Next can be the online marketplace of choice for UK clothes brands, says HSBC

Brexit uncertainty makes Pennon a risky bet, says Deutsche Bank

Sports Direct looks most at risk from Amazon competition, says Berenberg

Goldman warns of weak containerboard prices as excess US supply hits Europe

Funding Circle’s brokers fret about its ‘unproven’ business model

Property investors are in denial about retail sector pain, says Barclays

Smith & Nephew should consider a bid for US peer Wright Medical, says Redburn

Investors have undervalued William Hill’s US expansion prospects, says UBS

Market share doubts make Ingenico the preferred play for payment processing, says Merrill

Shareholders could block Restaurant Group’s Wagamama deal, says Peel Hunt

Pets at Home may be forced to close underperforming vet practices, says Goldman Sachs

Wagamama buy may not be worth sacrificing Restaurant Group’s dividend, say analysts

Uber and Deliveroo growth augers ‘demise’ of rival takeaway ordering site, says Peel Hunt

China’s ‘selfie generation’ should give luxury goods makers a soft landing, HSBC says

Miners are looking good value even if metals prices stall, says SocGen

Rising US interest rates are an unappreciated risk for Cineworld, says Barclays

Look to Italy for the next wave of luxury goods takeovers, says Berenberg

Rightmove looks oversold as estate agent volumes hold steady, says UBS

European airlines face a toxic mix of capacity growth and faltering demand, says Mainfirst

Indie titles make Team17 a safer bet than most games developers, says Peel Hunt

Slowing sales growth makes Fevertree’s valuation look stretched, says Deutsche Bank

Patisserie Valerie is a warning for retail property developers, says Stifel

Avoid engineers exposed to a short-term slowdown, says Merrill Lynch

Barratt’s dividend looks safe even in the event of a no-deal Brexit, says Morgan Stanley

A balance sheet that ‘does not quite balance’ makes Aston Martin a sell, says Jefferies