All Analysts articles – Page 15
-
News
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
-
News
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.
-
News
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
-
News
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
-
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”
-
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
-
News
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.
-
News
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
-
News
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
-
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%)
-
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
-
News
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.
-
News
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.
-
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
-
News
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.
-
News
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%
-
News
Barnfather: Shep Neame gathering momentum
Leading analyst Anna Barnfather at Panmure Gordon has said that Shepherd Neame is gathering momentum
-
News
Rollo: Various options open to new M&B CEO
Leading analyst Jamie Rollo, of Morgan Stanley, has said new Mitchells & Butlers chief executive Phil Urban faces a number of challenges in his new role, including weak like-for-likes, rising restaurant competition and wage cost pressures.
-
News
Collyer: First time no net increase in JDW estate size since FY07
On the back of JD Wetherspoon’s full-year update on Friday, leading analyst Geof Collyer has suggested that the group’s net openings figure for its current year could be zero
-
NewsBurns: M&B has issue over what it is
Leading analyst Karl Burns at Panmure Gordon has argued that the fundamental issue with M&B is that it is now seen more as a restaurant company rather than a pub company