All Analysts articles – Page 29
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NewsJack: Marston's 'well placed to drive growth'
Leading analyst Douglas Jack at Numis has reiterated his Buy recommendation for Marston’s following its H1 results this morning, saying that the company has “strong underlying trends” and that it’s “well placed to drive growth”
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Collyer upbeat on Enterprise
Leading analyst Geof Collyer has said he’s “very confident” of his full-year forecast for Enterprise Inns following its H1 results this morning, with the possibility that the company could report EPS growth for 2014
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NewsTRG 'well placed amid strong trading'
Leading analyst Karl Burns has reiterated his Buy recommendation for The Restaurant Group (TRG) ahead of its trading update on Thursday, saying that he expects trading to have been strong in the period, with like-for-like sales growth of around 3-4%, and arguing that it’s well positioned to benefit from improved consumer spending
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NewsJack predicts lfl profit lift at M&B
Leading analyst Douglas Jack has forecast that Mitchells & Butlers (M&B) will report a 2% rise in H1 pre-tax profit and 1% rise in like-for-like sales at its interim results on 22 May
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NewsM&C20 slips on mixed share-price performance
The M&C20 Index of leisure sector shares slipped by seven points or 0.5% this week, underperforming the general stock market – which was flat
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NewsJack: Strong trading continues at TRG
A leading analyst expects next Thursday’s Q1 IMS from The Restaurant Group to show “strong trading” with rising like-for-like sales experienced at the start of the year likely to be maintained
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NewsCollyer reiterates Hold for JDW
Leading analyst Geof Collyer has reiterated his Hold recommendation for JD Wetherspoon following its Q3 results, despite sales being slightly ahead for the managed operator
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Jack: Marston’s repositioning to lead to growth
A leading analyst has said that he believes Marston’s repositioning (selling wet-led pubs, recycling capital into food-led new builds and converting the Taverns estate to franchise) should lead to double-digit earnings growth in 2015E and 2016E
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Jack: Enterprise fighting hard to stand still
A leading analyst has said that Enterprise Inns is fighting hard to stand still, facing ongoing declines in wet-led pub volumes and an uncertain regulatory backdrop
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NewsAnalyst corner
Sahill Shan at N1 Singer reports on Greene King’s analyst briefing from earlier this week and how it has evolved into a multi-faceted restaurant/casual dining company
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NewsBatram: focuses on JDW and TRG
A leading analyst says he expects another strong top line performance from JD Wetherspoon when it updates the market next week
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NewsM&C20 lags behind market on anniversary
It’s a full year since we launched M&C20 and the portfolio of leisure sector shares is worth nearly 26% more than in May 2013, against a 6% rise across the general stockmarket
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Jack: GK disposal “dilutive, but strategically right”
A leading analyst has described Greene King’s sale of 275 non-core tenanted and leased pubs to Hawthorn Leisure for £75.6m as “dilutive, but strategically right”
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Jack: Sales momentum to continue at JDW
A leading analyst has said that next Wednesday’s Q3 IMS from JD Wetherspoon should be good with like-for-like sales momentum continuing for the group
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Analysis & InsightInside track: Trading concerns
Leading analyst Geof Collyer of Deutsche Bank lays out his concerns regarding the current trading environment, and focuses on confusion of offering – is it a pub or a restaurant; site availability, site saturation and rent inflation; and couponing and the online threat
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NewsPub sector 'in best shape for three decades'
The pub sector is in the best shape its been for three decades and it has plenty of scope to grow and take market share as the economy improves, according to leasing analyst Geof Collyer in an extensive report on the UK’s pub and restaurant industries
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NewsCollyer raises TP for major pub groups
Leading analyst Geof Collyer of Deutsche Bank gives a generally upbeat assessment of six major listed pub companies. He raised his Target Price for all but Enterprise and upgraded Mitchells & Butlers (M&B) from Hold to Buy
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NewsCollyer issues Hold for TRG
Leading analyst Geof Collyer has initiated his coverage of The Restaurant Group (TRG) by issuing a Hold recommendation and 700p Target Price, saying the Frankie & Benny’s and Chiquito operator is “well established” to retain its strong performance over the past decade
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NewsAnalyst corner
Three leading analysts look ahead to Whitbread’s full-year results on Tuesday 29 April. Tim Barrett at Nomura has issued a Buy recommendation, while JP Morgan Cazenoze has an Overweight rating for Whitbread, and Geof Collyer at Deutsche Bank issued a Hold rating
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NewsM&C20 stocks stay flat against rising market
Leisure company shares were flat this week as the M&C20 index increased a mere 3 points to 1,253, missing out on wider stock market gains. The All Share Index rose 16 points to 1,043