|Associated British Foods
||ORD 5 15/22P
||EPS - Basic
||Market Cap (m)
Associated British Foods Share Discussion Threads
Showing 1301 to 1323 of 1325 messages
|Look at the chart, it's not rising at all|
|Why would it do that when its currently rising again?|
|Looks like it wants to settle at 2450 level|
|What is going on here?|
|17th jan Liberum buy tp 3100p
17th jan JP Morgan overweight tp 3300p
|apparently conglomerates used to trade at a discount. it does not make sense for them to trade at a premium.|
|That's the beauty of an old fashioned Conglomerate business.|
|Maybe bad news for primark but will be offset by better profits for the food division,suppliers need customers and visa versatile,prices will not rise in a struggling market|
|i do not trust them, they probably got mates who want to dump. the weak sterling is bad news for primark.|
|Associated British Foods : *HSBC raises AB Foods price target to 3350p - 'Buy'
|basil, made reference to the PER a number of times, would not add at this
level as mentioned yesterday.
Primark is a fantastic brand with hopefully strong international growth potential,
their future growth outlook is significantly stronger than NXT, just my take.
NXT is a well run business, which imv will present a cracking share price recovery
play at some stage.
The ABF PER demands perfect execution and even the slightest hint of disappointment,
as with yesterday, results in a sell off on this multiple.|
|NEXT is a pure play while ABF is a conglomerate. are you saying that ABFs food businesses should be valued more highly than retail?|
|It depends what the expectations were on their forecast modelling.
NXT and ABF are very different companies, ABF will not sell at 9x,
I'm pretty sure on that one! ).|
|"...Losers included Associated British Foods, which slumped 122p to £25.76, as City analysts described the 11pcc increase in sales for Primark was "inadequate”.
Whoever stated that is clearly well out of his or her depth.|
|NEXT is on 9X PE. why should this be any higher?|
12th jan RBC outperform tp 3300p
12th jan Numis add tp 3128p
12th jan Shorecap hold -
12th jan Liberum buy tp 3100p
12th jan Jefferies hold tp 2450p
12th jan ++++ trading update ++++|
|Yep, weird day.
"...Losers included Associated British Foods, which slumped 122p to £25.76, as City analysts described the 11pcc increase in sales for Primark was "inadequate”.
|Out all day today. Read the positive summary headlines and amazed at the slashing of the price. A little OTT IMHO.
I will be buying more at these prices.|
|Long term for me too EI. Had a top up today. Top management. One to tuck away .
PHTM digging me out of a hole today :-)|
|ABF is a small long term holding for me.
Update looks solid enough, however the rating demands perfect execution.
Worth holding s few longer term imv so just tend to leave and forget this,
not sure I would initiate a new holding here though at this yield.|
|Fair play Salpara, I can`t see the justification in this shareprice reaction today. But hey what do I know.
Luck with your investments.|
a few percent profit but just feel that sentiment is stacked against bricks and mortar clothing retailers going forward.|