All Analysts articles – Page 19
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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.
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Analysts: M&B performance reflects wider sector trends
Analysts have responded to Mitchells & Butlers results this morning, saying that strong festive sales indicate that the rest of the trading period was flat.
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Analysts: Marston’s remains in positive territory
Analysts have responded to Marston’s trading update this morning, with Douglas Jack, of Numis, reiterating his Buy recommendation.
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Brumby: JDW momentum has faltered
Leading analyst Mark Brumby at Langton Capital has said that JD Wetherspoon’s Q1 represented a strong performance in terms of sales
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NewsJack: Prepare for chart break-out from Fuller’s
Leading analyst Douglas Jack at Numis has said that he expects Q3 like-for-like sales at Fuller’s to have remained strong
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Jack: Wetherspoon’s sales slowdown shows dangers of discounting
Douglas Jack, of Numis, has said the slowdown in Wetherspoon’s like-for-like sales increase in Q2, shows that the “downgrade momentum is with those trapped in discounting”.
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NewsJack: M&B update to be “reasonably upbeat”
Leading analyst Douglas Jack at Numis says he expects Mitchells & Butlers’ AGM statement, which is due on 29 January, to be “reasonably upbeat”
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NewsJack: All Marston’s divisions to be positive
Leading analyst Douglas Jack at Numis has said that he expects trading at Marston’s to have remained positive across all its divisions