All Analysts articles – Page 22
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NewsJack: Tough trading at TRG, prospects remain strong
Leading analyst Douglas Jack at Numis has said that although he is cautiously trimming his 2014E forecasts for The Restaurant Group (TRG) prospects for 2015E remain strong
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NewsJack: Solid H1 results expected for Fuller’s
Leading analyst Douglas Jack, of Numis, has predicted a pre-tax profit rise of 5% to £19m for Fuller’s when its interim results are released on Friday 21 November.
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News
Analyst corner: Brumby on Punch
Mark Brumby at Langton Capital says that whilst some observers would say ‘not before time’, others would marvel that Punch Taverns has been able to keep its underlying business to the extent that it has
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NewsCollyer: Punch is re-emerging into the ring in better shape
Leading analyst Geof Collyer at Deutsche Bank has said Punch Taverns is emerging back into the ring in fitter, leaner form
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Opinion
Analyst corner: Mark Brumby on leisure sector IPOs
Leading analyst Mark Brumby at Langton Capital takes a look at the appetite for going public and ask whether “take privates and IPOs are two sides of the same coin?”.
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NewsAnalyst corner: Batram on TRG
Leading analyst Nick Batram at Peel Hunt believes there is potential for acceleration in like-for-like sales at The Restaurant Group
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News
Batram: Prezzo shareholders should reject bid
Leading analyst Nick Batram at Peel Hunt has said that Prezzo shareholders should reject the agreed £303.7m bid from TPG Capital
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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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News
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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News
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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News
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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News
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