All Analysts articles – Page 35
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NewsFuller's H1 EBITDA grows 4%
Fuller’s, the London-based brewer and pub operator, has reported a 4% rise in EBITDA to £28.1m in the six months to 28 September as like-for-likes in its managed estate grew 7.9%
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Jack: Conditions right for sector expansion
Current conditions provide a “favourable backdrop” to expansion for a number of leading pub and restaurant groups, according to leading analyst Douglas Jack
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Collyer: End of an era, start of a new era
A leading analyst has said that the market should take the retirement of Enterprise Inns chief executive Ted Tuppen as a sign that the period of difficult trading over the past six years is coming to an end
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NewsRollo expects solid Q3 from Whitbread
A leading analyst said he expects Whitbread to report solid like sales growth of 3%, in line with H1 when it updates the market on 10 December, but that growth across its restaurants will be flat due it being underrepresented in London
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French: Good growth expected for Fuller’s in Q3
A leading analyst has said he expects Fuller’s to report a period of good progress with c7% growth in earnings to £18.3m PBT when it announces its H1 results for the 26 weeks to 28 September on 22 November
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Openings to aid Young’s performance
A leading analyst has said that he expects a raft of new openings to have provided momentum to the performance of Young’s, which will release its H1 results for the six months ended 30 September on 21 November
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NewsAnalyst corner
Simon French at Panmure Gordon looks ahead to Enterprise Inns’ full-year results next Tuesday (19 November), saying that he believes it will have struggled to reach its Q4 like-for-like target for profitability
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NewsM&C20 large caps have a bad week
The M&C20 Index suffered one of its biggest reverses this week to finish down 2.3% at 1,127, the leisure sector badly underperforming the market as the FTSE All-Share index advanced a point to 1,036
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NewsEnterprise FY lfl net income 'to fall c3%'
Leading analyst Douglas Jack has predicts that Enterprise Inns will report a c3% fall in like-for-like net income at its full-year results on Tuesday, and predicted its shares are “likely to have a flat year” in 2014 if like-for-like net income growth does not occur
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Jack predicts Fuller's H1 PBT of £18m
Leading analyst Douglas Jack has forecast that Fuller’s will report a pre-tax profit of £18m in H1, up from £17.1m in the first half of 2012
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks at the upcoming full-year results from Mitchells & Butlers (M&B) (26 November) and says he expects solid current trading, following a disappointing Q4
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NewsWetherspoons and Spirit lead the leisure charge
The leisure sector strongly outperformed the wider equities market by three percentage points this week as the M&C20 Index rose 2.2% to 1,175
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NewsJack upgrades TRG to Hold
A leading analyst has upgraded his recommendation of The Restaurant Group (TRG) from Reduce to Hold, saying that although he remained concerned about restaurant supply growth, the error in his negative recommendation was partly in expectation that the company’s competitors would be quicker to move into leisure parks
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NewsCollyer raises JDW lfl forecast, warns on margin
Leading analyst Geof Collyer has raised his FY like-for-like forecast for JD Wetherspoon from 2% to 3% but accused the managed operator of “yet again chasing sales at the expense of margin”, with “little if any underlying profit growth”
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NewsRollo: Costa’s international business not proven
A leading analyst has said that Costa is nearing critical mass in the UK with Starbucks’ US density suggesting 2,000 outlets might be the chain’s natural UK limit
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NewsFrench raises Whitbread TP but says it's 'still overvalued'
Leading analyst Simon French has raised his Target Price for Whitbread but said the leisure group is “still overvalued”
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NewsFrench holds JDW forecast
Leading analyst Simon French has reiterated his Buy recommendation and 806p Target Price for JD Wetherspoon following the managed operator’s Q1 results yesterday
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NewsCollyer: Muted lfl growth at JDW expected
A leading analyst has said that he expects JD Wetherspoon to report muted like-for-like growth when it updates on first quarter trading tomorrow and that he continued to believe the key for the company is to deliver margin improvements and grow the FCF and dividends
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NewsFrench: Extension of opening hours at JDW will be a success
A leading analyst has said that JD Wetherspoon’s decision to extend is food serving hours to 11pm will prove another successful strategic move at a time of “ongoing flux amongst the competition”
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks to ahead to the full year results from Enterprise Inns, which are due on 19 November