Morgan Stanley sectors sentiment

Banks

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HSBC Holdings PLC 29/09/2017
Reiterates
Overweight Overweight 0 850.00 850.00 731.80 0 2
Lloyds Banking Group PLC ORD 26/09/2017
Reiterates
Overweight Overweight 0 80.00 80.00 65.87 0 2
Royal Bank of Scotland Group (The) PLC 25/09/2017
Reiterates
Equal weight Equal weight 0 245.00 265.00 262.30 20 0
HSBC Holdings PLC 29/06/2017
Upgrades
Equal weight Overweight 2 745.00 850.00 686.40 105 2

Basic Resources

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BHP Billiton PLC 23/11/2017
Reiterates
Overweight Overweight 0 1,500.00 1,395.00 1500 2
BHP Billiton PLC 22/08/2017
Reiterates
Overweight Overweight 0 1,410.00 1,410.00 1,366.00 0 2
Rio Tinto PLC 18/07/2017
Reiterates
Equal weight Equal weight 0 3,260.00 3,430.00 3,472.50 170 0

Chemicals

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Johnson Matthey PLC 13/11/2017
Reiterates
Overweight Overweight 0 3,500.00 3,900.00 3,365.00 400 2
Johnson Matthey PLC 22/09/2017
Reiterates
Overweight Overweight 0 3,500.00 3,500.00 3,390.00 0 2
Johnson Matthey PLC 18/09/2017
Reiterates
Overweight Overweight 0 3,500.00 3,500.00 2,835.00 0 2
Johnson Matthey PLC 29/06/2017
Upgrades
Equal weight Overweight 2 3,000.00 3,500.00 2,915.00 500 2

Financial Services

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Ashmore Group PLC 18/09/2017
Reiterates
Equal weight Equal weight 0 385.00 346.00 340.10 -39 0
London Stock Exchange Group PLC 01/09/2017
Reiterates
Overweight Overweight 0 4,380.00 4,380.00 3,950.00 0 2

Food & Beverage

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Associated British Foods PLC 28/11/2017
Downgrades
Overweight Equal weight -2 2,800.00 3,100.00 3,028.00 300 0
Diageo PLC 09/08/2017
Reiterates
Overweight Overweight 0 2,700.00 2,700.00 2,534.00 0 2
Diageo PLC 18/07/2017
Reiterates
Overweight Overweight 0 2,500.00 2,500.00 2,293.00 0 2

Health Care

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Shire PLC 01/12/2017
Reiterates
Overweight Overweight 0 5,700.00 5,700.00 3,661.50 0 2
GlaxoSmithKline PLC 01/12/2017
Reiterates
Underweight Underweight 0 1,450.00 1,400.00 1,279.50 -50 -1
AstraZeneca PLC 01/12/2017
Reiterates
Equal weight Equal weight 0 5,000.00 5,000.00 4,777.00 0 0
Hikma Pharmaceuticals PLC 01/12/2017
Reiterates
Equal weight Equal weight 0 1,100.00 1,100.00 1,030.00 0 0
Shire PLC 12/10/2017
Reiterates
Overweight Overweight 0 5,800.00 5,700.00 3,836.50 -100 2
Hikma Pharmaceuticals PLC 21/08/2017
Reiterates
Equal weight Equal weight 0 1,600.00 1,350.00 1,119.00 -250 0
Hikma Pharmaceuticals PLC 02/08/2017
Downgrades
Overweight Equal weight -2 2,050.00 1,600.00 1,430.00 -450 0
GlaxoSmithKline PLC 18/07/2017
Reiterates
Equal weight Equal weight 0 1,700.00 1,700.00 1,601.00 0 0
AstraZeneca PLC 23/06/2017
Reiterates
Overweight Overweight 0 5,600.00 5,600.00 5,508.00 0 2

