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Lloyds Banking Group PLC (LLOY)

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Buyout Shops Said to Circle Lloyds Unit (New York Times - DealBook) - Feb 08, 2010

Lloyds Banking Group of Britain is in talks with private equity firms interested in buying a controlling stake in its Integrated Finance unit, according to The Mail on Sunday. Lloyds has been widely expected to sell off the troubled unit, headed by Peter Cummings and which was part of HBOS (now part of Lloyds), but a drop of values has made a deal more difficult The assets of the division, which has stakes in cinema chain Vue and housebuilder Keepmoat, are thought to be worth about £500 million, the newspaper said 
 
Share:  <span class="company">Lloyds Banking Group</span> of Britain is in talks with private equity firms interested in buying a controlling stake in its Integrated Finance unit, according to The Mail on Sunday. Tweet this 

London shares recover poise as miners shine (Financial Times) - Feb 08, 2010

Lloyds Banking Group missed out on a London market rally yesterday, with the stock sliding to a seven month low. Lloyds shares, down 23 per cent to 47¼p, have dropped 14 per cent in the past four sessions as traders have sold the stock in anticipation of 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Lloyds Banking Group missed out on a London market rally yesterday, with the stock sliding to a seven month low. Lloyds shares, down 23 per cent to 47¼p, have dropped 14 per cent in the past four sessions as traders have sold the stock in anticipation of Tweet this 

Lenders put high price on payback time (Financial Times) - Feb 07, 2010

The rise in house prices and the number of new mortgage loans in recent months , along with strong gains in bank earnings , have obscured a broader truth about Britain's credit institutions, say analysts and industry representatives. The country's banking 
Simon Maughan
Simon Maughan
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  The rise in house prices and the number of new mortgage loans in recent months , along with strong gains in bank earnings , have obscured a broader truth about Britain's credit institutions, say analysts and industry representatives. Tweet this 

Barclays, Lloyds Decline on UK Debt 'Contagion,' Analyst Says (Bloomberg) - Feb 04, 2010

Barclays Plc and Lloyds Banking Group Plc led British banks lower on speculation about potential "contagion" from Europe's sovereign debt crisis, according to Arturo De Frias, banking analyst at Evolution Securities Ltd 
Arturo De Frias
Arturo De Frias
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Barclays Plc and <span class="company">Lloyds Banking Group Plc</span> led British banks lower on speculation about potential "contagion" from Europe's sovereign debt crisis, according to <span class="analyst">Arturo De Frias</span>, banking analyst at Evolution Securities Ltd Tweet this 

Barclays, Lloyds Decline on U.K. Debt ‘Contagion,’ Analyst Says (BusinessWeek.com - Investing) - Feb 04, 2010

Barclays Plc and Lloyds Banking Group Plc led British banks lower on speculation about potential "contagion" from Europe's sovereign debt crisis, according to Arturo De Frias, banking analyst at Evolution Securities Ltd 
Arturo De Frias
Arturo De Frias
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Barclays Plc and <span class="company">Lloyds Banking Group Plc</span> led British banks lower on speculation about potential "contagion" from Europe's sovereign debt crisis, according to <span class="analyst">Arturo De Frias</span>, banking analyst at Evolution Securities Ltd Tweet this 

FTSE falters as all eyes turn to the Bank of England (Financial Times) - Feb 04, 2010

Only five blue chip stocks rose on Thursday as sovereign debt fears sent the FTSE 100 tumbling. Autonomywas among the few gainers with a raft of "buy" notes lifting the software maker to its highest level since the dotcom boomGoldman Sachs, Exane BNP 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Only five blue chip stocks rose on Thursday as sovereign debt fears sent the FTSE 100 tumbling. Autonomywas among the few gainers with a raft of "buy" notes lifting the software maker to its highest level since the dotcom boom Tweet this 

Standard & Poors Says UK Banks Are No Longer The World's Most Stable Institutions (Clusterstock) - Jan 28, 2010

UK banks are having a rough enough week economically as it is, but recent news from S&P is tanking shares of RBS and Lloyds. The rating agency no longer sees UK based banks at the center of the world's financial prowess The Fly On The Wall: The market fell this morning after S&P wrote that it no longer believes that the United Kingdom has one of the most stable and low risk banking systems in the world 
 
