target; Investec maintains hold and 1,025p target.Computacenter: Investec reiterates buy rating and 556p target,GKN: Jefferies maintains buy rating and 220p target; Investec keeps buy rating and 240p target.Hunting: Investec keeps buy rating and 1,050p target.Imperial Tobacco: Nomrua raises target from 2,184p to 2,197p, neutral rating kept.Marks & Spencer: Citigroup cuts target from 365p to 355p, hold rating kept.Moneysupermarket.com: N+1 Brewin downgrades from add to hold, 140p target maintained.Promethean World: Peel Hunt downgrades from buy to hold, target cut from 100p to 70p; Investec cuts target from buy to hold, target lifted from 72p to 74p.Rexam:Jefferies maintains buy rating and 395p target.Rio Tinto: Deutsche Bank retains buy rating and 5,258p target.Royal Bank of Scotland: Investec maintains buy recommendation and 30p target.Ruukki Group: Investec put hold recommendation and 96p target under review.Speedy Hire: Investec reiterates buy rating and 36p target.Tesco: Baader gives buy rating and 480p target; Merchant Securities maintains hold recommendation; Jefferies keeps buy rating and 400p target; Nomura reiterates buy rating and 430p target.Wolseley: Berenberg lifts target from 2,300p to 2,600p, buy rating kept.BC