All Analysts articles – Page 32
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NewsLondon and south drive Enterprise growth
Enterprise Inns’ like-for-like net income growth was significantly higher in London than elsewhere in Q1 2014, with a flat performance in the Midlands despite growth of 1% overall
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NewsMid-cap firms drive M&C20 outperformance
The M&C20 outperformed the FTSE all-share index this week by one of the biggest margins since M&C Report began monitoring the share prices last May, with ‘mid-cap’ companies driving the growth
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NewsAnalyst corner
Simon French at Panmure Gordon looks ahead to Enterprise Inns’ interim management statement on 6 February, saying he expects to see no change to consensus forecasts
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NewsCollyer: M&B requires 'Herculean effort'
Leading analyst Geof Collyer has said that Mitchells & Butlers (M&B) will need a much stronger performance in H2 if it’s to recover its position, and a “Herculean effort” is still required to turn around the bottom quartile of the estate
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NewsFuller's: Christmas, Brewer Street, investments, analysts
Friday 20 December was the busiest trading day ever for Fuller’s, with sales up 15% year-on-year on so-called ‘mad Friday’, chief executive Simon Emeny has told M&C Report
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Jack holds forecast for Fuller's
Leading analyst Douglas Jack has reiterated his Add recommendation for Fuller’s following its trading update this morning that saw like-for-likes in its managed arm grow 7.2% in the 10 weeks to 25 January
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NewsJack moves ETI from Add to Hold
Analyst also says the Government should avoid implementing a mandatory free-of-tie option with an open market rent review as part of the statutory code
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NewsDomino’s managing evolution to mature business
A leading analyst has said that Domino’s is a company managing the evolution from fast growth to established mature business
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NewsM&C20 in reverse as ‘big boys’ falter
The M&C20 Index suffered a 2% reverse this week after strong recent gains with seven of the biggest eight companies’ shares in decline
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News'Rising tide' lifts pub companies
A leading analyst has said there’s been a “rising tide” in the pub sector, helped by good trading over summer and Christmas and an “improving consumer outlook” that “fuels optimism in the licensed trade”. -
NewsJack: M&B trading to have picked up
A leading analyst has said that he expects LFL trading to have picked up over the last two months at Mitchells & Butlers (M&B), due to an improved sector backdrop, investment, IT roll out and efforts to improve service standards
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Collyer cuts JDW profits and earnings forecast
Leading analyst Geof Collyer has downgraded his profit and earnings expectations for JD Wetherspoon following its Q2 update yesterday, which he described as “the usual curate’s egg”, with improving like-for-likes but warnings of lower margins
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NewsJack: Fuller's has upgrade potential
Leading analyst Douglas Jack has reiterated his Add forecast for Fuller’s ahead of its Q3 interim management statement on Thursday, saying that it has “further upgrade risk”.
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Jack raises JDW lfl prediction, cuts PBT estimate
Leading analyst Douglas Jack has increased his like-for-like sales growth prediction for JD Wetherspoon but cut his 2014 pre-tax profit forecast after the managed operator said it expects operating margin for the half year to have fallen from 8.3% to 8.1%L
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NewsFrench reiterates Hold for Marston's
Leading analyst Simon French has reiterated his Hold recommendation and 150p Target Price for Marston’s after a “slightly better than expected” trading update
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French: TRG still a Buy after Page steps down
Leading analyst Simon French says Andrew Page’s decision to step down as chief executive of The Restaurant Group does not alter the investment case in the company
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NewsEssenden bowls a strike for M&C20
The M&C20 Leisure Index tracked the general equities market this week, as both grew by a little over 1.2% to 1,249 and 1, 064 points respectively
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NewsBatram: Don’t expect M&B lfls to be far from flat
A leading analyst has said that in terms of like-for-like expectations at the 17 weeks stage for Mitchells & Butlers (M&B), he doesn’t expect the figure to be far from flat.
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NewsAnalyst corner
Ahead of the Q1 IMS from Enterprise Inns, Jamie Rollo at Morgan Stanley says he doesn’t expect a final decision on a statutory code for tenanted pub companies until after the next election
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NewsFrench: Eclectic presents a unique investment opportunity
Leading analyst Simon French has said that the recently listed Eclectic Bar Group represents a unique investment opportunity, stating that the 20-strong business could eventually triple in size and initiated coverage with a Buy recommendation and 210p Target Price.