>>> Up
*ALROSA RAISED TO HOLD VS SELL AT RENAISSANCE
*ANGLO AMERICAN RAISED TO SECTOR PERFORM VS UNDERPERFORM AT RBC
*BHP BILLITON RAISED TO BUY VS HOLD AT JEFFERIES
*IMPALA PLATINUM RAISED TO HOLD VS SELL AT RENAISSANCE
*JULIUS BAER UPGRADED TO BUY FROM NEUTRAL AT UBS
*NORNICKEL RAISED TO BUY VS HOLD AT RENAISSANCE
>>> Down
*ANTOFAGASTA CUT TO HOLD VS BUY AT JEFFERIES
*BOSKALIS CUT TO HOLD VS BUY AT ING; PT LOWERED TO EU45 VS EU49
*ERAMET CUT TO UNDERPERFORM VS NEUTRAL AT BOFA
*FERREXPO CUT TO HOLD VS BUY AT RENAISSANCE
*GEMALTO CUT TO SELL FROM NEUTRAL AT GOLDMAN SACHS
*KAZ MINERALS CUT TO UNDERPERFORM VS SECTOR PERFORM AT RBC
*TELECOM ITALIA ORD., SAVERS CUT TO REDUCE AT NOMURA
*TDC CUT TO NEUTRAL VS BUY AT BOFA
*VEDANTA RESOURCES CUT TO UNDERPERFORM VS SECTOR PERFORM AT RBC
>>> PT Change
>>> Initiation
*CLOSE BROTHERS RATED NEW MARKET PERFORM AT KEEFE BRUYETTE
*PARAGON GROUP RATED NEW OUTPERFORM AT KEEFE BRUYETTE
*SEB RATED NEW HOLD AT KEPLER CHEUVREUX; PT EU85
>>> Call
>> Stock
*NOKIA ADDED TO GOLDMAN SACHS CONVICTION BUY LIST
>> Sector
*ENERGY SECTOR RAISED TO NEUTRAL AT JPMORGAN
*MINING SECTOR RAISED TO OVERWEIGHT AT JPMORGAN
*EUROPE AUTOS SECTOR CUT TO NEUTRAL AT HSBC
*EUROPE SEMICONDUCTORS SECTOR CUT TO UNDERWEIGHT AT HSBC (FULL NOTE ATTACHED)
*EUROPE TRANSPORT SECTOR RAISED TO OVERWEIGHT AT HSBC
*EUROPEAN TELECOM SERVICES CUT TO NEUTRAL VS BULLISH AT NOMURA