All Analysts articles – Page 11
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‘Limited attraction’ for investors in pub sector
Analysts at HSBC have said there are limited attractions for investors in the pub sector and expressed concern generally about the sector
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NewsAnalysts corner: Jack and French on TRG H1
Leading analysts Douglas Jack, of Peel Hunt, and Simon French, of Cenkos, have given thier views on The Restaurant Group’s H1 update this morning.
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Jack: The transition at TRG is likely to take longer than expected
Leading analyst Douglas Jack at Peel Hunt has forecast that for Thursday’s H1 results, TRG’s PBT will be down 29% to £26.1m
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Analysts corner: Rollo on pub and restaurant spend
Leading analyst Jamie Rollo, of Morgan Stanley, has said all the metrics point to a continued demand from consumers to spend in pubs and restaurants. However, he insists question marks remain over how long this will be sustainable.
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NewsAnalysts corner: Parson on Deltic/Stonegate/Revolution
Leading analysts Nigel Parson, at Canaccord, has described Deltic’s proposal to merge with Revolution Bars Group as offering “greater but more uncertain upside for Revolution shareholders” compared to the £100m cash offer from Stonegate.
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Analysts’ corner: Jack on Domino’s
Leading analyst Douglas Jack, of Peel Hunt, has upgraded his 2018E and 2019E forecasts for Domino’s by £2m to reflect this morning’s announcement that it has entered into a partnership with its largest franchisee in London.
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NewsAnalyst corner: French on GK/TRG moves and Domino’s
Leading analyst Simon French at Cenkos comments on this morning’s people moves at Greene King and TRG
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Analysts corner: Jack on GK
Leading analyst Douglas Jack, of Peel Hunt, explains why he believes investors are taking an unnecessarily downbeat of Greene King’s shares.
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Jack: Demand is shifting away from in-restaurant dining
Leading analyst Douglas Jack at Peel Hunt has said that demand and supply growth within the full-service restaurant market is moving into negative territory
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Analysts corner: Jack on M&B
Leading analyst Douglas Jack, at Peel Hunt, has predicted a “muted” update from Mitchells & Butlers when it reports Q3 trading figures next week.
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Analyst corner: Jack on Domino’s
Douglas Jack at Peel Hunt has said the rate of expansion of Domino’s franchisee network is a key indicator of the health of the business
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Jack: Marston’s Q3 likely to see wet-led pubs out-perform
Leading analyst Doug Jack, of Peel Hunt, has said he expects Marston’s Q3 trading update to show wet-led pubs outperform the rest of the estate in like-for-like sales growth.
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Brumby on Fulham Shore
Jack Brumby, analyst at Langton Capital, says Fulham Shore’s central concepts offer enough momentum and potential to be optimistic about group’s prospect
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Analyst corner: Rollo on pubs
Leading analyst Jamie Rollo, of Morgan Stanley, discusses why the wholesale shift into food by by most of the major pub operators over the last decade has not proved to be they antidote they may have hoped for.
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Irvine-Fortescue: GK running hard to standstill
Mark Irvine-Fortescue, leading analyst at Panmure Gordon, has said that Greene King is “running hard to standstill”. Off the back of the pub operator and brewer’s full-year update, the analyst said that he expected a flattish profit outturn this year, with enhanced buying scale post Spirit, and operational initiatives (portfolio ...
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Analyst corner: Rollo on Greene King
Jamie Rollo, leading analyst at Morgan Stanley, looks at yesterday’s full-year update from Greene King
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Fuller’s - opening up new Frontiers
Leading analyst, Douglas Jack, of Peel Hunt, looks at some of the key points emerging from Fuller’s preliminary results last week and trends supporting the company’s growth.
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Analysts corner: Panmure Gordon on Fuller’s
Mark Irvine-Fortescue, of Panmure Gordon, gives his view on Fuller’s results this morning, and why he still sees Young’s is still the London pubco to watch.
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Rollo: Costa could be ‘interesting turnaround story’
Leading analyst Jamie Rollo, of Morgan Stanley, examines the coffee shop market and suggests that Costa could be ‘an interesting turnaround story’.
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French: Downgrades Whitbread from Buy to Hold
Leading sector analyst Simon French at Cenkos has downgraded Whitbread from Buy to Hold following a period of share price outperformance