<strong>KESA</strong><br />JP Morgan analysts believe that Kesa offers investors a restructuring story with the potential to deliver around 100 per cent earnings per share growth over two years. The broker views the firm&rsquo;s continued investment in new markets as a positive, especially as it has been achieved with a capex reduction. It remains &ldquo;overweight&rdquo; on the stock with a 130p price target. <br /><strong><br />ANGLO AMERICAN</strong><br />Barclays Capital has changed its earnings per share estimates for Anglo American in light of the broker&rsquo;s new, higher copper price assumptions and also on the assumption of a stronger rand. The broker has increased its target price for the shares to 2,300p from 1,700p and upgrades its recommendation to &ldquo;overweight&rdquo;, in light of Xstrata&rsquo;s merger proposals.<br /><strong><br />PREMIER OIL</strong><br />Collins Stewart raised its target price for Premier Oil to 1,325p based on the announcement of a successful Vietnamese exploration well. The broker thinks that the discovery opens up significant exploration potential in the area and believes it highlights the underlying strengths of Premier&rsquo;s Asian assets. The analysts recommend that investors &ldquo;buy&rdquo; the stock.