All Analysts articles – Page 16
-
News
Jack: Fuller’s sales to have remained strong
Leading analyst Douglas Jack at Numis has said that with Fuller’s Q1 trading statement due on Thursday, he expects like-for-like sales to have remained strong
-
News
Jack: SSP forecast may to be over-cautious
Leading analyst Douglas Jack, of Numis, has said that forecasts of 3% like-for-like sales growth over the full year at travel concessions operator SSP may be too cautious.
-
News
Jack: Winners and losers of National Living Wage
Douglas Jack, of Numis, has altered his forecasts for most of the managed pub and restaurant to reflect the impact of the new National Living Wage.
-
News
Analysts’ corner: JDW Q4 performance
Analysts give their verdict on JD Wetherspoon’s performance in the final quarter of its financial year, including what impact its pledge to increase starting wages by 8% is likely to have.
-
News
Numis downgrades JDW 2016 projections
Leading analyst Douglas Jack, of Numis, has cut pre-tax profit forecasts for JD Wetherspoon after it announced a further 8% increase to staff starting pay.
-
NewsFrench: Expect further M&A activity after Cote deal
Leading analyst Simon French, of Cenkos, has said he expects further M&A activity in the sector over the coming months, following the acquisition of Cote by BC Partners.
-
News
Batram: Cineworld management keen to reassure market
Batram: Cineworld keen to reassure the market post chief financial officer Philip Bowcock’s unexpected departure
-
News
Jack: New ETI strategy should have substantial long-term impact
Douglas Jack at Numis has said that Enterprise’s new strategy should have a substantial long-term impact on its earnings composition
-
NewsFrench: GK retains the ambition to make further acquisitions
Leading analyst Simon French believes that Greene King retains the ambition to make further acquisitions
-
NewsFrench: Frankie & Benny’s could lose volume
Leading analyst Simon French has said that he remains positive on TRG given good visibility on its rollout
-
News
Jack: TRG expansion rate could reach 60+ new sites pa
Leading analyst Douglas Jack at Numis has said TRG’s self-financed expansion rate could reach 60+ new sites per annum in four to five years
-
News
French: Increased competition to impact Domino’s
The UK home delivery market is becoming increasingly crowded which is likely to make it more difficult for Domino’s Pizza
-
Analysis & InsightGrexit fears continue to cast shadow over M&C20 performance
The FTSE All-Share was unchanged this week, with the M&C20 finishing 0.2% lower, as investors’ fears regarding Greece undid a strong performance in the market mid-week,
-
NewsAnalyst corner: French on M&B
Leading analyst Simon French believes that M&B is positioned to regain market leadership over the medium-term
-
News
French: Expect strong growth for three years
Leading analyst Simon French, of Cenkos, has predicted pub and restaurant groups will see up to three years of above average earnings growth driven by like-for-like sales rising above inflation, new site openings, a benign cost environment and selective M&A.
-
News
Numis upgrades Fuller’s forecast after strong FY15
Leading analyst Douglas Jack, of Numis, has upgraded his forecast for Fuller’s after it revealed it had performed “well ahead of the market” in FY15.
-
News
French: Orchid integration appears on track at M&B
Leading analyst Simon French, of Cenkos Securities, has said Mitchells & Butlers appears on track with the integration of the Orchid portfolio.
-
News
Jack: Expect Fuller’s PBT up 6%
Leading analyst Douglas Jack, of Numis, has forecast a 6% rise in pre-tax profits for Fuller’s to £36m ahead of the company’s full year results on Friday.
-
News
Analyst corner: Rollo on pub stocks
Leading analyst Jamie Rollo at Morgan Stanley has said that the P/E multiple for pub company stocks remains the furthest away from its 2007 peak
-
News
Batram: Cineworld has room for long-term outperformance
Nick Batram at Peel Hunt says that Cineworld shares have been predictably strong and expects its upcoming AGM to be accompanied by a positive update