Analysts

  • Chiquito fajitas
    Opinion

    Analysts corner: JP Morgan on TRG

    2019-03-15T08:38:00Z

    On the back of The Restaurant Group’s full year results this morning, Alexander Mees at JP Morgan gives his views on what has been a busy few months for the operator.

  • Just Eat delivery scooters
    News

    Analysts corner: Hargreaves Lansdown on Just Eat

    2019-03-14T08:35:00Z

    Three months after it dropped out of the FTSE 100, Just Eat is due to re-join it. Hargreaves Lansdown gives its thoughts in its readmission.

  • Wagamama Rushden Lakes
    News

    Analysts corner: Goodbody on TRG

    2019-03-13T08:37:00Z

    Paul Ruddy, of Goodbody, poses some key questions about The Restaurant Group, ahead of their trading update on Friday.

  • Just Eat delivery scooters
    Opinion

    Analysts corner: Just Eat

    2019-03-07T08:42:00Z

    Just Eat may have reported a sales uplift of 44% in its full year results for 2018 yesterday, but for Hargreaves Lansdown the business is ‘delivering uncertainty’, with shares dipping 3% in early trading on the back of the trading update.

  • Sizzling Pubs interior
    Article

    Analysts corner: HSBC on pubs

    2019-02-22T13:17:00Z

    Analysts at HSBC have assessed the likely impact of radical changes to lease accounting, which came into force at the start of the year, on the pub sector. They say the introduction of IFRS may lead to reappraisals of valuation multiples and could increase concerns about debt levels.

  • Frankie and Bennys
    News

    Analysts corner: Peel Hunt on TRG

    2019-02-21T15:53:00Z

    Peel Hunt analysts Douglas Jack and Ivor Jones reflect on Andy McCue’s decision to step down from The Restaurant Group, and what it means for the company. They warn that “although restaurant supply has finally started to fall, declining in-store demand and rising costs point to years of correction”.

  • News

    Analysts corner: Hargreaves Lansdown on Greggs

    2019-02-20T09:40:00Z

    In its trading update yesterday Greggs upgraded its profit expectation for the current financial year, due to ‘an exceptionally strong start to the year’, with shares rising 8% in early morning trading. Laith Khalaf, senior analyst at Hargreaves Lansdown discusses the part played by its vegan sausage roll launch.

  • News

    Analysts Corner: Peel Hunt on Domino’s

    2019-02-12T08:31:00Z

    Peel Hunt analysts Douglas Jack and Ivor Jones have given their views on the outlook for Domino’s Pizza, stressing that the current share price underestimates the long-term expansion potential, and over-estimates the short-term downside risk from fewer store openings.

  • Fuller's
    News

    Analysts corner: JP Morgan on Fuller’s

    2019-02-05T08:38:00Z

    JP Morgan analysts have given their views on the learnings from Fuller’s sale of its beer company to Asahi, including a read-across from the Fuller’s deal to a scenario where Marston’s or Greene King might consider selling their brewing assets.

  • Fuller's
    News

    Analysts corner: Berenberg on Fuller’s

    2019-01-30T08:41:00Z

    Following the news last week that Fuller’s is to sell the entirety of its beer business to Asahi in a £250m deal, analysts at Berenberg have compiled their thoughts on the ‘surprise’ announcement, and suggest the sale will give them significant firepower for acquisitions.