All Analysts articles – Page 13
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NewsBarnfather: TRG investors will need more reassurance
Leading analyst Anna Barnfather at Panmure Gordon has said that investors in The Restaurant Group (TRG) will require further reassurance before the group’s stock can re-rate
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Analyst corner: Brumby on over-expansion & fabricated demand
With The Restaurant Group and Ed’s Easy Diner having said that they are to dispose of units, leading analyst Mark Brumby at Langton Capital says the pair are unlikely to be the last operators to trim their estates
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French: McCue appointment has reduced pressure on TRG board
Analyst Simon French at Cenkos has said he expects TRG to confirm the disposal of up to 40 sites and the removal of up to £5m head office costs
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Analyst reaction: TRG changes
Leading analysts Mark Brumby at Langton Capital, and Anna Barnfather at Panmure Gordon, give their respective takes on the changes at the top of TRG
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Analyst corner: Rollo on impact of Pokemon Go
Leading sector analyst Jamie Rollo at Morgan Stanley looks at the impact of the current Pokemon Go craze on the pub and restaurant market
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French: Plan for the worse
Analyst Simon French has said that on the back of the decision to leave the EU, the pub and restaurant industry “should plan for the worst (i.e. a re-run of 2008-10)”.
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Analyst corner: Rollo on GK and M&B
Morgan Stanley leisure analyst Jamie Rollo looks at the divergent share performance of Greene King and M&B
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Analysts corner: Brumby on London trading
Mark Brumby, of Langton Capital, asks whether the good times are over for operators in London:
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Barnfather: Plenty for Brighton Pier Group to go after
Leading analyst Anna Barnfather at Panmure Gordon has said that the Brighton Pier Group (formerly Eclectic) is well placed to execute on its strategy
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NewsAnalysts corner: Brumby on JDW vs TRG
Mark Brumby, of Langton Capital, compares the fortunes of JD Wetherspoon and The Restaurant Group over a ten-year period and declares “I think we have a winner”.
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Analysts corner: Brumby on TRG
Mark Brumby, of Langton Capital , gives a rundown of the analysts call for the Restaurant Group, this morning, calling it “as bad a conference call as we have heard in many, many years”
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French: Inevitable that PE will seek to consolidate existing TRG operations
Leading analyst Simon French at Cenkos has said he thinks it is now inevitable that private equity will seek to consolidate The Restaurant Group’s existing operations
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Jack to replace Batram at Peel Hunt
Leading analyst Douglas Jack is to leave Numis Securities to join Peel Hunt
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MRO: 60-second briefing
Mark Brumby, of Langton Capital, has given his view on the impact of the Government’s changes to the pubs code:
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Barnfather: SSP UK has significant growth potential
Leading analyst Anna Barnfather at Panmure Gordon has said that a site visit to Euston Station yesterday with SSP reassured her about the significant growth potential of the UK market for the business
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Collyer: ETI share buyback welcomed as a sign of confidence
Leading analyst Geof Collyer has said that Enterprise’s decision to initiate a new share buyback programme will be very much welcomed as a sign of confidence in the future
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Collyer: JDW - few if any catalysts for near term performance
Leading analyst Geof Collyer at Deutsche Bank has said that JD Wetherspoon is still relatively expensive versus peer group
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Barnfather: Shep Neame gathering momentum
Leading analyst Anna Barnfather has said that Shepherd Neame is gathering momentum
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Analyst corner: Batram on Domino’s Pizza
Nick Batram, leading analyst at Peel Hunt, argues that with the disposal of its German business, Domino’s Pizza is poised to start 2016 fresh