Share:  UK banks are having a rough enough week economically as it is, but recent news from S&P is tanking shares of RBS and <span class="company">Lloyds</span>. Tweet this 

'Huge' UK Bank Sales May Surpass Thatcher's Privatizations (BusinessWeek) - Jan 28, 2010

"We will in fact make a profit" "It will be politically unacceptable for the government to contemplate selling down at a loss any time soon," said Ian Gordon, an analyst at Exane BNP Paribas SA in London who has "outperform" ratings on RBS and Lloyds Unlike the privatizations of the last century, this time the arguments will revolve around price rather than political principle Thatcher's asset sales were attacked by the opposition Labour Party and by some members of her own Conservatives, including former Prime Minister Harold Macmillan, who in November 1985 likened her program to selling off a family's "Georgian silver" "This is not political, it's a question of value," said Peter Hahn, a senior lecturer at City University's Cass Business School in London 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "It will be politically unacceptable for the government to contemplate selling down at a loss any time soon," said <span class="analyst">Ian Gordon</span>, an analyst at Exane BNP Paribas SA in London who has "outperform" ratings on RBS and <span class="company">Lloyds</span> Tweet this 

Speculation that Lloyds may sell Scottish Widows (Banking Times: Daily Banking News) - Jan 26, 2010

According to Barclays Capital analysts Lloyds Banking Group could stand to see up to £18bn wiped off of its balance sheets by new banking regulations (Basel III) 
 
Share:  According to <span class="analyst">Barclays Capital</span> analysts <span class="company">Lloyds Banking</span> Group could stand to see up to £18bn wiped off of its balance sheets by new banking regulations (Basel III) Tweet this 

Scottish Business Briefing - Tuesday 26 January 2010 (Scotsman.com - Business) - Jan 26, 2010

Banking analysts at Barclays Capital said that proposed changes to banking regulations, known as Basel III, would adversely impact on Lloyds' balance sheet by as much as £181 billion 
 
Share:  Banking analysts at <span class="analyst">Barclays Capital</span> said that proposed changes to banking regulations, known as Basel III, would adversely impact on <span class="company">Lloyds</span>' balance sheet by as much as £181 billion Tweet this 

Banking sell-off eases but blue-chips retreat (Telegraph.co.uk) - Jan 26, 2010

Bucking the rising trend in the financial services sector, however, was Lloyds, which dipped 127pc to 53p after analysts at Barclays Capital suggested it should consider selling off Scottish Widows to improve its capital position 
 
Share:  Bucking the rising trend in the financial services sector, however, was <span class="company">Lloyds</span>, which dipped 127pc to 53p after analysts at <span class="analyst">Barclays Capital</span> suggested it should consider selling off Scottish Widows to improve its capital position Tweet this 

Pressure growing on Lloyds to offload Widows (The Scotsman - Industry) - Jan 25, 2010

• Picture: PA. Banking analysts at Barclays Capital said that proposed changes to banking regulations, known as Basel III, would adversely impact on Lloyds' balance sheet by as much as £18.1 billion.  
 
Share:  • Picture: PA. Banking analysts at <span class="analyst">Barclays Capital</span> said that proposed changes to banking regulations, known as Basel III, would adversely impact on <span class="company">Lloyds</span>' balance sheet by as much as £18.1 billion. Tweet this 

Markets Live transcript 25 Jan 2010 (FT Alphaville) - Jan 25, 2010

BE BarCap's got a note out on Lloyds this morning BE Starting coverage with an "underweight" and a 53p target BE That's versus … Lloyds Banking Group (LLOY:LSE): Last: 5455, up 095 (+177%), High: 5466, Low: 5222, Volume: 8066m 
 
Share:  BE BarCap's got a note out on <span class="company">Lloyds</span> this morning BE Starting coverage with an "underweight" and a 53p target BE That's versus … <span class="company">Lloyds</span> Banking Group (LLOY:LSE): Last: 5455, up 095 (+177%), High: 5466, Low: 5222, Volume: 8066m Tweet this 

FTSE buoyed by Wall Street but Barclays down on capital concerns (The Guardian) - Jan 19, 2010

