All Analysts articles – Page 35
-
NewsWetherspoons and Spirit lead the leisure charge
The leisure sector strongly outperformed the wider equities market by three percentage points this week as the M&C20 Index rose 2.2% to 1,175
-
NewsJack upgrades TRG to Hold
A leading analyst has upgraded his recommendation of The Restaurant Group (TRG) from Reduce to Hold, saying that although he remained concerned about restaurant supply growth, the error in his negative recommendation was partly in expectation that the company’s competitors would be quicker to move into leisure parks
-
NewsCollyer raises JDW lfl forecast, warns on margin
Leading analyst Geof Collyer has raised his FY like-for-like forecast for JD Wetherspoon from 2% to 3% but accused the managed operator of “yet again chasing sales at the expense of margin”, with “little if any underlying profit growth”
-
NewsRollo: Costa’s international business not proven
A leading analyst has said that Costa is nearing critical mass in the UK with Starbucks’ US density suggesting 2,000 outlets might be the chain’s natural UK limit
-
NewsFrench raises Whitbread TP but says it's 'still overvalued'
Leading analyst Simon French has raised his Target Price for Whitbread but said the leisure group is “still overvalued”
-
NewsFrench holds JDW forecast
Leading analyst Simon French has reiterated his Buy recommendation and 806p Target Price for JD Wetherspoon following the managed operator’s Q1 results yesterday
-
NewsCollyer: Muted lfl growth at JDW expected
A leading analyst has said that he expects JD Wetherspoon to report muted like-for-like growth when it updates on first quarter trading tomorrow and that he continued to believe the key for the company is to deliver margin improvements and grow the FCF and dividends
-
NewsFrench: Extension of opening hours at JDW will be a success
A leading analyst has said that JD Wetherspoon’s decision to extend is food serving hours to 11pm will prove another successful strategic move at a time of “ongoing flux amongst the competition”
-
NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks to ahead to the full year results from Enterprise Inns, which are due on 19 November
-
NewsM&C20 underperforms against FTSE
The M&C20 suffered a decline this week, down 1.2% to 1,149.95 - a fall that wiped £127m off the value of the 20 companies represented in the index
-
NewsJack expects JDW to outperform lfl estimates
Leading analyst Douglas Jack says he expects JD Wetherspoon’s like-for-like sales to be ahead of his full-year forecasts at its Q1 interim management statement on Wednesday, adding that the “main sensitivity continues to be margins”
-
NewsRollo: Consolidation of managed sector would make sense
A leading analyst has said that he thinks consolidation in the managed pub sector would make a lot of sense
-
NewsJack: Spirit buoyed by Flaming Grill Lite
Leading analyst Douglas Jack has issued a Buy recommendation for Spirit Pub Company, highlighting its “attractive growth prospects” and pointing out that trials of its Flaming Grill Lite offshoot are achieving double the company’s return hurdle rate
-
NewsCollyer raises Spirit TP following 'cunning plan' on debt
Spirit Pub Company’s “cunning plan” to announce a debt re-profiling could and should free up much needed cash for investment before a probable refinancing in 2018, according to a leading analyst
-
NewsAnalyst corner
Sahill Shan at N+1 Singer looks at Greene King and says that he sees 2014 being a busy year strategically for the brewer and pub operator, as it builds on the underlying trading momentum across its key managed pub formats
-
News
Field open for TRG to accelerate expansion
A leading analyst has suggested that The Restaurant Group (TRG) can take advantage of issues surrounding its peers to follow through with an accelerated openings programme and double the size of its estate over the next eight years
-
NewsFrench downgrades Spirit EPS estimates; upbeat on debt move
Leading analyst Simon French has downgraded predictions for Spirit Pub Company’s earnings per share during this year and next following the group’s full-year results on Tuesday, although he was upbeat about the potential impact of its proposed debt reprofilingspirit
-
NewsCollyer downgrades Whitbread but sets out growth path
A leading analyst has downgraded his recommendation on Whitbread from Buy to Hold, but laid out a path of how the company’s shares could rise by 85% more than their current value through its growth plan
-
NewsWhitbread: economy, coffee saturation, restaurant performance, analysts
M&C Report takes a closer look at the H1 results for Whitbread for the six months to 29 August, reports from a media conference call with chief executive Andy Harrison, and rounds up the views of analysts
-
NewsAnalyst corner
Simon French at Panmure Gordon looks ahead to Spirit Pub Company’s full-year results on Tuesday 22 October, forecasting 1% like-for-like sales growth in the managed estate and 0.5% like-for-like net income growth in its leased pubs