All Analysts articles – Page 38
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News
Greene King Q1 expected to be strong
A leading analyst has said that he expects trading at Greene King during its first quarter to be strong and ahead of it assumptions
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NewsM&C20 bounces back against FTSE
The M&C20 Index bounced back to outperform the FTSE All Share this week as both lists experienced an increase after the previous week’s declines
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks ahead to the Q4 update from Mitchells & Butlers (M&B), which is due at the end of September
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French tips 'resilient' TRG
Leading sector analyst Simon French has reiterated his Buy recommendation and 560p Target Price for The Restaurant Group ahead of its H1 results, predicting “resilient” results despite the good weather
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OpinionFrench raises Spirit TP
Leading sector analyst Simon French has “strongly reiterated” his Buy recommendation for Spirit Pub Company and raised his Target Price for the firm from 93p to 110p
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News
Jack: TRG will be weaker in H2
Leading analyst Douglas Jack has predicted that H1 results for The Restaurant Group (TRG) will be stronger than in the second half, which would have been hit by the good weather and tough comparatives
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NewsRollo: Costa performance to be weaker
A leading analyst has said that he expects Whitbread to report a 3% increase in like-for-like sales growth in its second quarter
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News
Rollo: Enterprise share price can double
A leading analyst has said that if improving pub trends, growing financing availability for its non-core pub disposals, and a robust economy combine to drive increased market confidence in Enterprise Inns’ asset value, the company could see its share price double
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NewsAnalyst corner
Jamie Rollo at Morgan Stanley looks ahead to the full-year results update from JD Wetherspoon, which is due on 13 September. He says that he is encouraged by signs of operating margin stabilisation but thinks the share price fully reflects JDW’s position for now
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NewsM&C20 underperforms against the FTSE
The M&C20 underperformed against the FTSE All Share this week as both lists experienced a decline. The FTSE All Share was down just under 15 points, or 1.5%, to 1,000.78 this week, while the M&C20 fell by 24 points, or 2.1%, from 1,157 to 1,123.
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News
Gross margins fall 14.3 pps since 2007
Leading analyst Simon French estimated that theoretical gross margins for operators have fallen by 14.3 percentage points since 2007, with food inflation cited as a reason
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News
French downgrades Whitbread
Analyst believes Costa and Premier Inn will reach saturation in the UK earlier than anticipated, while ROIC at Whitbread Hotel & Restaurants is static
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News
Jack: Cineworld to outperform market
A leading analyst has said that he expects the cinema market’s attendance to be flat, but that Cineworld should outperform
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News
Analyst corner
Jamie Rollo at Morgan Stanley looks ahead to the Q4 trading update from Spirit, which is due on 5 September and says that he expects the group’s trading to have improved markedly in July and August but LfL sales to slow once capex levels normalise
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News
Analysts mixed on Enterprise
Geof Collyer said he expected to see earnings per share growth in 2014 for the first time since 2006, while Douglas Jack cut his full-year forecast by 4%
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News
Brown: Many questions remain unanswered at Domino’s
A leading analyst has said that many questions remain unanswered at Domino’s following its half-year update last week
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News
Analyst corner
Simon French of Panmure Gordon looks ahead to the Q3 update from Enterprise Inns which is due next Thursday (8 August), expects like-for-like net income to have improved but downgrades his long-standing Buy recommendation to Hold
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NewsFrench raises TP for JDW
Leading analyst Simon French has upgraded his earnings per share forecast and Target Price for JD Wetherspoon following last week’s “better than expected” trading update
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News
French cuts EPS forecast for Marston's
Leading sector analyst Simon French has reduced his earnings per share forecast for Marston’s and said the market remains concerned that there’s little discernible uplift in profitability
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NewsCollyer raises Enterprise TP by 40%
Leading sector analyst Geof Collyer has raised his Target Price for Enterprise from 135p to 190p ahead of the next phase of “rehabilitation” for the company