Pierce was cautious on all the UK banks, saying their share price performance would be determined more than ever by regulation and politics So Barclays fell 565p to 3121p while Lloyds Banking Group lost 151p to 5707p Meanwhile HSBC dipped 07p to 6983p after Ian Gordon at Exane BNP Paribas downgraded from neutral to underperform with a 700p target price But Royal Bank of Scotland bucked the trend, up 11p to 3834p Overall the FTSE 100 recovered from earlier losses to close 1875 points higher at 551314, following a strong start on Wall Street 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Meanwhile HSBC dipped 07p to 6983p after <span class="analyst">Ian Gordon</span> at Exane BNP Paribas downgraded from neutral to underperform with a 700p target price Tweet this 

FTSE retailers slip on ‘Super Thursday’ (Perspicious) - Jan 14, 2010

on Friday Lloyds leapt up the leaderboard during the day after Ian Gordon at Exane BNP Paribas raised his target price from 65p to 67p, but he was quick to temper his optimism, saying: "We remain positive – but not delusional", adding that the broker is disassociating itself from talk of "any rapid 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="company">Lloyds</span> leapt up the leaderboard during the day after <span class="analyst">Ian Gordon</span> at Exane BNP Paribas raised his target price from 65p to 67p, but he was quick Tweet this 

Market Report: Lloyds rises as bargain-hunters pile in (Independent) - Jan 14, 2010

"Even after raising our 12 month target price for Lloyds Banking Group to 67p, this remains well below HM Treasury's averaged down in price of 7435p," said Exane's analyst Ian Gordon 
 
Share:  "Even after raising our 12 month target price for <span class="company">Lloyds Banking</span> Group to 67p, this remains well below HM Treasury's averaged down in price of 7435p," said <span class="analyst">Exane's</span> analyst Ian Gordon Tweet this 

Markets Live transcript 14 Jan 2010 (FT Alphaville) - Jan 14, 2010

BE And we can take another look at Lloyds, which is looking strong today NH before we do do you want to hear the market conspiracy theory that's doing the rounds at the moment 11:16AM 
 
Share:  BE And we can take another look at <span class="company">Lloyds</span>, which is looking strong today NH before we do do you want to hear the market conspiracy theory that's doing the rounds at the moment Tweet this 

Hurry! The Peter Cummings sale has started! (FT Alphaville) - Jan 13, 2010

Mark Kleinman at Skycom had news on Wednesday, that Lloyds Banking Group is auctioning off a portfolio holdings in scores of British companies, together worth something in the region of £400m Names like David Lloyd Leisure, House of Fraser, and various construction firms were mentioned — all held in a portfolio called Integrated Finance which Lloyds inherited with its rash takeover of HBOS at the height of the Crunch The bank tried to sell the portfolio last spring 
 
Share:  Mark Kleinman at Skycom had news on Wednesday, that <span class="company">Lloyds Banking Group</span> is auctioning off a portfolio holdings in scores of British companies, together worth something in the region of £400m Tweet this 

Santander races to stamp its name all over Britain's high streets (The Guardian) - Jan 09, 2010

Ian Gordon, banks analyst at Exane BNP Paribas, said: "I'm sceptical about the near term competitive interest" While a number of international players – such as National Australia Bank, Bank of China and Spain's BBVA – as well as Santander have been cited as possible suitors for the branches which RBS and Lloyds are obliged to sell over the next four years, Gordon doubts that there will be a great deal of immediate action Furthermore, he believes, customers will not feel any benefit "The future I see is of high prices and limited competition," he said 
Ian Gordon
Ian Gordon
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="analyst">Ian Gordon</span>, banks analyst at Exane BNP Paribas, said: "I'm sceptical about the near term competitive interest" While a number of international players – such as National Australia Bank, Bank of China and Spain's BBVA – as well as Santander have been cited as possible suitors for the branches which RBS and <span class="company">Lloyds</span> are obliged to sell over the next four years, Gordon doubts that there will be a great deal of immediate action Tweet this 

Next paces retreat in U.K. retail sector (MarketWatch) - Jan 05, 2010

Deutsche Bank analysts said it's now the last 10% to 20% of the bank recovery trade, and Barclays and Lloyds are attractive on that basis 
 
Share:  <span class="analyst">Deutsche Bank</span> analysts said it's now the last 10% to 20% of the bank recovery trade, and Barclays and <span class="company">Lloyds</span> are attractive on that basis Tweet this 

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