Investec
Upgrade grade
D
Downgrade grade
D
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Upgrades
16
75.0% win rate
· avg +1.50% D1
Downgrades
18
55.56% win rate
· avg -0.52% D1
Avg Gap — Upgrades
+1.65%
open vs prev close
Avg Gap — Downgrades
-0.78%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Nov 25, 2020 | IHG | InterContinental Hotels Group PLC | Consumer Cyclical | Upgrade | Hold → Buy | — | -0.3% | +0.1% |
| Nov 25, 2020 | IHG | InterContinental Hotels Group PLC | Consumer Cyclical | Downgrade | Buy → Hold | — | -0.3% | +0.1% |
| Jul 10, 2020 | BCS | Barclays PLC | Financial Services | Upgrade | Hold → Buy | — | +3.9% | +7.3% |
| Apr 15, 2019 | INFY | Infosys Limited | Technology | Downgrade | Buy → Hold | — | +0.6% | +0.2% |
| Feb 8, 2019 | RIO | Rio Tinto Group | Basic Materials | Downgrade | Buy → Hold | — | -0.5% | -0.4% |
| Nov 19, 2018 | AZN | AstraZeneca PLC | Healthcare | Downgrade | Buy → Hold | — | -2.2% | -1.3% |
| Nov 17, 2016 | BUD | Anheuser-Busch InBev SA/NV | Consumer Defensive | Downgrade | Buy → Hold | — | +0.9% | +0.7% |
| Sep 8, 2016 | BTI | British American Tobacco p.l.c. | Consumer Defensive | Upgrade | Hold → Buy | — | -0.1% | -1.2% |
| Jan 20, 2016 | BHP | BHP Group Limited | Basic Materials | Downgrade | Hold → Sell | — | -5.5% | -3.5% |
| Aug 25, 2015 | LYG | Lloyds Banking Group plc | Financial Services | Upgrade | Hold → Buy | — | +5.2% | +2.2% |
| Aug 25, 2015 | BCS | Barclays PLC | Financial Services | Upgrade | Sell → Buy | — | +5.8% | +1.5% |
| Aug 6, 2015 | DEO | Diageo plc | Consumer Defensive | Upgrade | Hold → Buy | — | -0.1% | -0.1% |
| Apr 14, 2015 | HSBC | HSBC Holdings plc | Financial Services | Downgrade | Hold → Sell | — | +0.5% | +0.8% |
| Mar 10, 2015 | NGG | National Grid plc | Utilities | Maintains | Hold → Hold | — | -0.5% | -2.1% |
| Mar 3, 2015 | DEO | Diageo plc | Consumer Defensive | Maintains | Hold → Hold | — | +0.4% | -0.5% |
| Jan 2, 2015 | LYG | Lloyds Banking Group plc | Financial Services | Upgrade | Hold → Buy | — | +1.1% | +0.2% |
| Mar 28, 2014 | SNN | Smith & Nephew plc | Healthcare | Maintains | Buy → Buy | — | +2.6% | +2.1% |
| Mar 24, 2014 | LYG | Lloyds Banking Group plc | Financial Services | Upgrade | Hold → Buy | — | +2.3% | +2.9% |
| Jan 24, 2014 | LYG | Lloyds Banking Group plc | Financial Services | Downgrade | Buy → Hold | — | -1.4% | -3.8% |
| Nov 8, 2013 | LYG | Lloyds Banking Group plc | Financial Services | Upgrade | Hold → Buy | — | +1.1% | +4.0% |
| Nov 1, 2013 | SNN | Smith & Nephew plc | Healthcare | Upgrade | Hold → Buy | — | -0.2% | +0.3% |
| Oct 28, 2013 | LYG | Lloyds Banking Group plc | Financial Services | Downgrade | Buy → Hold | — | -1.3% | +0.4% |
| Oct 14, 2013 | DEO | Diageo plc | Consumer Defensive | Downgrade | Hold → Sell | — | -0.9% | -0.4% |
| Oct 9, 2013 | LYG | Lloyds Banking Group plc | Financial Services | Upgrade | Hold → Buy | — | +1.1% | +0.9% |
| Oct 4, 2013 | BCS | Barclays PLC | Financial Services | Downgrade | Buy → Hold | — | -1.1% | -0.8% |