Marks And Spencer Share Discussion Threads

[mornington crescent] 05/3/2017 23:34

there was so much empty space in M&S car park this week that Travellers moved in
and set up camp

[qantas] 03/3/2017 14:20

Marks & Spencer heads positive brand impression ranking among women in Britain

[essentialinvestor] 03/3/2017 11:16

Significantly too much non food space imv, as least they own some freeholds
which should help facilitate exits.

I rate the new CEO, simplfying the operating structure with a focus on
food only smaller outlets looks astute.

However with the acceleration to online would expect further
large measures needed to close non food space.

Not sure if that is priced in at these levels, all just IMV only.

That is what some of those short may be anticipating, may also be hedging long
positions elsewhere.

[qantas] 02/3/2017 13:47

Shorters don't like it at all they are throwing a lot of money at this one.

[essentialinvestor] 02/3/2017 13:27

Love the food, shop there most days, clothes not as keen on.

[qantas] 02/3/2017 10:42

Essential investor due price is on the rise no point shorting when we are in a price rise due shorters lose big time as as are gambling on the share price only.

105,000,000 shares they need to buy back is going to be a amazing rise and will cause capitulation just like VW IN 28OCT08

By Sarah Marsh | FRANKFURT

Volkswagen (VOWG.DE) briefly became the world's biggest company by market value on Tuesday, as short sellers caught betting on a price drop with borrowed stock scrambled to find shares after a buying spree by Porsche (PSHG_p.DE).

Short sellers desperate to close their positions paid as much as 1,005 euros a share during the session following Sunday's news that there was less than 6 percent of VW voting stock still floating in the market.

At that price Volkswagen's voting stock was worth 296 billion euros ($370 billion), or more than the $343 billion market capitalization of Exxon Mobil (XOM.N).

VW shares later closed trading on Tuesday up 82 percent at 945 euros.
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Marks and Spencer group is rising on turnaround prediction.

Its analysts upgraded the clothing retailer, which has been under pressure to revive flagging fashion sales, to Buy and made it its preferred stock among UK clothing sellers.

Top pick: Jefferies said M&S profits could stay stable while rivals' fall PA

Market Report: Marks & Spencer backers put on party frocks as broker eyes clothing boost.

A stronger multichannel offer and a shift in the floorspace towards homewares and food would play to M&S’s strengths

Please do your own research.

[essentialinvestor] 02/3/2017 10:10

Why are they doomed to failure?, where is the rational for that statement.

[qantas] 02/3/2017 09:25

Desperate shorters doomed to failure have increased shorts to 6.46%
104,957,418 shares short.

hxxp://shorttracker.co.uk/company/GB0031274896/all

[philanderer] 01/3/2017 20:42

3 top FTSE 100 dividend stocks going cheap

EZJ, RMG and MKS


On your Marks

High street giant Marks & Spencer Group(LSE: MKS) has also had a dismal year, its share price down 21% in that time. It still trades lower than it does five years ago. This is a tale of two very different divisions: its food halls are enjoying the best of times, its clothing sales are suffering the worst of times. The first has caught the foodie zeitgeist, the second is a fashionista fail.

Chief executive Steve Rowe is wisely backing its winning food formula and stepping away from its losing clothing division. He plans to roll out more than 200 new Simply Food stores, while cutting back on around 60 Clothing & Home outlets, although some will get a revamp.

All this will cost money, around £500m, so wave goodbye to any special dividends. Consumers may be feeling the squeeze but trading at 9.5 times earnings and yielding 5.7%, such headwinds now look priced-in.

[qantas] 01/3/2017 18:19

Very short sighted shorters.
Amazing 96,508,834 need to be purchased back 5.94% capitulation we love you.

[qantas] 28/2/2017 17:00

Marks & Spencer got a boost on Tuesday as Jefferies upgraded the stock to 'Buy' from 'Underperform' and hiked the price target to 370p from 250p, pointing to the company's strategy progress.

The drop in the share price from around 440p in May 2016, following CEO Steve Rowe's first strategy presentation and then compounded by the Brexit vote, has been dramatic, Jefferies said.

However for the past six months, it has fluctuated around 340p implying a forward price-to-earnings ratio of 11-12x, in-line with where M&S traded between 2010 and 2013.

Jefferies said there are a number of reasons to be bullish on the stock right now.

[philanderer] 28/2/2017 16:30

'Marks & Spencer store launched on Amazon India'

[qantas] 28/2/2017 15:44

Fly Marks and Spencer
Every day 175,000 Marks and Spencer items uplifted to 250 British Airways flights.

[philanderer] 28/2/2017 12:05

Jefferies note:

(ShareCast News) - Marks & Spencer got a boost on Tuesday as Jefferies upgraded the stock to 'buy' from 'underperform' and hiked the price target to 370p from 250p, pointing to the company's strategy progress.
The drop in the share price from around 440p in May 2016, following CEO Steve Rowe's first strategy presentation and then compounded by the Brexit vote, has been dramatic, Jefferies said.

However for the past six months, it has fluctuated around 340p implying, a forward price-to-earnings ratio of 11-12x, in-line with where M&S traded between 2010 and 2013.

Jefferies said there are a number of reasons to be bullish on the stock right now.

The bank said its survey results show that the investment M&S has made over the past few years is steadily paying off, with improving perceptions of its multi-channel offer. it said M&S's multi-channel customers are particularly impressed, with 45% prepared to highly recommend the retailer.

Jefferies said the closure of 53 loss-making international stores relieves the group of £45m of operating losses.

"The strategy to shift the mix of Clothing & Home and Food space from 65/35% to nearer 55%/45% over the next five years plays to M&S' omni-channel and Food strengths and gives them over 1,000 convenient stores for Food and click & collect.

"The plan could result in flat profits over the next two years when competitors will likely see significant falls given the macro-environment, and then see profits improve in FY20E and FY21E."

However, there are also reasons be bearish, according to Jefferies, such as the fact that the plan comes with increased execution risks.

Also, it said M&S needs to make sure it remains price and quality competitive during a difficult market environment, having already realised many of the easier gross margin gains.

At 1009 GMT, the shares were up 2.4% to 336.88p.

[essentialinvestor] 28/2/2017 09:07

And I reiterate my MKS doughnut Buy recommendation ).

[mitchy] 28/2/2017 08:44

HSBC also retain 465p target..

[philanderer] 28/2/2017 08:32

Upgraded by Jefferies this morning to 'buy'

Target raised from 250p to 370p

Morning everyone :-)

[qantas] 28/2/2017 08:15

Looks to me like we are in play very active.
Shorters squeeze is going to be amazing at 5.94% stock.

[mitchy] 28/2/2017 08:14

Nice little rise this morning but can't find why. Anyone ?

[philanderer] 27/2/2017 23:38

Evening EI , hopefully ok with GRG ; trading statement five weeks ago said expectations were slightly ahead , but that could already be in the price.

As always it`ll be in the small print ;-)

[diku] 27/2/2017 23:18

That will be a Polo!...

[essentialinvestor] 27/2/2017 22:45

Phil, watch the doughnut not the hole- Greggs tomorrow ).

[diku] 27/2/2017 22:20

Qantas...are you having a diarrhoea?...

[qantas] 27/2/2017 11:28

Phil

So boring have a nice day.