Analysts Corner

  • 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.

  • Marstons-Lazy Pig external pub shot-Chesham
    Opinion

    Analysts corner: Marston’s

    2019-07-25T07:48:00Z

    Following Marston’s trading update for the 42 weeks to 20 July 2019, leading analysts from JP Morgan, Peel Hunt, Liberum and Goodbody share their reactions to the figures, which have been described as “slightly disappointing” in Q3.

  • Tim Martin JDW
    News

    Analysts corner: Goodbody on JDW

    2019-07-11T08:00:00Z

    On the back of JD Wetherspoon’s latest trading update yesterday, analyst Goodbody gives its views on the pub operator’s performance and said the numbers indicate a good finish to the year.

  • Hungry Horse exterior
    Opinion

    Analysts corner: Greene King

    2019-06-28T07:37:00Z

    Following the brewer and pub operator’s full year results announcement yesterday, leading analysts from Liberum, Peel Hunt and Hargreaves Lansdown give their views on what the results mean.

  • Wagamama
    News

    Analysts corner: Berenberg on TRG

    2019-06-28T07:36:00Z

    While some key questions remain around whether Wagamama can maintain its positive momentum within The Restaurant Group, analysis of Trip Advisor ratings by Berenberg has found that signs are positive – and that customer perception of Frankie & Benny’s is improving.

  • Nick Mackenzie, new Greene King CEO
    News

    Analysts corner: Berenberg on Greene King

    2019-06-14T07:19:00Z

    In advance of Greene King’s new CEO Nick Mackenzie unveiling the company’s full-year results for 2019, the analyst shares its thoughts on the pub operator and brewer’s position in the market.

  • Miller & Carter exterior
    Opinion

    Analysts corner: M&B and Ei Group

    2019-06-07T07:59:00Z

    Berenberg shares its latest thoughts on the performance of M&B and Ei Group, and how it’s affected their ratings.

  • Domino's
    News

    Analysts corner: Domino’s Pizza

    2019-05-23T07:45:00Z

    Looking back at the detail of Domino’s Q1 update early this month, analysts at Berenberg believes a cocktail of conditions is creating a very uncertain long-term outlook.

  • Downing Crowd launches bond
    Opinion

    Analysts corner: Mitchells & Butlers

    2019-05-21T07:12:00Z

    Ahead of its H1 results this Thursday, analyst Goodbody offers up its thoughts on what we could see from the pub, bar and restaurant operator’s update.