Marks And Spencer Share Discussion Threads

[philanderer] 04/11/2015 17:25

4th nov Morgan Stanley overweight/cautious tp 520p
4th nov Peel Hunt sell tp 450p
4th nov UBS buy tp 640p
4th nov Investec buy tp 620p

reiterations

[philanderer] 04/11/2015 08:46

Solid , well flagged :-)


Marks & Spencer Raises Margin Goal, Easing Bolland Pressure

[asagi] 04/11/2015 08:05

Agreed beep_beep - closed my short for a loss.

Still don't believe in the long-term future here - but maybe food will keep saving them. Margin improvements cannot keep coming. Congrats to the longs..

Asagi (no position)

[beep_beep] 04/11/2015 08:03

ENQ also a flyer

[beep_beep] 04/11/2015 07:54

Superb results,





no wonder 750p pencilled in by brokers

[asagi] 03/11/2015 21:05

Great but how repeatable are these margin improvements? It's going to be tough if you cannot increase volumes.

Asagi (short MKS)

[philanderer] 03/11/2015 15:36

Original supermodel Twiggy will officially open Longbridge’s new M&S tomorrow

[philanderer] 02/11/2015 13:37

Just seen Matt Damon filming for the new Jason Bourne film outside Paddington tube station !! :-D

[asagi] 02/11/2015 11:23

I'm inclined to agree and conclude that I have got this one wrong philanderer!

Let's see. Food business is doing well, considering, but there ain't much EPS growth here.

Asagi (short MKS)

[philanderer] 02/11/2015 10:32

Asagi , has to be so there`s no shocks when the results are released ?

Positive share price reaction this morning, so maybe all priced in ?

[asagi] 02/11/2015 10:20

why all the negative press this weekend? Where did that come from?

Asagi (short MKS)

[philanderer] 02/11/2015 09:37

2nd nov Soc Gen buy tp 664p (cut from 704p)

[philanderer] 01/11/2015 21:02

Simon , I reckon (hoping) most of this news is already in the price :-)

EI , I recently bought a nice jacket from M&S , top quality , but admit it was my first clothing item , apart from socks and pants, in a long time.

I`ve got an average buy price on my holding of 483p , fingers crossed it will still look ok come wednesday evening ;-)


'Marks & Spencer needs new line on clothing'

[essentialinvestor] 01/11/2015 19:15

Their Food range is fantastic, Marks way in front of Waitrose in my view.

Can't remember the last time I bought a non food item from MKS though.

[simon templar qc] 01/11/2015 19:11

Read the article today quite surprised they are losing sales to Debenhams but Debenhams share price has bounced back the last few months seems the trend is your friend.

I don't know how the market will take the news if the article is correct MKS doesn't appear to have turned itself around as yet. It could well be the last sales rise was a false dawn. A lot to do yet to convince the market MKS turnaround strategy has worked.

[philanderer] 01/11/2015 17:05

'Marks & Spencer's struggling international business hampering its turnaround amid slowdown in China and conflict in Ukraine'

Read more:

[philanderer] 30/10/2015 00:05

Marks Spencer Group PLC (LON:MKS) Stock “Buy” Rating Reconfirmed at Haitong Securities; The Price Objective is GBX 630.00

[philanderer] 29/10/2015 20:22

After months of waiting Marks & Spencer in Merthyr Tydfil is finally open..

[philanderer] 29/10/2015 17:59

London Ev Standard

'Simon Neville: Don't expect sparks from Marks & Spencer's results'

[philanderer] 29/10/2015 11:46

Genesys names M&S Most Innovative Global Customer for “agile customer experience infrastructure”

[philanderer] 29/10/2015 08:59

Cantor Fitzgerald Reconfirmed Marks & Spencer Group (LON:MKS) As Sell; Has Target Of GBX 490

[philanderer] 28/10/2015 10:47

Marks & Spencer shuts down website due to technical glitch

[philanderer] 26/10/2015 09:26

Yep , SSPG good company ss , with a good chief exec.


Mail

"Marc Bolland is planning to remain as Chief executive of Marks & Spencer for at least two more years despite speculation he could soon be replaced, according to the Daily Mail. The 56-year-old, who took over at the High Street chain in May 2010, is said to have told the board he wants to stay on because he believes his turnaround plan is paying off."

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