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

Feb 11:
Panmure Gordon: Buy - TP: 188p
Numis : Hold - TP: 135p
JP Morgan; Overweight - TP: N/A

Post-results

Feb 11: Credit Suisse: Neutral - TP: 156p

Feb 12: Exane BNP Paribas: Underperform - TP: 110p

Feb 20: Jefferies: Buy - TP: 185p

Chart looking interesting now midnight. Watching, just waiting for MACD to point up and then may have a dabble on the spreads.

Sunday Times report

Having a dabble on spreads Long (MAR) @ 125.1 tight stop 115.1

Thomas Cook, Fosun in strategic partnership

StockMarketWire.com

Thomas Cook Group and Fosun Int'l are in a strategic partnership to build international cooperation across a number of business areas, with a view to accelerating Thomas Cook's existing profitable growth strategy and creating the potential for new growth opportunities.

Assuming the plans under the partnership are implemented in 2015, the board of Thomas Cook expected the proposed initiatives to deliver sufficient profit to be earnings accretive in the financial year ended 30 September 2016.

In the context of the strategic partnership, and with a view to becoming a long term shareholder in Thomas Cook, Fosun has agreed to invest £91.8m for the issue of 73,135,777 new Thomas Cook ordinary shares, representing 5% of the Company's existing issued ordinary share capital.

Fosun intends over time to purchase further Thomas Cook shares on the open market with a view to increasing its shareholding in Thomas Cook up to approximately 10% of the enlarged issued ordinary share capital.

The Board of Thomas Cook believes that the partnership with Fosun represents an attractive opportunity to deliver significant benefits to Thomas Cook's customers, staff and shareholders, including:

· the introduction of a new long term strategic investor in the Company with a strong track record of investments in the international travel and leisure market;

· the acceleration of Thomas Cook's product strategy, for example through the further development of its exclusive Concept hotels across its key destination markets;

· collaboration opportunities with Fosun's other travel and leisure businesses, including Club Med, a leading holiday resort company; and

· access, over the medium term, to the fast-growing Chinese tourism market in partnership with a company with significant experience in Chinese leisure and tourism.

Mar 9: Barclays: Equal weight - TP: 122p

Mar 11; Citigroup: Neutral - TP: 150p

Pre-close trading update


Trading in line with expectations

Highlights

· With the Winter 2014/15 season now almost fully sold, and Summer 2015 more than 50% sold, the Group is trading in line with management's expectations

· The UK business continues to trade ahead of last year, with significant bookings growth resulting from robust demand particularly for our Winter Sun holidays

· Trading in Continental Europe and Northern Europe, while still tough compared to last year's strong performance, has improved since we reported our first quarter results

· Demand for holidays to our Concept Hotels is growing, with bookings up by 20% versus prior year

· Bookings on thomascook.com are up by 10% compared to prior year, reflecting continued progress in our digital initiatives

· Airlines Germany continues to grow strongly, especially in the long haul sector

Comment

Mar 31:
Panmure Gordon: Buy - TP: 188p
Numis: Hold - TP: 135p
Shore Capital: Hold - TP N/A

Credit Suisse Neutral and lifts TP by 3p to 159p. Wow!

Apr 1:
Nomura: Neutral - TP: 135p
JP Morgan: Overweight - No TP

Apr 9; Barclays: Equal Weight - TP: 122p

Comment

First-half results tomorrow.

SHAME

All is not clear at Thomas Cook.............

Thomas Cook confirms it received costs payout over Corfu gas deaths
Parents of the two children who died from carbon monoxide poisoning while staying in a Thomas Cook hotel in Corfu have spoken of their anger after the travel company confirmed it had received a pay-out for costs related to the incident.

Thomas Cook would not reveal the amount they received back in 2013.

However, the travel firm reportedly claimed in the region of £3.5 million.

The parents of Bobby and Christi Shepherd have received approximately a tenth of that figure.

Bobby and Christi were six and seven years old, respectively, when they died at the Louis Corcyra Beach Hotel, after being overcome by fumes from a faulty boiler while on a Thomas Cook package holiday.

"It seems our children's lives are worth only a fraction of Thomas Cook's reputation," said Mrs Wood.

"This has never been about money as far as we're concerned, but it incenses us that through all this heartache Thomas Cook quietly set about claiming back its own costs.

"We only accepted the payout back then because the Greek economy was in freefall, and our lawyer told us if we didn't accept we might end up with nothing.

Today'Times

Thomas Cook faces boycott over Corfu deaths

Thomas Cook is facing a customer boycott and a sell-off of shares over its response to the deaths of two children at a hotel in Corfu

Daily Mail today

Now Thomas Cook hit by £75million shares sell-off and consumer boycott as family of children killed by boiler fumes say they weren't consulted over firm's charity gift

Bobby and Christi Shepherd died from carbon monoxide poisoning in 2006
Thomas Cook yesterday it had donated £1.5m payout to Unicef
Share value has fallen, and more than 2,800 people have joined Facebook page 'Boycott Thomas Cook'
Legal expert says firm's handling of the tragedy has played out 'like a slow-motion train crash'