Industrial Goods & Services

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Babcock International Group PLC 01/12/2017
Downgrades
Overweight Equal weight -2 975.00 800.00 697.00 -175 0
Rotork PLC 17/10/2017
Reiterates
Overweight Overweight 0 293.00 317.00 260.70 24 2
Babcock International Group PLC 28/09/2017
Retains
Overweight Overweight 0 1,110.00 975.00 833.00 -135 2
Spectris PLC 21/09/2017
Reiterates
Overweight Overweight 0 2,840.00 2,860.00 2,272.00 20 2
Experian PLC 14/08/2017
Downgrades
Overweight Equal weight -2 1,680.00 1,550.00 1,517.00 -130 0
G4S PLC 14/08/2017
Downgrades
Overweight Equal weight -2 330.00 315.00 299.40 -15 0
Weir Group PLC 19/07/2017
Downgrades
Overweight Equal weight -2 2,100.00 1,940.00 1,961.00 -160 0
Intertek Group PLC 12/07/2017
Reiterates
Equal weight Equal weight 0 3,820.00 3,850.00 4,212.00 30 0
Aggreko PLC 12/07/2017
Reiterates
Underweight Underweight 0 839.00 0 -1
Carillion PLC 11/07/2017
Reiterates
Equal weight Equal weight 0 260.00 117.10 260 0
Hays PLC 04/07/2017
Reiterates
Underweight Underweight 0 157.00 149.00 165.90 -8 -1
Rotork PLC 22/06/2017
Upgrades
Underweight Overweight 3 250.00 292.00 233.80 42 2

Insurance

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Aviva PLC 03/11/2017
Reiterates
Overweight Overweight 0 627.00 627.00 515.00 0 2
Prudential PLC 19/10/2017
Retains
Overweight Overweight 0 2,092.00 2,166.00 1,840.50 74 2
Direct Line Insurance Group PLC 17/08/2017
Retains
Overweight Overweight 0 423.00 451.00 386.30 28 2
Prudential PLC 14/08/2017
Retains
Overweight Overweight 0 2,084.00 2,092.00 1,782.50 8 2
Aviva PLC 10/08/2017
Reiterates
Overweight Overweight 0 601.00 627.00 525.50 26 2
Hiscox Ltd 25/07/2017
Initiates/Starts
Equal weight 0 1,380.00 1,332.00 1380 0
Lancashire Holdings Ltd 25/07/2017
Initiates/Starts
Equal weight 0 630.00 724.00 630 0

Media

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ITV PLC 23/11/2017
Reiterates
Overweight Overweight 0 230.00 230.00 148.80 0 2
WPP Group PLC 26/09/2017
Downgrades
Overweight Equal weight -2 1,930.00 1,600.00 1,423.00 -330 0
WPP Group PLC 18/08/2017
Reiterates
Overweight Overweight 0 1,975.00 1,930.00 1,596.00 -45 2
Mediclinic International Plc 29/06/2017
Downgrades
Overweight Equal weight -2 825.00 775.00 749.00 -50 0
ITV PLC 23/06/2017
Upgrades
Equal weight Overweight 2 230.00 230.00 176.90 0 2

Oil & Gas

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Royal Dutch Shell 29/11/2017
Reiterates
Overweight Overweight 0 2,930.00 2,930.00 2,408.00 0 2
Royal Dutch Shell 07/11/2017
Reiterates
Top pick Top pick 0 2,770.00 2,930.00 2,458.00 160 2
BP PLC 07/11/2017
Retains
Overweight Overweight 0 560.00 595.00 521.10 35 2
John Wood Group PLC 02/10/2017
Reiterates
Overweight Overweight 0 960.00 960.00 680.50 0 2
Hunting PLC 19/07/2017
Downgrades
Equal weight Underweight -1 550.00 440.00 503.00 -110 -1
BP PLC 17/07/2017
Retains
Overweight Overweight 0 444.80 0 2
Royal Dutch Shell 17/07/2017
Reiterates
Overweight Overweight 0 2,050.00 0 2
Petrofac Ltd 28/06/2017
Upgrades
Underweight Equal weight 1 400.00 475.00 437.10 75 0

Personal & Household Goods

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Reckitt Benckiser Group PLC 21/09/2017
Reiterates
Overweight Overweight 0 10,000.00 10,000.00 6,788.00 0 2
Burberry Group PLC 19/09/2017
Retains
Equal weight Equal weight 0 1,495.00 1,748.00 1,758.00 253 0

Retail

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ASOS Plc 08/12/2017
Downgrades
Equal weight Underweight -1 5,170.00 5,000.00 6,026.00 -170 -1
Ocado Group Plc 29/11/2017
Reiterates
Overweight Overweight 0 380.00 380.00 309.60 0 2
Next PLC 11/10/2017
Downgrades
Equal weight Underweight -1 4,300.00 5,115.00 4300 -1
Ocado Group Plc 04/10/2017
Retains
Overweight Overweight 0 380.00 380.00 299.70 0 2
Morrison (Wm) Supermarkets PLC 20/09/2017
Retains
Underweight Underweight 0 170.00 210.00 235.70 40 -1
Kingfisher PLC 12/07/2017
Upgrades
Underweight Overweight 3 290.00 380.00 302.00 90 2

