June 25, 2019 / 12:08 PM / 5 months ago

BUZZ-Top of the Street: Experian, ITV, UK REITs

A round-up of notable broker activity this morning from Europe’s top-ranked* analysts:

** Although the London office market has shown resilience since the 2016 EU referendum, Credit Suisse sees a flat market with the potential for a Brexit downturn

** СS analysts consequently downgrade both Derwent London and Great Portland to “neutral” from “outperform”, but remain supportive of solid long-term business models from both companies

** Macquarie analysts adjust their valuations of European media companies, citing the widest valuation gap observed in 25 years between defensive names and restructuring stories

** Macquarie cuts Experian and Thomson Reuters to “neutral”, despite “strong fundamentals”, and ups ITV to “neutral” in spite of political uncertainty

*Analyst rankings from Thomson Reuters StarMine. Scale is from 1-star to 5-star with 5 being best. Analysts ranked on earnings accuracy as well as relative performance of recommendations over trailing 12-month & 24-month periods.

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