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Ted Baker Share Discussion Threads
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|Jefferies upgrades from hold to buy ..... target cut to 3000p from 3400p|
|Read Panmure Gordon & Co's note on TED BAKER, out this morning, by visiting hxxps://www.research-tree.com/company/GB0001048619
"Several highly-rated consumer stocks have capitulated over the last quarter, reporting weak like-for-like sales growth over the comparative period. We think Ted Baker (TED) will be the next. Our analysis shows that TED’s underlying sales densities in each of the territories it operates in appear negative in the latter half of the prior financial period. Our valuation analysis shows the shares to be worth ... we therefore initiate on the stock with ..."|
|House Broker Liberum trying hard ;-)
'Ted Baker shares jump nearly 5% on outlook hopes'
Analysts at company’s broker say concerns on China and US are overdone
|Fully oversold now I feel. Waiting for some stabilisation before buying some.|
|Just watching and waiting still.|
|2360p support broken.
Next support 1990p then 1650p.
(I never did like the idea of spending shareholders money on buying offices so feel a bit negative on TED now... although I've bought a couple of shirts recently!).
Still hold my one third after selling down.... maybe for the chop today...|
|Chart support at 2300p 'ìsh ?|
|If you want to have a good laugh then check out the Panmure Gordon conviction list 2016. And they charge for their 'research'. Ted Baker remains my conviction buy with target of 3200 before October 2016.|
Michael Stewart at Panmure — a man with a lively view — is selling Ted Baker.
Ted Baker PLC (TED:LSE): Last: 2,579, down 56 (-2.13%), High: 2,600, Low: 2,550, Volume: 151.45k
(V interesting BornCynic )
Difficult to trade, is Ted Baker. But it’s also a consensus buy across the City.
Let me grab a bit.
Several highly-rated consumer stocks have capitulated over the last quarter,
reporting weak like-for-like sales growth over the comparative period. We think
Ted Baker (TED) will be the next. Our analysis shows that TED’s underlying sales densities in each of the territories it operates in appear negative in the latter half of the prior financial period. Our valuation analysis shows the shares to be worth 1902p, a circa 28% discount to the prevailing market price; we therefore initiate on the stock with a Sell recommendation.
Ted Bakers FY2016 results masked a diminishing rate of sales growth. Whilst a
13.6% increase in full year group retail sales on an increase in average square footage of 7.5% implies healthy density growth over the entire period, our analysis shows that group retail sales lagged space growth by 0.4pp through 2H2016.
Retail sales include Ecommerce revenue, however. As the group generated £30.6m of ecommerce sales in the latter half of FY2016, the implied level of sales from the store estate is £149.7m, a 3.9% increase over the comparative period. If average square footage increased by 8.5% through 2H2016, underlying sales densities must have fallen by circa 4.6% year-on-year.
Particularly poor retail sales in the UK and Europe. Despite a 30.7% increase in
ecommerce sales during the aforementioned period, overall retail sales grew by just 4.1% year-on-year to £131.6m. Store revenues, which form almost 80% of UK retail sales, fell by 1.0% despite the fact that average square footage for the geography increased by 3.6% year-on-year.
Retail sales haven’t just deteriorated in the UK and Europe. Store revenue increased by just 15.2% in North America on an increase in average square footage of 16.4% and by 30.0% in AMEA, broadly in-line with space. Reported sales densities appear therefore either flat or down in each of the three territories TED operates in towards the end of the prior reporting period.
Our cash flow analysis shows Ted Baker’s intrinsic worth to be c£919m. With 40.0m shares in issue, the value of the business on a per share basis equates to 1902p per share. This implies that the shares are currently trading at circa 38% premium to their fundamental worth.
All of which is pretty aggressive, though difficult to argue with.
|Support chartwise at 2600p ?|
|'Our e-commerce business delivered another strong performance, with sales up 45.8% (44.7% in constant currency) to GBP53.5m (2015: GBP36.7m) as we benefit from continued investment in our platform. E-commerce sales now represent 15.4% of our retail sales (2015: 12.0%).'Pity that results were leaked to the market yesterday- blatant insider trading.Could be a good day for retailers!|
|Fab results today.
|U.K. Retail Sales Plunge as Mild Weather Curbs Clothes Spending
|Rate of growth is about half it was when compared to last year, both for bricks and mortar and online. That said still good results IMV.GLDD|
|True mattbarnes but in today's online market its difficult to ascertain what's really happening.
However, the chart looks poor although a rally in the lower downtrend is a possibility.
I keep a one third holding here having sold-out two thirds last year when I saw the margins were poorer than expected. Buying an office hasnt boosted my confidence in the management either I'm afraid to say.
Lets hope for better times.|
|same happened with MRW, dropped pre results and everyone assumed they were bad. Analysts had -2.5% lfl and they put in +0.2% lfl.
Analysts know no more than you or I. Go with gut, go with what you see in stores, go with a brand you trust/believe in.|
|Ray knows what he is doing, unlike the market|
|So much for the merits of watching "price action".....|
|happy with that, slower growth but around 3% LFL over Christmas + good online + even more expansion + profits on target.
Should have topped up yesterday!|