BUZZ-UK Industrials: Investec says to avoid commodity-exposed stocks
** Bunch of UK industrials in red after Investec (LSE: INVP.L - news) makes case to circumvent stocks with commodity exposure
** Stoxx Europe 600 Industrial Goods & Services index down slightly, with valve and pump market Weir 2nd bottom performer on 3 pct fall
** Investec cuts Weir to "sell" from "hold" & TP to 1120p from 1450p, adding to pressure on co that expressed caution on H2 margins earlier this year, citing slump in U.S (Other OTC: UBGXF - news) . oil and gas drilling activity
** Other industrials that Investec cuts or downgrades also in red, with Vesuvius (Other OTC: CKSNF - news) down 2.5 pct & Brammer, DS Smith (Other OTC: DITHF - news) down between 1.5-2 pct
** Morgan Advanced Materials (Other OTC: MCRUF - news) , Spirax-Sarco Engineering, Fenner (Stuttgart: 0UR.SG - news) & Halma also negative (RM (LSE: RM.L - news) : esha.vaish.thomsonreuters.com@reuters.net)