All Analysts articles – Page 22
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NewsJack upgrades Punch to Add
Leading analyst Douglas Jack at Numis has upgrade his recommendation on Punch’s shares to Add from Hold
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Analyst corner; Brumby - JDW kicks investors in nuts, does right thing
Analyst Mark Brumby looks at the Q1 update from JD Wetherspoon and says that supporters of the company may feel a little let down despite their underlying support for business model
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JDW needs consistently better all round performance
Leading analyst Sahill Shan at N+1 Singer has said that for JD Wetherspoon’s shares to kick on and warrant a positive stance the company needs to demonstrate a consistently better all round performance
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NewsEllis on Diageo: near term prospects “very encouraging”
Diageo’s management is “continuing to pull the right levers” as demonstrated in its portfolio updates and “Route to Consumer” (RtC) programme however there is no near term catalyst for transformational growth in India and Africa, a leading analyst has said
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NewsJack: Prospects remain strong for TRG
Leading analyst Douglas Jack at Numis believes the prospects for The Restaurant Group remain strong
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NewsFrench: JDW a troubling dynamic
Simon French at Cenkos has initiated his coverage of JD Wetherspoon with a Sell recommendation and said that he expects its customers to trade up to casual dining units as their real incomes rise
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Brumby: GK/Spirt integration to benefit Marston’s
Leading analyst Mark Brumby at Langton Capital has said that Marston’s could benefit from Greene King’s proposed acquisition of Spirit Pub Company
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NewsM&C20 rises in afterglow of bid speculation
The M&C20 rose 2% this week to 1,221 points, ever so slightly underperforming the 2.1% rise in the wider market which saw the FTSE All-Share end at 1,018 points, says Will Brumby of Langton Capital
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NewsRollo: M&B FY to be towards the low end of expectations
Leading analyst Jamie Rollo at Morgan Stanley has said he believes that Mitchells & Butlers (M&B) full year results will be towards the low end of expectations
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Analyst corner: The warm weather in 60 seconds
Mark Brumby at Langton Capital says that while clothes retailers may have been bleating about it but it’s good to know the Indian summer has been good for somebody; pubs have got another month out of their beer gardens
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NewsAnalyst corner: GK gets another five days
Mark Brumby at Langton Capital looks at the current state of play in the approaches for Spirit and the extension of the put-up-or-shut-up deadline to 5pm 4 November
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NewsAnalyst corner: Brumby on Spirit bid(s) in 60 seconds
Mark Brumby at Langton Capital takes a quick look at the current state of bidding for Spirit Pub Company and the possible fall out”
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NewsJack: JDW to maintain momentum
Leading analyst Douglas Jack expects Q1 like-for-like sales at JD Wetherspoon to be up at least 5%, maintaining the momentum the company generated during the first seven weeks
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NewsRollo: Further income growth expected at ETI
Leading analyst Jamie Rollo at Morgan Stanley has said that he expects Enterprise Inns to report a fifth consecutive quarter of like-for-like net income growth
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NewsBid activity drives M&C20 outperformance
Driven by bid activity, the M&C20 again outperformed the market this week, rising 4.2% to 1,197 points, against a 2.2% rise in the FTSE All-share to 997 points
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NewsAnalyst corner: Mark Brumby on the Spirit bid situation
Mark Brumby of Langton Capital looks at the bid situation surrounding Spirit Pub Company and says that a deal with Greene King now looks likely
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Batram: GK offer for Spirit no knock-out
Nick Batram at Peel Hunt says that his interpretation of events surrounding the approaches for Spirit Pub Company is that Greene King’s offer is reasonable but clearly no knock-out
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NewsBatram: Short-term delivery, long-term questions with Just Eat
Leading analyst Nick Batram at Peel Hunt says that Just Eat still offers the potential to be a highly profitable business, but investors need to “enjoy the dish now before it gets cold”
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Analyst corner: Nick Batram on Spirit
Under the heading “Greene with envy” Nick Batram at Peel Hunt looks at the upcoming full-year update from Spirit
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NewsFrench: Renewed opportunity for M&B and TRG merger
Leading analyst Simon French at Cenkos has said he sees renewed opportunity for a nil premium, all-share merger between TRG and M&B