Report Company Directory
- FY25 results: FY26e EPS guidance c. +3.5% above expectations on Europe margins, US LFLs turning positive. FY26e FCF guided more in line. by BNP Paribas
- Discussing the “entry points” after a rough week: favour Accor, Aramark, Avolta over IHG, Whitbread, Sodexo, SSP; limited downside in Compass by BNP Paribas
- FY25 trading update conf call feedback: confident on FCF generation, Europe margin repair slow by BNP Paribas
- FY25 trading update: FY25e and FY26e EPS indicated in line, buyback backs FCF improvement to c. £100m, but more questions on growth from there by BNP Paribas
- Press reports of activist pushing for take-private: on what FY27e Capex? by BNP Paribas
- Growth, growth… but what about FCF growth by BNP Paribas
- Q3 trading: FY25e guidance reiterated after LFL re-accelerated in July by BNP Paribas
- UK Midcap by HSBC
- H125 Results in line, new commitments on capex and cash returns positive by BNP Paribas
- SSP Group (SSPG LN) by HSBC