Whitbread Share Discussion Threads

[bountyhunter] 12/1/2022 11:42

And Omicron to subside, but that should happen sooner rather than later, surely most people will have had either the booster or Omicron or both before too much longer! Fortunately the market looks ahead and at least you know with the Premier Inn brand that precautions are taken across their estate to mitigate against Covid whereas you don't really know what you are going to get in that respect with many of the alternatives.

[commuter10] 12/1/2022 11:26

Nice to have some Good News for a Change. All looks pretty positive & plenty of Staycation business to be had. All we need now isfor the weather to play ball!

[bountyhunter] 12/1/2022 08:25

They can charge more in Germany.

With Costa sold this becomes a potential target especially given today's impressive results beating pre-lockdown figures.

The market seems to have received them well.

[buywell3] 12/1/2022 07:53

Going into Germany is going to cost imo

Costa Coffee sale now looks premature

[bountyhunter] 12/1/2022 07:48

Continued market outperformance in the UK with Premier Inn total accommodation sales 10.6% ahead of FY20 and like-for-like UK accommodation sales 5.5% ahead. Total UK accommodation sales growth was 14.9pp ahead of the M&E market(1) driven by strong leisure demand and recovering business demand

Up vs pre pandemic FY20 but the share price is around 40% down on where it was in the comparative period.

[philanderer] 11/1/2022 15:43

Q3 trading update tomorrow

[commuter10] 07/1/2022 14:49

Thanks Phil, very upbeat assessment. I would add a Cautious Approach needed until the Xmas & NYE fall out of cases is handled. Potential pick up from th eend of the month.

[philanderer] 07/1/2022 14:28

Whitbread well placed for FY23, says Peel Hunt as it repeats ‘buy’ rating


“We believe that the recovery will quickly re-establish itself from early in Whitbread’s new financial year,” the broker said

Whitbread PLC (LSE:WTB) is well placed for the coming financial year, with the worst of the COVID-19 pandemic set to be over by then, according to broker Peel Hunt, which reiterated its ‘buy’ rating and 3,600p target price on the hotel and restaurant group.

“We believe that the recovery will quickly re-establish itself from early in Whitbread’s new financial year”, which starts in March, the broker said in a note.

“WhitbreadR17;s share price has lagged peers since last summer and we expect it to catch up, or for the value of this freehold-backed business to attract a bidder,” it added.

The broker noted that England appears to be resisting imposing further pandemic restrictions and that the Omicron variant of coronavirus seems to be working its way through the population very quickly, which all bodes well for Whitbread.

The group’s Premier Inn hotel business has been impacted by rising costs, particularly labour costs, and although these pressures are set to continue in the new financial year, Premier Inn “will benefit from market leadership, a well-invested estate and a business in Germany that will emerge from COVID-19 materially larger than when it went in”, the broker said.

Last summer, Premier Inn benefitted strongly from the boom in staycation holidays. Peel Hunt said summer 2022 may not be as strong as last year for the hotel group as people head for holidays abroad.

It also said the recovery in international travel may take longer than the domestic recovery.


proactiveinvestors.co.uk

[philanderer] 06/1/2022 00:28

UBS said IHG was one of its top picks for the year, along with Whitbread (up 0.7 per cent, or 22p, to 3156p) and Paddy Power and Betfair owner Flutter (up 1.8 per cent, or 200p, to 11,835p).

[charlescharliesback] 05/1/2022 10:42

SYME is about to multibag

[tlobs2] 05/1/2022 10:36

Commuter, the cases were doubling albeit from low levels and with a variant that isn't as bad as previous ones. As a result less are being admitted into hospital.

Yes of course if you take it as fact that when the BBC or ITV report from a very busy hospital and splash it all across their screens it will have been handpicked as it suits their anti-Government agenda.

Boris and his advisers know the current state of the hospitals and hence why the decision was made not to go for a further lockdown.

[bountyhunter] 04/1/2022 18:59

The market is looking forwards beyond Omicron. That's why recovery stocks are up today, not because of the situation today or in 2-3wks time. The UK may well be one of the first countries to emerge from the Omicron wave due to high vaccination rates and the likely early peek vs many other countries.

