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Companies: Kitwave Group PLC
Canaccord Genuity
Companies: Artisanal Spirits Company PLC
Liberum
Companies: J Sainsbury plc
Shore Capital
1st March 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti
Companies: NWF FDP MEN EAAS SEEN ORCH CREO ENET
Hybridan
Better than expected to date: The January trading update season has been better than expected, with the ratio of upgrades to downgrades running at 26:16 out of the 101 trading updates that we have analysed. It’s a surprisingly positive start to the New Year which reflects (1) realistic expectations captured in consensus forecasts, (2) consumers’ determination to enjoy Christmas and protect important areas of personal expenditure and (3) a reduction in supply as competitors exit.
Companies: MORE LGRS MPE MRK MTC RBG MEX ZAM
Cavendish
Sainsbury has announced a strong H1 performance and an increase to its FY23/24 guidance. Q2 lfl sales grew by 6.6% (+50bp vs consensus), led by continued strength in the grocery business (noticeable market share gains and volume growth). However, clothing was weaker due to high promotional activity and unfavourable weather conditions. The adjusted EPS was c.5% ahead of the consensus. The management expects FY23/24 underlying PBT at the upper end of the guidance range and retail FCF of >£600m (vs
AlphaValue
Companies: NXT SBRY SDX
We have dropped our coverage of Orsero owing to internal reorganisation. Our rating, target price and estimates are therefore no longer valid.
Companies: Orsero SpA
BNP Paribas Exane - Sponsored Research
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