All Analysts articles – Page 36
-
NewsM&C20 underperforms against FTSE
The M&C20 suffered a decline this week, down 1.2% to 1,149.95 - a fall that wiped £127m off the value of the 20 companies represented in the index
-
NewsJack expects JDW to outperform lfl estimates
Leading analyst Douglas Jack says he expects JD Wetherspoon’s like-for-like sales to be ahead of his full-year forecasts at its Q1 interim management statement on Wednesday, adding that the “main sensitivity continues to be margins”
-
NewsRollo: Consolidation of managed sector would make sense
A leading analyst has said that he thinks consolidation in the managed pub sector would make a lot of sense
-
NewsJack: Spirit buoyed by Flaming Grill Lite
Leading analyst Douglas Jack has issued a Buy recommendation for Spirit Pub Company, highlighting its “attractive growth prospects” and pointing out that trials of its Flaming Grill Lite offshoot are achieving double the company’s return hurdle rate
-
NewsCollyer raises Spirit TP following 'cunning plan' on debt
Spirit Pub Company’s “cunning plan” to announce a debt re-profiling could and should free up much needed cash for investment before a probable refinancing in 2018, according to a leading analyst
-
NewsAnalyst corner
Sahill Shan at N+1 Singer looks at Greene King and says that he sees 2014 being a busy year strategically for the brewer and pub operator, as it builds on the underlying trading momentum across its key managed pub formats
-
News
Field open for TRG to accelerate expansion
A leading analyst has suggested that The Restaurant Group (TRG) can take advantage of issues surrounding its peers to follow through with an accelerated openings programme and double the size of its estate over the next eight years
-
NewsFrench downgrades Spirit EPS estimates; upbeat on debt move
Leading analyst Simon French has downgraded predictions for Spirit Pub Company’s earnings per share during this year and next following the group’s full-year results on Tuesday, although he was upbeat about the potential impact of its proposed debt reprofilingspirit
-
NewsCollyer downgrades Whitbread but sets out growth path
A leading analyst has downgraded his recommendation on Whitbread from Buy to Hold, but laid out a path of how the company’s shares could rise by 85% more than their current value through its growth plan
-
NewsWhitbread: economy, coffee saturation, restaurant performance, analysts
M&C Report takes a closer look at the H1 results for Whitbread for the six months to 29 August, reports from a media conference call with chief executive Andy Harrison, and rounds up the views of analysts
-
NewsAnalyst corner
Simon French at Panmure Gordon looks ahead to Spirit Pub Company’s full-year results on Tuesday 22 October, forecasting 1% like-for-like sales growth in the managed estate and 0.5% like-for-like net income growth in its leased pubs
-
NewsM&C20 'posts' and increase in Royal Mail bonanza week
The M&C20 index enjoyed a bounce this week after four consecutive weeks of decline, rising 2.9% to end on 1,152
-
News
French: Costa reaching saturation in UK
A leading analyst has said that he believes Costa is approaching saturation in the UK whilst the international business is being deprived of the investment needed to capitalise on the growth opportunity
-
News
Growing confidence represents investment opportunities
A leading analyst has said that growing consumer confidence and an improving sector profile is presenting investment opportunities and names The Restaurant Group aned Greene King as his two conviction plays on relative outperformance versus the rest of the sector
-
NewsJack: Spirit is undervalued
Leading sector analyst Douglas Jack has said the time is right to buy shares in Spirit Pub Company, which he says are “undervalued”
-
NewsAnalyst corner
Leading analyst Jamie Rollo looks ahead to JD Wetherspoon’s Q1 interim management statement on 6 November, predicting a “solid” trading update “with few surprises”
-
NewsCollyer downgrades forecast for Marston's
Leading analyst Geof Collyer has downgraded his forecast for Marston’s after its update yesterday, saying the company has a “dull medium term outlook relative to most peers”
-
NewsAnalyst corner
Simon French, analyst at Panmure Gordon, looks ahead to Marstons’ pre-close interim management statement next Wednesday (9 October)
-
NewsM&C20 suffers third consecutive decline
The M&C20 suffered its third consecutive decline this week, down 2.3% to 1,122 - a fall that wiped £240m off the value of the 20 companies represented in the index
-
News
Domino's showed 'decent progress'
A leading analyst has issued a Hold recommendation for Domino’s Pizza after its Q3 results yesterday, predicting 11% profit growth this year and saying the UK business appears to be in good shape, although he expressed disappointment about the reduced UK openings target