Marks And Spencer Share Discussion Threads

[philanderer] 13/11/2017 13:36

Everything will be ok once Corbyn gets in ;-)

[philanderer] 13/11/2017 13:34

Hi gsw, no problem, have to appreciate both sides, and yes do have a fair few.. happy to hold :-)

[simon templar qc] 13/11/2017 13:30

Not looking good all retailers looking gloomy.

With regards to John Lewis Christmas ad, I prefer Marks but to cheer you guys up this John Lewis parody advert beats the lot...

[gswredland] 13/11/2017 12:05

Philander just a quick thanks for showing all negative and positive press on this stock and I think you hold some.

[philanderer] 13/11/2017 11:04

13th nov RBC Capital 'outperform' tp 375p cut from 400p

[ignoble] 13/11/2017 10:29

Seems Marks have sold out of their
Special Edition Paddington Bears

Offered on Ebay at £25 rather than the £12 price in store.

Or so the media are reporting ...

[freedom97] 13/11/2017 10:22

Never, rely on what you read in the press ST.

[simon templar qc] 13/11/2017 09:38

Also bad press over the weekend, clothes and footwear down 9%

[philanderer] 13/11/2017 09:35

Yep, food's a worry .

Morning guys.

[ignoble] 13/11/2017 09:34

I do agree ...

[gswredland] 13/11/2017 09:15

I do worry about the food statement since this is their strength. Looking from the sidelines but great dividend!

[philanderer] 13/11/2017 09:03

Fewer High Street shops closing down


The number of High Street shops closing down has fallen to its lowest level in seven years, research suggests.

The Local Data Company, which studied the top 500 British town centres, said 2,564 outlets closed in the first half of 2017, equivalent to 14 a day.
At the same time, there were 2,342 store openings, meaning that a net total of 222 High Street shops disappeared.

Charity shops, women's clothes shops and shoe shops were worst hit, it said.
However, general fashion stores, banks and cheque cashing shops saw their lowest number of net closures in three years.

[philanderer] 13/11/2017 08:56

'UK shopper footfall drops by largest margin since last year’s Brexit referendum'

[philanderer] 10/11/2017 10:00

10th nov HSBC 'buy' tp 400p

reiterates

[srpactive] 09/11/2017 14:26

Hello all, I posted this last year, imho it still
could happen, and mks would not have to spend
£200m either, £125m would robably do it, dyor.

=======================

srpactive
16 Nov '16 - 11:43 - 5137 of 6410 0 0 Edit
Morning all

I do not hold here but at aly, I have always wondered why
mks is not interested in buying aly. Aly revenue is split
18% fashion, the rest non fashion. Now that mks are cutting
their exposure to fashion, it would make sense to increase
exposure to more non fashion. This is to be done as management
has said via food, but if they bought aly for say £200m it would
speed the balance away from failing fashion.

Just a thought.

dyor

regards

active

[philanderer] 09/11/2017 12:40

Everyone's views catered for ;-)


9th nov JP Morgan Caz underweight tp 285p
9th nov Deutsche hold tp 335p
9th nov Barclays overweight tp 370p
8th nov Liberum sell tp 250p
8th nov Peel Hunt buy tp 450p
8th nov ShoreCap hold -
8th nov Investec sell -
8th nov Canaccord hold tp 375p


8th nov +++++ Results +++++

[opodio] 08/11/2017 17:11

Pointless reading the newspapers after the bearish nonsense they were spouting and were all universally proved wrong

[philanderer] 08/11/2017 12:20

Pretty good summary..


'M&S profits rise but investors worry that growth in food is slowing'

[philanderer] 08/11/2017 12:12

Couple in...one of each :-)


8th nov Liberum sell tp 250p
8th nov Peel Hunt buy tp 450p
8th nov ShoreCap hold -


reiterations

[simon templar qc] 08/11/2017 11:56

graham yes.

I do have a thread but its dated around the time there was bid for Marks.

What do I think?

I warned a while back competition would increase for food. clothes done better than analysts forecasts. However no mention of any strategy to make stores exiting.

Its a hold at best I would not buy. Just too early.

[philanderer] 08/11/2017 08:56

Overslept as usual . Morning all.

All in all ok'ish....the Simply Food news is a bit worrying.

[qantas] 08/11/2017 08:33

Ariane

Just for you, this is why it it best to check before posting.


PENSION

At 30 September 2017, the IAS 19 net retirement benefit surplus was £638.4m (last full year £692.8m). We are well hedged for interest rate exposure and therefore the increase in the discount rate (from 2.55% to 2.70%) has not resulted in an increased surplus.


Please do you own research.