The 2015 All-Europe Research Team: Leisure & Hotels, No. 3: Simon Larkin, Nicholas Thomas & team
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

The 2015 All-Europe Research Team: Leisure & Hotels, No. 3: Simon Larkin, Nicholas Thomas & team

2015-03-tom-johnson-all-europe-research-team-simon-larkin-small.jpg

It’s two straight years in the No. 3 spot on this list for Bank of America Merrill Lynch, whose team is now co-captained by Simon Larkin, 42, and Nicholas Thomas, 40.

< The 2015 All-Europe Research Team

2015-03-tom-johnson-all-europe-research-team-simon-larkin.jpg

2015-03-tom-johnson-all-europe-research-team-nicholas-thomas.jpg

Simon Larkin, Nicholas Thomas & team

Bank of America Merrill Lynch

First-place appearances: 1


Total appearances: 21


Team debut: 1991


It’s two straight years in the No. 3 spot on this list for Bank of America Merrill Lynch, whose team is now co-captained by Simon Larkin, 42, and Nicholas Thomas, 40. The leaders have jointly covered European leisure names for years, having moved together from Royal Bank of Scotland to Nomura International in July 2009 then to BofA Merrill in September 2011. They previously tracked the sector at ABN Amro. Their London-based crew monitors 20 stocks, and among its current favorites is Carnival Corp. The British-American cruise ship giant earned an upgrade from neutral to buy in August because the analysts believed that new CEO Arnold Donald, who had been on the job some 13 months, would help drive revenue and cost synergy between the company’s brands. So far, so good. By the end of last month, the U.S.-listed stock had jumped 22.8 percent, to $43.96. “Simon demonstrates great knowledge in the areas he covers and does industry comparisons extensively,” lauds one client. Newcomer Thomas holds a bachelor of science degree in business and management studies from England’s University of Bradford.



Gift this article