MCA Insight

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  • Analysts corner: Greene King

    09 Jan 2019

    Following Greene King’s trading update yesterday, MCA round-ups the views of analysts from JP Morgan Cazenove, Liberum, Hargreaves Lansdown and Goodbody.

  • Analysts corner: Peel Hunt on Greene King

    08 Jan 2019

    Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, have given their view on this morning’s year-to-date trading statement from Greene King, saying it represents a “very strong start to statement season”.

  • Analysts corner: Wagamama

    04 Jan 2019

    On the back of Wagamama’s Q2 trading update (see below), Peel Hunt analysts Douglas Jack and Ivor Jones have noted that costs “continue to surge”. They take a look at the prospects for the brand and its new parent company, The Restaurant Group, throughout 2019.

  • Analysts corner: Ei Group and M&B

    14 Nov 2018

    Peel Hunt analysts Douglas Jack and Ivor Jones have given their views on next week’s updates from Ei Group and Mitchells & Butlers. On the former, they say that the disposal of the commercial properties estate and a return to EBITDA growth are likely to be landmarks for 2019. For M&B they expect to see H1’s trend of drink outperforming food, driven by spend per head, being repeated in H2.

  • Analysts corner: Peel Hunt on TRG

    13 Nov 2018

    Peel Hunt analysts Douglas Jack and Ivor Jones have updated their comments on The Restaurant Group’s bid for Wagamama, saying yesterday’s rights issue announcement failed to address the key issues. They set out some of the questions they believe investors should be asking of the group.

  • Analysts corner: Goodbody on TRG/Wagamama deal

    09 Nov 2018

    There have been a range of positive and negative reactions from analysts following the proposed sale of Wagamama to The Restaurant Group, but despite some concerns Goodbody feels is it a deal that can deliver.

  • Analysts corner: Brumby on delivery

    11 Sep 2018

    Mark Brumby, of Langton Capital, presents a snapshot of the delivery market in the UK and asks whether the likes of Deliveroo and UberEats are friend or foe of the restaurant trade.

  • Analysts corner: JDW

    14 Sep 2018

    Analysts have given their early reaction to JD Wetherspoon’s FY trading update this morning, including Peel Hunt and Langton Capital. The strong like-for-like sales rise has been welcomed but there are warnings that discounting elsewhere many impact performance going forward.

  • Analysts corner: Peel Hunt on Shepherd Neame

    20 Sep 2018

    Peel Hunt analysts Douglas Jack and Ivor Jones give their views on Shepherd Neame ahead of next week’s trading update, saying that in their view the tenanted and brewing sides of the business have the best chance of beating forecasts.

  • Analysts corner: Mitchells & Butlers

    28 Sep 2018

    Following Mitchells & Butlers pre close trading update yesterday, analysts from JP Morgan and Goodbody give their views on the company’s performance.

  • Analysts corner: JP Morgan on Marston’s

    11 Oct 2018

    Leading analyst Alexander Mees, from JP Morgan, says there is every reason to expect a ‘normal’ year in FY19, with the recovery in Destination & Premium and a flatter performance by Taverns.

  • Patisserie Holdings: The current state of play

    17 Oct 2018

    Mark Brumby, of Langton Capital, gives his view on a dramatic week at Patisserie Holdings and the questions yet to be answered.

  • Analysts corner: Goodbody on Whitbread

    19 Oct 2018

    Goodbody analysts have set out their view on the prospects for Whitbread, post the divestment of Costa, suggesting that it opens the door for value creation.

  • Analysts corner: TRG’s acquisition of Wagamama

    30 Oct 2018

    Following the news this morning that The Restaurant Group is to acquire Wagamama, we round-up some of the latest analysts’ reaction on the deal, including Shore Capital, Goodbody, Berenberg and JP Morgan.

  • Analysts corner: Barclays on Wagamama sale

    31 Oct 2018

    Following the news that The Restaurant Group (TRG) has set the wheels in motion to acquire Wagamama, Barclays lends its thoughts on the subject, and warns the brand not to go changing.

  • Analysts corner: Berenberg on Ei Group

    31 Oct 2018

    In advance of Ei Group’s full year figures next month, analysts at Berenberg share their views on the pub company, and suggest it may be ‘stock worth dusting off again’.

  • Analysts corner: Peel Hunt on TRG/Wagamama

    02 Nov 2018

    Peel Hunt analysts Douglas jack and Ivor Jones have expressed “considerable doubts” about The Restaurant Group (TRG)’s plans to acquire Wagamama.

  • Analysts corner: Berenberg on JDW

    08 Nov 2018

    Following JD Wetherspoon’s Q1 trading update yesterday, Berenberg analyst Owen Shirley shares his thoughts on why the company is playing the long game when it comes to pricing.

  • Analysts corner: Peel Hunt on Deltic/Revolution

    10 Sep 2018

    Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, discuss the revelation by Revolution Bars Group that it is in preliminary discussions with former suitor, Deltic. They examine the attractions of the deal and main negotiation points.

  • Analysts corner: Berenberg on JDW

    11 Sep 2018

    Berenberg analysts have issued a note ahead of JD Wetherspoon’s full year results announcement this week.

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