All Analysts articles – Page 21
-
News
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
-
News
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.
-
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%
-
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
-
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
-
News
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%.
-
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
-
News
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
-
News
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
-
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
-
News
Analyst corner: Brumby on trading and Black Friday
Leading analyst Mark Brumby at Langton Capital on trading, Black Friday and Cyber Monday
-
News
Analyst corner: Sahill Shan on Marston’s
Sahill Shan of N + 1 Singer has reinforced his Buy recommendation for Marston’s.
-
News
Collyer: Expect “muted” Marston’s results
Leading analyst Geof Collyer has predicted “muted” full year results from Marston’s tomorrow and issued a hold recommendation.
-
News
Collyer: Pubcos can benefit from end of beer tie
Geof Collyer of Deutsche Bank has predicted Enterprise Inns converting a third of its estate into a Real Estate Investment Trust (REIT) would add an extra 50p to its share price alone.
-
NewsPub code vote impacts M&C20
The M&C20 significantly underperformed this week as a result of the House of Commons vote which may signal the end of the beer tie
-
NewsAnalyst corner: Rollo on M&B
Leading analyst Jamie Rollo at Morgan Stanley asks why haven’t Mitchells & Butler’s (M&B)like-for-like sales been improving with its customer feedback?
-
News
Analyst corner: Brumby on Punch Taverns part two
Mark Brumby at Langton Capital gives a further take on what Punch could do next, suggesting it could swap chunks of its estate at book value with regional operators for shares
-
NewsCollyer: Brewers will be the biggest winners
Leading analyst Geof Collyer Deutsche Bank has said that brewers will be the biggest winners from yesterday’s vote against the beer tie, and said he would be surprised if more than 20% of pubs took up the market rent only option
-
News
Analyst corner: Brumby on Punch
Mark Brumby at Langton Capital asks what if Punch scrapped Beer Tie, became a Prop Co, beefed up Buying Club, distributed 25% of it free to tenants & listed remainder on the Stock Market?
-
NewsJack: Marston’s returning to growth
With Marston’s final results, due next Thursday, leading analyst Douglas Jack at Numis has forecast PBT to be down 6% at £83.2m (consensus: £85.5m)