All Analysts articles – Page 11
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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
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Jack: Expect strong results from Fuller’s
Leading analyst, Douglas Jack, of Peel Hunt, has said he expects Fuller’s to deliver a strong set of results next week.
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Analysts corner: TRG
Mark Irvine-Fortescue, of Panmure Gordon, gives his view on this morning’s trading update from The Restaurant Group.
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Analyst corner: Young’s
Analysts from Panmure Gordon and JP Morgan give their views on Young’s FY results this morning – including a belief that they may be the only pub company actually able to deliver the like-for-like sales increase necessary to keep profit growth on track but why their sensitivity to weather trends could be a downfall.
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TRG shares fall on UBS downgrade
Shares in The Restaurant Group (TRG) fell 23p (7%) yesterday to 312.9p, on the back of a note from UBS
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Analyst corner: Four key challenges for Greene King
Leading analyst Simon French, of Cenkos, has said he sees little scope for progress at Greene King in the short-term.
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Analyst corner: Berenberg on Whitbread
Stuart Gordon and Najet El Kassir of Berenberg explain why Whitbread’s two market leading brands provide it with plenty of momentum, as the group gears up to report its full-year results next week.
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French: General Election announcement to provide short-term headwinds
Yesterday’s General Election announcement is likely to provide short-term headwinds in the hotel and travel sector
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Analyst corner: Hammond on TRG
Analyst Ned Hammond at Berenberg has downgraded The Restaurant Group to ‘sell’ from ‘hold’
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Analysts corner: Irvine-Fortescue on Brighton Pier Group
Mark Fortescue at Panmure Gordon has said that yesterday’s first-half update from the Brighton Pier Group demonstrated positive progress in both the company’s divisions
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HSBC: No silver bullets for TRG turnaround
Ali Naqvi, analyst at HSBC Global Research, has said that nothing in The Restaurant Group’s (TRG) turnaround plan was revolutionary
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Analyst corner: Irvine-Fortescue on TRG
Sector analyst Mark Irvine-Fortescue looks back The Restaurant Group’s (TRG) update with a note called “Cue-ing straight”
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French: Current trading to have remained difficult for TRG
Ahead of its full-year update tomorrow, leading analyst Simon French at Cenkos has said that he expects current trading to have remained difficult for The Restaurant Group (TRG).
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French: Nando’s most significant challenge to Domino’s
Leading sector analyst Simon French at Cenkos has said that Nando’s is the most significant challenge to Domino Pizza’s market share of the home delivery market.