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Whitbread may be more valuable to bidder thanks to growth strategy, says Peel Hunt
Strikes during peak online shopping season would spell trouble for Royal Mail, says JPMorgan
Merrill Lynch predicts an Aston Martin profit warning and a cash call
UK banks have already priced in a Brexit resolution, says Citi
No news may be good news for Go-Ahead’s Thameslink franchise, says HSBC
Flutter’s global ambitions could undermine its attractions, says Shore Capital
Jefferies raises red flags over NMC Health’s earnings quality
Rising investment needs make Publicis a value trap, says Morgan Stanley
Marks and Spencer still needs to fix the basics, says HSBC
Marks and Spencer’s problems are no nearer to being solved, says Peel Hunt
Airlines have priced in a European recession that is unlikely to happen, says Merrill Lynch
Whitbread’s ‘muddled’ investment case distracts from takeover hopes, says Barclays
Frontier Developments could be a takeover target as gaming shifts to the cloud, says Credit Suisse
Weak US shale markets are hindering Weir’s chances of splitting up, says Peel Hunt
EssilorLuxottica’s governance clean-up leaves stock undervalued, says Morgan Stanley
Virgin Media is holding back Liberty’s acquisition firepower, says Citi
Oil’s spike higher will be no help to Weir, says JPMorgan Cazenove
Sainsbury’s is in recovery but its bank will keep needing capital injections, says UBS
Hammerson’s luxury outlet villages may be key to a revival, says Goldman Sachs
Britvic’s restructuring should add sparkle to sales, says Jefferies
Bets on a Kone-Thyssenkrupp elevators deal may be premature, says Morgan Stanley
Europe’s drinks companies have earned their premium valuations, says Bernstein
Even a no-deal Brexit won’t stop UK housebuilders throwing off cash, says HSBC
Purplebricks valuation does not look ‘overly compelling’, says JPMorgan
Drug pipeline progress makes GlaxoSmithKline a buy, says SocGen
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