TheChek News Flow

>>> Up

* BE Semiconductor Raised to Hold at Deutsche Bank (+)

* BPER Banca Raised to Neutral at Mediobanca SpA; PT 4.90 euros

* Computacenter Raised to Buy at Peel Hunt

* Givaudan Raised to Equal-Weight at Barclays

* ICE Fish Farm Raised to Buy at DNB Markets; PT 36 kroner (++)

* Just Eat Takeaway Raised to Buy at Panmure Gordon (+)
* Lions Gate Raised to Peerperform at Wolfe

* M&G Raised to Overweight at JPMorgan; PT 250 pence

* Navigator Co Raised to Neutral at Oddo BHF; PT 4.50 euros

* PG&E Raised to Overweight at JPMorgan; PT $22

* Planet Fitness Raised to Buy at Jefferies; PT $100

* Walmart Raised to Overweight at JPMorgan; PT $81

* Zurich Ins. Raised to Neutral at BNPP Exane; PT 490 Swiss francs (+)

>>> Down

* Aena Cut to Neutral at Goldman; PT 200 euros

* Aviva Cut to Neutral at JPMorgan; PT 550 pence

* AMD Cut to Equal-Weight at Morgan Stanley on Limited AI Boost

* BNP Paribas Cut to Hold at Kepler Cheuvreux; PT 74.40 euros (+)
* Eutelsat Cut to Reduce at AlphaValue/Baader

* Merlin Properties Cut to Neutral at CaixaBank BPI (++)

* Neoen Cut to Equal-Weight at Barclays; PT 39.85 euros

* Nestle Cut to Equal-Weight at Morgan Stanley; PT 97 Swiss francs

* Storebrand Cut to Reduce at Kepler Cheuvreux (+)

* Tecnicas Reunidas Cut to Hold at Bestinver; PT 13.85 euros (+)

* Tesla PT cut to $105 at BNP Paribas Exane.

>>> Initiation

* Broadcom Resumed Overweight at Morgan Stanley; PT $1,658

* Comet Rated New Buy at Deutsche Bank; PT 450 Swiss francs (+)

* HUTCHMED China Rated New Corporate at Finncap; PT 550 pence (+)

* Indus Holding Rated New Buy at mwb research AG; PT 40 euros (++)

* Puig Brands Rated New Buy at Goldman; PT 30 euros (++)

* Puig Brands Rated New Outperform at Oddo BHF; PT 28.50 euros
* Puig Brands Rated New Overweight at JPMorgan; PT 32 euros

* Puig Brands Rated New Outperform at Grupo Santander

* Rainbow Rare Earths Rated New Buy at Stifel; PT 40 pence (+)

* Renault Rated New Buy at Intesa Sanpaolo; PT 63.40 euros (+)

* SmartCraft Rated New Buy at Arctic Securities; PT 34 kroner

>>> Call
* AstraZeneca PT, Estimates Raised at Berenberg on Top-Tier Growth

* Aviva Downgraded, M&G Gains as JPMorgan Reviews UK Life Insurers (++)

* BE Semi Rises as Deutsche Bank Upgrades, Says Risks Played Out (++)

* Cancom Upgraded to Buy as Deutsche Bank Sees ‘Successful Year’ (++)

* Kepler Cheuvreux Is Bullish on Oil Into 3Q; Favors ENI, BP (++)

* Morgan Stanley’s Wilson Says Fed Cut Key for Low-Quality Stocks (+)

* Navigator Climbs as Oddo Upgrades; Accrol Boosts Estimates (++)

* Nestle Downgraded at Morgan Stanley, Growth More Challenging (+)

* Puig Brands Seen Entering IBEX-35 Index, Melia May Exit: Renta 4 (++)

* RBC’s Calvasina Sees Risk of S&P 500 Sinking 8% If No Fed Cut (++)

* Stock Splits Are Near-Term Positive for Shares: Goldman’s Kostin (++)