Results out soon in August.

Broker recos look very bullish and why not on a P/E of just over 6 to 2011.....

Thomas Cook Group PLC

FORECASTS 2010 2011
Date Rec Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Panmure Gordon
02-08-10 BUY 319.00 27.10 11.30 338.00 28.70 12.40

Exane BNP Paribas
02-08-10 BUY 116.00 26.62 10.75 319.00 28.87 11.66

Numis Securities Ltd
02-08-10 ADD 324.20 27.60 11.25 357.10 29.90 11.81

Oriel Securities
02-08-10 BUY 330.40 28.40 11.40 363.50 31.30 12.10

KBC Peel Hunt Ltd
30-07-10 BUY 301.06 25.22 10.75 313.36 26.23 10.93

WestLB
30-07-10 SELL 28.81 11.52 29.91 11.96

Shore Capital
30-07-10 HOLD 312.00 26.50 11.80 347.00 29.50 13.00

Charles Stanley Securities
15-06-10 HOLD

Evolution Securities Ltd
11-02-10 None

Investec Securities [R]
09-02-10 BUY 327.00 27.30 11.74 352.23 29.39 12.49

Fyshe Horton Finney Ltd
25-01-10 BUY

Collins Stewart
24-12-09 BUY

Nomura Research Institute
25-09-09 RED

2010 2011
Pre-tax (�) EPS (p) DPS (p) Pre-tax (�) EPS (p) DPS (p)

Consensus 316.42 26.98 11.36 342.50 29.39 11.96

1 Month Change 1.07 -0.22 0.01 3.43 -0.14 -0.14
3 Month Change -11.92 -1.09 -0.05 -11.79 -1.00 -0.44


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 2.76% 0.38% 8.92%
DPS 14.03% 10.80% 5.26%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA �574.90m �589.69m �613.90m
EBIT �372.50m �420.55m �447.05m
Dividend Yield 5.38% 5.96% 6.27%
Dividend Cover 2.62x 2.38x 2.46x
PER 7.10x 7.07x 6.49x
PEG 2.57f 18.55f 0.73f
Net Asset Value PS -240.80p 224.47p 240.43p

Very brave , whole markets due a stepback soon.

Just closed here for now.

market as a whole, i wouldn't disagree, but more in dow's footsteps than anything else i'ld hazard ..... that said, just as there are stinkers in good markets, there are winners in poor ones .... further, i don't expect any retrenchment to be more than short term consolidation

Cyners question answered here....... on sharecast.......

Jefferies has kept a 'buy' recommendation and 200p target price for travel operator Thomas Cook after the company's full-year results and near-term guidance came in much better than expected.

"Thomas Cook is delivering. Margins are improving, net debt has fallen and the balance sheet considerably strengthened, more cost savings are promised and, importantly, trading is robust. Yet the shares still trade at a discount to its major competitor, TUI Travel. We think this is becoming increasingly difficult to justify, especially given the likely higher growth rates at Thomas Cook Group."

Cyners heres the old forecasts for TCG obviously not yet updated.....

Thomas Cook Group PLC

SUMMARY CHARTS DIRECTOR DEALINGS FORECASTS WIRES 2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Exane BNP Paribas
27-11-13 BUY -43.00 5.51 168.00 10.99
Numis Securities Ltd
25-11-13 ADD 100.40 6.50 208.80 11.20
Shore Capital
22-11-13 BUY 110.00 5.60 187.00 11.40
Investec Securities
21-11-13 HOLD 97.10 6.97 200.60 10.63

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 104.45 5.84 200.45 11.04
1 Month Change -1.19 0.19 1.64 -0.16
3 Month Change -1.46 0.20 1.78 -0.16


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS % % 89.12%
DPS -65.12% % %

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)
EBITDA £326.90m £421.11m £525.32m
EBIT £126.50m £246.42m £360.62m
Dividend Yield 2.12% % %
Dividend Cover -4.46x x x
PER -10.56x 26.26x 13.88x
PEG f f 0.16f
Net Asset Value PS -269.33p 25.90p 34.10p

And heres TUI.........

