The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
J.P. Morgan Cazenove became a wholly-owned part of J.P. Morgan in 2010, having originally operated as a joint venture between J.P. Morgan and the UK investment bank Cazenove.
The combination of a global network, capital strength, broad product capabilities and a client-driven approach provides a unique and valued offering to clients.
Date | Company | Rating | Old Target | New Target | Change |
---|---|---|---|---|---|
07-May-24 | Trainline (TRN) | Overweight | 359.00 | 392.00 | Reiteration |
03-May-24 | Dowlais (DWL) | Neutral | 104.00 | 100.00 | Reiteration |
03-May-24 | Vistry Grp (VTY) | Overweight | - | - | Reiteration |
03-May-24 | Taylor Wimpey (TW.) | Overweight | - | - | Reiteration |
03-May-24 | Pennon (PNN) | Neutral | 740.00 | 710.00 | Reiteration |
03-May-24 | Smurfit Kappa (SKG) | Overweight | 4,100.00 | 4,200.00 | Reiteration |
03-May-24 | Barratt Developments (BDEV) | Overweight | - | - | Reiteration |
03-May-24 | Rightmove (RMV) | Overweight | - | 483.00 | Reiteration |
03-May-24 | Persimmon (PSN) | Overweight | - | - | Reiteration |
02-May-24 | Standard Chartered (STAN) | Overweight | - | - | Reiteration |
02-May-24 | Glaxosmithkline (GSK) | Underweight | 1,530.00 | 1,660.00 | Reiteration |
02-May-24 | Smith & Nephew (SN.) | Overweight | 1,300.00 | 1,381.00 | Reiteration |
02-May-24 | HSBC Holdings (HSBA) | Neutral | 660.00 | 700.00 | Reiteration |
02-May-24 | Aston Martin Lagonda (AML) | Neutral | 260.00 | 225.00 | Reiteration |
30-Apr-24 | Flutter Entertainment (FLTR) | Overweight | - | 21,300.00 | Upgrade |
30-Apr-24 | AB Foods (ABF) | Neutral | 2,000.00 | 2,250.00 | Reiteration |
30-Apr-24 | Weir Group (WEIR) | Overweight | - | 2,075.00 | Reiteration |
30-Apr-24 | Beazley (BEZ) | Overweight | 770.00 | 870.00 | Reiteration |
23-Apr-24 | Vesuvius (VSVS) | Neutral | - | 460.00 | Reiteration |
23-Apr-24 | Rentokil Initial (RTO) | Buy | - | 500.00 | Reiteration |
18-Apr-24 | ASOS (ASC) | Neutral | 350.00 | 300.00 | Reiteration |
18-Apr-24 | Spire Healthcare (SPI) | Overweight | - | 344.00 | Reiteration |
18-Apr-24 | Flutter Entertainment (FLTR) | Overweight | - | 21,300.00 | Reiteration |
18-Apr-24 | Rio Tinto (RIO) | Overweight | 6,630.00 | 6,610.00 | Reiteration |
18-Apr-24 | Antofagasta (ANTO) | Underweight | - | 1,700.00 | Reiteration |
18-Apr-24 | Smith & Nephew (SN.) | Overweight | - | 1,300.00 | Reiteration |
12-Apr-24 | Redrow (RDW) | Neutral | 410.00 | 760.00 | Upgrade |
12-Apr-24 | Vistry Grp (VTY) | Overweight | 580.00 | 1,380.00 | Reiteration |
12-Apr-24 | Persimmon (PSN) | Overweight | 1,190.00 | 1,510.00 | Upgrade |
12-Apr-24 | Berkeley Group (BKG) | Neutral | - | - | Downgrade |
12-Apr-24 | SSE (SSE) | Overweight | 2,050.00 | 2,075.00 | Reiteration |
12-Apr-24 | Barratt Developments (BDEV) | Overweight | 370.00 | 560.00 | Upgrade |
12-Apr-24 | Bellway (BWY) | Neutral | 2,170.00 | 2,780.00 | Downgrade |
12-Apr-24 | Crest Nicholson (CRST) | Underweight | 160.00 | 180.00 | Reiteration |
11-Apr-24 | HSBC Holdings (HSBA) | Neutral | 600.00 | 660.00 | Reiteration |
11-Apr-24 | Standard Chartered (STAN) | Overweight | 850.00 | 900.00 | Reiteration |
11-Apr-24 | Marks & Spencer (MKS) | Overweight | 260.00 | 330.00 | Reiteration |
10-Apr-24 | Phoenix Group Holdings (PHNX) | Underweight | 445.00 | 525.00 | Reiteration |
10-Apr-24 | M&G (MNG) | Neutral | - | 225.00 | Reiteration |
10-Apr-24 | Segro (SGRO) | Overweight | - | - | Reiteration |
10-Apr-24 | Rotork (ROR) | Neutral | - | 300.00 | Reiteration |
09-Apr-24 | Hiscox (HSX) | Overweight | - | - | Reiteration |
09-Apr-24 | Antofagasta (ANTO) | Underweight | - | - | Reiteration |
09-Apr-24 | Beazley (BEZ) | Overweight | - | - | Reiteration |
09-Apr-24 | Lloyds (LLOY) | Underweight | 41.00 | 45.00 | Reiteration |
09-Apr-24 | BHP Group (BHP) | Neutral | - | - | Reiteration |
09-Apr-24 | Rio Tinto (RIO) | Overweight | - | - | Reiteration |
