Aggreko: Investec keeps buy rating and 2,520p target.Antofagasta: UBS lifts tagged from 850p to 870p, sell rating unchanged.BAE Systems: Investec maintains hold rating and 290p target.Drax: AlphaValue downgrades to reduce.ENRC: UBS cuts tagged from 640p to 615p, buy rating maintained.Filtrona: UBS ups target from 530p to 560p, buy rating kept.FirstGroup: JPMorgan Cazenove upgrades to overweight, target lifted from 268p to 320p.GKN: Investec maintains buy rating and 245p target.Go-Ahead: JPMorgan Cazenove downgrades to neutral, target cut from 1,579p to 1,451p.IAG: Investec keeps buy rating and 190p target.Ladbrokes: Investec keeps hold rating and 145p target.National Grid: Bank of America Merrill Lynch upgrades to buy, target lifted from 660p to 705p.Next: UBS raises target from 3,500p to 3,750p, buy rating kept; Investec keeps buy rating and 3,680p target; HSBC downgrades to neutral.Rightmove: UBS ups target from 1,500p to 1,600p, neutral rating kept.RSA: Investec keeps hold rating and 102p target.SEGRO: Jeffeires maintains hold rating and 232p target.Severn Trent: Bank of America Merrill Lynch downgrades to neutral, target lifted from 1,660p to 1,725p.Shire: UBS lifts target from 2,200p to 2,240p, buy rating kept.Smith & Nephew: Jefferies reiterates buy rating and 740p target.Standard Chartered: UBS ups target from 1,750p to 1,800p, buy rating kept.Vodafone: AlphaValue downgrades to reduce.Weir: Nomura raises target from 1,350p to 1,400p, reduce rating kept.WS Atkins: UBS cuts target from 730p to 680p, neutral rating kept; Jefferies cuts target from 880p to 850p, buy rating kept; Investec downgrades from buy to hold, target cut from 850p to 727p; Numis downgrades to hold, target cut from 810p to 700p; Credit Suisse downgrades to neutral, target cut from 811p to 770p.BC