All Analysts articles – Page 34
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NewsAnalyst corner
A trio of leading analysts - Jamie Rollo at Morgan Stanley, Wyn Ellis at Numis and Karl Burns at Panmure Gordon - take a closer look at the Costa investor day
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NewsRollo: Solid Q1 expected from Spirit
A leading analyst has said he expects solid Q1 Managed LfLs from Spirit Pub Company given it reported a 4% increase for the first eight weeks and Christmas sits midweek
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NewsCollyer and Ellis raise Whitbread TPs
Leading analysts have given their views on Whitbread following its Q3 interim management statement yesterday
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NewsFrench: Concerned over Costa slowdown
A leading analyst has said he remains concerned over a potential slowdown in UK like-for-like equity store sales at Costa
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NewsAnalyst corner
Shares in Domino’s Pizza Group fell as much as 10% after the announcement this morning that Lance Batchelor was resigning as chief executive
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NewsEquity market slide brings down M&C20
The M&C20 suffered its second biggest decline this week – down 2.5% to 1,128; but that was in the context of a pretty miserable seven days for the general equities market, with the FTSE All-Share Index off 2.1% to 1,014
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NewsMarston’s accelerating towards managed pub operator status
A leading analyst has said that the recent full-year results from Marston’s provided further evidence of the company accelerating the transformation process to become a predominately managed pub operator
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NewsFrench predicts robust H1 for Greene King
Leading analyst Simon French has reiterated his Hold recommendation and 750p Target Price for Greene King ahead of its half-year results on 3 December, predicting a “robust” performance for the brewer and pub operator
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NewsAnalyst corner
Douglas Jack at Numis says Marston’s is a buying opportunity following its full-year results yesterday, with medium-long term growth prospects “significantly enhanced”
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NewsFrench raises Enterprise Target Price
Leading analyst Simon French has increased his Target Price for Enterprise Inns from 123p to 133p following its full-year results last week
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Jack: Marston's disposals mean long term earnings growth
Leading analyst Douglas Jack says he believes Marston’s repositioning of its pub estate should allow it to generate double-digit earnings growth over the long-term, although increased disposal activity led him to cut his pre-tax profit forecast for 2014 and 2015
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Punch reiterates Sell and TP for Punch
Leading analyst Simon French has reiterated his Sell recommendation and 7p Target Price for Punch Taverns after its “slightly better than expected” trading update
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NewsFrench raises M&B Target Price
Leading analyst Simon French has reiterated his Sell recommendation for Mitchell’s & Butlers (M&B) but increased his target price from 301p to 365p, saying the company is “potentially a compelling turnaround story”
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Jack issues Hold for Punch after Q1 IMS
Leading analyst Douglas Jack has issued a Hold recommendation for Punch Taverns following its Q1 trading update this morning, saying he expects that the valuation gap to its peers should narrow on successful bond restructuring
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NewsCollyer reiterates Buy for Greene King
Leading analyst Geof Collyer has reiterated his Buy recommendation for Greene King ahead of its half-year results next Tuesday (3 December), saying that the company remains his favourite in the sector
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Improved margins at M&B to cover-up weak sales growth
A leading analyst has said that improved margins at Mitchells & Butlers (M&B) should help cover-up for weak sales growth in FY’13
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NewsFrench: Marston’s strategy “relatively risky”
A leading analyst has said that he believes Marston’s strategy of accelerating disposals of bottom-end wet-led pubs whilst allocating more capital to new build food-focussed managed pubs remains relatively risky given the step up in industry supply
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Collyer: premium and destination key at Marston’s
A leading analyst has forecast that full-year group revenue at Marston’s will have increased 4.8% with the top end of its retail division being the major driving factor (+7.9%)
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NewsAnalyst corner
Simon French at Panmure Gordon looks ahead to the full-year results for Mitchells & Butlers (M&B) next Tuesday (26 November) and says he expects “few surprises”
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Jack upgrades PBT Fuller's estimates for 2015 and 2016
Leading analyst Douglas Jack has upgraded his pre-tax profit estimates for 2015 and 2016 for Fuller’s following the London-based brewer and pub operator’s H1 results this morning