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UBS raises Rheinmetall target price while maintaining neutral rating
UBS has increased its target price for Rheinmetall from 630 to 805 euros while maintaining a "Neutral" rating. Analyst Sven Weier noted that while US President Trump's defense spending target for NATO is 5% of GDP, the market is currently factoring in 3%, with a long-term expectation of a defense to GDP ratio between 2.5% and 3.0%.
UBS downgrades Hapag-Lloyd to sell amid freight rate concerns
UBS has issued a "sell" recommendation for Hapag-Lloyd, citing concerns over potential overcapacity that could significantly impact freight rates, particularly in the latter half of the year. Analyst Cristian Nedelcu included Hapag-Lloyd among the 21 top sell recommendations on the European stock market.
UBS names Delivery Hero a top buy in European stock market analysis
UBS has identified Delivery Hero as a top buy among European stocks, highlighting it as a favorite in the food delivery sector. Analyst Jo Barnet-Lamb included the company in a list of 58 compelling investment ideas, published on January 20, 2025.
UBS maintains sell rating for Zur Rose Group with target price of 25 francs
UBS has maintained a "Sell" rating for DocMorris, setting a target price of 25 francs. Analyst Sebastian Vogel noted that the online pharmacy fell short of overall expectations, particularly in its prescription business, which was a significant disappointment.
JPMorgan maintains overweight rating on UBS amid strong European bank preference
JPMorgan has maintained an "Overweight" rating for UBS following the quarterly results of major US investment firms. Analyst Kian Abouhossein favors European banks less reliant on net interest income, highlighting UBS, Deutsche Bank, and Barclays as preferred choices.
UBS maintains neutral rating for Rio Tinto following fourth quarter results
UBS has maintained a "Neutral" rating for Rio Tinto plc, setting a target price of 5250 pence following the fourth quarter production data. Analyst Myles Allsop noted that results met expectations, although iron ore production was impacted by adverse weather at the Pilbara mine, while copper production exceeded forecasts.
UBS maintains buy rating for GEA Group ahead of fourth quarter results
UBS has maintained a "Buy" rating for GEA Group ahead of the fourth quarter reporting season, noting no significant changes in its estimates for the European capital goods sector. Analyst Andre Kukhnin highlighted that GEA, along with Siemens, may miss expectations, while Volvo and Epiroc show strong potential for organic sales growth.
UBS maintains buy rating for Novo Nordisk with target price of 750 crowns
UBS has maintained its "Buy" rating for Novo Nordisk, setting a target price of 750 Danish crowns. Analyst Jo Walton believes the recent share price reaction to the Phase III results of the CagriSema study is exaggerated, presenting an attractive entry point for investors.
UBS maintains neutral stance on Henkel with price target of 89 euros
UBS has maintained a "Neutral" rating on Henkel with a price target of 89 euros, following disappointing quarterly results from competitor HB Fuller. Analyst Guillaume Delmas noted that the decline in HB Fuller’s sales was volume-related, indicating a challenging environment for volume growth in 2025, which may negatively impact Henkel's stock sentiment.
UBS raises Heidelberg Materials price target while maintaining neutral rating
UBS has increased its price target for Heidelberg Materials from 121 to 128 euros while maintaining a "Neutral" rating. Analyst Gregor Kuglitsch highlighted that although the shares present opportunities, significant upside potential at the current price level remains uncertain. The bank's top picks in the building materials sector for 2025 include CRH, Buzzi, and Kingspan.
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