Whitbread Share Discussion Threads

[essentialinvestor] 01/1/2021 17:57

There is an aspect here to keep in mind - the regional business
travel market.

This has been a very important part of Premier Inn's past profitability.

Fwiw I can see this area taking years to recover and possibly never
to previous levels - Zoom etc.

The consumer market should recover strongly.

German expansion is a risk factor that needs to be watched.

Airbnb, which has tax advantages presently is also something to be cognisant of.
This will likely grow like a weed for years.

HMG needs to end that tax advantage, but may be very slow to act.

[bountyhunter] 01/1/2021 17:47

The stats are worse than expected.
The lockdown is worse than expected.

Pretty much saying the same thing there I think.

The vaccine will definitely help but approval of the Oxford vaccine before the end of the year was widely anticipated and so largely factored in already. The delay between doses helps offset the longer delay to normal operations due to the new strain and worsening stats. Fair value at the moment until the new infection stats start to reverse from the current appalling levels imho.

[netcurtains] 01/1/2021 12:13

bountyhunter:

I somewhat disagree with you.

I would say the problem is the lockdown is WORSE than expected (hence sell off)

HOWEVER
with the NEW Astrazenica vaccine and the TWELVE WEEK next jab elapse time the government is saying
in 12 weeks we can relax as most elderly people will have had a jab.
this is all NEW NEWS.

Do the maths: Recovery time from pandemic will be faster not slower. The new 12 week variable has helped UK hospitality loads.

[bountyhunter] 01/1/2021 12:06

probably the awful stats for positive cases and deaths extending the perceived recovery time for the hospitality industry I'm sorry to say;
we need to see the stats improving which may be a few weeks yet?
vaccine rollout should help if the Government can do that quickly and without major hickups

[commuter10] 31/12/2020 14:54

Thanks Net, I just couldn't work out why as No Bad Press.

[netcurtains] 30/12/2020 07:48

Commuter10: Someone probably dumped. However a big winner in mass vaccination might well be the hotel industry.

[commuter10] 29/12/2020 22:17

Any idea anyone why the shares took a 65p dive today?

[philanderer] 23/12/2020 11:10

Could be the market looks six to twelve months in the future ?

[chinese investor] 23/12/2020 11:01

Today Marstons bought Brains so Whitbread could easily merge with Mitchell & Butlers !

[arja] 23/12/2020 08:56

beats me why these hotels and travel stocks are going up lately but the charts do not lie . It is almost as if covid 19 did not exist !

[philanderer] 23/12/2020 00:36

Whitbread seeks 50% reduction in December quarter's rent from landlords

[philanderer] 15/12/2020 10:50

DEUTSCHE BANK RAISES WHITBREAD PRICE TARGET TO 3,800 (3,500) PENCE - 'BUY'

[netcurtains] 15/12/2020 08:17

!FOLLOWFEED

[commuter10] 11/12/2020 16:14

Let's see what happens on Sunday with Deal or No Deal!

[philanderer] 11/12/2020 11:36

GOLDMAN RAISES WHITBREAD PRICE TARGET TO 3,450 (3,395) PENCE - 'BUY'

[philanderer] 08/12/2020 11:31

JEFFERIES RAISES WHITBREAD TO 'BUY' ('HOLD') - TARGET 4,010 (2,200) PENCE

[xamf] 07/12/2020 22:06

50dayMA about to cross 200dayMA...


free stock charts from uk.advfn.com
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[jamose] 07/12/2020 16:53

Looks like the Brexit effect.

[philanderer] 07/12/2020 13:47

Getting tw@tted big time today.

[dartboard1] 05/12/2020 14:30

Lol... wtf

[jamose] 05/12/2020 13:43

Why is this on an Asian NewsWebsite?

[philanderer] 05/12/2020 10:50

Whitbread Opens 274-Room Premier Inn Hotel in Southwark, London

[netcurtains] 04/12/2020 16:22

I dont know who Mr Stanley is but I have a much higher target.

[philanderer] 30/11/2020 10:34

MORGAN STANLEY RAISES WHITBREAD TARGET TO 3,000 (2,700) PENCE - 'EQUAL-WEIGHT'

[philanderer] 30/11/2020 10:34

MORGAN STANLEY RAISES WHITBREAD TARGET TO 3,000 (2,700) PENCE - 'EQUAL-WEIGHT'