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All Analysts articles – Page 10
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News
Analysts corner: Peel Hunt on RBG
Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, have said they expect Revolution Bars Group to show a strong improvement in like-for-like sales when it releases its H2/festive trading update next week.
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Opinion
Analysts corner: Barnfather on City Pub Group
Leading analyst Anna Barnfather, of Liberum, has said City Pub Group’s management strength and track record as well as its freehold asset base make it an attractive investment.
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News
Analysts corner: Jack on M&B
Leading analyst, Douglas Jack, of Peel Hunt, gives his view on Mitchells & Butlers, saying that with like-for-like sales momentum starting to build, “the long-awaited positive catalyst is emerging”.
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News
Analysts corner: Wet-led venues continue to lead the pack
Leading analyst Douglas Jack, of Peel Hunt, gives his view on trading updates for January, and identifies Revolution Bars as his top pick, with or without a deal.
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NewsAnalysts corner: You’ve got Gail
Leading analyst Douglas Jack, of Peel Hunt, has said the rumoured takeover of Gail’s Bakery by Patisserie Holdings would be materially accretive if it becomes a reality.
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News
Analysts corner: Jack on TRG
Leading analyst Douglas Jack, of Peel Hunt, has said that potential bidders for The Restaurant Group are likely to keep their powder dry until the Spring.
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News
Analysts’ corner: Jack on Domino’s
Leading analyst Douglas Jack, of Peel Hunt, discusses signs of confidence at Domino’s.
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News
Analyst corner: Jack on bowling
Leading analysts Douglas Jack, of Peel Hunt, has said the country’s two leading bowling operators – Hollywood Bowl and Ten Entertainment have “substantial scope” to increase their dominance of the sector. He stressed that potentially significant rewards await if the two companies can further raise the perception of the bowling sector.
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News
Analyst corner: HSBC on M&B
Joseph Thomas of HSBC explains why he has a slight sense of unease over Mitchells & Butlers.
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NewsAnalysts corner: Raiders of the lost car parks
Leading analyst Douglas Jack, of Peel Hunt, has said that Marston’s strength lies in the management knowing exactly where the company’s growth is coming from.
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News
Analysts’ corner: Mees on Marston’s
Alexander Mees, analyst at JPMorgan Cazenove, described yesterday’s full-year results from Marston’s as like a mild ale, with profits in line with expectations and no change to FY18/19 estimates.
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News
Analyst corner: Jack on Revolution Bars Group
Leading sector analyst Douglas Jack at Peel Hunt has said that he expects Revolution Bars Group’s AGM to show c1% like-for-like sales growth
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News
Analyst corner: Hickman on Fuller’s
Paul Hickman at Edison Investment Research says that amid wavering signals from the consumer economy, and numerous cost pressures, Fullers’ business provides a reassuring picture
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News
Analyst corner: Jack on Cineworld
Douglas Jack at Peel Hunt takes a look at Cineworld before the company Q3 update next week, and says that the company is likely to indicate a slowdown in trading due to a weaker UK market.
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News
Jack: Fuller’s share price represents long-term buying opportunity
Leading analyst, Douglas Jack, of Peek Hunt, has said a 20% fall in Fuller’s share price over the past two years should be seen as a long-term buying for investors.
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News
Jack: Market has overplayed M&B Q4 slowdown
Douglas Jack at Peel Hunt believes the market has over-played the slowdown in Mitchells & Butlers like-for-like sales in Q4
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News
Analyst corner: Jack on Ei Group
Leading sector analyst Douglas Jack at Peel Hunt says he expects the Ei Group to have posted its 15th consecutive quarter of positive LFL net income in Q3
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News
Analysts corner: Rollo on SSP
Leading analyst Jamie Rollo, of Morgan Stanley, gives his view on SSP’s upcoming results and whether the wider slowdown in rail volumes is likely to hit the operator.
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OpinionAnalysts corner: Survival of the fittest
Leading analyst Douglas Jack, at Peel Hunt, says the story of investing in the leisure sector is “survival of the fittest”.
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NewsAnalyst corner: Morgan Stanley on Costa
Leading analysts at Morgan Stanley have issued a note arguing that they believe there’s room for 530 more Costa sites in the UK