Marks And Spencer Share Discussion Threads

[simon templar qc] 25/8/2017 10:29

Correct on almost permanent sales on Debenhams, they don't really want it but the customers expect it and margins will suffer also brands dated.

[simon templar qc] 25/8/2017 10:27

Marks, Boots, John Lewis are all trusted retailers and as such the brand name will probably help them while the rout takes others out on worry over margins and borrowings as sales are hit.

[philanderer] 25/8/2017 10:26

Thanks ST .

Agree about Debenhams , permanent sales on in their stores.

JOUL doing ok :-)

[simon templar qc] 25/8/2017 10:22

phil none.

I actually prefer Marks as jp says Marks brand is fantastic but they need to up the stakes on design. There is going to be some hit the wall, I am not certain which but my guess would be Arcadia, Beales, or Debenhams.

If they don't hit the wall it will get more competitive still.

[philanderer] 25/8/2017 10:07

Agree ST , it's tough times for retail , savings also being withdrawn , wages stagnant, credit spiralling, not easy for most.

Which retail shares are you short ?

[essentialinvestor] 25/8/2017 10:04

This is not just MKS, it looks a pronounced UK retail sector decline atm.

MRW bucking the trend.

[jpjohn1] 25/8/2017 09:57

In the past I have bought many different shares in company's purchasing £ millions, but on this site don't matter what company it is I would say a third of all comments are very negative of that company, I am not saying we only have positive good news but there are a lot of investors out there hoping to give bad news all the time hoping the share price will collapse and they will pick up a bargain. Mks share price is not great at the moment but you are buying probably the best name in the high street

[qantas] 25/8/2017 09:41

You never know they may buy MKS at these low levels.
They launch the MKS website and know a lot....

Please do your own research....

[jpjohn1] 25/8/2017 09:36

There are a lot nervous investors out the with the link up of Amazon & whole foods. S&P in America fell 5% wiping off $10 bn of the value of big food sellers, and that as hit the uk retailers

[qantas] 25/8/2017 09:35

Mr Templar why not have a try at shorting QANTAS

A little bit of positive news for you.

Published on Friday, August 25, 2017
Qantas achieves second-highest profit ever


Qantas has achieved its second-highest profit in its 97-year history following a successful three-year turnaround.

"Today's announcements show this plan has well and truly paid off," said chief executive Alan Joyce.

"It's delivered AU$3.5 billion in cumulative underlying profit, record customer satisfaction and the opportunity for Qantas to grow."

Underlying profit before tax for the 2017 financial year was $1.4 billion, down 8.6% from 2016 when profit reached a record $1.53 billion.

The result, just above a guidance given in May, was attributed to its strong domestic arm.

Meanwhile, Qantas said its international business was operating in a 'very competitive' environment, with 'competitor capacity growth and sharper pricing activity'.

Qantas said it would pay bonuses of $2500 to around 25,000 non-executive staff, including pilots, cabin crewground crew and office staff. Part-time staff will get $2000.

The airline's operating profit margin is 9.9% compared with the airline industry average of 4.4%, it said.

[qantas] 25/8/2017 09:32

Bonjour Mr, Templar

Wishing you a wonderful day hope you don't get burnt shorting stocks today...

[simon templar qc] 25/8/2017 09:12

jp, am only trying to point out the obvious all are suffering from poor retail sales its too early in the cycle to establish who are going to be the winners but in the short terms I am negative on all retailers not just Marks. I see French consumer confidence went negative again today, that wont help.




edit: Poor August for retail sales.

[jpjohn1] 24/8/2017 12:11

If they go up a little for me and they pay about the same div as last year I would get £3,300 + in divs, you would certainly not get anything like that in bank interest

[jpjohn1] 24/8/2017 12:00

Well said philanderer. Mks as had a bashing this morning but slowly recovering. Simon Templar stop give negative comments all the time, if you don't have them forget about them or are you giving negative comments hoping it will go lower so you can buy them more cheaply

[philanderer] 24/8/2017 09:39

So the question is...



Are Dixons Carphone's difficulties a canary in the coal mine for the UK retail sector?

Here's ETX senior market analyst Neil Wilson's take on what this morning's huge fall means for the sector:

"Dixons Carphone stoked fresh fears about the health of the UK retail sector with a profits warning amid a tough mobile phone market and lower earnings from its software division. After the Provident Financial collapse, another profits warning is probably the last thing the City needs right now.

"In the core retail area, the UK mobile phone market is proving a tough nut in 2017. Consumers are holding onto phones for longer. Brexit matters here – the weak pound exchange rate has made devices more expensive and consumers are less willing to replace old handsets so quickly."

[qantas] 24/8/2017 09:21

MKS Sell 0 mobile phones..

[philanderer] 24/8/2017 09:15

Just remind me , how many mobile phones do MKS sell ? ;-)

[gswredland] 24/8/2017 09:08

Interesting Simon
I think this has further to fall

[philanderer] 24/8/2017 09:03

Walmart / Google collaboration announced .

Amazon / Wholefoods deal passed last night.



Added a few MKS......Morning everyone .

[simon templar qc] 24/8/2017 08:59

Dixons warns guys, some folks think phones are more important than clothes! Think about that!

[philanderer] 23/8/2017 21:13

Still expanding :-)

New Marks and Spencers food store with petrol station at busy town junction costing more than £2 million






'Croydon's Westfield shopping centre 'will still happen with or without John Lewis''


...While agreement has been reached for Marks & Spencer to occupy one of those positions, discussions are thought to have been ongoing since at least 2015 between the Partnership and John Lewis over the other.

[qantas] 23/8/2017 10:43

GSW

It'going up

7AUG 10.84%
10-18AUG 10.76%
22-23AUG 10.87%

[gswredland] 23/8/2017 10:30

Is this lower or higher than previously please Qantas?

[qantas] 23/8/2017 10:00

Short updater

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

Now at 10.87% or short shares 176,608,486

Please do your own research...