All Analysts articles – Page 12
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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.
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Analyst corner: Irvine-Fortescue on Greene King
Mark Irvine-Fortescue, analyst at Panmure Gordon, looks at this morning’s Q3 trading update from Greene King
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Panmure – TRG: Kitchen-sinking or sinking kitchens?
Leading analyst Mark Irvine-Fortescue at Panmure Gordon has said additional pressure is being placed on the ‘transformation programme’ at TRG
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Panmure: Expect estate rationalisation at TRG to feature highly
Analyst Mark Irvine-Fortescue at Panmure expects estate rationalisation to feature highly for TRG over the coming year
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French: Remain confident TRG has skillset to take stabilise
Leading analyst Simon French at Cenkos remains confident that TRG has the skillset to make the necessary remedial action to stabilise profitability
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Analyst corner: Starbucks set to outgrow McDonald’s
Nomura’s Mark Kalinowski has predicted that Starbucks will overtake McDonald’s as the sector’s most valuable company globally.
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NewsFrench: Stonegate could play key role in sector consolidation
Leading analyst Simon French says Stonegate could play a key role in the consolidation of the UK’s pub sector
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French: Initial feedback suggests robust Xmas trading period
Simon French at Cenkos has said that initial feedback from pub and restaurant operators suggests a robust Xmas trading period
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Analyst corner: Brumby on overexpansion
Leading analyst Mark Brumby at Langton Capital looks at how “cheap cash & crowd-funding have ‘supply-pushed’ capacity”
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Analysts corner: Brumby on Punch
Jack Brumby, of Langton Capital, gives his view on why the market has consistently mispriced Punch. He explains that the UK’s second biggest pub operator has made great strides operationally, strategically and financially, which have yet to be fully recognised.
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Analyst corner: Burns on TRG
Leading sector analyst Karl Burns at Investec has said that The Restaurant Group (TRG) remains in a difficult spot with declining LFL sales, rising cost inflation and an uncertain outlook