All Analysts articles – Page 4

  • Miller & Carter

    Analysts corner: Ei Group and M&B


    Peel Hunt analysts Douglas Jack and Ivor Jones have given their views on next week’s updates from Ei Group and Mitchells & Butlers. On the former, they say that the disposal of the commercial properties estate and a return to EBITDA growth are likely to be landmarks for 2019. For M&B they expect to see H1’s trend of drink outperforming food, driven by spend per head, being repeated in H2.

  • Opinion

    Analysts corner: Peel Hunt on TRG


    Peel Hunt analysts Douglas Jack and Ivor Jones have updated their comments on The Restaurant Group’s bid for Wagamama, saying yesterday’s rights issue announcement failed to address the key issues. They set out some of the questions they believe investors should be asking of the group.

  • Wagamama

    Analysts corner: Goodbody on TRG/Wagamama deal


    There have been a range of positive and negative reactions from analysts following the proposed sale of Wagamama to The Restaurant Group, but despite some concerns Goodbody feels is it a deal that can deliver.

  • Crown & Sceptre, Streatham Hill, JDW pub

    Analysts corner: Berenberg on JDW


    Following JD Wetherspoon’s Q1 trading update yesterday, Berenberg analyst Owen Shirley shares his thoughts on why the company is playing the long game when it comes to pricing.

  • Wagamama Rushden Lakes

    Analysts corner: Peel Hunt on TRG/Wagamama


    Peel Hunt analysts Douglas jack and Ivor Jones have expressed “considerable doubts” about The Restaurant Group (TRG)’s plans to acquire Wagamama.

  • Wagamama

    Analysts corner: Barclays on Wagamama sale


    Following the news that The Restaurant Group (TRG) has set the wheels in motion to acquire Wagamama, Barclays lends its thoughts on the subject, and warns the brand not to go changing.

  • Ei Group

    Analysts corner: Berenberg on Ei Group


    In advance of Ei Group’s full year figures next month, analysts at Berenberg share their views on the pub company, and suggest it may be ‘stock worth dusting off again’.

  • Wagamama New Year campaign

    Analysts corner: TRG’s acquisition of Wagamama


    Following the news this morning that The Restaurant Group is to acquire Wagamama, we round-up some of the latest analysts’ reaction on the deal, including Shore Capital, Goodbody, Berenberg and JP Morgan.

  • Costa Coffee

    Analysts corner: Goodbody on Whitbread


    Goodbody analysts have set out their view on the prospects for Whitbread, post the divestment of Costa, suggesting that it opens the door for value creation.

  • News

    Patisserie Holdings: The current state of play


    Mark Brumby, of Langton Capital, gives his view on a dramatic week at Patisserie Holdings and the questions yet to be answered.

  • News

    Analysts corner: JP Morgan on Marston’s


    Leading analyst Alexander Mees, from JP Morgan, says there is every reason to expect a ‘normal’ year in FY19, with the recovery in Destination & Premium and a flatter performance by Taverns.

  • Mitchells & Butlers logo

    Analysts corner: Mitchells & Butlers


    Following Mitchells & Butlers pre close trading update yesterday, analysts from JP Morgan and Goodbody give their views on the company’s performance.

  • Jonathan Neame

    Analysts corner: Peel Hunt on Shepherd Neame


    Peel Hunt analysts Douglas Jack and Ivor Jones give their views on Shepherd Neame ahead of next week’s trading update, saying that in their view the tenanted and brewing sides of the business have the best chance of beating forecasts.

  • Wetherspoon logo

    Analysts corner: JDW


    Analysts have given their early reaction to JD Wetherspoon’s FY trading update this morning, including Peel Hunt and Langton Capital. The strong like-for-like sales rise has been welcomed but there are warnings that discounting elsewhere many impact performance going forward.

  • News

    Analysts corner: Brumby on delivery


    Mark Brumby, of Langton Capital, presents a snapshot of the delivery market in the UK and asks whether the likes of Deliveroo and UberEats are friend or foe of the restaurant trade.

  • JD Wetherspoon Logo

    Analysts corner: Berenberg on JDW


    Berenberg analysts have issued a note ahead of JD Wetherspoon’s full year results announcement this week.

  • The Deltic Group

    Analysts corner: Peel Hunt on Deltic/Revolution


    Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, discuss the revelation by Revolution Bars Group that it is in preliminary discussions with former suitor, Deltic. They examine the attractions of the deal and main negotiation points.

  • Greene King logo

    Analysts corner: Greene King


    We round-up the views of analysts at Hargreaves Lansdown, JP Morgan, Goodbody, and Citi – with more than one believing the company’s shares are undervalued.

  • The Restaurant Group

    Analysts corner: Peel Hunt on TRG


    Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, have given their views on the recent update from The Restaurant Group, saying the return to like-for-like sales (lfls) growth and the expansion of the pub estate are encouraging signs but that further downgrades are likely.

  • Citi

    Citi: Sector operators in a “precarious state”


    Analysts at Citi have warned that many pub companies are in a “precarious state”, as they have too much leverage and little surplus cash flow as an increasingly indebted UK heads for a “potential disorderly Brexit”.