Latest Share Tips: Expert Insights for Savvy Investors
As we navigate the ever-changing landscape of the stock market, it’s essential to stay informed about the latest share tips from industry experts. In this article, we’ll delve into the latest recommendations from top analysts, covering companies like Whitbread, Card Factory, and Travis Perkins.
Whitbread: A Buy Opportunity?
Whitbread, the hospitality group, has recently opened a new Premier Inn in Torquay and announced plans for 207 new central London rooms. According to Ivor Jones, an analyst at Peel Hunt, Whitbread is poised to achieve revenue growth as independent competitors struggle with inflation. “As demand picks up, we expect pricing power to be re-established and for the share price to recover,” he said.
Whitbread’s new Premier Inn in Torquay
Card Factory: A Buying Opportunity?
Card Factory, the card retailer, is expected to deliver its preliminary results on Tuesday (30 April). Analysts aren’t expecting any surprises, but Adam Tomlinson, an analyst at Liberum, believes the company has returned to above pre-Covid revenue and its new management strategy is looking successful. “Our unchanged target price of 175p suggests around 90% upside,” he said.
Card Factory’s new management strategy
Travis Perkins: A Hold Recommendation
Travis Perkins, the builders’ merchant, has faced a tough first quarter with like-for-like sales falling 3.7%. According to Sam Cullen, an analyst at Peel Hunt, work continues to address the loss-making activities across the group. “We sense there is value to be unlocked in Travis Perkins, but this would require a better market backdrop and more active portfolio management,” he said.
Travis Perkins’ efforts to address loss-making activities
AJ Bell: A Buying Opportunity?
AJ Bell, the investment platform, has reported surprisingly strong net inflows, up from £1.3 billion to £1.6 billion year over year. James Allen, an analyst at Liberum, has rated the stock as a ‘buy’, with a target price of 390p. “Customer growth has also continued unabated, up 10% year-over-year, and AJ Bell now has over half a million customers on the platform,” he said.
AJ Bell’s strong net inflows
Persimmon: A Hold Recommendation
Persimmon, the housebuilder, has delivered 1,027 homes in the first quarter – 10% below last year – but still expects to complete up to 10,500 this year. According to Sam Cullen, an analyst at Peel Hunt, the average selling price across the group has also risen 6% to £283,000. “First half performance should be weaker than the second half as lower average selling prices and embedded build cost inflation gnaw away at margins,” he said.
Persimmon’s average selling price rise
Remember, the information included in this article does not constitute regulated financial advice. You should seek independent, professional financial advice before making any investment decision.
