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Research Tree offers JUST EAT PLC research coverage from 1 professional analysts, and we have 10 reports on our platform.
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|18/10/2016 11:48:31||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|17/10/2016 07:30:02||London Stock Exchange||Non-Executive Director Appointment|
|14/10/2016 10:37:14||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|07/10/2016 15:00:01||London Stock Exchange||Additional Listing|
|06/10/2016 12:35:14||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|30/09/2016 16:35:02||London Stock Exchange||Total Voting Rights|
|28/09/2016 17:14:17||London Stock Exchange||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
Frequency of research reports
Research reports on JUST EAT PLC
Providers covering JUST EAT PLC
Just getting going
23 Sep 16
Just Eat is the leading digital marketplace for takeaway food delivery and has benefitted from a significant first-mover advantage. The company has disposed of its non-core assets and is now fully focused on building bigger and better businesses in its remaining territories. Management has demonstrated successful strategy execution and discipline to date and we believe that the right people are in place to drive significant profitability improvements going forward. We therefore retain our Buy recommendation but increase our price target from 641p to 734p.
GENERAL RETAILERS FLASH - JUST EAT
03 May 16
Just Eat has made a strong start to FY2016 with total orders increasing +57% (+41% LFL) through the first quarter over the comparative period. This update should help mitigate negative sentiment and provide a catalyst for the stock to realise its fundamental worth. We therefore retain our BUY recommendation and PT of 641p.
Bears put in their place
01 Mar 16
Just Eat put the bears back in their place this morning, delivering a strong set of numbers in FY2015 and raising guidance for FY2016. Many people questioned the stock as the share price trended downwards, but our faith in the underlying economics of this business model has today been justified, in our view. We therefore retain our bullish stance on the stock with a firm belief that there is a large disparity between fundamental worth and the prevailing market price.
Panmure Research - Just Eat Flash 01-02-16
01 Feb 16
Investors should not be deterred by the recent under-performance of the stock and the bearish stance taken by other brokers, in our view. If ever there was an opportunity to take advantage of market inefficiencies and buy a high quality asset at a significant discount to its intrinsic worth then this is it. We continue to believe in this stock and its long-run potential and continue to believe that its fundamental worth is 641p per share, a 76% premium over the prevailing market price.
Panmure Research - Conviction List 2016 (06-Jan-2016)
06 Jan 16
The Panmure Gordon Conviction List returned 23.3% in 2015; this was set against the DS All Share that returned -2.3% over the same period. This represents the 14th period out of 16 where the Conviction List has outperformed the market benchmark and means that a reinvested Conviction List would have returned 175% since its inception in 2010 against the DS All Share that returned 20%. Top long performers in 2015 were Ryanair, Avacta Group, Bovis Homes, Informa and Micro Focus, while the best short ideas were Petra Diamonds, Fenner, Rolls-Royce, Majestic Wine and Vesuvius.
Panmure Research - Just Eat Flash 03-11-15
03 Nov 15
Just Eat today announced its 3Q2015 order update which exceeded the expectations of Panmure Gordon and the market. Order growth of 48% (on a like-for-like basis) represents an acceleration in order momentum over the period and a circa 13pp beat on analysts' expectations. We upgrade our full-year revenue and earnings estimates off the back of this statement and believe that investors should capitalise on any weakness in the shares this morning.
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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.