Broker tips: UK banks, Easyjet, Just Retirement, ASOS

Shares in HSBC and emerging markets bank Standard Chartered both look cheap, according to analysts at Barclays Capital, though HSBC is the broker's preferred pick as it appears "structurally and cyclically stronger".The valuations of both stocks suggest potential buying opportunities, Barclays said, with HSBC and StanChart trading at just 1.2 times and 1.0 times 2015 estimated tangible book value, respectively.Citigroup has raised its profit estimates and price target on Easyjet after the budget carrier last week upgraded its guidance for this year.Citigroup kept its 'buy' rating on the airline but raised its target price to £16.70 from £16.Shares in Just Retirement (JRG) were rising strongly on Monday after Deutsche Bank upgraded the annuity provider from 'hold' to 'buy', playing down concerns which have weighed on the stock since the UK government's budget in the spring.Analyst Oliver Steel said: "Initially this was fair: individual sales are now running at circa 50% of pre-budget levels. However, we think the market has completely misunderstood the latest tax changes, which have knocked JRG shares by a further 20p in the last week. For JRG's customers, we see no material impact whatsoever."Online fashion retailer ASOS "seems ripe for an approach", according to UBS, which predicted that US internet marketplace Amazon could pay £50 a share in a potential takeover.Analysts reckon that Amazon, which is looking to increase its international and clothing exposure, could benefit from an acquisition of ASOS, which would "increase the strength and number of brand relationships and give access to a fashionable, low-price own-label offering".