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Showing results for The CIT Group/Sales Financing, Inc v. The M/V 4 Sale et al
...Ultimately, Raine whittled it down to a Qatari group led by Sheikh Jassim bin Hamad al-Thani and Monaco-based British billionaire Ratcliffe....
.... 4....
...Going forward, the federal government has ordered that only Euro-V standard fuels can be imported. Elsewhere, banks have announced policies to end financing for coal-powered plants....
...On our analysis in this note, relative to peers we regard H&M’s current lower online basket size as a headwind to profitable online sales, limiting group EBIT margin upside....
...Service Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...We forecast the US and RoW to make up 57% of the group’s sales by FY25....
...Recent medical literature suggests that severe manifestations of COVID19 may be due to tissue damage caused by severe immune dysregulation (Li H, et al; The Lancet; April 2020)....
...Kering’s organic sales fell 16.4% in 1Q, close to the c.-15% guidance provided by the group on 20 March (although the reported number points to deterioration at the end of the quarter) and to the low end...
...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%)....
...Xerox wants to give HP’s board its walking papers We’re all guilty of overusing the David v Goliath trope but in the case of Xerox and HP, it really does apply....
...We think valuation already largely reflects a strong v-shaped recovery and so we adopt a more cautious stance on the shares. Sales densities likely to be lower in high traffic locations....
...Much further down the market, there’s M&AAA....
...Over we think that two thirds of Group sales are positively geared to COVID-19, with only 15% negatively We are more worried by supply-side risk, given that around 90% of Group profits arise from 4 corn...
...Management’s aiming for another £300m of sale and lease backs on top of the £300m already done, which add to £1.4bn of debt financing and another £1bn of cash reserves....
...Also positive, the group has reduced capital spending by €1.2 billion, with most of the remaining €3.0 billion covered by committed and agreed financing....
...We would expect that the closure of ~25% of annual group sales for an unknown length of time to weigh heavily on the shares....
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
...On Tuesday South Africa’s Naspers launched a £4.9bn hostile takeover bid for the UK’s Just Eat....
...4 per cent....
...While the deal was several times subscribed when banks — led by JPMorgan — sewed up the financing, the bonds have slipped in value in secondary trading....
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
...CDL v Millennium hotels: Singapore stand-off A simple question sits at the heart of a battle between one of Singapore’s richest men Kwek Leng Beng and a group of investors in UK-listed Millennium & Copthorne...
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