He Brexit it is already a reality. Investors are being forced to tiptoe carefully and seek returns in such a volatile and uncertain environment. And that's where it comes in Jefferies. The US entity handpicks 15 British titles with which to win at the cost of leaving the community bloc.
The first one is Avast. Julian Serafini, an analyst at Jefferies, argues that "the market underestimates the sustainability" of the company, which according to his calculations may rise as much as 28% this year.
The second action is British Land's. According to Mike Prew, another of the experts of the American entity, in this case we are facing a very lowered title, but not for long. In your case, you can endorse a rally of 29% in 2021.
The third is Brewin Dolphin, which analyst Julian Roberts defends for its current prospects and its hefty dividend, which can make it skyrocket 22%. For his part, Phil Kett chooses Conduit Holdings as the fourth value to take into account, to which it gives a potential upside of 40% for this year.
Andy Douglas points to Essentra due to the attractiveness of its sales and the growth of margins in its three divisions, which predispose it to a rise of up to 22%. Harry Sephton chooses Indivior, to which Jefferies dedicates the biggest upside potential on the list: a not inconsiderable 56%.
Also be careful with JET2, which Becky Lane defends because "the strengths of her business model will be exponentially appreciated in a post-Covid world." In their case, they foresee increases of up to 50% before the end of the year.
Continuing on the list we find Marks & Spencer, whose current revolution is being underestimated, according to analyst James Grzinic, who anticipates increases of 29%. For his part, James Wheatcroft believes that Mitchells & butlers It is "an ace up the sleeve to 'play' with the post-vaccine rebound" and it can be revalued by 39%.
PureTech It is the chosen one of Peter Welford, who sees a 2021 riddled with possible catalysts and increases of up to 25%. Ken Rumph stays with RWS, giving it a target price above the market consensus and believing that it may skyrocket 45% this year.
Travis perkins is another of those selected by Jefferies, with Priyal Woolf betting on its potential in the long term. Meanwhile, he anticipates increases of 15% for the title this year. Additionally, Glynis Johnson sees an attractive entry point in Vistry, which can close 2021 with a rebound of up to 23%.
Jefferies also mentions two more stocks that, despite taking an 'underweight' recommendation, still have some defenders. This is the case of Julian Roberts, who sees AJ Bell undervalued compared to its competitors and Ken Rumph, who is committed to Team17.