To appear in Best of the Brokers, email your research to notes@cityam.com FIRSTGROUP P130 125.10 125 4 Feb 120 115 29 Jan 30 Jan 31 Jan 3 Feb 4 Feb Transport giant First Group has had some bumps in the road recently, including struggles with its South Western Rail and Transpennine Express. However the company is exploring the potential disposal of its First Student and First Transit arms, which Peel Hunt analysts say could unlock "considerable value". Analysts give the company a "buy" rating, with a target price of 164p.

29 Jan 30 Jan 31 Jan 3 Feb 4 Feb Travis Perkins has built all the foundations of a good year. The builders' merchant is preparing to demerge subsidiary Wickes in the second half, leaving it with a more trade-focused business. Canaccord Genuity analysts say the streamlined firm should perform operationally better and stands to benefit from an improving housing market. They maintain their "hold" rating, with a target price of 1,720p.

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