TUI Travel PLC

SUMMARY CHARTS DIRECTOR DEALINGS FORECASTS WIRES Page is currently unavailable

2013 2014
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Exane BNP Paribas
27-11-13 HOLD 336.00 26.36 12.52 401.00 29.22 13.14
Panmure Gordon
27-11-13 BUY 462.00 29.80 12.90 497.00 32.10 14.20
Shore Capital
22-11-13 BUY 430.00 27.90 12.80 478.00 31.00 14.20
Westhouse Securities
21-11-13 BUY
Investec Securities
21-11-13 SELL 458.20 28.66 13.49 502.70 31.10 14.80
Morningstar Equity Research
22-10-13 HOLD 350.45 25.00 13.00 395.79 27.00 14.00
Numis Securities Ltd
26-09-13 ADD 470.00 29.80 12.90 533.60 33.80 13.50
Charles Stanley
26-09-13 RED 423.15 27.99 12.69 444.31 29.39 13.33

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 454.48 28.40 12.86 488.77 30.72 13.95
1 Month Change 3.51 -0.06 0.07 3.29 0.22 0.08
3 Month Change 22.84 0.90 0.14 15.83 0.64 0.29


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 13.76% 11.21% 8.19%
DPS 44.87% 13.82% 8.43%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)
EBITDA £658.00m £736.74m £797.08m
EBIT £439.00m £562.08m £620.76m
Dividend Yield 3.12% 3.54% 3.84%
Dividend Cover 2.26x 2.21x 2.20x
PER 14.21x 12.78x 11.81x
PEG 1.03f 1.14f 1.44f
Net Asset Value PS -260.91p 150.30p 163.40p

Obviously todays results makes the 2014 P/E for TCG far cheaper.

your quote in 1177 is the more revealing i think, and i suspect my move may not have been so rash after all

Ive added earlier and well into profit already. Might get a pull back tomorrow on profit taking but should be set up for the xmas rally.

Credit Suisse Outperform 177.80 175.00 195.00 Reiterates

Director Share Holding

Thomas Cook Group plc (the "Company") announces that Warren Tucker, Non-Executive Director, purchased 30,800 shares of €0.01 each in the Company at a price of 169.0p per share on 28 November 2013. The total holding following acquisition is 30,800 shares, which is equivalent to 0.002% of the issued share class.

JP Morgan Cazenove Overweight 175.70 175.70 180.00 180.00 Reiterates

Slight pull back, and still in breakout mode.

like you, i'm very happy to keep my enlarged holding (behave sticky!)

errrrr yes cyners.

profit taking going on. Standing firm.

I shall and not fussed as CFDs don't have time constraints

Blue anyway.

Looks like another broker Paribas out
with a BUY note.

Obviously not fully up to date yet
but forward P/E of just 11.3 for 2015
way undervalued and too big a discount to TUI.

Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Exane BNP Paribas [R]
28-11-13 BUY 168.00 10.99 261.00 15.10 4.67
Numis Securities Ltd
28-11-13 ADD 208.80 11.20 303.40 16.20
Shore Capital [R]
22-11-13 BUY 187.00 11.40 272.00 14.20
Investec Securities
21-11-13 HOLD 200.60 10.63 274.00 14.89 6.70

2014 2015
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 200.51 11.04 278.71 15.44 4.72
1 Month Change 1.70 -0.16 -9.73 -0.04 0.00
3 Month Change 1.84 -0.16 -9.49 -0.04 0.00


GROWTH

2013 (A) 2014 (E) 2015 (E)
Norm. EPS % % 39.92%
DPS % % %

INVESTMENT RATIOS

2013 (A) 2014 (E) 2015 (E)
EBITDA £m £525.27m £587.14m
EBIT £m £360.13m £442.48m
Dividend Yield 0.00% % 2.69%
Dividend Cover x x 3.27x
PER -12.80x 15.92x 11.38x
PEG f f 0.28f
Net Asset Value PS p 34.10p 46.90p

Jefferies Group Reiterates “Buy” Rating for Thomas Cook Group (TCG)

Posted by Bonnie Powley on Nov 29th, 2013

Jefferies Group reiterated their buy rating on shares of Thomas Cook Group (LON:TCG) in a research report released on Thursday morning, AR Network reports. Jefferies Group currently has a GBX 200 ($3.25) price objective on the stock.

