Tesco Share Discussion Threads

[ianood] 06/9/2017 09:21

Thanks waldron, I like the look of the recent double bottom, however I,m not too perturbed, its not a life changing or leveraged position :)

[waldron] 06/9/2017 09:15

4 October 2017 Interim results announcement 2017/18

A KEY PRIVOT DATE

AND THEN WE WILL SEE A MOVE UP HOPEFULLY A MOVE TOWARDS 225P

OR

A FALL TOWARDS 145P


WHATA BIG BOX TO RATTLE ABOUT IN

[waldron] 06/9/2017 09:00

buywell3
6 Sep '17 - 07:24 - 20647 of 20651 1 1
It is interesting to see the pathetic defence that the UK BIG 4 are starting to adopt

Namely that of buying up smaller local type Food/mini-market companies




I DO BELIEVE THERE IS A TENDENCY TO PAY LOCALLY AND SEASONALLY IF THE PRODUCER IS LOCAL


THEREBY SUPPORTING THE LOCAL COMMUNITY

UGLY FRUIT AND VEG COMES TO MIND

CERTAINLY THE MEGA SUPERMARKETS HAVE TO THINK LOCAL AND DO MORE SALES BY INTERNET ETC ETC

IF ONLY TO KEEP UP WITH AMAZON ET AL

THE DAY OF THE DAY OUT SHOPPING AT THE MALL IS ALAS AT AN END PERHAPS IN THE US and

eNGLAND AND THEN PERHAPS EUROPE


iAN GOOD LUCK WITH TESCO, but i for one would not buy Tesco shares EVEN WITH STERLING LOW

yes john lewis, waitrose AND lidl IF I ONLY HAD THE CHANCE

[philanderer] 06/9/2017 08:56

6th sept HSBC buy tp 225p

reiterates

[buywell3] 06/9/2017 08:49

BOOKER is in effect a load of small shops

Olde hat and a model now set to go South just as TSCO buys it

Here is something to ponder



If TSCO in the UK doeas not get over 200p soon then the next leg down begins in earnest

However NASDAQ TSCO looks to be the driver of the FTSE100 chart and there it needs to get above $78

See header

[ianood] 06/9/2017 08:41

I appear to have rattled your cage. However,I personally am happy to back Dave Lewis and Charles Wilson who might just have a better handle on both this deal and the underlying business than you believe.

[buywell3] 06/9/2017 08:30

Quite a number of TSCO shareholders are not happy with the Booker deal

IMO TSCO , who won't allow the word 'Amazon' to be spoken in the boardroom, are making a BIG mistake on this deal

TSCO think they can get more money by driving customers into existing TSCO stores

“The CMA believes that in more than 350 local areas where there is currently an overlap between Tesco shops and Booker-supplied ‘symbol’ stores, shoppers could face worse terms when buying their groceries,” the watchdog said, announcing the decision.

“There are concerns that, after the merger, there is potential for Booker to reduce the wholesale services or terms it offers the ‘symbol’ stores it currently supplies, in order to drive customers to their local Tesco.”

Which short term could well happen


Until Amazon arrives in the UK in earnest and cuts the ground from under the TSCO/BOOKER concept

Then TSCO will be left with hundreds and hundreds of stores struggling to make profits as Amazon slashes prices , provides better quality , and gives the customer more choices of products ie it puts its customer first.

Amen to Amazon

[buywell3] 06/9/2017 08:08

Booker – which owns the Premier, Londis, Budgens and Happy Shopper convenience shop brands

Sounds like loads of small shops to me

and

Whose shareprice has stagnated over the last 9 months

The concept of having loads of stores is now a BUST

TSCO is overpaying




Tangible book value per share 0.0786

7.86p a share


Even TSCO is better than that

Tangible book value per share 0.4552

45.52p a share

[ianood] 06/9/2017 07:31

"Namely that of buying up smaller local type Food/mini-market companies"

Well researched - now look at what Bookers actually do -

Booker Group plc is the United Kingdom's largest food wholesale operator, offering branded and private-label goods to over 400,000 customers, including independent convenience stores, grocers, pubs, and restaurants. Wikipedia

[buywell3] 06/9/2017 07:24

It is interesting to see the pathetic defence that the UK BIG 4 are starting to adopt

Namely that of buying up smaller local type Food/mini-market companies

They still believe that in the 21st Century having a high street presence is going to protect them from the US NEW way of doing business.

A clue for the clueless here would be to look at how ASOS has fared V MKS

And take a look at where MKS chart is heading

MKS is also a food and drink supplier ... so add it to the list of those about to get clobbered pricewise

Amen for Amazon

[tenapen] 06/9/2017 07:13

Go Nicola :-)

[philanderer] 06/9/2017 00:01

Scottish Government‏Verified account @scotgov 9 hours ago

FM @nicolasturgeon confirms we'll establish a Scottish National Investment Bank with Benny Higgins of Tesco Bank leading this work #scotpfg

[buywell3] 05/9/2017 20:04

Don't forget Aldi ... no corner shop either and on the up

as is

Iceland now offering free next day delivery

but by far the BIG threat to ALL UK food and drink sellers and coming to the UK in a major way starting at the end of next year

coming to bring us all cheaper food and drink at better quality that we have been having to put up with is why I say each night before I lay me down to kip

Amen for Amazon




Note

Looks like TSCO RSI and momentum is topping out like I said

[sarkasm] 05/9/2017 17:56

My posts are a thank you to MIATA

not to ramp or deramp

[sarkasm] 05/9/2017 17:30

LAD

ON REFLECTION

HAS OR WILL TESCO MONEY BE FLOATED OFF

AND IS IT INCLUDED IN THE TESCO BANK SUBSIDIARY

NOW THAT SEEMS TO CERTAINLY BE FOOD FOR FURTHER THOUGHT

CHEERS

[sarkasm] 05/9/2017 17:25

LADESIDE
5 Sep '17 - 16:22 - 20639 of 20639 1 0
Amazon is about as much threat to Tesco as the local corner shop.

