Domino's Pizza Share Discussion Threads

[philanderer] 26/2/2013 09:23

26th feb HB Markets hold -
26th feb Credit Suisse neutral tp 525p

[philanderer] 25/2/2013 16:02

Thanks robin.

Good old Simon French eh ? ;-)

If you say the same thing year after year I suppose the chances are you`ll be right one day :-)

[robinnicolson] 25/2/2013 15:31

Here's some commentary from the various analysts that cover DOM:

[philanderer] 25/2/2013 14:03

Fair points AA, Wray and Halpern sold big chunks after the end of march IMS last year

I`ve added a few today.

[skinny] 25/2/2013 13:57

Bounced off of the 200ma.

[aa29] 25/2/2013 13:40

Philanderer, I disagree in so far as that seems to be the reaction I'd expected to the results.

Like for like increases (even adjusted) are down providing ammunition to the bear case and we had seen a recent 10% increase in the share price.

What I liked was that there was no exclusion of German losses in the headlines as they had done last year and that they are accelerating expansion there..

Surely we're back to where we were a couple of months ago in having to expect some sidewards drift in the share price before German profits boost overall performance.

We may also get some director selling.

[philanderer] 25/2/2013 13:07

Well that`s a disappointing initial reaction to a set of pretty good results


25th feb N+1 Singer buy TP 605p

reiterates



FTSE 250 Fallers

Domino's Pizza (DOM) 518p -3.63%
Savills (SVS) 507p -3.43%
Big Yellow Grp (BYG) 364.3p -2.49%
Halfords (HFD) 309.7p -1.78%
Ubm (UBM) 774p -1.78%
Menzies(j) (MNZS) 711p -1.73%
Genus (GNS) 1431p -1.72%
Bank Of Georgia (BGEO) 1346p -1.68%
Dairy Crest (DCG) 426.2p -1.68%

[philanderer] 25/2/2013 11:23

25 FEBRUARY 2013

'Domino's Pizza "fundamentally a digital business" in UK as online orders account for 55.7 per cent of deliveries'

[philanderer] 25/2/2013 11:14

25th feb Canaccord hold tp 500p

reiterates

[philanderer] 25/2/2013 09:47

And there`s Panmure retaining their 'sell' tp 360p :-)

[philanderer] 25/2/2013 08:44

25th feb Oriel Secs add -
25th feb Liberum hold tp 414p

[philanderer] 25/2/2013 08:41

Looks good to me .

Online sales on the up with mobile orders increasing.

Positive noises from Germany - the key to it all.

[huttonr] 25/2/2013 07:23

At a quick glance, it looks good - no nasty surprises, I think. Analyst targets met or slightly exceeded so perhaps not doomsday after all?

[skinny] 25/2/2013 07:13

Financial Highlights

· System sales1 increased by 12.8% to £598.6m (2011: £530.6m for 52 weeks)

· Record profit before tax2, including Germany and Switzerland, of £46.7m, up 10.8% (2011: £42.2m)

· Profit before tax2, excluding Germany and Switzerland, increased 14.2% to £49.7m (2011: £43.6m)

· Like-for-like sales3 growth of 5.0% in 612 UK mature stores (2011: 3.7% in 557 mature stores)

· Earnings per share (pre exceptional items):

o Diluted earnings per share up 14.1% to 21.95p (2011: 19.24p)

o Basic earnings per share up 13.8% to 22.17p (2011: 19.48p)

· Statutory basic earnings per share up 14.4% to 19.04p (2011: 16.65p)

· Final dividend increased by 16.2% to 7.90p per share (2011: 6.80p)

· Record of 69 new stores opened in the period (2011: 62 stores) with two closures (2011: three) resulting in a total of 805 stores in four countries as at 30 December 2012

· Online system sales increased by 46.3% to £268.6m (2011: £183.6m) with online sales accounting for 55.7% of UK delivered sales (2011: 44.3%). Of this, 19.7% of online orders were taken through a mobile device (2011: 10.1%)

· Adjusted net debt⁴ to EBITDA of 0.5:1 (2011: 0.4:1), highlighting our low financial leverage

[philanderer] 22/2/2013 17:13

Big volume again , nearly 1.5m traded ahead of monday`s prelims - fingers crossed no nasty shocks.

[philanderer] 22/2/2013 13:09

Germany's IFO business confidence index rose to 107.4 points in February versus a reading of 104.3 for the month before (Consensus: 104.9).

In particular, note must be taken of the fact that the improvement was led by the expectations gauge, which shot up to 104.6 points, from 101.4 in the month before, alongside a robust reading for manufacturing.

Sharecast.

[philanderer] 22/2/2013 09:19

They never fail to disappoint :-D

Panmure reiterate 'sell'.. target 360p

[philanderer] 20/2/2013 16:59

2 million shares trade today.

[philanderer] 20/2/2013 16:27

Blimey, those prelims better be good next monday ! ;-)

FreeFrom Food Awards 2013 – Shortlist


Freefrom foods manufactured for food service – sponsored by Livwell

Savoury

Domino's GF Pizza
DS-gluten free Pizza Base
Esgir Burger Baps
Hotch Potch Eggs Savoury Scotch Eggs
Pizza Hut GF Pizza
Red House Foods Georgia's Choice GF Fish Cake

[philanderer] 20/2/2013 00:12

Helping ?

'German industry survey sees growing business confidence'

A survey among tens of thousands of German firms has shown most entrepreneurs in the country believe the business environment will not suffer another setback this year. Employment is also expected to rise.

The Association of German Chambers of Industry and Commerce (DIHK) said on Tuesday the majority of German companies expected the economy to pick up again in 2013, following a GDP contraction in the final quarter of last year.

[philanderer] 19/2/2013 11:28

Prelims next monday, Panmure just sharpening their red pencils :-)

[philanderer] 19/2/2013 08:54

Independent newspaper today...


Buy

DOMINO'S PIZZA

Investors should have a healthy appetite for shares in Domino's, according to Numis Securities. Douglas Jack from the broker has a Buy recommendation on the pizza delivery company ahead of its final results next week and says he is looking forward to an update from its European operations which "we believe could drive a surge in growth". He has a target price for Domino's of 625p - shares are currently going for roughly 533p.

[philanderer] 11/2/2013 17:37

Blimey, just 50k traded.