Thomas Cook Group (LON:TCG) opened at 178.266 on Thursday. Thomas Cook Group has a 52 week low of GBX 25.311 and a 52 week high of GBX 179.30. The stock has a 50-day moving average of GBX 147.0 and a 200-day moving average of GBX 145.1. The company’s market cap is £1.595 billion.

A number of other analysts have also recently weighed in on TCG. Analysts at Numis Securities Ltd upgraded shares of Thomas Cook Group to an add rating in a research note to investors on Monday. They now have a GBX 175 ($2.84) price target on the stock, up previously from GBX 150 ($2.43). Separately, analysts at JPMorgan Chase & Co. reiterated an overweight rating on shares of Thomas Cook Group in a research note to investors on Friday, November 22nd. They now have a GBX 180 ($2.92) price target on the stock. Finally, analysts at Panmure Gordon reiterated a buy rating on shares of Thomas Cook Group in a research note to investors on Friday, November 22nd. They now have a GBX 180 ($2.92) price target on the stock. Two investment analysts have rated the stock with a sell rating, eight have assigned a hold rating and twelve have assigned a buy rating to the company’s stock. The stock has an average rating of Hold and a consensus price target of GBX 151.02 ($2.45).

Thomas Cook Group plc operates under six geographic segments: UK, Central Europe, West & East Europe, Northern Europe, North America and Airlines Germany

02 Dec 2013 Thomas Cook Group... TCG Citigroup Buy 174.95 173.80 195.00 230.00 Reiterates

SP TARGET 230p.

TCG HSBC raises to 220p overweight.

HSBC Increases Thomas Cook Group Price Target to GBX 220 (TCG)
Posted by Bonnie Powley on Dec 2nd, 2013

Equities research analysts at HSBC raised their target price on shares of Thomas Cook Group (LON:TCG) from GBX 200 ($3.27) to GBX 220 ($3.60) in a research note issued to investors on Monday, American Banking and Market News reports. The firm currently has an “overweight” rating on the stock. HSBC’s price objective points to a potential upside of 26.58% from the company’s current price.

Shares of Thomas Cook Group (LON:TCG) opened at 176.20 on Monday. Thomas Cook Group has a 52-week low of GBX 21.942 and a 52-week high of GBX 179.30. The stock’s 50-day moving average is GBX 147.8 and its 200-day moving average is GBX 145.3. The company’s market cap is £1.576 billion.

Several other analysts have also recently commented on the stock. Analysts at Citigroup Inc. raised their price target on shares of Thomas Cook Group from GBX 195 ($3.19) to GBX 230 ($3.77) in a research note to investors on Monday. They now have a “buy” rating on the stock. Separately, analysts at Barclays downgraded shares of Thomas Cook Group to a “neutral” rating in a research note to investors on Monday. They now have a GBX 200 ($3.27) price target on the stock, up previously from GBX 180 ($2.95). Finally, analysts at Credit Suisse raised their price target on shares of Thomas Cook Group from GBX 175 ($2.87) to GBX 195 ($3.19) in a research note to investors on Thursday. They now have an “outperform” rating on the stock. Two research analysts have rated the stock with a sell rating, eight have given a hold rating and twelve have assigned a buy rating to the company. The company presently has an average rating of “Hold” and an average target price of GBX 159.47 ($2.61).

Thomas Cook Group plc operates under six geographic segments: UK, Central Europe, West & East Europe, Northern Europe, North America and Airlines Germany