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Barclays sees decent Q4 with seasonality tailwinds for European miners

BUZZ-Barclays sees decent Q4 with seasonality tailwinds for European miners ** Barclays says European miners could have a decent Q4 with seasonality tailwinds, near-term support for base metals from potential China stimulus and global rate cuts ** Any benefits from Chinese stimulus are likely to be felt in a (modest) acceleration in base metals demand from accelerating the equipment/appliance upgrading program, with steel & iron ore demand largely unchanged, it says ** Global central banks movin
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Adidas AG, Covivio SA, L'Oreal

EUROPE RESEARCH ROUNDUP-Adidas AG, Covivio SA, L'Oreal Oct 16 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Adidas AG, Covivio SA and L'Oreal, on Wednesday. HIGHLIGHTS * Adidas AG ADSGn.DE : RBC raises target price to EUR 265 from EUR 260 * Covivio SA CVO.PA : JP Morgan raises to overweight from neutral * L'Oreal OREP.PA : JP Morgan cuts to underweight from neutral * OCI NV OCI.AS : JP Morgan cuts to neutral from overweight * Wizz
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Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie

BUZZ-Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Stifel raises German chemicals distributor Brenntag BNRGn.DE to "buy" from "hold" citing a potential upside to the stock price, and says it expects 2025 to be the second year of earnings recovery for the diversified chemicals sector ** J.P.Morgan cuts Anglo American AAL.L to "neutral" from "overweight" and Boliden BOL.ST to "underweigh
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JPM says US election risk not yet reflected in metal prices

BUZZ-JPM says US election risk not yet reflected in metal prices ** J.P.Morgan says that while industrial metal prices have priced in China's monetary policy easing, they do not yet reflect tariff risks if Donald Trump wins the U.S. presidential election ** It points to the previous Trump administration's trade protectionism and the 25% tariffs on U.S.
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Anglo American, Boliden, Central Asia Metals

EUROPE RESEARCH ROUNDUP-Anglo American, Boliden, Central Asia Metals Oct 10 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Anglo American, Boliden and Central Asia Metals, on Thursday. HIGHLIGHTS * Anglo American AAL.L : JP Morgan cuts to neutral from overweight * Boliden AB BOL.ST : JP Morgan cuts to underweight from neutral * Central Asia Metals Plc CAML.L : Berenberg cuts to hold from buy * Fevertree Drinks Plc FEVR.L : Exane BN
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