Hints and tips:
...Pamplona has appointed Jefferies to advise it on how to cut its ties to LetterOne....
...“This was a change in tone”, said Jefferies analyst Andrew Uerkwitz who studies the company....
...Claer Barrett is the FT’s consumer editor, and a financial commentator on Eddie Mair’s LBC drive-time show, on weekdays between 4-7pm: claer.barrett@ft.com; Twitter @Claerb; Instagram @Claerb...
...Reporting by Emma Agyemang, Claer Barrett, Josephine Cumbo and James Pickford...
...Claer Barrett is the editor of FT Money. Email: claer.barrett@ft.com; Twitter: @Claerb...
...But smaller companies “have yet to hear the message, or at least embrace it”, Barrett added....
...Anthony Codling, analyst at Jefferies, said “Our take is that if land is more readily available, housebuilders will shorten their land banks, and we would therefore expect enhanced cash returns in the medium...
...Podcast: FT Money editor Claer Barrett on investing in pharmaceutical giant Astra Zeneca...
...Claer Barrett is the editor of FT Money; claer.barrett@ft.com; Twitter: @Claerb...
...Reporting by Claer Barrett, Aime Williams, Vanessa Houlder, Lucy Warwick-Ching, James Pickford and Josephine Cumbo...
...However Anthony Codling, analyst at investment bank Jefferies, questioned whether an overall increase in social housing stock would result....
...Johnathan Barrett, analyst at N+1 Singer, agreed that film is not ITV’s “natural territory”....
...David Reynolds, equities analyst at Jefferies, said he had “two key takeaways” from the results, stating that as order growth “remains robust” consensus figures about 2015 annual revenues were likely to...
.... . and a desire to re-internationalise Kraft “Although the 2012 demerger refocused Kraft on the US market, a critique of Heinz was that it was too US-centric,” says Martin Deboo, consumer analyst at Jefferies...
...Analysts at Jefferies said that by 2018, Shell could be pumping more oil and gas than ExxonMobil, making it the world’s largest non-state oil company by output....
...“Whilst the delivery offer was tweaked, AO didn’t drop the ball and customer satisfaction levels were reported as remaining high,” said David Reynolds, analyst at Jefferies....
...Mike Prew, property analyst with Jefferies, agreed that the “conventional supermarket format is facing a demographic crisis”....
...Martin Deboo, analyst at Jefferies, said: “Looking ahead, the £50m US costs shouldn’t recur in 2016 but the evidence of increased price pressure on Sucralose is not helpful and a probable downside to the...
...David Reynolds, an analyst at Jefferies, said global advertising companies such as WPP faced a threefold threat from the rise of digital media: greater price transparency, a lower value proposition, and...
...James Grzinic, equity analyst at Jefferies: “Our colleagues on the manufacturing side believe that [Mr Lewis] was key in turning around an ailing Unilever UK business....
...But how workable some of the proposals are is questionable and that message isn’t necessarily being heard so far in the legislative process,” said Paula Barrett, data regulation expert at global law firm...
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