Analysts Corner

  • Internal Desco Lounge, Solihull
    Opinion

    Analysts’ verdict: Liberum and Peel Hunt on Loungers

    2019-12-05T08:21:00Z

    Both Liberum and Peel Hunt have upwardly revised their full year estimates for Loungers, following the AIM-listed business’ positive interim statement yesterday (4 December).

  • MARSTONS_Day_2_Jan_2019-1662_300dpi_CMYK
    News

    Goodbody and JP Morgan on Marston’s

    2019-11-29T08:40:00Z

    Goodbody has said it retains its “cautious view” on Marston’s in terms of investment due to the fact it has endured an extended period of muted like-for-like growth, it said in a note following Marston’s preliminary full-year results update on Wednesday (27 November).

  • MC salting
    Opinion

    Analysts’ verdict: Berenberg on Mitchells & Butlers

    2019-11-28T08:14:00Z

    Mitchells & Butlers shares are due a “pause for breath” believes analyst Berenberg.

  • Wagamama_Didsbury_013
    News

    Analysts’ verdict: JP Morgan and Goodbody on Wagamama

    2019-11-26T08:42:00Z

    Wagamama’s second quarter trading update may have revealed its lowest like-for-like growth rate since Q4 2016, but according to analysts at JP Morgan this is missing the point.

  • Domino's
    Opinion

    Analysts verdict: Berenberg on Domino’s

    2019-11-25T08:26:00Z

    Despite improvement in its share price since its Q3 update last month, major challenges still remain for Domino’s Pizza, according to analysts Berenberg.

  • Philharmonic, Liverpool
    Opinion

    JP Morgan, Goodbody and Morgan Stanley on Mitchells & Butlers

    2019-11-22T08:31:00Z

    Leading analysts share their views on Mitchells & Butlers (M&B) full year financial results, and how they stack up against forecasts.

  • Tim Martin
    Opinion

    Analysts’ verdict: JD Wetherspoon

    2019-11-14T08:40:00Z

    Analysts at JP Morgan Cazenove and Goodbody share their reactions to the latest trading update from JD Wetherspoon and how it’s impacted their forecasts.

  • Dominos
    News

    Analysts’ verdict: Goodbody on Domino’s

    2019-10-18T07:30:00Z

    Domino’s decision to exit its international markets should be well received by investors, according to Rachel Fox, gaming and leisure analyst at Goodbody.

  • Alexander Graham Bell, JDW
    Opinion

    Berenberg on JD Wetherspoon

    2019-09-25T07:45:00Z

    The crux of investor debate on JD Wetherspoon (JDW) centres on whether it can convert its continued impressive like-for-like (lfl) sales momentum into meaningful profit growth in FY20 and beyond, says analyst Berenberg. And it thinks JDW can.

  • 20180606 - City Pub Co - Old Ticket Office-28
    Opinion

    Berenberg on City Pub Group

    2019-09-20T07:35:00Z

    City Pub Group’s (CPG) H1 results showed “impressive top-line momentum”, said analysts at Berenberg, after the pub operator reported sales were up 36% year-on-year.

  • Wetherspoon motorway pub
    Opinion

    JP Morgan on JD Wetherspoon

    2019-09-16T07:28:00Z

    JD Wetherspoon’s (JDW) profit outlook does not justify its current multiple, according to the latest analysts note on the operator from JP Morgan.

  • spread-eagle-bury-st-edmunds-gk
    Opinion

    Hargreaves Lansdown on Greene King

    2019-09-10T07:13:00Z

    Greene King’s shares were unmoved by the news that like-for-like sales in its Pub Company arm were down by 1.85% for the 18 weeks to 1 September, said analysts from Hargreaves Lansdown in their latest note on the brewer and pub operator.

  • Mitchells & Butlers
    News

    Morgan Stanley on Mitchells & Butlers

    2019-09-09T07:36:00Z

    Mitchells & Butlers’ (M&B) sales will continue to outperform a gently improving UK pub market, believe analysts at Morgan Stanley. 

  • Wagamama
    Opinion

    JP Morgan and Goodbody on The Restaurant Group

    2019-09-04T07:37:00Z

    The Restaurant Group’s (TRG) H1 results yesterday revealed a strong performance from Wagamama and plans to rationalise the Leisure estate. Analysts at JP Morgan and Goodbody give their take on the numbers.

  • wagamama
    Opinion

    Analysts’ verdict: Goodbody on The Restaurant Group

    2019-09-02T07:22:00Z

    In advance of The Restaurant Group’s H1 trading update tomorrow, analyst Goodbody says it’s expecting strong growth from Wagamama and evidence of stabilisation within its leisure division.

  • Bell Inn Nottingham Greene King
    Opinion

    Analysts’ verdict: Berenberg on Greene King

    2019-08-21T07:54:00Z

    Analysts at Berenberg have said they expect the acquisition of Greene King by CK Asset Holdings to be approved by shareholders and as a result has upgraded its rating to ‘hold’ and increased its price target to the offer price.

  • Share offer
    Opinion

    Analysts’ verdict: Greene King

    2019-08-20T07:31:00Z

    Following the news that Greene King could be acquired by Hong Kong-based property developer CK Asset Holdings yesterday, analysts from JP Morgan, Morgan Stanley, and Goodbody give their views on the deal and what it represents for the sector.

  • Domino's
    Opinion

    Analysts’ verdict: Berenberg on Domino’s

    2019-08-20T07:31:00Z

    Following the publication of Domino’s first half results earlier this month, analysts from Berenberg share their thoughts on the challenges it faces.

  • Miller & Carter exterior
    Opinion

    Analysts’ corner: Mitchells & Butlers

    2019-08-05T07:28:00Z

    A material re-rating should lie ahead if the business continues to executive its operational improvement and de-leveraging plans, believe analysts at Berenberg.

  • Fullers
    Opinion

    Analysts’ corner: Berenberg on Fuller’s

    2019-08-02T07:38:00Z

    Leading analysts at Berenberg reflect on Fuller’s prospects as it enters a “transformational” year following the sale of its brewing business to Asahi.