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ChangeInRecommendation / Equity
- NIC BANK: FY17 non-interest revenue outperforms, we downgrade to Hold by Tellimer
- FCMB: FX revaluation drives FY 17 weakness, we downgrade to Sell by Tellimer
- Faroe Petroleum (FPM LN, BUY, T/P 142p) - Update | Updating Model by Whitman Howard
- BCS Downgrade: Globaltruck – Cut to Hold as fuel prices spike by BCS Global Markets
- Solid and safe in difficult times by Bryan Garnier
- Campari: Downgraded to Neutral on valuation grounds by Bryan Garnier
- Tod's Group: H1 results well above estimates! by Bryan Garnier
- Memory fears fading, new Buy recommendation by Bryan Garnier
- Nestle Nigeria: On the brink of a turnaround by Tellimer
- Telefonica - Upgrade to Buy, TP from EUR6.9 to EUR8.6: Spanish strength, better Brazil by New Street Research
- ROCHE: Roche is one year ahead of CS estimates | BUY - TOP PICKS vs. BUY | CHF300( by Bryan Garnier
- Safaricom: Airtel acquiring Telkom is a net positive, but we downgrade to Hold on price appreciation by Tellimer
- Barclays Bank of Kenya: FY 18: Pre-provision profit beats forecast, but downgrade to Hold by Tellimer
- Nursing: Top picks: Korian (Buy, FV EUR40); Discount vs. Orpea seems excessive to us by Bryan Garnier
- ASML: Limited upside with a less attractive risk-reward at the moment | NEUTRAL vs. BUY | EUR190 vs. EUR175 by Bryan Garnier
- SAFECHARGE: Consolidation now hitting SafeCharge | NEUTRAL vs. BUY | 380p(-11%) by Bryan Garnier
- Nursing: Top Picks: Korian (Buy, FV EUR40) remains our Top Pick by Bryan Garnier
- Kiadis: Adjunctive HSCT therapies looking for solid ground by KBC Securities
- Egypt (Pharos): Sidi Kerir Petrochemicals – Q2 19 – Downgrade TP, upgrade to Overweight on share price slump by Tellimer
- MATERIALISE: Q2 2019 below expectations; FY19 reiterated but including Engimplan | NEUTRAL vs. BUY | USD18 vs. USD20 (+2%) by Bryan Garnier
- CBO TERRITORIA - Acheter contre Renforcer - Obj 4,50€ by Portzamparc
- Flash CIS , Acheter (1) vs Renforcer (2), Obj : 14.2€ - 08/08/2019 - Portzamparc by Portzamparc
- Quarterly review: Update of recommendations and 1Q19 results forecast by Trigon Brokerage House
- Egypt (Pharos): Arab Cotton Ginning Q4 18/19: Profitability bottoms out; downgrade to Equalweight by Tellimer
- Zimbabwe (IH Securities): Simbisa Brands FY 19 – local disposable income takes a hit on market dislocation by Tellimer
- KENYA BANKS: FY17 results in line, weaker asset quality, recommendations downgraded by Tellimer
- JUHAYNA FOOD INDUSTRIES: Downgrading to Sell on valuation grounds, despite stronger earnings outlook by Tellimer
- Playtech (PTEC LN, BUY, T/P 972p) - Update | Machine & Online Opportunity by Whitman Howard
- Tauron: Now or never; BUY @ TP: 2,6 PLN by Trigon Brokerage House
- TOP PICKS Q3 2018: CRH, EIFFAGE, FAURECIA, VEOLIA, VINCI by Bryan Garnier
- Luxury Goods Italian groups should again underperform peers in H1 by Bryan Garnier
- Interparfums: Valuation is too demanding! by Bryan Garnier
- MONCLER - BUY vs. NEUTRAL | EUR36(+18%) It’s Time to Return to This Compelling Growth Story by Bryan Garnier
- FOCUS HOME INTERACTIVE - BUY vs. NEUTRAL | EUR28.5(+43%) We upgrade the stock to Buy in view of an attractive risk-reward ratio by Bryan Garnier
- Ingenico Group | BUY vs. SELL | EUR67 Natixis Payments interested in acquiring Ingenico by Bryan Garnier
- SLIGRO - KBC Securities Company Note 31-01-2019 - Don't ignore the value of the Heineken deal by KBC Securities
- FRESENIUS MED. CARE: Good set of FY18 numbers, back to bottom-line growth in 2020 | BUY vs. NEUTRAL | EUR81 by Bryan Garnier
- Saudi Arabia (NCB Capital): Mobily – Higher royalty fees pose major challenge; downgrade to Underweight by Tellimer
- KERING: Not better than expected! | BUY vs. BUY Top Picks | EUR600 vs. EUR590 by Bryan Garnier
- Quarterly review: Update of recommendations and 1Q19 results forecast by Trigon Brokerage House
- Barclays Bank of Kenya: Separation costs dampen earnings, but upgrade to Buy on valuation by Tellimer
- HPC-Food | No top pick for Q3; L’Oréal downgraded to Neutral by Bryan Garnier
- Recticel: Quo vadis, Recticel? by KBC Securities
- ADIDAS AG: RDOS. 2T'19 Y CAMBIO DE RECOMENDACIÓN A VENDER (ANÃLISIS BANCO SABADELL) by Sabadell
- Sri Lanka (Asia Securities): Dialog Axiata Q2 19 – stiff competition weighs on margins; downgrade to Hold by Tellimer
- Flash IPSEN - Acheter contre Renforcer - Obj 156€ by Portzamparc
- Zimbabwe (IH Securities): FBC Holdings – diversified income base spurs H1 19 performance by Tellimer
- Pakistan (IMS): Pakistan Oilfields – Upgrade to Buy on improved prospects & high yield by Tellimer
- Zimbabwe (IH Securities): National Foods FY 19 – volume growth and price adjustments drive top-line by Tellimer
- Pakistan (IMS): Mughal Steels Q1 FY 20 review – earnings beat on higher sales and lower effective tax rate by Tellimer