I really do wish people would give it a break with this nonsense..........



lad

by your response you seem positive that all the bad things past and future are priced
in.

so i guess that 185p would be a reasonable price to pay especially if a dividend
will arrive on the horizen for 2018 and thereafter.

Do the major shareholders think as you do

i tend to go with the flow , DIVIDEND NO BUY

145p to 260p BOX

GOOD LUCK

AMAZON ALAS NOR LIDL ARE THE CORNER SHOP

[ladeside] 05/9/2017 16:22

Amazon is about as much threat to Tesco as the local corner shop.

I really do wish people would give it a break with this nonsense..........

[sarkasm] 05/9/2017 15:36

PARIS--Amazon.com Inc.'s Whole Foods deal is adding urgency to European grocers' push to shift from bricks to clicks.

Carrefour SA, Europe's largest listed grocer by sales, reported disappointing results and warned it would fall short of sales forecasts, sending shares down 13%. But Thursday's miss is also part of a much broader scramble to cope with fast-changing consumer tastes and shopping habits. Amazon's purchase of Whole Foods, meanwhile, has punctuated the still-little-understood threat posed by online grocery delivery services.

"People are shying away from a sector that was never really loved and credited with sustainable returns, and is going through such dramatic change that it becomes too unpredictable and too risky," said Bernstein analyst Bruno Monteyne.

Amazon's threat in the Old World isn't necessarily imminent. Whole Foods has nine stores in Europe, all of them in the U.K. Those shops lowered prices this week, just like their counterparts in the U.S. Whole Food products are also now available on Amazon's various grocery-delivery sites, mostly servicing London. The small scale, and the U.K.'s already cutthroat price competition, probably won't change the game much there any time soon.

Still, Amazon's beachhead in Europe is underscoring the need for quick action by the continent's big grocers. Tesco PLC, the U.K.'s largest grocer, last year launched a same-day click-and-collect grocery service at more than 250 stores across the country, while rival J Sainsbury PLC earlier in August began a trial that allows customers to pick up groceries in store within 30 minutes of ordering them online. All of Britain's big grocers offer home delivery on groceries.

Carrefour last year completed the acquisition of home goods marketplace Rue du Commerce and it now has more than 500 sites where online shoppers can pick up groceries. The retailer's previous chief executive, Georges Plassat, pledged earlier this year to more than triple the value of merchandise Carrefour sells online by 2020.

France's Groupe Casino SA, which owns online marketplace Cdiscount.com, is making an increasing number of fresh products available for one-hour delivery through some of its banners.

Carrefour's online grocery operations, however, are "woefully small," according to Bernstein's Mr. Monteyne. He figures the company has lost 1.5 percentage points in market share due to online competition.

The small online presence could prove enticing for Amazon, which already claims France as its third-largest European retail market. Amazon in March rolled out its Pantry service in France, allowing members of its one-hour Prime delivery service to buy groceries, beverages, household and baby products.

In comments to investors, Carrefour Chief Executive Alexandre Bompard didn't address Amazon by name, but he said his priority since coming aboard in July has been to accelerate online expansion and reshape stores to accommodate "rapidly changing customer behavior."

"The frontiers between online and offline are indeed blurring in all of our countries and in all our businesses," he said.

Including Thursday's rout, Carrefour shares have shed more than 25%, or about $4 billion in market value, since Amazon disclosed the Whole Foods deal in mid-June. Several other big European grocery chains also have been hit.

Groupe Casino is down 11% in that same period, after falling 3.6% Thursday. Shares of Ahold Delhaize NV, the Dutch-Belgian giant that owns U.S. chains Food Lion and Hannaford, were off 1.5% and are down 18% since the Amazon-Whole Foods deal.

France-based Carrefour pioneered the hypermarket in the 1960s -- sprawling warehouselike outlets that sell everything including baguettes and bicycles. Like elsewhere, that model has fallen out of favor as shoppers migrate to smaller stores tucked closer to where they live, particularly in Europe's densely packed urban centers. Online grocery shopping also has taken off more quickly in many European cities.

Last year, online shopping made up 6.2% of the U.K. grocery market and 4.3% in France, according to Bernstein. In the U.S., it stands at just 2.1%.Consultancy IGD predicts the French online grocery market will reach EUR12.5 billion ($14.8 billion) in 2020, double from the EUR6.6 billion in 2015.

Mr. Bompard, 44 years old, had previously served as chief executive of Fnac Darty, where he was credited with turning around the book, music and electronics retailer's online operations. Shares in Fnac Darty have roughly tripled since its IPO in 2013, even as other French retailers slumped in the face of stiff competition from Amazon.

Write to Nick Kostov at [e-mail] and Saabira Chaudhuri at [e-mail]



(END) Dow Jones Newswires

August 31, 2017 13:03 ET (17:03 GMT)

[cocker] 05/9/2017 09:07

Chart has broken downward trend for sure. Perhaps buywell could post otherwise

[philanderer] 05/9/2017 00:15

'Back-to-school spending boosts retail sales'

[rlivsey] 04/9/2017 16:07

Chat looks v good. Two double bottoms