Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on DOMINO'S PIZZA GROUP PLC. We currently have 21 research reports from 2 professional analysts.
|20Jan17 04:53||RNS||Transaction in Own Shares|
|20Jan17 07:00||RNS||Transaction in Own Shares|
|18Jan17 05:26||RNS||Transaction in Own Shares|
|17Jan17 05:02||RNS||Transaction in Own Shares|
|16Jan17 05:22||RNS||Transaction in Own Shares|
|13Jan17 05:25||RNS||Transaction in Own Shares|
|12Jan17 05:26||RNS||Transaction in Own Shares|
Frequency of research reports
Research reports on
DOMINO'S PIZZA GROUP PLC
DOMINO'S PIZZA GROUP PLC
29 Jul 16
Herencia Resources (HER.L, 0.03p) | Keras Resources (KRS.L, 0.85p) | Northcote Energy (NCT.L, 0.03p) | Stellar Diamonds (STEL.L, 6.50p) | ValiRx (VAL.L, 7.0p) | BAE Systems (BAE.L, 538.0p) | British American Tobacco (BATS.L, 4,782.50p) | BT Group (BT.A.L, 414.35p) | Diageo (DGE.L, 2,192.0p) | Domino's Pizza (DOM.L, 385.90p) | Merlin Entertainments (MERL.L, 467.0p) | Sky (SKY.L, 904.0p)
N+1 Singer - MS - Consumer - Recapping sector / stock specific implications of the Leave outcome
24 Jun 16
The Leave outcome is bad news for the UK consumer cyclical stocks. The anticipated political uncertainty and UK GDP slowing will not help in the next 12-24 months, but we feel none of the risks are new to the sector and in time will be surmountable. Companies with international exposure are best placed to protect earnings. Those with a heavy UK earnings bias and with substantial exposure to food input costs are less well placed potentially. In this brief morning comment we recap our previously articulated sector and stock specific risks in the event of a Leave outcome.
Brexit firmly takes centre stage
16 Jun 16
We explore the Brexit scenario to focus the mind and address 3 key issues which will become pertinent for our Consumer / Leisure research coverage if the Leave vote prevails. Namely, lower consumer demand, sterling weakness and labour cost pressure. We identify winners and losers and provide individual stock assessments from both a risk and upside perspective. Clearly if the outcome is Remain, then “sold off” UK consumer discretionary stocks are expected to bounce.
Retain forecasts for FY17E and FY18E
05 Oct 16
While LFL sales growth of 1.8% for the first 12 weeks of FY17 looked a little light, this was on the back of 2.8% growth in the prior period. H2 comps become easier to lap and Christmas bookings (festive trading comprises 15% of FY sales on average) are up 10% YoY.
Strong H1 17 performance, confident outlook for H2
20 Jan 17
Following on from the positive AGM statement at the end of November, MySale has released an upbeat pre-close trading update. Group revenue increased 6% to A$136.1m, while higher margin online revenue, now representing over 90% of the total group, experienced a strong rate of growth of 18% to A$126.5m. As a result, gross margin showed continued improvement of 270bps driving a 17% uplift in gross profit to A$38.4m (versus A$32.7m). Strong trading for the half, combined with a carefully controlled cost base, led to a doubling in EBITDA to A$3.0m. Management are confident going into the second half period and following the increase in guidance at the end of November, the company remains comfortable with current full year forecasts. More detail and an update on trading will be given at the interims expected on 1st March 2017.
EBITDA break-even reached, positive outlook
18 Jan 17
7digital’s FY16 revenues increased 7% y-o-y and EBITDA profitability was reached, as targeted, in Q4. New contract wins in FY16 set the stage for a stronger top-line performance in FY17 and we consider management’s reiterated target of operating profitability in FY17 as realistic. For an operationally geared growth company in its first year of profitability, the FY17e EV/EBITDA of c 12x looks attractive.
Small Cap Breakfast
17 Jan 17
Global Energy Development (GED.L) — To be renamed Nautilus Marine Services. Schedule 1 from developer and seller of hydrocarbons and related products. Reverse takeover. Raising $10.5m via a convertible. Expected 9 Feb. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January.
A year of expansion
17 Jan 17
Final results are broadly in line with our revised forecasts on most headline levels in what proved to be a difficult year for the Group. That said, it has significantly increased room capacity, which is now +40% ahead at the time of the IPO (+14.5% yoy), which improves its competitive position and offering. We are maintaining our headline forecasts, and with the dividend expected to be held for the foreseeable future producing an 8.7% yield with a NAV in excess of 180p, we continue to believe there is strong long term value offered at present.
The Slide Rule
12 Jan 17
What is The Slide Rule? The Slide Rule has been designed to dramatically simplify the identification of the best companies in the UK small/mid-cap sector by making a quantitative assessment of the relative potential of each company. At its core, The Slide Rule aims to identify those companies that create genuine shareholder value through strong returns on capital and solid growth, but also present a value opportunity with the potential tailwind of earnings momentum. Companies are assessed within a Quality, Value, Growth and Momentum (QVGM) framework.