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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Archive

On the Beach, Boohoo, Legal & General and more: What brokers said today

Mitchells & Butlers PLC (LSE:MAB)’s “outstanding” interim financial results posted last week have caused analysts at Shore Capital Markets to raise their profit and cash-flow estimates for the London-listed hospitality group.

The results suggested the All Bar One and Harvester owner was the hospo stock of choice for “bigger profit, bigger value”, according to Shore Cap’s gushing take on the results.

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Britain is not the only country having an election- Mexico is too and JP Morgan believes the outcome might be closer than expected with implications for miner Fresnillo PLC (LSE:FRES).

Recent poll data suggests Claudia Sheinbaum, the presidential candidate for the Morena coalition, is leading the polls comfortably.

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Berenberg has upgraded On the Beach Group (LSE:OTB) to a 'buy' rating (from 'hold'), expecting sunnier times ahead for the online travel agent.

As the name suggests, the company's focus on beach holidays and limited inventory risk are key strengths. Despite a 20% drop in share price this year, Berenberg believes OTB can grow its market share, especially in the long-haul and premium holiday segments.

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ASOS PLC (LSE:ASC) and Boohoo Group PLC (AIM:BOO) profits are set to be hit by weakened demand, increased competition and at-risk margins, analysts have warned.

Following lacklustre results from both online fashion retailers in the last month, Shore Capital has forecast more gloom for the groups this summer despite some promising data.

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National Grid PLC (LSE:NG.) has been punished too harshly for its £7 billion deep discount rights issue, according to analysts at Swiss bank UBS.

The share issue hasn’t permanently changed the business, says the bank, rather reset the balance sheet back to 2010, when it was “sufficient to fund the business for fourteen years”.

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Equities analysts have responded positively to Ariana Resources PLC (AIM:AAU)’s Turkey-based partnership signing of a US$20 million credit facility to support operations at the Kiziltepe gold-silver mine and the Tavsan mine construction programme.

“The favourable terms of the loan, in our opinion, underlines the benefits of Ariana’s partnerships and the quality of its Turkish assets,” WH Ireland analysts said of the deal.

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The Markets
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