09-Apr-24 | Anglo American (AAL) | Overweight | - | - | Reiteration |
09-Apr-24 | Natwest (NWG) | Overweight | 270.00 | 290.00 | Reiteration |
05-Apr-24 | Ashmore (ASHM) | Underweight | - | 184.00 | Reiteration |
05-Apr-24 | Petershill (PHLL) | Overweight | 247.00 | 256.00 | Reiteration |
04-Apr-24 | Inchcape (INCH) | Overweight | - | 1,050.00 | Reiteration |
04-Apr-24 | BT (BT.A) | Overweight | - | 290.00 | Reiteration |
04-Apr-24 | Astrazeneca (AZN) | Overweight | - | 1,300.00 | Reiteration |
04-Apr-24 | Flutter Entertainment (FLTR) | Overweight | - | 21,300.00 | Reiteration |
03-Apr-24 | Victrex (VCT) | Overweight | 1,750.00 | 1,680.00 | Reiteration |
03-Apr-24 | Coca-Cola HBC (CCH) | Neutral | - | 2,350.00 | Reiteration |
03-Apr-24 | Bridgepoint (BPT) | Neutral | 262.00 | 259.00 | Reiteration |
03-Apr-24 | Smith & Nephew (SN.) | Overweight | - | 1,300.00 | Reiteration |
21-Mar-24 | Natwest (NWG) | Overweight | - | 270.00 | Reiteration |
20-Mar-24 | Pearson (PSON) | Overweight | 1,200.00 | 1,220.00 | Reiteration |
20-Mar-24 | Just Group (JUST) | Overweight | 135.00 | 160.00 | Reiteration |
12-Mar-24 | Barclays (BARC) | Overweight | - | - | Reiteration |
07-Mar-24 | ConvaTec (CTEC) | Overweight | 300.00 | 323.00 | Reiteration |
07-Mar-24 | Lancashire Holdings (LRE) | Neutral | - | 750.00 | Reiteration |
07-Mar-24 | SSE (SSE) | Top Pick | 2,125.00 | 2,050.00 | Reiteration |
05-Mar-24 | Pearson (PSON) | Overweight | 1,160.00 | 1,200.00 | Reiteration |
05-Mar-24 | Clarkson (CKN) | Overweight | 4,080.00 | 4,320.00 | Reiteration |
05-Mar-24 | Trustpilot (TRST) | Overweight | 190.00 | 250.00 | Reiteration |
05-Mar-24 | Howden Joinery (HWDN) | Neutral | 670.00 | 680.00 | Reiteration |
05-Mar-24 | Schroders (SDR) | Overweight | 490.00 | 489.00 | Reiteration |
01-Mar-24 | St James's Place (STJ) | Neutral | 793.00 | 637.00 | Reiteration |
01-Mar-24 | Primary Health (PHP) | Neutral | - | 105.00 | New Coverage |
27-Feb-24 | Wizz Air (WIZZ) | Neutral | 2,150.00 | 2,250.00 | Reiteration |
27-Feb-24 | easyJet (EZJ) | Overweight | 690.00 | 680.00 | Reiteration |
27-Feb-24 | InterContinental Hotels (IHG) | Underweight | 5,400.00 | 6,100.00 | Reiteration |
26-Feb-24 | Compass Group (CPG) | Overweight | - | 2,600.00 | Reiteration |
26-Feb-24 | Spire Healthcare (SPI) | Overweight | - | 295.00 | Reiteration |
26-Feb-24 | Standard Chartered (STAN) | Overweight | - | 850.00 | Reiteration |
26-Feb-24 | Diageo (DGE) | Neutral | - | - | Reiteration |
26-Feb-24 | Rolls-Royce (RR.) | Overweight | 400.00 | 475.00 | Reiteration |
26-Feb-24 | Lloyds (LLOY) | Underweight | - | 41.00 | Reiteration |
22-Feb-24 | Rio Tinto (RIO) | Overweight | 7,000.00 | 7,040.00 | Reiteration |
22-Feb-24 | Barclays (BARC) | Overweight | 180.00 | 200.00 | Reiteration |
22-Feb-24 | BAE Systems (BA.) | Overweight | 1,300.00 | 1,400.00 | Reiteration |
21-Feb-24 | BT (BT.A) | Overweight | - | 290.00 | Reiteration |
21-Feb-24 | Antofagasta (ANTO) | Underweight | - | 1,320.00 | Reiteration |
21-Feb-24 | Centrica (CNA) | Overweight | - | - | Reiteration |
20-Feb-24 | Man (EMG) | Overweight | 323.00 | 318.00 | Reiteration |
20-Feb-24 | Shell (SHEL) | Overweight | - | - | Reiteration |
20-Feb-24 | BP (BP.) | Underweight | - | - | Reiteration |
20-Feb-24 | Airtel Africa (AAF) | Neutral | 130.00 | 93.00 | Reiteration |
20-Feb-24 | Astrazeneca (AZN) | Overweight | - | 12,500.00 | Reiteration |
16-Feb-24 | Relx (REL) | Overweight | 3,770.00 | 4,100.00 | Reiteration |
16-Feb-24 | Compass Group (CPG) | Overweight | - | 2,600.00 | Reiteration |
16-Feb-24 | Ashtead Group (AHT) | Overweight | - | 6,800.00 | Reiteration |
16-Feb-24 | BHP Group (BHP) | Neutral | 2,730.00 | 2,660.00 | Reiteration |
31-Jan-24 | Rolls-Royce (RR.) | Overweight | - | 400.00 | Reiteration |
31-Jan-24 | Diageo (DGE) | Neutral | 3,500.00 | 3,200.00 | Reiteration |
31-Jan-24 | Smurfit Kappa (SKG) | Overweight | 3,500.00 | 3,400.00 | Reiteration |