All Analysts articles – Page 19
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NewsAnalyst corner: Rollo on Stonegate
Leading analyst Jamie Rollo at Morgan Stanley reports on a roundtable meeting with Stonegate Pub Company
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NewsBatram: Expecting JDW profits to have slipped
Ahead of JD Wetherspoon’s full-year update next Friday, leading analyst Nick Batram at Peel Hunt has said that “life doesn’t get any easier” for the group
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Jack: Pressure still on JDW over margins
Leading analyst Douglas Jack, of Numis, has said he is cutting his price target for JD Wetherspoon as there are still no signs of margins stabilising in the current financial year.
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Jack: Domino’s in great shape
Leading analyst Douglas Jack has predicted Domino’s will see UK earnings grow by 20% in 2015 and said expansion in Britain is five to ten years behind the US and Australia.
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Analyst: Brumby on overcapacity
Leading analyst Mark Brumby at Langton Capital looks at the issue of overcapacity
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Ellis: Whitbread performance strong but Restaurants disappointing
Analyst Wyn Ellis, of Numis, has said Whitbread’s performance for the 50 weeks to 12 February was ahead of consensus in all area except its Restaurant arm.
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Morgan Stanley: JDW risks more than marginal
Analyst Vaughan Lewis, of Morgan Stanley, has expressed concern that margin decline at JD Wetherspoon appears to be accelerating.
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NewsAnalyst corner: Brumby – the only constant with hospitality is change
Leading analyst Mark Brumby at Langton Capital says that change is the only constant but asks do operators signing 25-year, upward only leases have this front of mind?
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NewsBatram: Expect Domino’s UK lfls to rise 15% FY14
Leading analyst Nick Batram at Peel Hunt has said Domino’s performance in Germany is likely to have dragged down a strong showing in the UK when the pizza chain reports it FY14 results on Thursday.
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NewsBatram: TRG to serve up more growth
Leading analyst Nick Batram at Peel Hunt has predicted The Restaurant Group (TRG) to report a solid set of figures for FY14 next week “with all areas of the business performing well”.
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Ellis: Whitbread FY prospects look positive
Wyn Ellis at Numis has said he expects a positive pre-close statement from Whitbread on Wednesday 25 February.
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Jack: Strong prospects for TRG
Leading analysts Douglas Jack, of Numis, has raised his target price for The Restaurant Group and predicted a strong performance when the company reports its final results on Friday 27 February.
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NewsAnalyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley looks ahead to the half-year update from JD Wetherspoon
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NewsJack: Trading to have remained strong at Domino’s
Leading analyst Douglas Jack at Numis has said that he believes trading should have remained strong at Domino’s during Q4
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Analyst corner: Brumby on dry January
Leading analyst Mark Brumby at Langton Capital says healthy living’s being marketed 24/7 but asks whether people listen? He getting an inkling that perhaps they do
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Analyst corner: Enterprise Inns
Leading analysts Mark Brumby at Langton Capital, Geof Collyer at Deutsche Bank and Douglas Jack at Numis, take a look at this morning’s update from Enterprise Inns.
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Analyst corner: Brumby on the MRO option – investment & franchises
Mark Brumby at Langton Capital looks at the House of Lords rejecting amendment proposing pubcos investing ‘significantly’ in their estates should be excused MRO option
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Brumby on Fuller’s and M&B: London trading buoyant
Mark Brumby, of Langton Capital, has given his verdict on trading updates this week from Fuller’s and Mitchells & Butlers.
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French: MRO could create pubco giants
Leading leisure analyst Simon French of Cenkos has predicted that the pubs code will result in the formation of one or two large property companies with 10,000-plus pubs each.
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Jack: Expect positive lfls from ETI
Leading analysts Douglas Jack, of Numis, has said he expects Enterprise Inns to report positive like-for-like income when its releases its AGM statement on 5 February.