Hints and tips:
...And then, of course, they have all the important connective moments covered – from knowing your drink to getting the shoe-repair guy on 64th and Lexington to stay late to fix your broken heel....
...These trends do not favour M&S or Primark. We reduce our sales growth to -7.5% yoy in CY20 (from +0.4%), with a recovery to +5.9% yoy in CY21 (from +3.4%)....
...s a slight positive)....
...We also think that the strong sales in kitchen appliances, office appliances, TVs and Gaming is due to demand brought forward from later this year and so there is likely a hangover to come....
...We estimate Whitbread's annual rates bill is c.£120m, equivalent to c.35% of FY20e PBT (Feb YE). Mitchells & Butlers' rates bill is also around c.£100m, c.50% of FY19 PBT (Sep YE)....
...FY 2019 FCF was £(61)m vs. consensus at £(74)m (JPMe more optimistic at broadly neutral). Net debt to EBITDA was 2.0x in 2019 (JPMe 1.7x)....
...Boxfresh International BPR Medical (I) Bridge of Weir Leather Company Brinker Technology Bryson Charitable Group (S) Hugh Burnett (E) C C....
...THE MARCH by E.L....
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