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|21/10/2016 12:30:06||London Stock Exchange||SAYE Share Scheme 2016|
|10/10/2016 07:00:09||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|27/09/2016 07:00:05||London Stock Exchange||Interim Results|
|09/08/2016 07:00:09||London Stock Exchange||Trading Update & Notice of Interim Results|
|07/07/2016 12:55:18||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|01/07/2016 12:00:05||London Stock Exchange||Grant of Options|
|27/06/2016 07:00:09||London Stock Exchange||Directorate Change|
Frequency of research reports
Research reports on BOOHOO COM PLC
Providers covering BOOHOO COM PLC
28 Sep 16
"How to solve the dilemma of ultra-low interest rates? The question was being posed again yesterday by members of both the ECB and the Fed. The Governor of the Central Bank of Ireland, Philip Lane, went as far as calling for a ‘forceful pursuit of stimulus’ in order to return interest rates to more normal levels, while Vice Chairman, Stanley Fisher, added that the economy is better off when there is ‘a price for using money’. They are simply reflecting the common desire to stimulate inflation to return interest rates and growth trajectories back to more historical trend - not that they have any chance of forming a consensus on how to do it, nor appear to embrace the reality that the dramatic changes to world order being created through the drive into new technologies means the old ways of doing things and predictable economics have probably gone forever. One hope the markets had had was that the Saudi-Russia proposal to cap oil production might succeed, but Iran’s stated determination to ramp-up production until it hits 4.2m bbl/day appears to have blown apart any idea of OPEC reasserting a binding quota system before its meeting in Algiers closes today, leaving oil traders to shift their focus to the Organisation’s next scheduled meeting in November instead. US equity markets, however, looked beyond these concerns to focus on positives from technology and consumer stocks, as well as some modest recovery in the over-sold banking sector, leaving all principal indices to close quite firmly up led from the start by the NASDAQ. Asia by contrast was marked down across the board, with the Nikkei in particular hurt by weaker oil prices, while banking sector jitters also reached its shores and sentiment toward export-related shares continued to be knocked by Yen strength. This mixed picture leaves London and Europe in an undecided mood for this morning’s opening, with the FTSE-100 seen opening around 10 points higher. No major UK macro data is due for release this morning, although traders will be listening out for closing statements from OPEC’s 2-day meeting, a press statement due from ECB President, Mario Draghi and a speech from the IMF’s Christine Lagarde. Later this afternoon, Fed Chair, Janet Yellen, is due to make her Testimony, while member Kashkari is also scheduled to make a statement. Corporates due to release earnings reports include Moss Bros (MOSB.L), Sainsbury (SBRY.L) and Smiths Group (SMIN.L), while today SAB Miller (SAB.L) shareholders are due to vote on their proposed merger with Anheuser Busch InBev." - Barry Gibb, Research Analyst
27 Sep 16
Boohoo has reported a fantastic set of interims for the six months to 31st August with revenues increasing by 40% to c£127m and underlying EBITDA increasing by 117% to c£16.5m. This strong operational performance was underpinned by a remarkable set of KPIs which highlight the ability of the management team and the benefits of investing in technology and talent. We believe that the shares will benefit from earnings momentum going forward and therefore upgrade our recommendation from Hold to Buy.
Profitable growth continues, upgrading FY17 and FY18
27 Sep 16
Trading continues to go from strength to strength as boohoo again reports impressive growth of 40% over the H117 period, ahead of our expectations of 33%. In addition to top line growth, there has been improvement in all KPIs, driven primarily by an optimised mix of marketing, price and promotional activity. This has delivered operational leverage and resulted in EPS growth of 124%. The boohoo brand has strong momentum both in the UK and internationally, and coupled with continued investment in operational improvements and technology as well as international expansion, we believe will continue to deliver significant profitable growth.
N+1 Singer - Morning Song 27-09-2016
27 Sep 16
Sarepta’s accelerated approval last week of EXONDYS 51™ for the treatment of around 13% of DMD patients is a significant milestone in the DMD market. We believe this sets a precedent for companies such as Summit and its utrophin modulation programme. Ezutromid, Summit’s lead DMD programme, commenced a Phase II proof-of-concept trial (PhaseOut DMD) in the UK in June. The first muscle biopsy data is expected Q2/Q3 2017. We take the opportunity to assess Summit’s offering in the context of recent developments in the DMD market and, in particular, we draw investors’ attention to the rapid share price appreciation of the main DMD plays.
N+1 Singer - Morning Song 12-09-2016
12 Sep 16
Restore’s interims confirm a period of strong growth and operational delivery. Importantly, the integration of December 2015 acquisition Wincanton Records Management is going smoothly and there has been no repeat of last year’s summer scanning issues. Growth metrics are impressive in all areas, assisted by the pick up in acquisitive activity over recent periods. Full year guidance is reiterated and we adjust our numbers for the recent PHS Data acquisition this morning, bringing us in line with consensus. Overall a very solid set of results. The shares are now close to our 360p TP but we do not see the current rating as stretched (FY17 P/E 17x). We are inclined to retain our BUY recommendation.
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Panmure Morning Note 25-09-2016
25 Oct 16
Whitbread released interim results a little ahead of expectations with Revenues £1,556m (PGe £1,548m), giving underlying PBT £307.0 (PGe £301.3) and EPS of 133.9p (PGe 130.9p) with interim dividend of 29.9p (PGe 28.6p) however the outlook statement is fairly cautious and we do not expect to adjust our estimates ahead of the call. LFL sales of 2.0% was an improvement from 1.8% in Q1 but is increasingly being driven by room extensions rather than RevPAR or Costa LFL - hence is likely to be a drag on returns. UK room target is being scaled back 3,700 (from 4,000-4,500) and there is ££43.3m exceptional items relating to Premier Inn’s withdrawal from some international markets. No change to our view and we retain Hold recommendation.
Time to grab a late season holiday bargain?
22 Sep 16
Dart Group’s AGM update contained two good news messages. Trading in the first half of the current year has continued to be strong and is ahead of our forecasts. Also, in addition to the new base at Birmingham Airport announced in July, the company revealed that it was opening a base at London Stansted, which would also start operations in spring 2017. The considerable costs of setting up these two bases falls in the current financial year and the company therefore guided that reported profits are likely to be slightly behind market expectations. We think that the market has misconstrued the reasons for the forecast downgrade, leading to unwarranted share price weakness, which provides an excellent buying opportunity.
Construction delays have limited impact on value
14 Sep 16
PPHE’s 2016 interim results disappointed the market, as construction delays will affect 2016 profitability. The key point for long term investors is that, although the loss of profits and cash flow is disappointing, the business outlook for 2017 and on is unaffected, while property values are above expectations. Our forecasts for 2016 and 2017 are reduced for this and other reasons. The shares trade at a significant discount to book value as adjusted for the real value of the assets, and this value will be further boosted when the new hotels open, and we expect the discount to narrow.
29 Sep 16
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28 Sep 16
In H1 2016, the Group reported a like-for-like revenue decline of 3.9%, which was its worst performance for over a decade. Although the Concessions and Pub divisions delivered a ‘good’ performance, problems have arisen in the Leisure division, most notably with Frankie & Benny’s, but also with some of the other brands prompting management changes and a strategic review of the business.