All Analysts articles – Page 20
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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
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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