All Analysts articles – Page 10
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News
Analyst corner: Jack on Ei Group
Leading sector analyst Douglas Jack at Peel Hunt says he expects the Ei Group to have posted its 15th consecutive quarter of positive LFL net income in Q3
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Analysts corner: Rollo on SSP
Leading analyst Jamie Rollo, of Morgan Stanley, gives his view on SSP’s upcoming results and whether the wider slowdown in rail volumes is likely to hit the operator.
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OpinionAnalysts corner: Survival of the fittest
Leading analyst Douglas Jack, at Peel Hunt, says the story of investing in the leisure sector is “survival of the fittest”.
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NewsAnalyst corner: Morgan Stanley on Costa
Leading analysts at Morgan Stanley have issued a note arguing that they believe there’s room for 530 more Costa sites in the UK
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Analysts corner: Jack on Domino’s
Leading analyst Douglas Jack, of Peel Hunt, has said he believes Domino’s like-for-like sales should be starting to strengthen.
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Analysts corner: Jack on Revolution
Leading analyst, Douglas Jack, of Peel Hunt, has said that after a restatement of prior year numbers, Revolution Bars Group should now be seen as having generated “sector-leading growth”.
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NewsAnalyst corner: HSBC on TRG
Shares in The Restaurant Group (TRG) fell 11½p to a seven-month low of 292½p during early trading yesterday after a Reduce note from HSBC
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Analysts corner: JDW
Leading analysts have welcomed a positive set of results from JD Wetherspoon this morning, saying its strong start to the year may indicate “significant market share shifts”.
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Analyst corner: UBS on Greggs
Analysts at UBS have said that they see significant store roll-out potential beyond the formal Greggs management target
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NewsAnalyst corner: Barnfather on Greene King
Leading analyst Anna Barnfather at Liberum has said that the recent sales slip at Greene King should be put into context
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NewsCosta shares down on growth concerns
Shares in Costa owner Whitbread fell yesterday after analyst Citigroup downgraded the company
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Analysts corner: Greene King
Leading analysts have given their view on Greene King’s trading update this morning.
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News
Analysts corner: Brumby on casual dining
Jack Brumby, of Langton Capital, gives his view on a “full house of casual dining profit warnings, how we got here and identifies who are the winners and losers.
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NewsLiberum: Potential grassroots of the TRG strategy working
The leisure team at analyst Liberum said it sees the potential grassroots of TRG’s strategy working
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Analyst corner: Rollo on Whitbread & SSP
Leading analyst Jamie Rollo at Morgan Stanley has said he sees Whitbread performing well into year end
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Analysts corner: Jack on TRG
Leading analyst Douglas Jack, of Peel Hunt, has given his further thoughts on The Restaurant Group’s H1 trading update. He said that that with expansion and prices being cut, and opportunities for cost savings being used up, like-for-like sales rises are needed more than ever.
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‘Limited attraction’ for investors in pub sector
Analysts at HSBC have said there are limited attractions for investors in the pub sector and expressed concern generally about the sector
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NewsAnalysts corner: Jack and French on TRG H1
Leading analysts Douglas Jack, of Peel Hunt, and Simon French, of Cenkos, have given thier views on The Restaurant Group’s H1 update this morning.
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Jack: The transition at TRG is likely to take longer than expected
Leading analyst Douglas Jack at Peel Hunt has forecast that for Thursday’s H1 results, TRG’s PBT will be down 29% to £26.1m
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Analysts corner: Rollo on pub and restaurant spend
Leading analyst Jamie Rollo, of Morgan Stanley, has said all the metrics point to a continued demand from consumers to spend in pubs and restaurants. However, he insists question marks remain over how long this will be sustainable.