All Analysts articles – Page 24
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NewsAnalyst corner: Rollo on Spirit/Greene King
Jamie Rollo at Morgan Stanley looks at Greene King’s offer for Spirit, and says that integration could drive material synergies of around £50m
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French: M&B update 'disappointing'
Leading analyst Simon French believes the market will view Mitchells & Butlers’ (M&B) latest trading update as “disappointing”renchL:
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French: Spirit now in play
Leading analyst Simon French at Cenkos Leisure says he expects all the other major managed pub companies will be running the numbers on Spirit
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Jack: Expect a strong Q3 from Domino’s
Leading analyst Douglas Jack said that he expects UK LFL sales at Domino’s Pizza Group to have remained double-digit positive
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NewsDP Poland shows 'tangible signs of progress'
DP Poland, the operator of the Domino’s brand in the country, is displaying “tangible signs of progress”, according to leading analyst Nick Batram
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NewsAnalyst corner: Rollo on M&B
Jamie Rollo at Morgan Stanley looks ahead to the Q4 interim management statement from Mitchells & Butlers (M&B), predicting a “solid” performance
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NewsFrench: TRG and M&B should merge
Leading analyst Simon French has proposed the merger of The Restaurant Group Plc (TRG) with Mitchells & Butlers (M&B) to create the UK’s pre-eminent eating and drinking out group sayingTRG has earned the opportunity at creating something bigger
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NewsJack moves Marston's from Buy to Add
Leading analyst Douglas Jack had moved Marston’s from Buy to Add and cut his forecast for the group, saying that he expects trading to have slowed in Q4 due to “tougher comps and unhelpful weather in late August”.
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C&C Group 'a buying opportunity'
Leading analyst Ian Hunter has initiated his coverage of Magners producer C&C Group with a Buy recommendation, citing its opportunities in the US, the “efficient” business in its core markets, and a strong balance sheet
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Analysts upgrade Greggs
Two leading analysts have upgraded their expectations for Greggs following upbeat interim management statement for the third quarter from the high street bakery group
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NewsScottish independence fears hit M&C20
The threat of Scottish independence rattled the markets this week as the FTSE All Share fell 0.8% (down some 9 points to 1,057) and the M&C20 suffered a fall of 1.7% (down 21 points to 1,198). Friday has seen the UK markets recover somewhat as fears of a ‘Yes’ vote subside as more poll data is released
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NewsRollo raises Whitbread EPS forecast
Leading analyst Jamie Rollo has increased his earnings per share (EPS) forecast for Whitbread by 1-2% following “another strong trading update” on Tuesday
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NewsAnalyst corner - Sahill Shan on Greene King
Sahill Shan of N1 Singer upgrades Greene King from Sell to Hold, saying he does not believe that its “disappointing” AGM update this week is a “fundamental setback” for the brewer and pub operator
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Analysts upbeat on Prezzo
Two leading analysts have given an upbeat assessment of Prezzo following the company’s H1 results yesterday
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Jack moves Greene King from Buy to Add
Leading analyst Douglas Jack has downgraded his recommendation for Greene King from Buy to Add and cut forecasts by 3% as the brewer reduces its reliance on tenanted pubs in what Jack called a year of “limited growth”
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NewsEllis raises Whitbread TP
Leading analyst Wyn Ellis has increased his Target Price for Whitbread from £43 to £45 after its “very strong” trading update
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Batram: JDW feels margin pressure
A leading analyst has said JD Wetherspoon has failed to rebuild its margin in the second half of the year and looks unlikely to change
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NewsAnalyst corner: M&B
Jamie Rollo at Morgan Stanley looks ahead at the upcoming update from Mitchells & Butlers (M&B) and says he expects a solid Q4
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Collyer: Spirit is moving up the pecking order
Leading analyst Geof Collyer has upgraded his earnings per share (EPS) forecast for Spirit Pub Company, saying the group is “moving higher up the pecking order” following its above-expectations trading update, although some concerns remain
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NewsBatram: Spirit will exceed expectations
Another analyst has predicted that Spirit Pub Company will exceed expectations following yesterday’s trading update