COMPASS GROUP ORD 10P
Londres , 14h41 - wednesday, january 26, 2011 - Bourse De Londres - Action - [GB0005331532] -
COMPASS: LE CA T1 DE SODEXO EST DE BON AUGURE
LONDRES (Dow Jones)--Les résultats du premier trimestre de Sodexo (SW.FR) sont de bon augure pour Compass (CPG.LN), qui a surperformé son rival français dernièrement, estime Kevin Lapwood, analyste de Seymour Pierce. "Nous prévoyons actuellement le même niveau de croissance organique pour Compass en 2011 que celui que Sodexo vient d'annoncer. Toutefois, compte tenu de la rapidité avec laquelle le marché semble se redresser, il se peut que cette estimation soit trop basse. Compass a largement surpassé Sodexo au cours des derniers trimestres." Seymour Pierce a une recommandation d'achat sur Compass, avec un objectif de cours à 650 pence. Le titre cède 0,7%, à 572 pence.
(END) Dow Jones Newswires
January 12, 2011 04:35 ET (09:35 GMT)
Copyright (c) 2011 Dow Jones & Company, Inc.
Dirigeants
Directeur Général | Richard Cousins |
Secrétaire Général | Mark J. White |
Président du Conseil d'Administration | Roy Gardner |
Finances | Andrew Martin |
Activités
Compass Group est le n° 1 mondial de la restauration collective et concédée. Le CA par activité se répartit comme suit : - restauration collective (90,5%) : gestion de restaurants situés dans les entreprises et les administrations, les établissements de soins et maisons de retraite, les établissements d'enseignement et de la défense ; - restauration sous concession (9,5%) : gestion de restaurants implantées sur les autoroutes, dans les gares, les aéroports, etc . L'exploitation des restaurants est assurée sous marques propres (Upper Crust, Harry Ramsden's, Caffè Ritazza, etc . ) et sous franchises (notamment Burger King et Pizza Hut) . La répartition géographique du CA est la suivante : Royaume Uni (13,6%), Europe (25,5%), Amérique du Nord (43,7%) et autres (17,2%) . |
Coordonnées
Raison sociale | Compass Group |
Adresse | Compass House Guildford street KT16 9BQ Surrey Grande-Bretagne |
Téléphone | +44 (0)1932 573 000 |
Télécopie | +44 (0)1932 569 956 |
Site Web | http://www.compass-group.com |
Données boursières
Nb de titres : | |
Capi. boursière : | |
Secteur d'activité : | Hôtellerie Restauration Tourisme |
Marché : | Main Market |
Indice principal : | FTSE 100 |
Place de cotation : | London SETS (Grande-Bretagne) |
Eligibilité SRD : | NON |
Eligibilité PEA : | NON |
Dernier coupon : | ND |
Principaux actionnaires
1. Blackrock | 11,02 % |
Dernières recommandations (nombre d'avis) | il y a 7 jours | il y a 1 mois | il y a 2 mois | il y a 3 mois | ||
Acheter | 17 | 18 | 20 | 18 | 18 | |
Sur-pondérer | 4 | 4 | 6 | 5 | 5 | |
Conserver | 4 | 4 | 2 | 2 | 2 | |
Sous-pondérer | 0 | 0 | 0 | 1 | 1 | |
Vendre | 0 | 0 | 0 | 0 | 0 | |
Nb d'analystes interrogés | 25 | 26 | 28 | 26 | 26 |
Cabinets d'analystes ayant suivi cette valeur au moins une fois depuis 6 mois : |
Objectif et révision - MAJ (17/01/2011) | ||||||||||||||||
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Prévision de résultats - MAJ (17/01/2011)
EBITDA = Earning Before Interest Tax Depreciation and Amortization - résultat opérationnel (EBIT) avant dépréciation et amortissement |
Weekend tips round-up: Davis Service, Compass, Berkeley...
Date: Sunday 05 Dec 2010
Davis Service operates a broad-based British and Continental business, renting out work uniforms, sheets, towels and even surgeons’ operating gowns as well as doormats.
The starategy is to concentrate on areas where it is doing well, such as uniform and mat rental, and spend less time and money on peripheral, less profitable activities, plus change its name to Berendsen, which is its brand name on the Continent.
Davis/Berendsen is expected to increase profits steadily over the next few years, from £92m last year to more than £100m by 2012. The shares are trading at 405p and are backed by a healthy dividend, forecast at 20p for 2010. This company is not glamorous but it is reliable and should deliver solid growth. Buy says the Mail on Sunday.
Compass Group is the world’s biggest catering company, serving four billion meals a year in 50 countries. The shares have come a long way in the past 18 months and many brokers believe they will rise to at least 650p in coming months. Keep at least half of any holding as the group seems to be on a winning streak says the Mail on Sunday.
During the first half, housebuilder Berkeley added £336m to the anticipated profits held in its land and continues to buy sites that rivals see as too risky or, in some cases, simply cannot afford. Berkeley estimates a 28% gross profit margin on its land, about 10 percentage points more than the sector average. Combine this with the premium commanded by a highly respected management team, and shares trading at 1.3 times forecasted year end net asset value, almost double the sector average, still look attractive says the FT.
In July, Fiberweb shares shares were 58p. The company is a world leader in producing specialist fabrics used in everything from nappies to home insulation. Today, the shares are 80p – a rise of more than 38% in just five months - but the stock should go further, suggests the Mail on Sunday.
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