All Analysts articles – Page 14
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Analysts corner: Rollo on M&B, JDW and GK
Leading analysts Jamie Rollo has said key questions over the next few weeks will centre around Mitchells & Butlers, JD Wetherspoon and Greene King.
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TRG: Recovering from the rugby tackle
Leading analyst Nick Batram has said he expects The Restaurant Group to meet market expectations when it gives a post-close update next week.
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Rollo: JDW amongst bottom three share picks
Leading analyst Jamie Rollo has placed JDW amongst his three bottom share picks for 2016, whilst Whitbread are one of his top three
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Analysis & InsightBig boys can expect strong year
Leading analyst Simon French, of Cenkos Securities, looks at how some of the sector’s biggest companies have performed during the past year, how major deals have impacted on the sector and why he would like to see a ‘merger of equals’ between TRG and M&B in 2016
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Analyst corner: UBS on TRG
UBS has initiated its coverage of The Restaurant Group (TRG) at a BUY and with a target price of 860p
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Batram: Domino’s brand recognition growing in Poland
Leading analyst Nick Batram, of Peel Hunt, has said Domino’s brand recognition is growing faster than expected in Poland.
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Analyst corner: Collyer on Marston’s
Leading analyst Geof Collyer at Deutsche Bank has said that following last week’s full-year update from Marston’s, he expects a relatively modest impact from the National Living Wage
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Analyst corner: Collyer on M&B
Leading analyst Geof Collyer at Deutsche Bank believes that the Mitchells & Butlers (M&B) supertanker has finally turned the corner but estimates that progress to full steam ahead is 18-24 months away
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NewsBatram: PV update should make pleasant reading
Leading analyst Nick Batram at Peel Hunt has said that the second full-year update as a listed company from Patisserie Holdings should make for “pleasant reading”
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Analysis & InsightAnalyst corner: Rollo on alcohol consumption
Research from Morgan Stanley shows that the trend in declining UK alcohol consumption has recently slowed and suggest that wet-led pubs now appear to be outperforming food-led pubs
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Rollo: Key questions for ETI management
Leading analyst Jamie Rollo, of Morgan Stanley, has posed some key questions for the management of Enterprise Inns, which yesterday gave an update on the overhaul of its business.
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Analyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley outlines key questions that he thinks investors could focus on in regards to JD Wetherspoon
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NewsRollo: GK facing possible dilution from pub sales
Leading analyst Jamie Rollo at Morgan Stanley has forecast that Greene King will report H1 revenues of £906m (+47%)
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Batram: Potential for momentum to increase at TRG
Leading analyst Nick Batram at Peel Hunt has said that the long-term dynamics of increased eating out should be positive for TRG
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News Barnfather: JDW significantly exposed to labour inflation
Leading analyst Anna Barnfather at Panmure Gordon has said that JDW faces stiff competition from the surge in supply of casual dining chains
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Analyst corner: Rollo on M&B
Leading analyst Jamie Rollo, of Morgan Stanley, says he expects new Mitchells & Butlers chief executive to update the market on the company’s mitigation of the pressures of the National Living Wage next month.
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Rollo: Expect strong trading for Enterprise Q4
Leading analyst Jamie Rollo, of Morgan Stanley, has said he expects Q4 trading for Enterprise Inns to have been ‘solid’ but has warned that its strategic plan will lead to significant overheads.
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NewsGreene King to reduce number of brands
Leading analyst Jamie Rollo at Morgan Stanley believes that Greene King’s main thrust for achieving revenue synergies on the back of its acquisition of Spirit will come from simplification and improvement of its brands
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Barnfather: Pressure building on Whitbread
Leading analyst Anna Barnfather, of Panmure Gordon, has said that Whitbread’s growth story is shifting further towards capex-heavy room expansion, increasing the capital intensity of its business model, raising debt levels and lowering returns.
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Analyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects JDW to report like-for-like growth of around 1.5%