All Analysts articles – Page 18
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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
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Jack issues Buy for RBG
Leading analyst Douglas Jack at Numis says he expects Revolution Bar Group (RBG) to add five sites each year from 2017 to bring reach 140 venues in 16 years with an initial weighting towards Revolución de Cuba
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NewsRollo: Expect 25% EBIT hike for SSP
SSP is expected to report H1 EBIT up 25%, according to leading analyst Jamie Rollo, of Morgan Stanley. He said that when SSP reveals its results on 21 May it will show strong margin growth offsetting fairly weak organic sales. He said this, plus the recent flurry of contract wins, should continue to support the shares, despite their relatively high valuation.
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Analyst corner: Rollo on M&B
Leading analyst Jamie Rollo at Morgan Stanley says he expects like-for-like sales growth at Mitchells & Butlers (M&B) to have slowed to 1% when it reports its H1 results in 21 May. He warned that M&B will need to deliver a much stronger performance in the next six months to meet full-year targets.
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NewsAnalysts: Punch in positive territory
Analysts have given their response to Punch taverns H1 numbers this morning.
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NewsAnalyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects Q3 LfL sales growth of 1.5-2.5% from JD Wetherspoon
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NewsFrench: Not possible to justify Domino’s share rating
Leading analyst Simon French has issued a ‘Sell’ note on Domino’s shares and said it was “not possible to justify the group’s current valuation”
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Jack: Expand and prosper
Douglas Jack, of Numis, has named Mitchells & Butlers, Marston’s, Domino’s, Punch Taverns and The Restaurant Group as his top picks for the leisure sector in the rest of the 2015 financial year.
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Collyer: ETI will emerge stronger from Pubs Code
Geof Collyer, of Deutsche Bank, has predicted Enterprise Inns will emerge from the aftermath of the Pubs Code as a “much more vigorous property manager” with more control over its business and achieving a greater proportion of income from fixed rent.
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NewsAnalyst corner: Rollo on Whitbread
Leading analyst Jamie Rollo at Morgan Stanley says he expects Whitbread to report strong FY results as it raised PBT guidance to the top end of consensus
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Jack: Marston’s accretive acquisition
Leading analyst Douglas Jack, of Numis, has upgraded his forecast for Marston’s following its acquisition of Daniel Thwaites beer division.
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Analyst: Brumby on JDW buybacks
Leading analyst Mark Brumby at Langton Capital looks at why JD Wetherspoon has spent another £325,000 today buying back its own shares.
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Jack: Budget favourable for sector
Leading analyst Douglas Jack, of Numis, has said the licensed retail prospects remain ‘reasonable’ after yesterday’s budget.
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NewsJack: Watering down the MRO option
Leading analyst Douglas Jack, of Numis, has said the impact of the market rent only option being included in the pubs code appears to be declining.