All Analysts articles – Page 17
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French: Orchid integration appears on track at M&B
Leading analyst Simon French, of Cenkos Securities, has said Mitchells & Butlers appears on track with the integration of the Orchid portfolio.
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Jack: Expect Fuller’s PBT up 6%
Leading analyst Douglas Jack, of Numis, has forecast a 6% rise in pre-tax profits for Fuller’s to £36m ahead of the company’s full year results on Friday.
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Analyst corner: Rollo on pub stocks
Leading analyst Jamie Rollo at Morgan Stanley has said that the P/E multiple for pub company stocks remains the furthest away from its 2007 peak
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Batram: Cineworld has room for long-term outperformance
Nick Batram at Peel Hunt says that Cineworld shares have been predictably strong and expects its upcoming AGM to be accompanied by a positive update
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Analyst corner: Rollo on Whitbread
Leading analyst Jamie Rollo at Morgan Stanley says that he expects Q1 16 like-for-like sales of 5.5% from Whitbread
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Jack: Expect a positive update from Cineworld
Leading analyst Douglas Jack at Numis said that he is expecting a positive update from Cineworld’s AGM statement
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Analysts corner: ETI overhaul “inevitable”
Analysts have welcomed Enterprise’s announcement as “sensible, inevitable and well-planned” and said a similar move must now be expected from Punch Taverns.
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Jack: Expect strong H1 results from SSP
Leading analyst Douglas Jack, of Numis, has said he expects strong results from travel concessions operator SSP when it reports its H1 results on 21 May.
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NewsJack: TRG to have maintained momentum
Leading analyst Doug Jack at Numis has said that he believes like-for-like sales at TRG should have at least maintained momentum in March and April
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Jack: ETI to reveal transformational strategic review
Leading analysts Douglas Jack, of Numis, has said he expects a ‘transformational strategic review’ when Enterprise Inns reveals its H1 results next week.
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Brumby: JDW should draw clear from the pack
Mark Brumby at Langton Capital has said that JDW now seems to be saying that its like-for-like sales could trend towards flat for the rest of the year
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Jack: JDW breakfast push won’t counter margin fall
Leading analyst Douglas Jack, of Numis, has questioned whether volume growth from JD Wetherspoon’s drive to grow breakfast sales will offset the hit on margins.
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Jack: Expect strong underlying trade for Marston’s H1
Leading analyst Douglas Jack, of Numis, has said he expects Marston’s to report strong underlying trade when it presents its H1 results next week.
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Rollo: Expect flat H1 lfls at ETI
Leading analyst Jamie Rollo at Morgan Stanley says he expects Enterprise Inns to report flat H1 LfLs and EBITDA of £144m (-2%)
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NewsAnalyst corner: Collyer on Marston’s
Leading analyst Geof Collyer at Deutsche Bank forecasts that Marston’s will report strong sales growth across its Retail estate when it gives its H1 update
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NewsRollo: M&B needs a strong H2
Leading analyst Jamie Rollo at Morgan Stanley argues that M&B needs a much stronger H2 performance to meet full-year expectations
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NewsCollyer: Expecting muted Q3 lfl performance from JDW
Leading analyst Geof Collyer at Deutsche Bank said he is expecting a muted Q3’15E lfl performance from JD Wetherspoon due to tougher comps
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NewsCollyer: Acquisition to drive total sales growth at M&B
Leading analyst Geof Collyer at Deutsche Bank said he expects estate growth from acquisition to drive total sales growth at M&B
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NewsJack: Expect JDW margins to keep falling
Leading analyst Doug Jack at Numis expects LFL sales at JDW to have slowed from H1’s level of 4.6%, to c.2% in Q3, with margins continuing to fall
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Analysts on Whitbread update and search for new CEO
Leading analyst Simon French at Cenkos has said that the departure of Andrew Harrison as chief executive of Whitbread probably delays any decision on the demerger of Costa