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All Analysts articles – Page 39
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NewsAnalyst corner
Leading analyst look ahead to Whitbread’s Q2 interim management statement on 10 September. Notes from Barclays and JP Morgan both give an Overweight recommendation, whereas Simon French of Panmure Gordon reiterates his Sell recommendation for the Costa, Brewers Fayre, Beefeater and Premier Inn operator
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NewsFrench reiterates Buy for JDW
Leading sector analyst Simon French has reiterated his Buy recommendation and 806p Target Price for JD Wetherspoon ahead of its full-year results on 13 September and predicted a “solid” update on current trading
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NewsJack and French reiterate Hold for Greene King
Leading analysts Douglas Jack and Simon French have reiterated their Hold recommendations for Greene King following its Q1 interim management statement yesterday
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French: Only certain equity in Punch’s is Matthew Clark stake
A leading analyst has said that the Punch Taverns’ only certain equity value is in its shareholding in Matthew Clark
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NewsM&C20 outperforms market by 16%
A pound invested in the companies that comprise the M&C20 at the beginning of May would now be worth nearly £1.16, as the index ticked up a percentage point this week to reach its highest level - 1,159
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NewsManagement initiatives to aid Spirit trading
A leading analyst is forecasting a pick-up in managed LFL sales in Q4 to c.4% for Spirit Pub Company, which he said will be due to a combination of more favourable weather and management initiatives
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Greene King results will be 'more than robust'
Leading sector analyst Geof Collyer expects Greene King to report “more than robust” results for its retail arm for the first quarter of its current financial year
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Greene King Q1 expected to be strong
A leading analyst has said that he expects trading at Greene King during its first quarter to be strong and ahead of it assumptions
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NewsM&C20 bounces back against FTSE
The M&C20 Index bounced back to outperform the FTSE All Share this week as both lists experienced an increase after the previous week’s declines
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks ahead to the Q4 update from Mitchells & Butlers (M&B), which is due at the end of September
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French tips 'resilient' TRG
Leading sector analyst Simon French has reiterated his Buy recommendation and 560p Target Price for The Restaurant Group ahead of its H1 results, predicting “resilient” results despite the good weather
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OpinionFrench raises Spirit TP
Leading sector analyst Simon French has “strongly reiterated” his Buy recommendation for Spirit Pub Company and raised his Target Price for the firm from 93p to 110p
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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