All Analysts articles – Page 37
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NewsJack upgrades Domino’s to Buy
A leading analyst has raised its recommendation for Domino’s Pizza to Buy following recent weakness, and said the group was in good shape with his only concern being a “slight slowdown in expansion”
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Peel Hunt upgrades TRG
A leading analyst has upgraded his recommendation on The Restaurant Group’s shares to Buy on the back of increased visibility in the context of an expanding new site pipeline, combined with consistently high returns
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Collyer: Darby's M&B honeymoon 'over'
The market will be looking for concrete developments and targets from Mitchells & Butlers (M&B) to justify its rising share price, with the honeymoon period for chief executive Alistair Darby now over, leading analyst Geof Collyer has argued
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NewsJack: M&B is 'one for 2014/2015'
Leading sector analyst Douglas Jack says he expects most of the upside for Mitchells & Butlers (M&B) to occur over the medium term
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NewsM&C20 underperforms against FTSE
The M&C20 underperformed against the FTSE All Share this week despite a strong performance from Punch Taverns
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Analyst corner
Wayne Brown of Canaccord Genuity says his confidence in The Restaurant Group’s (TRG) outlook and market positioning has been “significantly enhanced” after a site visit to TRG’s Coast to Coast and Frankie & Benny restaurants in Brighton
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SAB Miller outlines strategy
SAB Miller, the global brewer, will not change its strategy under new chief executive Alan Clark and has outlined three elements to his approach in a presentation to analysts
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NewsCollyer: JDW 'an enigma'
Leading analyst Geof Collyer has labelled JD Wetherspoon an “enigma” that “continues to confound and delight”. He raised his Target Price for JDW from 660p to 695p but reduced his forecast by 3%
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NewsPubs drive M&C20 outperformance
The M&C20 outperformed the FTSE All-Share index for the sixth week in a row this week, growing 1.4% to 1,200 while the FTSE All-Share could only manage a 0.8% increase to 1,019
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Jack: Sector acquisitions at six-year high
The current period is the most active for acquisitions in the licensed retail sector since 2007, a leading analyst has argued following the £100m sale of Cote and the expected imminent sale of 300 Greene King pubs
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Whitbread: Restaurants, Costa Express, margins, analysts
M&C Report takes a closer look at the Q2 and H1 update from Whitbread, reports from a presentation for analysts featuring chief executive Andy Harrison and finance director Nicholas Cadbury, and speaks to Cadbury
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NewsJack: JDW can hold or grow margins
A leading analyst has said JD Wetherspoon, which announces its full-year results on Friday, has a good opportunity to hold or increase its margins
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NewsM&B rises to the top of the M&C20
Mitchells & Butlers has overtaken Greene King to become the company with the highest market capitalisation within the M&C20, following a well-received presentation to city analysts
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NewsFrench reiterates Buy for JDW
Leading sector analyst Simon French has reiterated his Buy recommendation and 806p Target Price for JD Wetherspoon ahead of its full-year results on 13 September and predicted a “solid” update on current trading
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NewsAnalyst corner
Leading analyst look ahead to Whitbread’s Q2 interim management statement on 10 September. Notes from Barclays and JP Morgan both give an Overweight recommendation, whereas Simon French of Panmure Gordon reiterates his Sell recommendation for the Costa, Brewers Fayre, Beefeater and Premier Inn operator
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NewsJack and French reiterate Hold for Greene King
Leading analysts Douglas Jack and Simon French have reiterated their Hold recommendations for Greene King following its Q1 interim management statement yesterday
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French: Only certain equity in Punch’s is Matthew Clark stake
A leading analyst has said that the Punch Taverns’ only certain equity value is in its shareholding in Matthew Clark
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NewsM&C20 outperforms market by 16%
A pound invested in the companies that comprise the M&C20 at the beginning of May would now be worth nearly £1.16, as the index ticked up a percentage point this week to reach its highest level - 1,159
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NewsManagement initiatives to aid Spirit trading
A leading analyst is forecasting a pick-up in managed LFL sales in Q4 to c.4% for Spirit Pub Company, which he said will be due to a combination of more favourable weather and management initiatives
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Greene King results will be 'more than robust'
Leading sector analyst Geof Collyer expects Greene King to report “more than robust” results for its retail arm for the first quarter of its current financial year