Marks And Spencer Share Discussion Threads

[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.

[philanderer] 27/2/2017 11:10

Oh dear, that`s a pretty sad reply fella.


"Get a life"

Phrase used by insecure xenophobes as a response to someone with different hobbies, interests or attitudes to themselves. These people often think they have a lot of friends, but usually nobody really cares for them.

[qantas] 27/2/2017 10:33

Phil

How may you say that is ridiculous if you have not done the research.

That is why you have to do more market research.

Plus get a life and spend a little...

[philanderer] 27/2/2017 10:20

QANTAS , I said it was just one return journey..... and I asked the cabin crew of which there was only two, for a rough idea on sales. It`s not an M & S problem , if there`s a problem at all it`s a BA problem . Time will tell if it`s any good.

Your 'Boots staff buy M&S sandwiches' is ridiculous. How many people would have to be interviewed to confirm that one ? :-)

[essentialinvestor] 27/2/2017 09:44

Can highly recommend MKS Clotted Cream Pudding, marvellous,
except for the waistline.

I'm guessing that is not on inflight option ).

[qantas] 27/2/2017 09:44

British Airways named UK's top 'superbrand' for fourth successive year...

[qantas] 27/2/2017 06:55

Phil FYI Boots staff buy M@S food for lunch due the Boots range is very limited.

[qantas] 27/2/2017 06:50

Philip why bother being a shareholder if can't even buy and experience the onboard Marks and Spencer food service your research post is a waste of time as you would have to follow the whole crew service from front to back and not just one row of seats point less post.

[philanderer] 27/2/2017 00:20

Flight back from Lisbon to Heathrow last week I reckon 20% of the full flight made a purchase, mainly tea and a packet of crisps. A handful bought the on board sandwiches or a lager, but the majority either didn`t bother with anything, or had bought their own food on board..... flight out to Lisbon around 75% capacity, food and drink purchases even less.

Of course I can`t say this is typical and it is after all only a short two hour flight and a new service to get used to.

I didn`t know what to expect so I took a 'meal deal' from a Boots outlet at Heathrow on board , sandwiches, crisps and a bottle of water for £3.50p , which as it turned out was about half the on board price.

I didn`t bother with anything on the return.

Be interesting to see how this progresses.

[qantas] 25/2/2017 09:36

BA Carried 100 million passengers in 2016


‘Consumers value what they get from BA. If they didn’t, you wouldn’t have customers or see the numbers growing. Sales on board have been well in excess of what we expected.

[qantas] 24/2/2017 17:02

Mum's supermarket thank you video of baby at the checkout goes viral