All Analysts articles – Page 27
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News
Analyst corner
Douglas Jack at Numis examines yesterday’s announcement on Punch Taverns’ debt restructure and the pub company’s trading update
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NewsJack upgrades Greene King to Hold
Leading analyst Douglas Jack has upgraded Greene King from Add to Hold following “recent weakness”
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NewsCollyer: Greene King a long term winner
Greene King’s 2020 strategy for growth should see it generate above the long term market average growth rate, whilst also continuing to grow dividends in line with earnings, according to leading analyst Geof Collyer
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NewsAnalysts upbeat on M&B’s Orchid acquisition
Analysts have given a generally positive response to Mitchells & Butlers’ acquisition of the majority of the Orchid estate
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NewsM&B's Orchid acquisition 'a good deal' but has 'execution risk'
Mitchells & Butlers’ (M&B) acquisition of 173 Orchid sites is a “good deal”, although it could disrupt M&B’s cultural reengineering programme and will increase the size of its bottom end by c23%, according to leading analyst Geof Collyer
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News
Analyst corner
Leading analyst Jamie Rollo of Morgan Stanley Leisure has said Wetherspoon needs to hit 5.4% like-for-like sales growth in its fourth quarter to be in line with the full year estimate set by the analyst firm
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NewsJack: Spirit shares are 'arguably undervalued'
Leading analyst Douglas Jack has said Spirit Pub Company’s shares are “arguably undervalued” following its Q3 update yesterday
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News
Jack raises Fuller's TP after Stable acquisition
Leading analyst Douglas Jack has increased his Target Price for Fuller’s from 1,100p to 1,050p following its acquisition of a 51% stake in cider and pizza restaurant business The Stable
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News
Rollo: Spirit sales expected to have slowed
A leading analyst has said that he expects trading at Spirit Pub Company to have slowed following a strong start to Q3
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NewsRollo: Slowdown at Costa expected in Q1
A leading analyst has said that expects Whitbread to report solid Q1 LfL sales growth of 5.5% driven by strong trading in Hotels and Restaurants but a slowdown at Costa
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NewsAnalyst corner
Nick Batram at Peel Hunt looks to ahead to the Q3 update from Spirit Pub Company, which is due next Tuesday
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News
Jack upgrades Fuller's after 'outperformance'
Leading analyst Douglas Jack has upgraded his forecast for Fuller’s by 2.5% following its “outperformance” at the group’s full-year results this morning
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NewsStatutory code to have 'little practical difference' to pubcos
Government plans to introduce a statutory code in the tenanted sector should have a “small negative impact” on Enterprise Inns and Punch Taverns, but overall make “little practical difference” to quoted operators, according to leading analyst Douglas Jack
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NewsStatutory code has little effect on pubco share prices
Yesterday’s news that the Government is to introduce a statutory code and adjudicator into the pubco/tenant relationship had little impact on the movement of shares among listed pub groups that operate tenanted and leased outlets
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NewsJack upbeat on Spirit
Leading analyst Douglas Jack has predicted “strong” results for Spirit at its Q3 interim management statement next Tuesday, saying that trading for the pub group should be ahead
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NewsCollyer: Gov't intervention 'good news' for pubcos
Leading analyst Geof Collyer says the Government’s plans to intervene in the tenanted pub sector will be “good news in the long term” for Enterprise Inns, Marston’s and Greene King
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NewsAnalyst corner
Mark Brumby at Langton Capital takes a look at the latest update from Punch Taverns on its restructuring proposals and says that there is still a great deal to play for
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NewsJack upgrades M&B over expected Orchid deal
Leading analyst Douglas Jack has upgraded Mitchells & Butlers (M&B) from Add to Buy following news of its likely takeover of the majority of the Orchid estate, which he described as an “excellent transaction” for the group
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NewsJack expects to upgrade Fuller's
Leading analyst Douglas Jack has reiterated his Add recommendation for Fuller’s but says he’s likely to upgrade his forecast after its full-year results next Friday (6 June)
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NewsAnalyst corner
Mark Brumby at Langton Capital takes a look at yesterday’s first half update from Mitchells & Butlers (M&B) and says that whilst the group’s “performance is a shade soggy, it’s a challenge to put your finger on just why this is the case”