Marks And Spencer Share Discussion Threads

[philanderer] 03/1/2018 00:19

hi diku , 11th january for Q3 update

[diku] 02/1/2018 23:06

There is always plan B... just get together!...

When is MKS trading update?..

[philanderer] 02/1/2018 12:48

Telegraph: Retail sector 2018

....Meanwhile, the premium grocers Marks & Spencer and Waitrose are both facing tougher times. Both retailers have canned plans for new shop openings amid slowing food sales that could indicate that shoppers are beginning to tighten their purse strings.

Senior retail sources have commented that M&S’s food division misses the beady eye of Steve Rowe who is now running the entire business while Rob Collins at Waitrose is still struggling to match up to the successes of long-serving Mark Price’s tenure.

As a result, both retailers will have to sharpen up their food offering. Marks & Spencer has said that it has been too “niche” and is going to start appealing to families rather than just couples who want to dine in for £10.

[philanderer] 02/1/2018 12:26

FT Alphaville:

Jefferies...

The top-down macro indicators imply that consumers have likely spentcautiously this Christmas. Nevertheless, we expect strong online and multichannel retailers and the discounters to emerge as winners over the 2017 festive period. We maintain our cautious stance into the early stages of 2018 and across our UK coverage we would own B&M, boohoo, M&S, Kingfisher and Ted Baker.

.....retailers with compelling self-help stories like M&S (see "M&S Food: Worth A Bite")

[philanderer] 02/1/2018 09:13

"......Offsetting these drags were gains for Marks & Spencer, following news of the sale of its retail business in Hong Kong and Macau "

[philanderer] 31/12/2017 17:55

NXT updating the market wednesday.

[philanderer] 29/12/2017 16:41

UK High Streets Enjoy Bumper Christmas Week As Crucial Updates Eyed

[philanderer] 28/12/2017 20:42

Marks & Spencer kick off New Year sales with deals of up to 50% off across the store

[qantas] 28/12/2017 12:15

(1) favorable long-term economic characteristics;
(2) competent and honest management;
(3) purchase price attractive when measured against the yardstick of value to a private owner; and
(4) an industry with which we are familiar and whose long-term business characteristics we feel competent to judge.”

Please do your own research.

[essentialinvestor] 27/12/2017 10:01

I think it's fair to say that many EU member states are 12-18 months behind
the UK in this cycle, so some outperformance is to be expected.

However uncertainty caused by EU talks is now having some impact on UK growth
rates.

The NHS currently has well over 50,000 job vacancies, I known a couple of people
locally who are having issues with both recruiting and staff retention,
so there does not appear much leeway left for faster UK growth atm.

[philanderer] 27/12/2017 09:55

'Boxing Day sales to top £1bn online for the first time'


Boxing Day sales will top £1 billion online for the first time this year as bargain hunters increasingly choose to avoid the crowds at shopping centres.

Analysts said Tuesday's record spree will be triggered by many shoppers focusing solely on Boxing Day and not other sales days.

They also said enormous price cuts of up to 90 per cent and a post-Christmas splurge would boost online trade come after pre-Christmas shopper numbers were down 9.9 per cent

[bend1pa] 26/12/2017 17:31

It's the Express. You know, the paper that headlines a cancer cure each week.

For more of a reality check, the UK had around the slowest growth in the G20 for 2017 with GDP growing at 0.3% in the 2nd Qtr, compared to 0.9% average for the G20. And we haven't even left the EU, yet.

www.cityam.com/272053/uk-economy-expanded-one-slowest-paces-growing-g20-economies

[qantas] 26/12/2017 10:46

We were WRONG! Doom-mongers finally admit to being TOO gloomy on Brexit in major U-turn

Please do your own research....

[opodio] 26/12/2017 07:32

Hargreaves Landsown tip of year

[qantas] 24/12/2017 12:27

Short-sellers take out bets against recovering Tesco ahead of Christmas pitch battle with German discounters



Please do your own research.

[qantas] 23/12/2017 14:15

UK economy accelerates to defy gloomy forecasts


Please do your own research

[qantas] 23/12/2017 14:11

Business optimism on the rise as hopes of growth re-emerge

Please do your own research.

[philanderer] 23/12/2017 00:20

'Retailers hope for Boxing Day boost'

[philanderer] 22/12/2017 11:09

Hopefully rubbing off on MKS this morning..


"..The index was carried higher by Next, which rose three per cent to 4,546p in early trading, as analysts suggested retailers were taking advantage of Christmas panic.

"Research by retail sales aggregator Lovethesales.com showed a nine per cent spike in the volume of products being discounted this week, with a six per cent year-on-year rise in the number of products on sale."

[capeview] 21/12/2017 15:53

I wouldn't exactly call it a Xmas Panic, more like a shop when all the food and some other things go much cheaper so the Stores don't have to hold a lot over Xmas day, especially food. I know it's where I'll be going for a last Xmas shop, not because I'm panicking but because I would like to top off the Freezer and Fridge. :-)

[freedom97] 20/12/2017 12:32

"UK Retail Sales Continue Rising Trend In Run-up To Christmas":

[philanderer] 19/12/2017 10:04

updated:

19th dec RBC Capital outperform tp 350p cut from 375p
19th dec Deutsche hold tp 335p
15th dec JP Morgan Caz underweight tp 285p
14th dec Jefferies buy tp 370p
5th dec Peel Hunt buy tp 450p
4th dec Goldman Sachs sell tp 275p
21st nov Credit Suisse neutral tp 370p
10th nov HSBC buy tp 400p
9th nov Barclays overweight tp 370p
8th nov Liberum sell tp 250p
8th nov ShoreCap hold -
8th nov Investec sell -
8th nov Canaccord hold tp 375p


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