Hints and tips:
...Our current FY21E estimates effectively assume flat admissions versus FY19 (which were 14% below FY18 in the USA)....
...Campari will be hard hit by COVID-19 due to high On Trade exposure, especially in core markets of Italy and the USA....
...Elsewhere in sellside, