oldjoe1
30 Nov 2015
SGP, Broker Update......... SuperGroup PLC SGP Liberum Capital Buy 1,627.50 1,643.00 1,770.00 1,770.00 ReiteratesSP Target 1770p
oldjoe1
27 Nov 2015
SGP, Weekly Broker ratings...... SGP Supergroup PLCSupergroup PLC (SGP) – Investment Analysts’ Weekly Ratings ChangesNovember 26th, 2015 • 0 comments • Filed Under • by ABMN StaffSupergroup PLC logoSeveral analysts have recently updated their ratings and price targets for Supergroup PLC (LON: SGP):11/23/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,770 ($26.77) price target on the stock.11/17/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,770 ($26.77) price target on the stock.11/9/2015 – Supergroup PLC had its price target raised by analysts at RBC Capital from GBX 1,650 ($24.96) to GBX 1,800 ($27.23). They now have an “outperform” rating on the stock.11/8/2015 – Supergroup PLC had its price target lowered by analysts at Liberum Capital from GBX 1,770 ($26.77) to GBX 1,280 ($19.36). They now have a “buy” rating on the stock.11/6/2015 – Supergroup PLC had its “hold” rating reaffirmed by analysts at Numis Securities Ltd. They now have a GBX 1,400 ($21.18) price target on the stock.11/5/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Peel Hunt. They now have a GBX 1,600 ($24.20) price target on the stock.11/5/2015 – Supergroup PLC had its price target raised by analysts at Investec from GBX 1,450 ($21.93) to GBX 1,850 ($27.98). They now have a “buy” rating on the stock.11/3/2015 – Supergroup PLC had its price target raised by analysts at Canaccord Genuity from GBX 1,627 ($24.61) to GBX 1,847 ($27.94). They now have a “buy” rating on the stock.11/2/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.36) price target on the stock.10/27/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.36) price target on the stock.10/19/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.36) price target on the stock.10/19/2015 – Supergroup PLC had its “outperform” rating reaffirmed by analysts at RBC Capital. They now have a GBX 1,650 ($24.96) price target on the stock.10/12/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.36) price target on the stock.10/5/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.36) price target on the stock.9/28/2015 – Supergroup PLC had its “outperform” rating reaffirmed by analysts at RBC Capital. They now have a GBX 1,650 ($24.96) price target on the stock.Supergroup PLC (LON:SGP) opened at 1564.00 on Thursday. The stock’s 50 day moving average price is GBX 1,506.64 and its 200-day moving average price is GBX 1,364.54. The firm’s market capitalization is GBX 1.27 billion. Supergroup PLC has a 12 month low of GBX 750.00 and a 12 month high of GBX 1,690.08.
oldjoe1
27 Nov 2015
SGP Technicals Shows the Stock Is Cheap SGP SuperGroup PLCTrades on a forward P/E of just 19.8 to 2017. EPS growth of 18.92%. Historically we should be looking at a multiple of 30 or over so the stock is still rather cheapish. SuperGroup PLCFORECASTS2016 2017Date Rec Pre-tax (£
EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Peel Hunt LLP 26-11-15 BUY 70.29 65.65 21.88 85.58 79.93 26.64Cantor Fitzgerald Europe 25-11-15 BUY 70.50 63.70 15.00 79.00 71.20 18.00Investec Securities 17-11-15 BUY 72.50 67.41 19.26 84.30 78.45 22.41Numis Securities Ltd 16-11-15 HOLD 71.60 66.20 20.00 85.20 77.20 23.00Canaccord Genuity Ltd 05-11-15 BUY 71.00 67.70 20.00 83.50 80.70 24.00Westhouse Securities [W]18-12-14 BUY 2016 2017Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Consensus 71.06 66.46 19.74 84.63 79.03 23.121 Month Change 0.84 1.24 0.28 2.77 1.94 0.673 Month Change 0.94 1.06 -0.26 0.77 1.35 0.58GROWTH2015 (A) 2016 (E) 2017 (E)Norm. EPS 64.23% -14.03% 18.92%DPS % % 17.10%INVESTMENT RATIOS2015 (A) 2016 (E) 2017 (E)EBITDA £103.90m £102.19m £121.11mEBIT £77.10m £70.29m £80.48mDividend Yield 0.00% 1.26% 1.48%Dividend Cover x 3.37x 3.42xPER 20.24x 23.55x 19.80xPEG 0.32f -1.68f 1.05fNet Asset Value PS 293.46p 326.50p 363.80p
oldjoe1
27 Nov 2015
SGP, Analyst Bumper SP Target....... <b>Supergroup PLC Stock Rating Reaffirmed by Canaccord Genuity (SGP)November 27th, 2015 • by ABMN Staff</b>Supergroup PLC logoSupergroup PLC (LON:SGP)‘s stock had its “buy” rating reissued by research analysts at Canaccord Genuity in a report released on Friday, Market Beat Ratings reports. They currently have a GBX 1,847 ($27.94) target price on the stock. Canaccord Genuity’s price objective suggests a potential upside of 18.02% from the company’s current price.Supergroup PLC (LON:SGP) opened at 1600.0000 on Friday. Supergroup PLC has a 52-week low of GBX 750.00 and a 52-week high of GBX 1,690.08. The stock’s market capitalization is GBX 1.30 billion. The firm’s 50-day moving average is GBX 1,511.42 and its 200 day moving average is GBX 1,365.93.In other news, insider Holder,James sold 264,900 shares of Supergroup PLC stock in a transaction dated Friday, October 23rd. The stock was sold at an average price of GBX 1,510 ($22.84), for a total transaction of £3,999,990 ($6,050,506.73). Several other research analysts have also recently weighed in on SGP. Liberum Capital reiterated a “buy” rating and set a GBX 1,280 ($19.36) price target on shares of Supergroup PLC in a research report on Monday, October 12th. Peel Hunt raised their target price on shares of Supergroup PLC from GBX 1,600 ($24.20) to GBX 1,800 ($27.23) and gave the stock a “buy” rating in a report on Friday. Investec raised their price target on Supergroup PLC from GBX 1,450 ($21.93) to GBX 1,850 ($27.98) and gave the stock a “buy” rating in a research note on Thursday, November 5th. Berenberg Bank raised their price objective on Supergroup PLC from GBX 1,390 ($21.03) to GBX 1,800 ($27.23) and gave the company a “buy” rating in a research report on Thursday. Finally, Numis Securities Ltd reaffirmed a “hold” rating and issued a GBX 1,400 ($21.18) price target on shares of Supergroup PLC in a research report on Friday, November 6th. One equities research analyst has rated the stock with a hold rating and eight have given a buy rating to the stock. The company presently has a consensus rating of “Buy” and an average price target of GBX 1,543.33 ($23.34).SuperGroup Plc is a United Kingdom-based fashion retailer company, which offers clothing and accessories. The Company is the owner of the Superdry brand, which is a lifestyle brand that offers clothing, accessories, footwear and cosmetics. It operates in three segments: Retail, Wholesale and Central Cost. Superdry has over 135 United Kingdom and European standalone retail stores and operates from a portfolio of concessions, franchised and licensed stores. Superdry is sold in over 100 countries, through its store portfolio and Websites. Superdry offers t-shirts, polo shirts, hoods and sweats, denim, joggers, tops, dresses, jackets, shirts, knitwear, footwear, as well as a range of bags and accessories. The Company has three reporting units: DKH Retail Limited, C-Retail Limited and SuperGroup Plc. The Company’s network includes franchises, licenses and concessions. It has rights to sell and distribute Superdry products in the United States, Canada and Mexico.
oldjoe1
27 Nov 2015
Re: SGP, PRICE UPGRADE. <b>Berenberg Bank Boosts Supergroup PLC Price Target to GBX 1,800 (SGP)November 26th, 2015 • 0 comments • Filed Under • by ABMN Staff</b>Supergroup PLC logoSupergroup PLC (LON:SGP) had its price objective upped by Berenberg Bank from GBX 1,390 ($21.03) to GBX 1,800 ($27.23) in a report released on Thursday, Analyst Ratings Network.com reports. The firm currently has a “buy” rating on the stock. Berenberg Bank’s price objective would indicate a potential upside of 15.09% from the stock’s current price.In related news, insider Holder,James sold 17,875 shares of the business’s stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of GBX 1,404 ($21.24), for a total value of £250,965 ($379,617.30).A number of other analysts have also commented on the stock. RBC Capital reiterated an “outperform” rating and issued a GBX 1,500 ($22.69) target price on shares of Supergroup PLC in a report on Monday, August 17th. Numis Securities Ltd restated a “hold” rating and issued a GBX 1,100 ($16.64) price objective on shares of Supergroup PLC in a report on Wednesday, September 2nd. Finally, Liberum Capital reaffirmed a “buy” rating and set a GBX 1,280 ($19.36) target price on shares of Supergroup PLC in a research report on Monday, September 21st. One investment analyst has rated the stock with a hold rating and eight have given a buy rating to the company. The company has a consensus rating of “Buy” and an average price target of GBX 1,521.11 ($23.01). Supergroup PLC (LON:SGP) opened at 1572.0000 on Thursday. Supergroup PLC has a 12 month low of GBX 750.00 and a 12 month high of GBX 1,690.08. The firm’s market capitalization is GBX 1.27 billion. The firm’s 50-day moving average is GBX 1,506.64 and its 200-day moving average is GBX 1,364.54.SuperGroup Plc is a United Kingdom-based fashion retailer company, which offers clothing and accessories. The Company is the owner of the Superdry brand, which is a lifestyle brand that offers clothing, accessories, footwear and cosmetics. It operates in three segments: Retail, Wholesale and Central Cost. Superdry has over 135 United Kingdom and European standalone retail stores and operates from a portfolio of concessions, franchised and licensed stores. Superdry is sold in over 100 countries, through its store portfolio and Websites. Superdry offers t-shirts, polo shirts, hoods and sweats, denim, joggers, tops, dresses, jackets, shirts, knitwear, footwear, as well as a range of bags and accessories. The Company has three reporting units: DKH Retail Limited, C-Retail Limited and SuperGroup Plc. The Company’s network includes franchises, licenses and concessions. It has rights to sell and distribute Superdry products in the United States, Canada and Mexico.
oldjoe1
27 Nov 2015
SGP, PRICE UPGRADE. <b>Supergroup PLC PT Raised to GBX 1,800 (SGP)November 27th, 2015 •</b> Supergroup PLC logoSupergroup PLC (LON:SGP) had its price target boosted by Peel Hunt from GBX 1,600 ($24.20) to GBX 1,800 ($27.23) in a note issued to investors on Friday, Analyst Ratings Network.com reports. The brokerage presently has a “buy” rating on the stock. Peel Hunt’s price target would suggest a potential upside of 15.02% from the company’s current price.Supergroup PLC (LON:SGP) opened at 1565.00 on Friday. Supergroup PLC has a one year low of GBX 750.00 and a one year high of GBX 1,690.08. The firm’s market capitalization is GBX 1.27 billion. The firm’s 50-day moving average price is GBX 1,511.42 and its 200 day moving average price is GBX 1,365.93.A number of other analysts have also weighed in on the stock. RBC Capital restated an “outperform” rating and issued a GBX 1,500 ($22.69) price objective on shares of Supergroup PLC in a report on Monday, August 17th. Numis Securities Ltd reaffirmed a “hold” rating and set a GBX 1,100 ($16.64) target price on shares of Supergroup PLC in a research note on Wednesday, September 2nd. Liberum Capital reissued a “buy” rating and set a GBX 1,280 ($19.36) price target on shares of Supergroup PLC in a research report on Monday, September 21st. Finally, Berenberg Bank reaffirmed a “buy” rating and issued a GBX 1,390 ($21.03) target price on shares of Supergroup PLC in a research report on Thursday, September 3rd. One investment analyst has rated the stock with a hold rating and eight have assigned a buy rating to the company. The company has a consensus rating of “Buy” and a consensus target price of GBX 1,543.33 ($23.34)
oldjoe1
27 Nov 2015
SGP, Broker Views....HOT. SuperGroup broker viewsDate Broker Recommendation Price Old target price New target price Notes27 Nov Canaccord Genuity Buy 1,606.00 1,847.00 1,847.00 Retains27 Nov Peel Hunt Buy 1,606.00 1,600.00 1,800.00 Reiterates23 Nov Liberum Capital Buy 1,606.00 1,770.00 1,770.00 Reiterates17 Nov Liberum Capital Buy 1,606.00 1,770.00 1,770.00 Reiterates09 Nov RBC Capital Markets Outperform 1,606.00 1,650.00 1,800.00 Reiterates
oldjoe1
27 Nov 2015
SGP, Bullish FLAG On Chart.......... Peel Hunt: Broker brief.........SuperGroup (Buy)<b><i>On the moneySuperGroup's Idris Elba collaboration launched in-store yesterday and provided a clear answer to the question of how the company can deliver a mature, premium range for the UK and international markets. SuperGroup is confidently delivering real momentum across the business and improved retail execution, looking well placed to deliver a successful peak trading period and upgrades across the medium term.</b></i>[link]
oldjoe1
17 Nov 2015
Re: SGP, broker update.... <b>Supergroup PLC 9.9% Potential Upside Indicated by Liberum CapitalPosted by: Ruth Bannister 17th November 2015</b>Supergroup PLC using EPIC/TICKER code LON:SGP has had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Liberum Capital. Supergroup PLC are listed in the Consumer Goods sector within UK Main Market. Liberum Capital have set their target price at 1770 GBX on its stock. This now indicates the analyst believes there is a possible upside of 9.9% from the opening price of 1610 GBX. Over the last 30 and 90 trading days the company share price has increased 182 points and increased 261 points respectively. Supergroup PLC LON:SGP has a 50 day moving average of 1,449.14 GBX and the 200 Day Moving Average price is recorded at 1,250.60 GBX. The 52 week high for the stock is 1690.08 GBX while the year low stock price is currently 750 GBX. There are currently 41,471,336 shares in issue with the average daily volume traded being 180,572. Market capitalisation for LON:SGP is £1,309,389,372 GBP. Supergroup PLC is a United Kingdom-based fashion retailer company, which offers clothing and accessories. The Company is the owner of the Superdry brand, which is a lifestyle brand that offers clothing, accessories, footwear and cosmetics. It operates in three segments: Retail, Wholesale and Central Cost.
onewayticket
09 Nov 2015
Re: SGP, broker update.... Not done too badly out this one for now.Own due dili
oldjoe1
06 Nov 2015
Re: SGP, broker update.... 06 Nov 2015 SuperGroup PLC SGP Liberum Capital Buy 1,641.00 1,619.00 1,280.00 1,770.00 ReiteratesSP Target 1770
oldjoe1
06 Nov 2015
SGP, IC: comment...... SGP SupergroupIC: comment......<b>Fashion chain SuperGroup (SPG) has announced strong first-half sales growth of 22.4 per cent, with like-for-like retail sales up 17.2 per cent. Those figures did benefit from weak comparatives, but also an improved operating structure. Upgrades from City analysts look likely. We remain buyers.</b>
oldjoe1
06 Nov 2015
Re: SGP, broker update.... <b>Supergroup PLC 6.7% Potential Upside Indicated by Cantor FitzgeraldPosted by: Ruth Bannister</b> 5th November 2015Supergroup PLC with EPIC/TICKER LON:SGP had its stock rating noted as ‘Retains’ with the recommendation being set at ‘BUY’ today by analysts at Cantor Fitzgerald. Supergroup PLC are listed in the Consumer Goods sector within UK Main Market. Cantor Fitzgerald have set a target price of 1600 GBX on its stock. This indicates the analyst now believes there is a potential upside of 6.7% from the opening price of 1500 GBX. Over the last 30 and 90 trading days the company share price has increased 168 points and increased 249 points respectively. Supergroup PLC LON:SGP has a 50 day moving average of 1,422.86 GBX and a 200 Day Moving Average share price is recorded at 1,224.42 GBX. The 1 year high stock price is 1598 GBX while the 52 week low for the share price is 750 GBX. There are currently 89,505,255 shares in issue with the average daily volume traded being 148,025. Market capitalisation for LON:SGP is £1,258,818,554 GBP. Supergroup PLC is a United Kingdom-based fashion retailer company, which offers clothing and accessories. The Company is the owner of the Superdry brand, which is a lifestyle brand that offers clothing, accessories, footwear and cosmetics. It operates in three segments: Retail, Wholesale and Central Cost
oldjoe1
06 Nov 2015
Re: SGP, Collective Broker Updates........ <b>Weekly Analysts’ Ratings Changes for Supergroup PLC (SGP)November 5th</b>Several analysts have recently updated their ratings and price targets for Supergroup PLC (LON: SGP):11/3/2015 – Supergroup PLC had its price target raised by analysts at Canaccord Genuity from GBX 1,627 ($25.10) to GBX 1,847 ($28.50). They now have a “buy” rating on the stock.11/2/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.10/27/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.10/19/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.10/19/2015 – Supergroup PLC had its “outperform” rating reaffirmed by analysts at RBC Capital. They now have a GBX 1,650 ($25.46) price target on the stock.10/12/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.10/5/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.9/28/2015 – Supergroup PLC had its “outperform” rating reaffirmed by analysts at RBC Capital. They now have a GBX 1,650 ($25.46) price target on the stock.9/21/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.9/15/2015 – Supergroup PLC had its “hold” rating reaffirmed by analysts at Numis Securities Ltd. They now have a GBX 1,100 ($16.97) price target on the stock.9/14/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.9/14/2015 – Supergroup PLC had its “outperform” rating reaffirmed by analysts at RBC Capital. They now have a GBX 1,650 ($25.46) price target on the stock.9/7/2015 – Supergroup PLC had its “buy” rating reaffirmed by analysts at Liberum Capital. They now have a GBX 1,280 ($19.75) price target on the stock.Shares of Supergroup PLC (LON:SGP) traded up 0.97% on Wednesday, hitting GBX 1509.50. 176,137 shares of the company’s stock were exchanged. The stock’s market cap is GBX 1.22 billion. Supergroup PLC has a 12-month low of GBX 750.00 and a 12-month high of GBX 1,579.00. The company’s 50-day moving average price is GBX 1,401.50 and its 200 day moving average priceis GBX 1,300.22.
oldjoe1
06 Nov 2015
Re: NEW ARTICLE: SuperGroup shares doubl... SuperGroup shares double on superfast growthHarriet Mann | Thu, 5th November 2015 - 13:19Share thisSuperGroup shares double on superfast growth What a year for SuperGroup (SGP) fans. Euan Sutherland, the man who left the "ungovernable" Co-op, has shown exactly what he can do, facilitating a spectacular recovery at the owner of the popular Superdry brand and a doubling of the share price since January.A much anticipated design collaboration with Hollywood star Idris Elba should be on the racks before Christmas, too, and full-year profits look set to beat forecasts. That promise of a maiden dividend at the interim results looks "super safe".Driven by both its retail and wholesale divisions, group sales jumped 22% in the half-year ended 24 October to £255 million. Granted, SuperGroup is performing against weak comparatives in 2015, but rapid online trade pushed retail like-for-like revenue up an impressive 15.5% in the second quarter to £91.6 million. Group gross margin should also be better-than-expected, although currency movements are unhelpful.Ending the period with £80 million of net cash, an interim dividend of 6p is a shoo-in, according to Investec Securities. And a full-year payout of 19.3p might be conservative.Clearly, overall revenue growth benefited from SuperGroup's retail store space expansion, with 14 new shops opened since April. There are more to come and there's progress on its 10-year joint venture with China's Trendy International. As it stands, the group has 192 stores globally, but analysts at Peel Hunt reckon the European roll-out and US expansion will seriously accelerate earnings growth over the next two-three years.supergroup graph(click to enlarge)As retailers gear-up for Christmas, SuperGroup's collaboration with star of the Sky TV ads Idris Elba will hit the stores this month. After disappointing ranges last year, founder Julian Dunkerton is back at the drawing board with new Sport and Snow ranges, which should help Sutherland achieve his four-pronged strategy. The new boss is focusing on broadening and strengthening the group's appeal, expanding its product range, and executing growth opportunities in new markets and online.With retail behind much of the momentum, the division has a new global retail director who will steer future expansion. Leaving Tesco (TSCO) behind, Nick Tatum will be responsible for the retail operations and logistics."With a successful first half completed, the business is well placed for the all-important peak season and we remain confident of delivering full year profits in line with our existing guidance although comparatives throughout the second half are more challenging," said Sutherland.More growth in store?Recovering from profits warnings and accountancy issues, SuperGroup's share price has more than doubled since Sutherland took over at the end of 2014, rocketing from 750p to a 19-month high of 1,598p on Thursday (see chart). The firm repeated profit guidance of £60-£65 million flagged in March, which puts the shares on around 24 times forward earnings."SuperGroup is now looking more fairly valued in our view," says Cantor Fitzgerald consumer analyst Freddie George. But Kate Calvert over at Investec believes there's more to come. "Our target price, based on 10% CY16 PE discount to the European growth apparel retailers average, rises to 1850p (1450p) reflecting the upgrade & peer group re-rating," she says.SuperGroup's rapid share price rally was something our resident stockpicker Edmond Jackson predicted might happen when he covered the company in the spring.He was right, and we added in July that the bounceback, by then already well underway, "may have further to run".Shareholders sitting on fat profits might deem it sensible to take some cash off the table, and SuperGroup's share price will, at some point, gravitate back to the 200-day moving average.For now, however, earnings growth predicted wel