[commuter10] 04/1/2022 17:01

TL I'm really Not sure where you're coming from either.

The cases were doubling every other day before Xmas.

Reporting over Xmas hasn't been complete so not accurate.

I'd love to know where local hospital is as only 25% is either a total one off or totally inaccurate. Most A&E Depts are running at 75%+ & some have closed their doors to admissions. Approx 25% + NHS staff are currently off sick.

Let's look at the Stats end of this week for Xmas then again 7 days later for NYE.

I think we'll all be in for a shock.

It may not be a total shut down but a 2 - 3 week circuit breaker.

I can't see things improving until Feb/March.

[arja] 04/1/2022 13:12

does not seem to make sense or why is WIZZ rocketing today and EZJ doing well too ? surprised me even though in a bull market !

[bountyhunter] 04/1/2022 12:44

Didn't think of that tl but makes sense.
A good day for recovery stocks generally with the stock market looking forwards beyond Omicron.

[tlobs2] 04/1/2022 11:39

If Boris was going to lockdown he would have done so in December.

With the vaccination program continuing through the Christmas shutdown period the picture is improving week by week. Thankfully hospitalisation and deaths are significantly lower than they were twelve months ago. Our local A&E is operating at about 25% capacity according to a friend who works there.

I see an easing of restrictions over the next three to four weeks along with a significant reduction in infection rates.

The good news for WTB is that there will be millions forced to take UK Staycations again due to their refusal to be double jabbed. They'll not be flying or sailing anywhere for the foreseeable future ;-)

[commuter10] 04/1/2022 09:42

Lockdown may still happen when the Xmas casualty figures are announced later this week then again the week after. It takes 2 weeks for new cases to be reported along with hospital admissions. I think you'll find Boris is playing politics again at present as his popularity rating is so low.

[tlobs2] 04/1/2022 08:29

ADVFN experts eh?

buywell315 Dec '21 - 23:52 - 1847 of 1855


By this weekend we will be approaching 125K cases a day

Nothing short of a Full Lockdown now will prevent hospitals from being overwhelmed before the New Year.



It looks like you wrong buywell.

###

Porsche194520 Dec '21 - 09:11 - 1853 of 1855

Weeeeee back to 19 quid.



LMAO - It look like you were completely wrong once again you daft old duffer.

[bountyhunter] 28/12/2021 11:13

I don't think Boris is handling things well re the pandemic however we could see a bit of a relief rally here tomorrow given no more restrictions?

[bountyhunter] 20/12/2021 10:05

Omnicron should blow over quite quickly given the infection rate imo. It's going to be a tough January but I can see things improving after that. We are in a period of uncertainty right now but when infections start to come down from the peak (and tougher measures over the next few weeks may be needed first) the market is forward looking and I would expect it to rise.

[porsche1945] 20/12/2021 09:11

Weeeeee back to 19 quid. Look out for another capital raise around Feb/March for “ market opportunities “. Dilution and more dilution altho nothing compared to whats coming down the track for airline share holders. Time to get back into Zoom and Teladoc. Sterling seems to be back on its one way trip to parity with USD, hard to believe sterling used to be worlds reserve currency, of course back then wheezing fat Boris Bunter and his dregs cabinet were not running the sxxtshow and brexit fiasco.

[philanderer] 18/12/2021 15:49

On Thursday Mr Sunak was in California but held a hastily convened call with representatives from business groups and companies including Greene King, Nandos and Whitbread, which owns Premier Inn.

[ppceh] 16/12/2021 21:29

Buyywell

Disagree. This is down to personal choice. We all know the risks.

If I’m boostered I should be safe. If I’m working from home and no elderly/vulnerable relatives at Xmas, why shouldn’t I go to the pub/restaurant?

It will be deserted anyway!

We are all going to get Omicron so best now when max vaccine immunity.

Also the bulk of the ‘vulnerable217; are the fruitcakes who think Bill Gates in trying to track them and have not been vaccinated. Their choice…

[netcurtains] 16/12/2021 19:56

Chancellor coming back from USA implies
possible tax help for hotels, restaurants etc
So yes they might close, but also yes they might get
a golden backhander from the chancellor.