LONDON (Thomson Financial) - FTSE 100 risers Lonmin 3,244 up 167
FY results beat expectations Friends Provident 168.0 up 8.5
Strategic review news; Cazenove resumes coverage with 'outperform' Royal Bank of Scotland 466-1/2 up 9
Stake-building talk persists; Sanford Bernstein reiterates 'outperform' Barclays 537-1/2 up 10-1/2
Sanford Bernstein reiterates 'outperform' HBOS 819 up 12
Sanford Bernstein reiterates 'outperform' Tullow Oil 631-1/2 up 18-1/2
Sector consolidation hopes BHP Billiton 1,642 up 51
Rio Tinto bid situation Rio Tinto 5,486 up 96
BHP bid situation Anglo American 3,274 up 35
Sanford Bernstein ups target to 3,200 pence from 2,900 Tesco 487-1/2 up 5-1/2
Sanford Bernstein reiterates 'outperform' HSBC 861-1/2 up 19
Trading update not as bad as feared Cable & Wireless 179.6 up 2.5
Charles Stanley 'buy' Experian 473-3/4 up 2-3/4
Interims tomorrow; Evolution 'buy' BP 595-1/2 up 12-1/2
Makes another major gas discovery in Azerbaijan; oil price rallies Scottish & Southern Energy 1,544 up 21
Solid interims SABMiller 1,379 up 21
WestLB 'buy' from 'add'; interims tomorrow Old Mutual 169.6 up 2.4
Own share buying
FTSE 100 fallers Sainsbury 416 down 9-3/4
Interims offset by co ruling out sale of property assets; Landsbanki sell Land Securities 1,525 down 43
KBC Peel Hunt 'hold' from 'add' after interims, demerger news Wolseley 712-1/2 down 6-1/2
Morgan Stanley targets 650 pence
FTSE 250 risers Balfour Beatty 484-1/2 up 33
Co predicts higher than expected FY 07 results; ABN Amro 'buy' from 'add' JKX Oil & Gas 338 up 28-1/2
Sector consolidation hopes Mondi 416-1/4 up 20-3/4
Co sees FY in line with its expectations Minerva 171-1/2 up 6
Stake-building talk; Merrill Lynch 'neutral' from 'sell' Halma 228-1/4 up 13
Goldman Sachhs 'neutral' from 'sell' Invensys 266 up 11
Landsbanki 'buy' Charter 1,008 up 8
Landsbanki 'buy' Cookson 800 up 6-1/2
Landsbanki 'buy' WSP Group 736 up 21-1/2
ABN Amro 'buy' Morgan Sindall 1,396 up 30
ABN Amro 'buy' G4S 212-1/4 up 3
Seymour Pierce 'outperform' Unite Group 360 up 9
Landsbanki 'buy' Dimension Data 62 up 1-1/2
Bumper FY results; Evolution 'buy' Greene King 873 up 5-1/2
32.6 mln stg acquisition of New Century Inns Luminar 581-1/2 up 2
Evolution 'buy' Dairy Crest 610-1/2 up 7
Goldman Sachs 'neutral' from 'sell' Aveva Group 1,086 up 11
ABN Amro reiterates 'buy' & ups target to 1,213 pence from 1,100 Stagecoach 245 up 1-1/2
Collins Stewart 'hold' from 'sell' FirstGroup 735 up 9-1/2
Collins Stewart ups target to 781 pence from 729
FTSE 250 fallers Bodycote 257-1/2 down 4-3/4
Profit-taking Segro 430 down 15-1/4
Sells Slough power plant to Scottish and Southern for 49.2 mln stg Northern Foods 96-3/4 down 1-1/2
Interims yesterday Amlin 314 down 15-3/4
Bullish profits forecast & return to shareholders discounted Tomkins 196 down 3-1/4
Currency influences
Other risers Star Energy 363-1/4 up 82-1/2
365 pence-a
share, or 339.5 mln stg, bid from PetronasLondon Asia Capital 8.250 up 1.6250
Investments tidy-up; Seymour Pierce 'buy' Empyrean Energy 37 up 3
Sugarloaf starts production European Nickel 47 up 3
Director Simon Purkiss ups stake to 3.56 pct Provexis 3-1/2 up 1/4
Extends Unilever agreement Consolidated Minerals 207 up 12
Palmary Enterprises cranks up offer to 4.70 usd a share from 4.50 Intelligent Environments 9-1/4 up 1/2
Three-year contract valued at an initial 500,000 stg won Johnson Service 91 up 1
Talk of predatory interest from Industri Kapital ServicePower Technologies 16-3/4 up 1/2
Marsh contract won Intercede 39 up 1/2
Possible benefits from undocumented immigrants Dignity 805 up 13-1/2
Bullish update; ABN Amro 'buy' Anite 47 up 2
ABN Amro 'buy' Kewill Systems 97 up 1-1/2
Investec 'buy' with 126 pence target Patsystems 28-1/4 up 1/2
Macquarie Bank contract; Seymour Pierce 'buy' Charlemagne Capital 73-1/2 up 1
Landsbanki 'buy'; OCCO Eastern European Fund closes to new investment Avocet Mining 192-1/2 up 4-1/2
Bumper interims; Evolution 'buy' with tgt upped to 210p from 195 Healthcare Locums 95 up 1-1/4
Daniel Stewart 'buy' Informa 483-1/2 up 8-1/2
Bear Stearns reiterates 'outperform'
Other fallers Nipson Digital 3-1/4 down 1-3/4
Sharply higher 9-month losses; FY warning Nestor Healthcare 42-3/4 down 41-3/4
Investec 'hold' from 'buy' after FY operating profits warning International Ferro Metals 100 down 7-1/2
Margins hit; still sees loss of production from plant faults Nord Anglia 310 down 45-1/2
Post-results profit-taking Bank of Ireland 9.80 eur down 0.65
Co cuts FY guidance; interims tf.TFN-Europe_newsdesk@thomson.com fjb/rw COPYRIGHT Copyright Thomson Financial News Limited 2007. All rights reserved. The copying, republication or redistribution of Thomson Financial News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Financial News.