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Publishing Technology: Westhouse Securities takes price target from 150p to 200p and maintains a buy rating.

Premier Farnell: Credit Suisse cuts target price from 200p to 195p, while retaining a neutral rating.

Persimmon: Credit Suisse ups target price from 877p to 949p and reiterates its outperform rating.

National Express Group: RBS Capital upgrades to outperform.

Hunting: Investec reduces target price from 950p to 875p, while its buy recommendation is reiterated.

Hammerson: UBS raises target price from 490p to 525p keeping a buy recommendation.

Bellway: Credit Suisse raises target price from 1107p to 1202p; outperform rating kept.

AZ Electronic Materials: Numis downgrades to hold with a target price of 360p.

Galvan Research has labelled G4S as a 'buy', following the recent move by fund manager Invesco Perpetual to raise its stake in the security solutions company. "The fact is that regardless of the summer Olympics debacle and post summer upsets that have seen security group G4S lose contracts and money, Invesco Perpetual are still happy to put their money on the line. Clearly the fund manager believes that G4S has a dominant position and is big enough as a company to withstand and overcome such problems, a view that the Galvan Research team also concur with."

Credit Suisse has upgraded its recommendation for consumer goods giant Unilever from 'underperform' to 'neutral' on the back of the company's new strategy to focus on revenue growth. "Unilever has made no secret of its desire to give top billing to revenue growth. The target is to double sales-no time frame but it is a change in mind-set for a group where revenues did not move for a decade. This is a major change for a group that historically has chosen margin over sales - and we think the business looks all the more healthy for it.

Investec has cut its rating for temporary power and temperature control solutions group Aggreko after the company's gloomy pre-close trading update on Monday which sent shares tumbling. "The group should deliver its forecast FY12E earnings outcome, but the outlook for FY13E is much more adverse than we expected," said analyst John Lawson. "We had assumed that the group would repeat the warning given at the last IMS (such as the tough comparatives) but the group appears much more cautious on the economic outlook," he said.

Positive Points: Within International Power Projects, Aggreko anticipates that order intake for the year will be over 1,000 MW and is expected to close out the year with around 10% more capacity on-hire than at the end of 2011. The company said it would spend about £150 million on its fleet in the first half of 2013 and will decide on the rate of investment in the second half during its second quarter. The acquisition in April of Poit Energia, a leading provider of temporary power solutions in South America is a sign of management's strategy of expanding the company's footprint in fast-growing markets. Aggreko enjoys high barriers to entry through its fleet and global network of depots. Diversity of both customer type and geographical location is enjoyed.

negative Points: Management reported that a weakening outlook would result in a combined reduction of £100 million in revenues in 2013 than in 2012. Aggreko will not have the benefit in 2013 of the Olympics to bolster its Local businesses operations. With much of the group's business is conducted overseas where foreign exchange movements can (and have) impacted. New entrants may be attracted into the market by Aggreko's high returns. Group debt has risen to around £620 million. As a highly operationally geared business, any unexpected shortfall of revenues would affect profits.

Financial Highlights: Profits before tax for the year to 31st December are expected to rise 12% to £365 million, in line with previous guidance. Revenues in the region of £1.6 billion are anticipated for the full year. Net debt is expected to be in the region of £620 million, a rise of £250 million from last year due to acquisition costs and higher levels of capital expenditure and working capital. Fleet capital expenditure in 2012 is expected to be around £420 million, of which about £30 million was related to the London Olympics.

Trading statement: Aggreko warns of a slowdown in 2013. Cautious outlook comments and an uncertain view on next year's trading saw Aggreko's share price fall nearly 15% in early morning trade. However, for the current year, management reported that its 2012 performance was in line with expectations. Group revenues for the year are expected to be in the region of £1.6 billion (up 13%), and profit before tax and amortisation is expected to be around £365 million (up 12%). Yet, the company warned that it is unlikely to repeat that performance in 2013 because of weakening economic growth in emerging markets. Furthermore, it said the outlook for 2013 was "particularly uncertain", as the reduction in US troop numbers in Afghanistan and the possibility of Japanese clients not extending their contracts could impact revenues in the region of £100 million. Notwithstanding the difficult economic environment, Aggreko expects both its International Power Projects and Local businesses to grow in 2013. On a reported basis, Aggreko currently believes that group performance in 2013 is likely to be slightly lower than in 2012

Dairy Farm International Holdings Ltd. (Singapore) (DFI) Director name: Mr Ronald J Floto Amount sold: 11,700 @ $11.46 Value: $134,064

Top Director Sells Guinness Peat Group (GPG) Director name: Sir Ronald A Brierley Amount sold: 5,000,000 @ 31.04p Value: £1,552,000

Northern Petroleum (NOP) Director name: Dr Rex William Gaisford Amount purchased: 50,000 @ 48.75p Value: £24,375

F&C Asset Management (FCAM) Director name: Mr Edward Bramson Amount purchased: 25,000 @ 98.88p Value: £24,720

Brooks Macdonald Group (BRK) Director name: Mr Andrew William Shepherd Amount purchased: 1,904 @ 1,305.00p Value: £24,847