Tesco Share Discussion Threads

[portside1] 18/7/2017 15:47

yes its fact Tesco M/C DOWN OVER 10B SINCE LEWIS ANNOUNCED AS A CEO

OR SHOULD WE SAY A SO CALLED CEO

TESCO MAY PAY A ONE OFF 1P DIV NEXT JULY PAY IN SEPT 2018

[uncle_sam] 18/7/2017 12:12

Thanks, Walbrock82, superb analysis. I also drilled down through the rest of your site; all a good read. I don't click the "follow" buttons for many pundits here on advfn, but your analysis work and objectivity are worthy. Kudos, Walter ...

[walbrock82] 18/7/2017 11:26

After three horrible years, I see the deleveraging process is underway as they reduce operating leases via disposals. Still, the company hasn’t addressed their pension deficits and is n’t restoring their dividends anytime soon.

With the share price being down by 70% and the kitchen-sinking of their assets, is this the time to buy?

If business return back to normal, then Tesco can revalue their Assets to boost accounting profits (I calculate they have at least £3bn to play with).

However, using the Earnings Power per share (championed by Phil Oakley), Tesco current share price is at a 63% premium to their fundamentals.

But more concerning is the threat from Aldi and Lidl. After gaining a combined 7.3% of market share in the previous decade. They could take more of the pie in the next decade unless UK consumers abandon them.

So, if we assume Aldi grows at 6% and Lidl at 5%, then ten years later, you would see a combined market share of 20.9%.

For more analysis on Tesco against rivals and details of their fundamentals, then click

[toon1966] 18/7/2017 08:36

loganair said on 17 Jul '17 - 21:26 - 20391 of 20391 - "Tesco Club Card is all about one thing and one thing only, gaining information about its customers." My, my I bet no one else has thought of doing that, think I'll let Google and Amazon know about this.....

[loganair] 17/7/2017 21:26

Tesco Club Card is all about one thing and one thing only, gaining information about its customers.

[tenapen] 17/7/2017 20:33

Quote; "Chief Customer Officer Alessandra Bellini said: “Tesco Clubcard is one of the most uniquely helpful things we do and it’s our way of saying thank you to our customers for shopping with us".

[suncanaria] 17/7/2017 20:07

I am sure that consumers see through the offers made on club cards are paid for in higher prices elsewhere in store.

[philanderer] 17/7/2017 10:48

The changes Tesco has made to its Clubcard

[philanderer] 13/7/2017 11:53

Shore Capital note:

CMA referral shows Booker a ‘distraction’ for Tesco

The Competition and Markets Authority’s decision to refer Tesco’s proposed £3.7 billion takeover of wholesale Booker (BOK) for a detailed investigation confirms Shore Capital in its negative view of the deal.

‘We reiterate our belief that the acquisition does not move the dial for Tesco (TSCO), and could prove a distraction as it seeks to rebuild its UK retail margin and so reiterate our “hold” stance,’ said analyst Darren Shirley.

‘For Booker we believe the merger highlights the strategic constraints facing the group over the medium to long term and we reiterate our “sell” recommendation, though concede the 350 areas being reviewed is less than could have potentially come under deeper investigation,’ he added.


The CMA believes that in areas of overlap between Tesco shops and Booker supplied stores, shoppers could face worse terms when buying their groceries.The watchdog has promised to fast track the ‘phase two’ inquiry and to publish its report before Christmas.

[johnwise] 13/7/2017 08:27

Local shop prices could rise in Tesco merger deal

[portside1] 12/7/2017 15:45

10m sell by you no who he is lewis advisor

[portside1] 12/7/2017 12:53

nice to see the CMA still destroying uk companies they destroyed the energy companies that is fact that is why they are now owned by germans
the CMA work hard to destroy uk companies the world laughs ,


how many of the board of the CMA TRADE SHARES

[philanderer] 12/7/2017 09:21

It`s what both companies wanted.

The statutory timetable for the in-depth Phase 2 investigation is 24 weeks, which means the final report will be published before Christmas.

[toon1966] 12/7/2017 08:45

Thanks for your posts Johnwise. Suspect the CMA news this morning will not come as a complete surprise to Tesco/Booker and the City.

[johnwise] 12/7/2017 07:42

Wednesday 12 July 2017 7:15am

Tesco's £3.7bn takeover of Booker will be the subject of an in-depth investigation, UK competition authorities announced this morning.

In its initial findings, the CMA identified more than 350 areas where there is an "overlap between Tesco shops and Booker-supplied ‘symbol’ stores, [and] shoppers could face worse terms when buying their groceries".

[johnwise] 12/7/2017 07:19

German discounter Aldi announces huge expansion in Britain by creating 4,000 new jobs and opening 1,000 more stores by 2022

[smartypants] 11/7/2017 10:48

Like-for-like retail sales in June were 1.2% higher than the same month last year, the monthly BRC-KPMG sales monitor revealed, recovering well from a 0.4% fall in May and ahead of 0.8% City consensus.

Total sales, which takes account of new store openings, growth accelerated to 2.0% from 0.2%.

Food sales over the three months to June increased to their strongest level in more than four years, rising 3.6% on a LFL basis and 4.7% in total, up from 2.4% and 3.6% respectively in May.

Non-food sales rose 0.9% LFL and 1.2% in total, up from 0.3% and 0.7% a month before.

[philanderer] 11/7/2017 09:21

Only one positive for me today.

[r ball] 11/7/2017 08:26

Hmmm. The chart is q.positive. I don't feel that the turnaround has been fully priced in and could be nice surprise with interims. A lot of historical nasties are being sorted (SFO, Korean tax, thailand wholesale) but still a lot to do (stores too big, staff rates). Sbry seems to be doing better if you ignore the fact that they are a pension firm with a supermarket tacked on. Which the market currently does.

[philanderer] 11/7/2017 00:33

Retail sales boosted by warm weather and food inflation