All Analysts articles – Page 4
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Analysis & InsightClear strategy expected from new Marston’s CEO
Marston’s full year results should address three core elements in order to improve shareholder value, believes analyst Peel Hunt.
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NewsInvestor interest stokes shares in delivery
Investor interest has been stoked in Just Eat Takeaway.com following the disclosure that a respected American hedge fund boss has acquired a $645m stake in the delivery company.
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NewsOutlook for Deliveroo dependent on post-pandemic demand
The pandemic has offered a structural growth opportunity for Deliveroo, but its longer-term outlook depends on how demand hold ups, and if the road to profitability becomes clearer, according to analyst Hargreaves Lansdown.
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Analysis & InsightOverseas delivery trends are test case for future UK model
Changes to the delivery market in the US and Europe will make “a good test case” for what may happen in the UK, Douglas Jack, research analyst, travel & leisure at Peel Hunt, has suggested.
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NewsMarston’s trading update is welcomed by analysts
Marston’s Q3 trading update has been welcomed by analysts, with Shore Capital describing it as an “encouraging update”, while Singer described it as “highly pleasing.” With limited impact from either cost inflation and pingdemic related labour issues analysts either maintained or upgraded to a buy recommendation.
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NewsDomino’s set to announce strong financials, suggests analyst
Domino’s adjusted profit before tax is expected to be up 10% to £52.4m, analyst Peel Hunt has predicted.
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Analysis & InsightLoungers could up 25 new openings a year target
Loungers’ is exploring the possibility of moving beyond its target rate of 25 new site openings per year, according to analyst Berenberg.
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Analysis & InsightMarston’s described as ‘top value play’
Marston’s has been described as a ‘top value play’ by analyst Peel Hunt, in a note preceding the brewer and pub operator’s third quarter trading statement due out on 28 July.
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NewsLoungers has opportunity to sign bigger, premium sites
The expectation of record vacancy rates this year presents Loungers with the opportunity to acquire larger, premium sites, while staying true to its tight financial criteria, according to analyst Liberum.
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NewsCity Pub stakes pave way for full control
City Pub Group’s acquisition of stakes in two high quality and complimentary businesses, pave the way for full control in the future, according to analysts Liberum.
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Analysis & InsightMixed reactions from analysts on Domino’s update
Domino’s like-for-like (lfl) sales and order growth in Q1 has been met with a mixed reaction from analysts.
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Analysis & InsightDifferentiation is key to a successful rollout
The ability to provide a differentiated experience is key to a successful rollout, and one that Loungers is able to offer, according to analysts Berenberg.
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NewsLoungers set to ‘explode out of the blocks’, says analyst
Analyst Liberum has said it expects Loungers to “explode out of the blocks” once sites reopen, following the announcement by the operator this morning that it intends to resume its fast-pasted opening rate once restrictions are lifted.
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NewsTRG’s capital raise will better position it for growth, say analysts
The Restaurant Group (TRG) announcement of a £175m capital raise, yesterday (10 March), has been met positively by analysts, who believe it better position the business for future growth.
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NewsTRG debt renegotiation met with positive reaction
The Restaurant Group’s (TRG) announcement yesterday (1 March) that it had renegotiated is debt facilities has been met with positive notes from analysts.
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Analysis & InsightPeel Hunt ups target price for M&B after share announcement
Analyst Peel Hunt has increased its target price for Mitchells & Butlers (M&B) from 275 pence per share to 325p and changed its recommendation from Add to Hold.
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OpinionPeel Hunt: JDW may be hit by post pandemic trends
JD Wetherspoon (JDW), and other low-ticket operators, are more likely to be hit post-Covid working patterns, as well as any further downturn in the economy, according to analysts Peel Hunt.
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Analysis & InsightJP Morgan on The Restaurant Group
JP Morgan has downgraded its revenue forecasts for The Restaurant Group (TRG) as the likelihood of significant restrictions continuing past the first quarter of this year increase; but it remains positive about the group’s expansion prospects, particular through Wagamama.
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Analysis & InsightAnalysts’ verdict: Liberum on Marston’s
An offer for Marston’s could come in at above 100p per share, according to analysts Liberum, in a note issued following the news that Platinum Equity Advisors had received an unsolicited non-binding proposal from the American PE firm regarding a possible cash offer for its share capital.
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Analysis & InsightAlixPartners: Gradually building momentum
Just over a month since restart, it is obvious that the sector’s revival will take time, and sadly it will not include everyone.