All Analysts articles – Page 9
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News
Analyst corner: Jack on bowling
Leading analysts Douglas Jack, of Peel Hunt, has said the country’s two leading bowling operators – Hollywood Bowl and Ten Entertainment have “substantial scope” to increase their dominance of the sector. He stressed that potentially significant rewards await if the two companies can further raise the perception of the bowling sector.
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News
Analyst corner: HSBC on M&B
Joseph Thomas of HSBC explains why he has a slight sense of unease over Mitchells & Butlers.
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News
Analysts corner: Raiders of the lost car parks
Leading analyst Douglas Jack, of Peel Hunt, has said that Marston’s strength lies in the management knowing exactly where the company’s growth is coming from.
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News
Analysts’ corner: Mees on Marston’s
Alexander Mees, analyst at JPMorgan Cazenove, described yesterday’s full-year results from Marston’s as like a mild ale, with profits in line with expectations and no change to FY18/19 estimates.
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News
Analyst corner: Jack on Revolution Bars Group
Leading sector analyst Douglas Jack at Peel Hunt has said that he expects Revolution Bars Group’s AGM to show c1% like-for-like sales growth
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News
Analyst corner: Hickman on Fuller’s
Paul Hickman at Edison Investment Research says that amid wavering signals from the consumer economy, and numerous cost pressures, Fullers’ business provides a reassuring picture
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News
Analyst corner: Jack on Cineworld
Douglas Jack at Peel Hunt takes a look at Cineworld before the company Q3 update next week, and says that the company is likely to indicate a slowdown in trading due to a weaker UK market.
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News
Jack: Fuller’s share price represents long-term buying opportunity
Leading analyst, Douglas Jack, of Peek Hunt, has said a 20% fall in Fuller’s share price over the past two years should be seen as a long-term buying for investors.
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News
Jack: Market has overplayed M&B Q4 slowdown
Douglas Jack at Peel Hunt believes the market has over-played the slowdown in Mitchells & Butlers like-for-like sales in Q4
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News
Analyst corner: Jack on Ei Group
Leading sector analyst Douglas Jack at Peel Hunt says he expects the Ei Group to have posted its 15th consecutive quarter of positive LFL net income in Q3
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News
Analysts corner: Rollo on SSP
Leading analyst Jamie Rollo, of Morgan Stanley, gives his view on SSP’s upcoming results and whether the wider slowdown in rail volumes is likely to hit the operator.
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Opinion
Analysts corner: Survival of the fittest
Leading analyst Douglas Jack, at Peel Hunt, says the story of investing in the leisure sector is “survival of the fittest”.
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News
Analyst corner: Morgan Stanley on Costa
Leading analysts at Morgan Stanley have issued a note arguing that they believe there’s room for 530 more Costa sites in the UK
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News
Analysts corner: Jack on Domino’s
Leading analyst Douglas Jack, of Peel Hunt, has said he believes Domino’s like-for-like sales should be starting to strengthen.
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News
Analysts corner: Jack on Revolution
Leading analyst, Douglas Jack, of Peel Hunt, has said that after a restatement of prior year numbers, Revolution Bars Group should now be seen as having generated “sector-leading growth”.
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News
Analyst corner: HSBC on TRG
Shares in The Restaurant Group (TRG) fell 11½p to a seven-month low of 292½p during early trading yesterday after a Reduce note from HSBC
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News
Analysts corner: JDW
Leading analysts have welcomed a positive set of results from JD Wetherspoon this morning, saying its strong start to the year may indicate “significant market share shifts”.
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News
Analyst corner: UBS on Greggs
Analysts at UBS have said that they see significant store roll-out potential beyond the formal Greggs management target
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News
Costa shares down on growth concerns
Shares in Costa owner Whitbread fell yesterday after analyst Citigroup downgraded the company
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News
Analyst corner: Barnfather on Greene King
Leading analyst Anna Barnfather at Liberum has said that the recent sales slip at Greene King should be put into context