All Analysts articles – Page 28
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NewsBurns reiterates Buy for TRG despite share underperformance
Leading analyst Karl Burns has reiterated his Buy recommendation for The Restaurant Group (TRG) despite the fact it underperformed the FTSE All Share by 11% over the last month, saying it deserves to trade at a premium to its pub and restaurant peer group
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NewsAnalyst corner
Nicholas Batram at Peel Hunt looks ahead to Mitchells & Butlers’ (M&B) half-year results on Thursday 22 May
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NewsM&C20 falls as hedge funds take profits
The M&C20 index suffered a steep fall this week as shares in the leisure sector slid 2.9%, leading to losses of £328m among the 21 constituent companies
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NewsTRG eyes more triple openings
The Restaurant Group (TRG) is likely to open sites at the top end of its 2014 openings target, with more units set to open that incorporate three TRG brands, chief executive Andrew Page has told M&C Report
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NewsMarston's: newbuilds, disposals, franchise, lodges
M&C Report takes a closer look at the H1 results for the 26 weeks to 5 April for Marston’s, speaks to chief executive Ralph Findlay and reports from a presentations featuring senior company directors
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NewsJack: Marston's 'well placed to drive growth'
Leading analyst Douglas Jack at Numis has reiterated his Buy recommendation for Marston’s following its H1 results this morning, saying that the company has “strong underlying trends” and that it’s “well placed to drive growth”
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Collyer upbeat on Enterprise
Leading analyst Geof Collyer has said he’s “very confident” of his full-year forecast for Enterprise Inns following its H1 results this morning, with the possibility that the company could report EPS growth for 2014
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NewsTRG 'well placed amid strong trading'
Leading analyst Karl Burns has reiterated his Buy recommendation for The Restaurant Group (TRG) ahead of its trading update on Thursday, saying that he expects trading to have been strong in the period, with like-for-like sales growth of around 3-4%, and arguing that it’s well positioned to benefit from improved consumer spending
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NewsJack predicts lfl profit lift at M&B
Leading analyst Douglas Jack has forecast that Mitchells & Butlers (M&B) will report a 2% rise in H1 pre-tax profit and 1% rise in like-for-like sales at its interim results on 22 May
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NewsM&C20 slips on mixed share-price performance
The M&C20 Index of leisure sector shares slipped by seven points or 0.5% this week, underperforming the general stock market – which was flat
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NewsJack: Strong trading continues at TRG
A leading analyst expects next Thursday’s Q1 IMS from The Restaurant Group to show “strong trading” with rising like-for-like sales experienced at the start of the year likely to be maintained
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NewsCollyer reiterates Hold for JDW
Leading analyst Geof Collyer has reiterated his Hold recommendation for JD Wetherspoon following its Q3 results, despite sales being slightly ahead for the managed operator
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Jack: Marston’s repositioning to lead to growth
A leading analyst has said that he believes Marston’s repositioning (selling wet-led pubs, recycling capital into food-led new builds and converting the Taverns estate to franchise) should lead to double-digit earnings growth in 2015E and 2016E
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Jack: Enterprise fighting hard to stand still
A leading analyst has said that Enterprise Inns is fighting hard to stand still, facing ongoing declines in wet-led pub volumes and an uncertain regulatory backdrop
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NewsBatram: focuses on JDW and TRG
A leading analyst says he expects another strong top line performance from JD Wetherspoon when it updates the market next week
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NewsAnalyst corner
Sahill Shan at N1 Singer reports on Greene King’s analyst briefing from earlier this week and how it has evolved into a multi-faceted restaurant/casual dining company
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NewsM&C20 lags behind market on anniversary
It’s a full year since we launched M&C20 and the portfolio of leisure sector shares is worth nearly 26% more than in May 2013, against a 6% rise across the general stockmarket
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Jack: GK disposal “dilutive, but strategically right”
A leading analyst has described Greene King’s sale of 275 non-core tenanted and leased pubs to Hawthorn Leisure for £75.6m as “dilutive, but strategically right”
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Jack: Sales momentum to continue at JDW
A leading analyst has said that next Wednesday’s Q3 IMS from JD Wetherspoon should be good with like-for-like sales momentum continuing for the group
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Analysis & InsightInside track: Trading concerns
Leading analyst Geof Collyer of Deutsche Bank lays out his concerns regarding the current trading environment, and focuses on confusion of offering – is it a pub or a restaurant; site availability, site saturation and rent inflation; and couponing and the online threat