Marks And Spencer Share Discussion Threads

[philanderer] 05/12/2017 09:23

5th dec Peel Hunt buy tp 450p

reiterates

[grahamite2] 04/12/2017 10:20

This has essentially gone nowhere for 18 months and I can live with that.

[philanderer] 04/12/2017 09:20

4th dec Goldman Sachs 'sell' tp 275p cut from 330p

[philanderer] 03/12/2017 20:47

👍👍

[buywell3] 03/12/2017 15:14

MKS to ditch around 30 planned new projects in malls and town re developments

Much to many a Councils chagrin , legal action could results in some cases perhaps where MKS has signed as a 'lead' in the project

However this could present Lidl and Aldi with some great opportunities to take MKS leavings where the site suits their own expansion plans.

What the MKS action says is that MKS are cutting back in the face of the new leaner meaner operators and the new 'on line ' menace that Amazon will become in the UK retail sector by end of 2018

[qantas] 01/12/2017 12:50

Still opportunities in the UK retail sector




By Emil Ahmad | Fri, 1st December 2017 - 11:11


Marks & Spencer

If there is one thing to admire about Marks and Spencer Group (MKS) (M&S), it is its obstinance. For the second consecutive year, M&S has refused to succumb to the whim of US commercialism and Black Friday is still being ignored by the retail giant.

However, the company has clearly enjoyed better times. The retailer's vital food operation is hardly buoyant, with like-for-like sales down over the last year. Higher input costs driven by a plummeting pound have compounded its grocery woes. Planned expansion plans for new food stores will continue, albeit at a more sedate pace.

Its clothing business has also failed to move with the times. As M&S continues to channel funds into its online proposition, executive reshuffling continues. CEO Steve Rowe does not fear change, having removed nine of 20 executives since he took charge last year.

However, the recently announced departure of new clothing and beauty director Jo Jenkins will not help. Although she will serve a six-month notice period, Jenkins was only a few weeks into her new role.

If Rowe's five-year plan is simply about profit stabilisation, he is winning. First-half 2018 pre-tax profits of £118 million was almost a 400% year-on-year increase. However, an absence of one-off costs was a huge help. Group sales rose by 2.6% to £5.1 billion, driven by new store openings.

Weakness in the food division remains a concern however, as it has propped up the ailing clothing business in recent years.

Archie Norman, the corporate trouble shooter appointed as chairman in September, recently noted that, "The genesis of any turnaround starts with the recognition of the unvarnished truth." Perhaps the first truth to acknowledge is that it is necessary to embrace change; M&S could do worse than start with Black Friday.

[qantas] 01/12/2017 09:22

Short attack updata

Going doing down very small 0.03%

Now at 11.27% or 183,107,712 shares to buy back

Please do your own research....

[willoicc] 01/12/2017 09:04

He also bought a load of Tesco.

[qantas] 30/11/2017 22:35

Warren Buffet said

Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”

[qantas] 30/11/2017 10:25

Potential loss on a short sale is theoretically unlimited, as there is no theoretical limit to a rise in the price of the instrument

[qantas] 30/11/2017 08:47

Simon more good news with all those trades yesterday no shorts closed still in tacked at 11.43% or 185,707,289 shares to buy back.
So you may be safe?


hxxps://shorttracker.co.uk/company/GB0031274896/

Please do your own research...

[qantas] 29/11/2017 21:00

British Bulls stay long




Please do your own research....

[orinocor] 29/11/2017 15:28

Shorters getting well and truly rogered this afternoon.

[blockchain] 29/11/2017 09:32

350p coming

[blockchain] 29/11/2017 09:30

Bird in flight

[qantas] 28/11/2017 23:46

Wow got this one OCDO correct today shorters burnt to toast today.



They lost 23.98% in a day.

How did they get it so wrong number two most shorted stock.

Simon please don't worry OCDO just a dead cat bounce today.

[philanderer] 28/11/2017 09:16

28th nov JP Morgan Caz underweight tp 285p

reiterates

[philanderer] 26/11/2017 23:11

Agree to an extent . Primark is the exception with zero online sales.

[buywell3] 26/11/2017 19:31

Retail sector is in for a couple of years of grief

Rising interest rates and increased personal debt is going to hit the sector hard

As is the rise of Amazon in the UK

On Line sales will make many high street stores uneconomic

In short

the Retail Sector is undergoing radical changes which will impact upon the profits of many older established models that have not grasped the nettle of change

[essentialinvestor] 24/11/2017 15:29

MKS are imv going to need to do a SBRY on costs.

Archie knows a few good CFO's I'm sure.

[qantas] 24/11/2017 15:02

Breaking News CNNFN

Stocks start Black Friday in the green. S&P 500 and Nasdaq open at record highs. Macy's, JCPenney climb 2%.

Please do your own research....

[qantas] 24/11/2017 14:09

www.bbc.co.uk/news/business-42107738

Barclay card transaction already up 30% today.

Please do your own research.