Technology

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Playtech Ltd 03/11/2017
Reiterates
Overweight Overweight 0 1,400.00 1,050.00 768.00 -350 2
Telit Communications PLC 08/08/2017
Reiterates
Overweight Overweight 0 350.00 269.00 150.00 -81 2
Playtech Ltd 17/07/2017
Reiterates
Overweight Overweight 0 1,350.00 1,380.00 947.50 30 2

Telecommunications

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BT Group PLC 04/10/2017
Reiterates
Equal weight Equal weight 0 350.00 320.00 279.35 -30 0
Vodafone Group PLC 26/07/2017
Reiterates
Overweight Overweight 0 270.00 270.00 220.05 0 2

Travel & Leisure

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Carnival PLC 06/12/2017
Upgrades
Underweight Equal weight 1 4,700.00 5,100.00 4,890.00 400 0
easyJet PLC 04/12/2017
Reiterates
Equal weight Equal weight 0 1,230.00 1,490.00 1,425.00 260 0
InterContinental Hotels Group PLC 29/11/2017
Upgrades
Underweight Equal weight 1 3,700.00 4,200.00 4,406.00 500 0
William Hill PLC 28/11/2017
Reiterates
Equal weight Equal weight 0 295.00 305.00 283.00 10 0
Thomas Cook Group PLC 23/11/2017
Reiterates
Equal weight Equal weight 0 125.00 130.00 111.50 5 0
easyJet PLC 22/11/2017
Reiterates
Equal weight Equal weight 0 1,230.00 1,230.00 1,343.00 0 0
Whitbread PLC 25/10/2017
Downgrades
Overweight Equal weight -2 4,700.00 4,500.00 3,753.00 -200 0
easyJet PLC 10/10/2017
Reiterates
Equal weight Equal weight 0 1,230.00 1,230.00 1,236.00 0 0
Whitbread PLC 05/10/2017
Reiterates
Overweight Overweight 0 4,700.00 4,700.00 3,845.00 0 2
William Hill PLC 02/10/2017
Reiterates
Equal weight Equal weight 0 295.00 295.00 252.40 0 0
Wetherspoon (J D) PLC 18/09/2017
Reiterates
Underweight Underweight 0 830.00 910.00 1,189.00 80 -1
Whitbread PLC 05/09/2017
Reiterates
Overweight Overweight 0 4,700.00 4,700.00 3,738.00 0 2
InterContinental Hotels Group PLC 05/09/2017
Reiterates
Underweight Underweight 0 4,000.00 3,700.00 3,841.00 -300 -1
Whitbread PLC 03/07/2017
Reiterates
Overweight Overweight 0 4,700.00 4,700.00 3,967.00 0 2

Utilities

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National Grid PLC 31/10/2017
Reiterates
Overweight Overweight 0 904.80 0 2
SSE PLC 31/10/2017
Reiterates
Overweight Overweight 0 1,379.00 0 2
SSE PLC 07/08/2017
Reiterates
Overweight Overweight 0 1,725.00 1,700.00 1,403.00 -25 2
Pennon Group PLC 18/07/2017
Reiterates
Equal weight Equal weight 0 930.00 920.00 813.50 -10 0
Severn Trent PLC 18/07/2017
Reiterates
Equal weight Equal weight 0 2,395.00 2,355.00 2,249.00 -40 0
United Utilities Group PLC 18/07/2017
Reiterates
Underweight Underweight 0 890.00 850.00 879.50 -40 -1
National Grid PLC 18/07/2017
Reiterates
Overweight Overweight 0 1,125.00 1,100.00 932.30 -25 2
United Utilities Group PLC 07/07/2017
Reiterates
Underweight Underweight 0 905.00 890.00 860.00 -15 -1
Pennon Group PLC 07/07/2017
Reiterates
Equal weight Equal weight 0 900.00 930.00 791.50 30 0
Severn Trent PLC 07/07/2017
Reiterates
Equal weight Equal weight 0 2,275.00 2,395.00 2,166.00 120 0