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Thomas Cook Group PLC (TCG)     

goldfinger - 03 Aug 2010 08:03

Chart.aspx?Provider=EODIntra&Code=TCG&Si

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

Haystack - 20 May 2015 12:27 - 1426 of 1559

The boycott groups are now going after Cook's brands

Airtours, Hotels4U, Club 18-30, Flexible trips, Crests, Escapades, Co-Op Travel, DirectHolidays

jimmy b - 20 May 2015 12:42 - 1427 of 1559

Quite a backlash for TC now all over the net . Guess they wish that they had handled this differently .

Haystack - 20 May 2015 18:47 - 1428 of 1559

http://www.itv.com/news/2015-05-19/new-footage-shows-faulty-wiring-at-thomas-cook-hotel/

Thomas Cook is facing mounting criticism after the deaths of two children in a Corfu hotel.

Now footage obtained by ITV News appears to show faulty wiring at one of the tour operators properties in Cuba.

Kristine Williams, a 61-year-old teacher from South Wales, claims she suffered an electric shock while staying there six months ago

Kristine Williams, a 61-year-old teacher from South Wales, claims she suffered an electric shock while staying there six months ago.

She said she was "thrown across the room" after accidentally touching the wiring after reaching behind a bedside table to pick up a hair brush.

And after making a complaint, she claims it took Thomas Cook five months to respond.

midknight - 21 May 2015 10:05 - 1429 of 1559

May 21:
Barclays: Equal weight - TP: 122p
JP Morgan: Overweight - No TP

Chris Carson - 25 May 2015 12:17 - 1431 of 1559

Aye, the clue to the hypocrisy is in the title ... former chief executive!

cynic - 25 May 2015 18:12 - 1432 of 1559

the article is unfair ..... harriet green's bonus is thoroughly warranted for she turned a moribund company into something thriving once more ....

to attempt to link this remuneration package in some way to TCG's mishandling of these deaths is ridiculous, not least because the event occurred about 10 years ago (if i remember correctly) and well before HG's tenure ..... further, albeit that the advice looks wrong in hindsight, TCG were advised by their lawyers too keep a low profile



Chris Carson - 25 May 2015 18:22 - 1433 of 1559

Exactly.

cynic - 28 May 2015 10:13 - 1435 of 1559

i'm glad i sold all mine 10p or whatever higher
i don't think there be much long term damage to TCG, but equally, i see no reason to buy or even to hold ...... i reckon sp will gently slip away over the summer, perhaps giving a decent entry point in a few months time

midknight - 31 May 2015 22:09 - 1436 of 1559

Update

midknight - 01 Jun 2015 10:23 - 1437 of 1559

June 1: Nomura; Neutral - TP: 135p

midknight - 02 Jun 2015 10:13 - 1438 of 1559

June 2: Berenberg: Hold - TP: 130p

midknight - 02 Jun 2015 10:14 - 1439 of 1559

June 2: Berenberg: Hold - TP: 130p

midknight - 05 Jun 2015 12:07 - 1440 of 1559

June 5; Panmure Gordon reiterates: Buy - TP: 188p retained.

midknight - 11 Jun 2015 11:31 - 1441 of 1559

June 10: Credit Suisse reiteration: Outperform - TP: 180p

midknight - 15 Jun 2015 09:55 - 1442 of 1559


Thomas Cook and Fosun Announce Joint Venture

mentor - 17 Jun 2015 09:40 - 1443 of 1559

Is she ready to move higher?

mentor - 17 Jun 2015 10:21 - 1444 of 1559

Got some at 140.60p

Looks like is ready for the bounce but the market is not just ready yet

midknight - 17 Jun 2015 10:27 - 1445 of 1559

mentor; the first chart you posted today, now removed, was also good.
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