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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

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Next, Ocado, Supermarket REIT: What brokers said today

Broker Peel Hunt has reiterated its hold rating on Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) after it reported its 2024 financial results, which Peel Hunt said came in “broadly as expected”.

The real estate investment trust posted an adjusted earnings per share (EPS) of 6.08p, slightly ahead of Peel Hunt's forecast of 5.98p. The consensus EPS stood at 6p.

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Although the magnitude of Ocado Retail's revenue upgrade wasn’t large, the key point is the "exceptionally strong" growth for the past quarter, analysts said, showing the sort of growth that 50% owner and technology provider Ocado Group PLC (LSE:OCDO) can deliver for its third-party clients in other countries.

The bullish third-quarter update showed signs that "the business is executing well", with double-digit growth in sales volume important for both profit margins and for "broader sentiment", said Barclays analyst Sarah Roberts.

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Analysts at investment bank Jefferies responded to Next plc’s second profit upgrade in just two months with a 10% hike to its share price target.

Following a strong first half, Next increased its full-year profit-before-tax (PBT) target from £980 million to £995 million.

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The price of gold touched $2,600 per ounce for the first time ever last night after the US Federal Reserve cut rates by half a percentage point.

Gold momentarily hit an all-time high as Fed chief Jerome Powell began to speak at a press conference after the policy decision was published.

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