All Analysts articles – Page 20
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Analyst corner: Brumby on consumer spending
Leading analyst Mark Brumby at Langton Capital says that economic fundamentals strong, but spending not so much
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Analyst corner: Brumby on pub & restaurant trading
Leading analyst Mark Brumby at Langton Capital takes a look at the performance of pub and restaurant groups over the festive season
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NewsRollo: M&B a top pick for 2015, JDW a straggler
Leading analyst Jamie Rollo at Morgan Stanley has named Mitchells & Butlers (M&B) as one of his top share picks for 2015
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Jack: Tough winter for TRG but 2015 looks strong
Leading analyst Douglas Jack, of Numis, has maintained his Buy recommendation for The Restaurant Group despite predicting the company would report tough trading for November and December.
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NewsRollo downgrades ETI on back of MRO uncertainty
Leading analyst Jamie Rollo at Morgan Stanley has downgraded his Enterprise Inns rating from Overweight to Equal-weight
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Happy New Year for M&C20 Index
The M&C20 Leisure Index had a good Christmas and New Year, increasing in value by 2.7% to 1,255 over the festive period
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Analyst corner: Brumby on cheaper petrol
Brent Crude dips below $60, but what does it mean for the consumer asks leading analyst Mark Brumby at Langton Capital.
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NewsAnalyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects Q2 like-for-like sales growth at JD Wetherspoon to slow down to c3-4%
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NewsBatram: Platform in place at M&B for improvement
Leading analyst Nick Batram has said that the platform is now in place to drive through an improvement in revenues at M&B
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NewsJack: TRG best placed to outperform
Leading analyst Douglas Jack at Numis believes that the combination of rising consumer disposable income and strong cinema prospects leaves TRG best placed to outperform operationally next year
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Numis on Whitbread: Strong trading momentum
Wyn Ellis at Numis has reiterated an Add recommendation for Whitbread after Q3 results this morning showing like-for-like sales of 6%.
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NewsFrench: Costa should be demerged to maximise potential
Leading analyst Simon French has as Costa’s international division returns to profitability he thinks the likelihood of a demerger of the brand will increase
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Analyst corner: Brumby on pub asset valuations
On the back of the annual pub valuation report from property advisor Fleurets, leading analyst Mark Brumby says that the market is now much more nuanced
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M&C20 outperforms wider market
The M&C20 outperformed the All-Share index again this week as the wider market was slightly held back by oil price drops and the Autumn Statement
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NewsAnalyst corner: Brumby on Greene King
Leading analyst Mark Brumby at Langton Capital has said that Greene King’s H1 numbers were just a shade disappointing
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Analyst corner: Brumby on trading and Black Friday
Leading analyst Mark Brumby at Langton Capital on trading, Black Friday and Cyber Monday
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Analyst corner: Sahill Shan on Marston’s
Sahill Shan of N + 1 Singer has reinforced his Buy recommendation for Marston’s.
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Collyer: Expect “muted” Marston’s results
Leading analyst Geof Collyer has predicted “muted” full year results from Marston’s tomorrow and issued a hold recommendation.
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Collyer: Pubcos can benefit from end of beer tie
Geof Collyer of Deutsche Bank has predicted Enterprise Inns converting a third of its estate into a Real Estate Investment Trust (REIT) would add an extra 50p to its share price alone.
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NewsPub code vote impacts M&C20
The M&C20 significantly underperformed this week as a result of the House of Commons vote which may signal the end of the beer tie