All Analysts articles – Page 21
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NewsAnalyst corner: Rollo on M&B
Leading analyst Jamie Rollo at Morgan Stanley asks why haven’t Mitchells & Butler’s (M&B)like-for-like sales been improving with its customer feedback?
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News
Analyst corner: Brumby on Punch Taverns part two
Mark Brumby at Langton Capital gives a further take on what Punch could do next, suggesting it could swap chunks of its estate at book value with regional operators for shares
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NewsCollyer: Brewers will be the biggest winners
Leading analyst Geof Collyer Deutsche Bank has said that brewers will be the biggest winners from yesterday’s vote against the beer tie, and said he would be surprised if more than 20% of pubs took up the market rent only option
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News
Analyst corner: Brumby on Punch
Mark Brumby at Langton Capital asks what if Punch scrapped Beer Tie, became a Prop Co, beefed up Buying Club, distributed 25% of it free to tenants & listed remainder on the Stock Market?
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NewsJack: Marston’s returning to growth
With Marston’s final results, due next Thursday, leading analyst Douglas Jack at Numis has forecast PBT to be down 6% at £83.2m (consensus: £85.5m)
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News
Jack: SSP positioned for growth
For SSP’s maiden final results, due next Thursday, leading analyst Douglas Jack at Numis has forecast EBIT being up 12% to £88m
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News
Analyst corner: Brumby on current trading environment
Leading analyst Mark Brumby at Langton Capital says that trading is still no walk in the park, with more discounting evident
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NewsJack: M&B in need of a spark
Leading analyst Douglas Jack at Numis says Mitchells & Butlers (M&B) needs to clarify how it is going to generate LFL sales and margin growth
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NewsAnalyst corner: Rollo on beer sales
Jamie Rollo at Morgan Stanley looks at the recent rise in beer sales in the UK, and says that this is particular good news for Punch Taverns and Enterprise Inns
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NewsJack: Tough trading at TRG, prospects remain strong
Leading analyst Douglas Jack at Numis has said that although he is cautiously trimming his 2014E forecasts for The Restaurant Group (TRG) prospects for 2015E remain strong
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NewsJack: Solid H1 results expected for Fuller’s
Leading analyst Douglas Jack, of Numis, has predicted a pre-tax profit rise of 5% to £19m for Fuller’s when its interim results are released on Friday 21 November.
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News
Analyst corner: Brumby on Punch
Mark Brumby at Langton Capital says that whilst some observers would say ‘not before time’, others would marvel that Punch Taverns has been able to keep its underlying business to the extent that it has
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NewsCollyer: Punch is re-emerging into the ring in better shape
Leading analyst Geof Collyer at Deutsche Bank has said Punch Taverns is emerging back into the ring in fitter, leaner form
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Opinion
Analyst corner: Mark Brumby on leisure sector IPOs
Leading analyst Mark Brumby at Langton Capital takes a look at the appetite for going public and ask whether “take privates and IPOs are two sides of the same coin?”.
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NewsAnalyst corner: Batram on TRG
Leading analyst Nick Batram at Peel Hunt believes there is potential for acceleration in like-for-like sales at The Restaurant Group
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News
Batram: Prezzo shareholders should reject bid
Leading analyst Nick Batram at Peel Hunt has said that Prezzo shareholders should reject the agreed £303.7m bid from TPG Capital
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NewsJack upgrades Punch to Add
Leading analyst Douglas Jack at Numis has upgrade his recommendation on Punch’s shares to Add from Hold
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News
Analyst corner; Brumby - JDW kicks investors in nuts, does right thing
Analyst Mark Brumby looks at the Q1 update from JD Wetherspoon and says that supporters of the company may feel a little let down despite their underlying support for business model
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News
JDW needs consistently better all round performance
Leading analyst Sahill Shan at N+1 Singer has said that for JD Wetherspoon’s shares to kick on and warrant a positive stance the company needs to demonstrate a consistently better all round performance
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NewsEllis on Diageo: near term prospects “very encouraging”
Diageo’s management is “continuing to pull the right levers” as demonstrated in its portfolio updates and “Route to Consumer” (RtC) programme however there is no near term catalyst for transformational growth in India and Africa, a leading analyst has said