All Analysts articles – Page 20
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NewsAnalyst corner: Rollo on Enterprise Inns
Leading analyst Jamie Rollo at Morgan Stanley is forecasting like-for-like net income growth of 0.5% when Enterprise Inns gives its Q1 update next month
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NewsBatram: JDW all eyes on the margin
Leading analyst Nick Batram at Peel Hunt has said that he expects JD Wetherspoon to report a healthy top line when it gives its Q2 update later this month
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Jack: Cineworld FY to be in line
Leading analyst Douglas Jack expects full year trading at Cineworld to be broadly in line
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NewsAnalyst corner: TRG
Analysts have responded to TRG’s “solid performance” in its FY2014 trading update this morning with the consensus being that 2015 will present the company with opportunities for growth.
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Analyst corner: Brumby on consumer spending
Leading analyst Mark Brumby at Langton Capital says that economic fundamentals strong, but spending not so much
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Analyst corner: Brumby on pub & restaurant trading
Leading analyst Mark Brumby at Langton Capital takes a look at the performance of pub and restaurant groups over the festive season
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NewsRollo: M&B a top pick for 2015, JDW a straggler
Leading analyst Jamie Rollo at Morgan Stanley has named Mitchells & Butlers (M&B) as one of his top share picks for 2015
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Jack: Tough winter for TRG but 2015 looks strong
Leading analyst Douglas Jack, of Numis, has maintained his Buy recommendation for The Restaurant Group despite predicting the company would report tough trading for November and December.
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NewsRollo downgrades ETI on back of MRO uncertainty
Leading analyst Jamie Rollo at Morgan Stanley has downgraded his Enterprise Inns rating from Overweight to Equal-weight
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Happy New Year for M&C20 Index
The M&C20 Leisure Index had a good Christmas and New Year, increasing in value by 2.7% to 1,255 over the festive period
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Analyst corner: Brumby on cheaper petrol
Brent Crude dips below $60, but what does it mean for the consumer asks leading analyst Mark Brumby at Langton Capital.
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NewsAnalyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects Q2 like-for-like sales growth at JD Wetherspoon to slow down to c3-4%
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NewsBatram: Platform in place at M&B for improvement
Leading analyst Nick Batram has said that the platform is now in place to drive through an improvement in revenues at M&B
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NewsJack: TRG best placed to outperform
Leading analyst Douglas Jack at Numis believes that the combination of rising consumer disposable income and strong cinema prospects leaves TRG best placed to outperform operationally next year
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Numis on Whitbread: Strong trading momentum
Wyn Ellis at Numis has reiterated an Add recommendation for Whitbread after Q3 results this morning showing like-for-like sales of 6%.
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NewsFrench: Costa should be demerged to maximise potential
Leading analyst Simon French has as Costa’s international division returns to profitability he thinks the likelihood of a demerger of the brand will increase
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Analyst corner: Brumby on pub asset valuations
On the back of the annual pub valuation report from property advisor Fleurets, leading analyst Mark Brumby says that the market is now much more nuanced
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M&C20 outperforms wider market
The M&C20 outperformed the All-Share index again this week as the wider market was slightly held back by oil price drops and the Autumn Statement
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NewsAnalyst corner: Brumby on Greene King
Leading analyst Mark Brumby at Langton Capital has said that Greene King’s H1 numbers were just a shade disappointing
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Analyst corner: Brumby on trading and Black Friday
Leading analyst Mark Brumby at Langton Capital on trading, Black Friday and Cyber Monday