All Analysts articles – Page 13
-
News
Analyst corner: Rollo on impact of Pokemon Go
Leading sector analyst Jamie Rollo at Morgan Stanley looks at the impact of the current Pokemon Go craze on the pub and restaurant market
-
News
French: Plan for the worse
Analyst Simon French has said that on the back of the decision to leave the EU, the pub and restaurant industry “should plan for the worst (i.e. a re-run of 2008-10)”.
-
News
Analyst corner: Rollo on GK and M&B
Morgan Stanley leisure analyst Jamie Rollo looks at the divergent share performance of Greene King and M&B
-
News
Analysts corner: Brumby on London trading
Mark Brumby, of Langton Capital, asks whether the good times are over for operators in London:
-
News
Barnfather: Plenty for Brighton Pier Group to go after
Leading analyst Anna Barnfather at Panmure Gordon has said that the Brighton Pier Group (formerly Eclectic) is well placed to execute on its strategy
-
NewsAnalysts corner: Brumby on JDW vs TRG
Mark Brumby, of Langton Capital, compares the fortunes of JD Wetherspoon and The Restaurant Group over a ten-year period and declares “I think we have a winner”.
-
News
Analysts corner: Brumby on TRG
Mark Brumby, of Langton Capital , gives a rundown of the analysts call for the Restaurant Group, this morning, calling it “as bad a conference call as we have heard in many, many years”
-
News
French: Inevitable that PE will seek to consolidate existing TRG operations
Leading analyst Simon French at Cenkos has said he thinks it is now inevitable that private equity will seek to consolidate The Restaurant Group’s existing operations
-
News
Jack to replace Batram at Peel Hunt
Leading analyst Douglas Jack is to leave Numis Securities to join Peel Hunt
-
News
MRO: 60-second briefing
Mark Brumby, of Langton Capital, has given his view on the impact of the Government’s changes to the pubs code:
-
News
Barnfather: SSP UK has significant growth potential
Leading analyst Anna Barnfather at Panmure Gordon has said that a site visit to Euston Station yesterday with SSP reassured her about the significant growth potential of the UK market for the business
-
News
Collyer: ETI share buyback welcomed as a sign of confidence
Leading analyst Geof Collyer has said that Enterprise’s decision to initiate a new share buyback programme will be very much welcomed as a sign of confidence in the future
-
News
Collyer: JDW - few if any catalysts for near term performance
Leading analyst Geof Collyer at Deutsche Bank has said that JD Wetherspoon is still relatively expensive versus peer group
-
News
Barnfather: Shep Neame gathering momentum
Leading analyst Anna Barnfather has said that Shepherd Neame is gathering momentum
-
News
Analyst corner: Batram on Domino’s Pizza
Nick Batram, leading analyst at Peel Hunt, argues that with the disposal of its German business, Domino’s Pizza is poised to start 2016 fresh
-
News
Collyer to retire from broking
Geof Collyer, leading analyst at Deutsche Bank, is to retire from broking at the end of next month
-
News
French: M&B more to be done on investment in amenity
Leading analyst Simon French at Cenkos has said that following a meeting with M&B’s CEO and CFO investment in amenity was the key theme
-
NewsCollyer: Bridge seized opportunity to transform GK
Leading analyst Geof Collyer at Deutsche Bank has said that outgoing Greene King chairman Tim Bridge seized the opportunities provided by the Beer Orders to expand the group’s geographical scale and sphere of influence
-
News
Analyst corner: Collyer on JDW
Leading analyst Geof Collyer, of Deutsche Bank, has examined the prospects for JD Wetherspoon following this week’s announcement of H1 results.