All Analysts articles – Page 39
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Jack: TRG will be weaker in H2
Leading analyst Douglas Jack has predicted that H1 results for The Restaurant Group (TRG) will be stronger than in the second half, which would have been hit by the good weather and tough comparatives
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NewsRollo: Costa performance to be weaker
A leading analyst has said that he expects Whitbread to report a 3% increase in like-for-like sales growth in its second quarter
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Rollo: Enterprise share price can double
A leading analyst has said that if improving pub trends, growing financing availability for its non-core pub disposals, and a robust economy combine to drive increased market confidence in Enterprise Inns’ asset value, the company could see its share price double
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks ahead to the full-year results update from JD Wetherspoon, which is due on 13 September. He says that he is encouraged by signs of operating margin stabilisation but thinks the share price fully reflects JDW’s position for now
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NewsM&C20 underperforms against the FTSE
The M&C20 underperformed against the FTSE All Share this week as both lists experienced a decline. The FTSE All Share was down just under 15 points, or 1.5%, to 1,000.78 this week, while the M&C20 fell by 24 points, or 2.1%, from 1,157 to 1,123.
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Gross margins fall 14.3 pps since 2007
Leading analyst Simon French estimated that theoretical gross margins for operators have fallen by 14.3 percentage points since 2007, with food inflation cited as a reason
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French downgrades Whitbread
Analyst believes Costa and Premier Inn will reach saturation in the UK earlier than anticipated, while ROIC at Whitbread Hotel & Restaurants is static
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Jack: Cineworld to outperform market
A leading analyst has said that he expects the cinema market’s attendance to be flat, but that Cineworld should outperform
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Analyst corner
Jamie Rollo at Morgan Stanley looks ahead to the Q4 trading update from Spirit, which is due on 5 September and says that he expects the group’s trading to have improved markedly in July and August but LfL sales to slow once capex levels normalise
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Analysts mixed on Enterprise
Geof Collyer said he expected to see earnings per share growth in 2014 for the first time since 2006, while Douglas Jack cut his full-year forecast by 4%
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Brown: Many questions remain unanswered at Domino’s
A leading analyst has said that many questions remain unanswered at Domino’s following its half-year update last week
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Analyst corner
Simon French of Panmure Gordon looks ahead to the Q3 update from Enterprise Inns which is due next Thursday (8 August), expects like-for-like net income to have improved but downgrades his long-standing Buy recommendation to Hold
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French cuts EPS forecast for Marston's
Leading sector analyst Simon French has reduced his earnings per share forecast for Marston’s and said the market remains concerned that there’s little discernible uplift in profitability
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NewsFrench raises TP for JDW
Leading analyst Simon French has upgraded his earnings per share forecast and Target Price for JD Wetherspoon following last week’s “better than expected” trading update
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NewsCollyer raises Enterprise TP by 40%
Leading sector analyst Geof Collyer has raised his Target Price for Enterprise from 135p to 190p ahead of the next phase of “rehabilitation” for the company
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US broker downgrades Marston’s
US broker Jefferies has downgraded Marston’s to ‘hold’ from ‘buy’ from on valuation grounds
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Collyer: JDW needs proof of stability
Leading sector analyst Geof Collyer says investors should demand more “proof of stability” in JDW, although he raised his Target Price after a “better than expected” Q4
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Rollo increases JDW target price
A leading analyst has raised his earnings forecast and increased his target price for JD Wetherspoon
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Analyst corner
Simon French of Panmure Gordon looks ahead to Domino’s Pizza’s H1 results on Tuesday (30 July), predicting profit growth in the UK but a widening of losses in Europe.
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NewsWetherspoons drags M&C20 Index higher
JD Wetherspoon was almost single-handedly responsible for dragging the M&C20 Leisure Index higher this week