Aggreko: HSBC upgrades from neutral to overweight. Bumi: Nomura slashes target to 860p from 1,000p, stays at neutral.British Petroleum: Credit Suisse retains outperform, cuts target to 540p from 550p.ARM Holdings: UBS upgrades from neutral to buy, target lifted from 620p to 630p.BAE Systems: Jefferies maintains buy rating and 350p target.BG Group: Nomura reiterates buy recommendation and 1,850p target.ASOS: Nomura raises target from 1,600p to 1,660p, neutral rating kept.C&W Comms: UBS raises target from 29p to 31p, neutral rating unchanged.Electrocomponents: UBS cuts target from 250p to 210p, neutral recommendation maintained.ENRC: Nomura cuts target from 700p to 650p, reduce recommendation maintained.Fidessa: Jefferies upgrades from underperform to hold, target lifted from 1,300p to 1,510p.Hargreaves Services: Charles Stanley maintains buy recommendation and 1,500p target. Logica: UBS upgrades from neutral to buy, target cut from 90p to 82p.Robert Walters: Charles Stanley maintains buy recommendation and 275p target. SABMiller: Nomura cuts target from 2,700p to 2,600p, neutral rating unchanged.United Utilities: Nomura raises target from 695p to 715p, buy rating kept.Aviva: Exane BNP upgrades to outperform from underperform.Mediterranean Oil&Gas: Panmure Gordon stays at hold, with 6.3p target. BC