Noticias del mercado

* FTSE rebounds 0.8 percent after Wednesday's fall

* Miners, energy stocks up with commodity prices

* Segro slides as results fail to impress

By David Brett

LONDON, Aug 26 (Reuters) - Commodity-linked stocks, led byKazakhmys after first-half results, drove Britain's top shareindex higher by midday on Thursday following sharp falls in theprevious session.

By 1039 GMT, the FTSE 100 <.FTSE> was up 38.07 points, or0.8 percent, at 5,147.47, buoyed by a late rally overnight onWall Street and picking itself up from a seven-week closing lowon Wednesday.

Kazakh copper miner Kazakhmys rose 3.7 percent afterit reported a 130 percent rise in underlying first-half earningsper share and said it was on track to meet its full-year outputgoals.

Evolution Securities kept its "add" recommendation onKazakhmys, but raised its target price to 1,295 pence from 1,185pence to reflect the increase in the broker's copper priceestimates.

Sector peers <.FTNMX1770> rallied after taking a hammeringon Wednesday, along with metals prices, from gloomy reports onU.S. housing and durable goods orders.

"Investors drew some confidence from the late rally in theU.S., but it feels empty, with little out there to sustain thispush other than bottom picking, with weak macroeconomic data,particularly from the U.S., still haunting markets," said JimmyYates, head of equities at CMC Markets.

Xstrata was up 2.1 percent after major shareholderGlencore International [GLEN.UL], the Swiss mining andcommodities trading giant, posted strong first-half results onstrong metals prices. [ID:nLDE67O1KW]

BHP Billiton climbed 1.5 percent as its chiefexecutive flies to North America this week to crank up the charmoffensive with Potash Corp shareholders after dousingexpectations he would sweeten a $39 billion bid for thefertiliser giant.

Energy stocks <.FTNMX0530> also recovered after falls in theprevious session, rising with crude prices .

Oil services and engineering group Amec added 3.7percent after it posted a 20 percent rise in profits.[ID:nLDE67O21A]

SEGRO FALLS

Segro topped the FTSE 100 fallers' list, down 3.5percent, after the industrial property landlord reportedfirst-half results and only a small rise in asset value pershare. Evolution Securities cut its rating on the stock to"neutral" from "add", saying there was "no catalyst for equityoutperformance". [ID:nLDE67O11S]

Diageo , the world's biggest spirits group, fell 1.6percent after its full-year results, with Credit Suisse cuttingits 2011 earnings per share forecast for the company along withits price target. [ID:nLDE67P0GU]

G4S rose 3.1 percent after the security servicesgroup reported a rise in first-half profit thanks to strongperformance at its Asia and Middle East businesses, and said itexpected more growth in the second half. [ID:nLDE67P0FT]

Wall Street futures pointed to a flat to slightly higheropen on Tuesday as investors await the release of U.S. weeklyjobless claims at 1230 GMT. (Editing by Will Waterman)