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|03/10/2016 19:49:00||PR Newswire||Redbreast® Partners with Bodegas Lustau to Produce the First Expression with a Sherry Finish: Redbreast Lustau Edition™|
|30/09/2016 14:00:00||PR Newswire||Honoring the Past & Celebrating the Present, The Glenlivet® Launches Its Vintage 1966 50 Year Old Single Malt|
|16/09/2016 14:00:00||PR Newswire||Martell® Redefines the Standards With the Unveiling of Martell Blue Swift™|
|08/09/2016 15:30:00||PR Newswire||Jameson® Irish Whiskey Partners with Seven American Breweries in a Celebration of Craft & Collaboration, to Form Jameson Caskmates® Drinking Buddies®|
|09/08/2016 17:30:00||PR Newswire||New Jameson® Irish Whiskey Shines Light On Head Cooper, Celebrating His Passion For The Craftsmanship Of Coopering|
|30/06/2016 14:03:00||PR Newswire||Absolut® Labs Collaborates with World Renowned Electronic Musician deadmau5 To Invite Fans into First-Of-Its-Kind Virtual Reality Nightlife Gaming Experience|
|19/05/2016 14:01:00||PR Newswire||Eva Longoria Announced As Judge Of The Venture Competition - A Global Search For The World's Best Social Enterprise Startups|
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Consensus eps falling…falling…falling…rising 2.0
29 Apr 16
In January we screened for companies with estimates that had been declining consistently since a year previously, but which had risen in the immediately preceding three months (see our note dated 22 January 2016). We have reviewed the performance of those companies and, given the overall strength of this selection, we have re-run the screen. In the c.3 months since selection, the unweighted average rise was c.34% against a c.11% rise in the main All-Share index. From the same universe as before (some 900 companies) we find 38 companies selected by the screen. We note a number of stocks in the list where we have a supportive stance including: Devro (DVO LN, Buy), James Fisher (FSJ LN, Corporate), Mattioli Woods (MTW LN, Buy) and Spirent Communications (SPT LN, Buy).
Another strong set of results with much more to come
16 Mar 16
FIF has delivered another strong set of interim results with an incrementally more positive outlook statement on FIF’s ability to deliver on multiple fronts against an improving backdrop. The now fully integrated prior year acquisitions are clearly delivering whilst the underlying organic growth continues to impress as FIF reaps the benefits of its ongoing capital investment programme into its high quality asset base for further operational efficiencies, capacity and innovation. We upgrade our underlying (i.e. comparable as FY16 is a 53 week period) FY16 and FY17 PBT by 8% and 4% respectively. We reiterate our Buy recommendation on the basis that FIF offers an attractive defensive combination of earnings growth potential and dividend income (FY17 2.8% dividend yield).
Panmure Morning Note 19-09-2016
19 Sep 16
FIF has delivered FY16 results slightly ahead of expectations. The results attest to FIF’s evolution, over the seven years of the current executive management team’s tenure, into the UK’s leading speciality baked goods manufacturer achieved through a consistent and unrelenting focus around: (1) customer/ consumer needs; (2) new product innovation; and (3) investment in a high quality asset base to drive low cost/efficiency and support operational excellence. The shares have been very strong recently (c.10% in the last month, thereby delivering +20% outperformance relative to the wider stockmarket over the past year) and have pushed beyond our 127p TP. Combining this with the lack of an upgrade to our FY17E PBTA, the shares may therefore pause for breath. We remain however very positive on FIF given: (1) its dominant scale to capture the available long-term growth opportunities; (2) its valuation discount (c.15%) to its small/mid cap peers; and (3) the likely M&A momentum/ optionality as an added investment attraction. We therefore raise our TP to 150p (from 127p), thereby retaining our BUY.
Q2 above expectations lifted by the US and China
18 Oct 16
H1 update: sales grew organically +4.1% (cons. +2.4%, Q2: +7.4%). On reported figures sales were up +2.5% (FX: -1.6%). H1 performance by division: Remy Martin +5.1% (cons. +3.1%), L&S +5.1% (cons. +2.3%), Partner brands -3.1% (cons. -1.3%). The company maintained its FY guidance: improvement in current operating profit, assuming constant FX and scope of consolidation.
Q3: Transition in China weighs on results
18 Oct 16
Q3 update: sales grew lfl +2.1% (cons. +2.4%) with -0.7% volume growth and +2.8% pricing. On reported figures, sales were down 1.8% (FX: -4.1%, scope of consolidation +0.2%). OG by division: Fresh Dairy +2.2% (cons. +2.5%), Waters -0.1% (cons. +1%), Early Life Nutrition +1.7% (cons. +2.5%), Medical Nutrition +9.7% (cons. +7%). Fresh dairy saw stronger pricing +4.2% on the back of negative volumes in the CIS and LatAm regions. Waters were impacted by the transition phase and floods in China (excluding China, the Waters performance is up mid single-digit). The Early Life Nutrition performance was impacted by tough comparables and the transition from an indirect to a direct sales model in China (excluding indirect sales, ELN was up mid single-digit in China). Medical Nutrition’s excellent performance was driven across all geographies. The company maintains its FY guidance: 3-5% organic top-line growth and 50-60bp lfl improvement in the operating margin, although the top-line is likely to be in the lower range of this.
Q3 disappoints, FY guidance adjusted downwards
20 Oct 16
Nestle’s 9M update: sales grew organically +3.3% (cons. +3.6%, Q3: +2.9% – a very weak quarter) with real internal growth (RIG) up 2.5% and pricing 0.8%. On reported figures, sales were up +1%. OG by division: the Americas +4.5% (cons. +4.7%, both price and RIG driven), EMENA +2.2% (cons. +2.5%, RIG driven, negative pricing), AOA 2.8% (cons. +2.9%, RIG driven), Waters +4.2% (cons. +3.9%, RIG driven, negative pricing), Nestle Nutrition +1.3% (cons. +1%, RIG driven), Other Businesses +4.6% (cons. 4.7%, RIG driven). In Q3, the Americas and EMENA performed more softly than in Q2; other divisions improved their performance. Emerging markets slowed to 5.1% OG; developed markets remain unchanged. For the FY, Nestle expects organic top-line growth of c. 3.5% (down from around 4%) with an in margins at constant FX and including restructuring charges.