UPDATE: M&S/ABF

• Next called down 3-5%
• Poor numbers but we knew about Q3
• The Q4 cut is a surprise.Should weigh on MKS and ABF this morning

 

 

Tue, 28 Oct 2014 13:47

Short trading call

 

• SHORT MKS and ABF into NEXT numbers tomorrow
• Weather related  warning is coming tomorrow from Next, has been far too warm in the UK