Kingfisher: Goldman Sachs upgrades to Buy with a target price of 375p.
Expectations over the outlook for housebuilders "have run ahead of themselves", said Barclays as it downgraded its ratings for Persimmon, Berkeley Group, Redrow, Bellway and Taylor Wimpey.
Berkeley Group: Canaccord downgrades to Hold with a target price of 3860p.
Housebuilders were under the cosh on Tuesday, weighed down by a series of share placings in the sector, a downbeat note from Bank of America Merrill Lynch and a report suggesting that smaller housebuilders are having difficulty accessing finance.
British Land: Deutsche Bank upgrades to Buy with a target price of 660p.
Ahead of its annual shareholders meeting, Berkeley Group said trading conditions over the first four months of the new financial year had been in-line with management's expectations, but added that uncertainty around Brexit, stamp duty and mortgage interest deductibility continued to negatively impact the London market.
Provident Financial and Royal Mail look likely to be knocked out of the FTSE 100 index in the next quarterly reshuffle, with Babcock International potentially joining them.
Derwent London: HSBC maintains Hold with a target price of 3053p.
Hunting: Morgan Stanley downgrades to Underweight with a target price of 440p.
Rotork: Morgan Stanley double upgrades to Overweight with a target price of 292p.
Housebuilder Berkeley Group lifted annual pre-tax profits 53% and while it warned the business was facing "a number of headwinds and a period of prolonged uncertainty" around its core London housing market, it had £2.7bn of forward sales booked and remained confident of delivering its profits guidance for the next four years.
London-listed housebuilders slumped on Friday as investors woke up to news of a hung parliament, after PM Theresa May failed to get the seats needed to deliver a majority government.
Peel Hunt upgraded Bellway to 'add' from 'hold' and went the other way on Savills as it took a look at UK housebuilders and estate agents.
JP Morgan Cazenove adjusted ratings on a number of UK housebuilders on Thursday, noting a solid performance from the sector year-to-date, on a combination of earnings guidance upgrades, confident commentary from companies, improved housing market data, and a benign white paper.
Analysts at Liberum have raised their forecasts for housebuilders, preferring growers rather than returners, but they remain cautious about the housing sector due to share price gains.
Inmarsat: RBC upgrades to Outperform with a target price of 1000p.
Tullow Oil: Deutsche Bank upgrades to Buy with a target price of 330p.
Berkeley Group: Barclays reiterates Equal Weight with a target price of 3175p.
The FTSE 100 fell 0.41% to 7,156.95 points in Wednesday afternoon trade, led by mining shares.
HSBC kept 'buy' recommendations on all the UK housebuilding stocks it covers, as the government's housing white paper contains "few measures that would upset the expected delivery of homes" from the major developers, with Bellway and Bovis offering the most upside.