Revises forecasts on European building material companies after stock analysts cut ests., analysts Nitin Dias and Yuelin A Li write in note to clients. • Caution driven by consensus ests. that are too high for 3Q • Credit rating trajectory for sector has become tougher • JPM cuts Lafarge to neutral (from OW); Saint Gobain to UW (from neutral), CRH to UW (from neutral) and Italcementi to neutral (from OW). • Upgrades HeidelbergCement to OW (from neutral) and Buzzi to OW (from neutral) on relative attractiveness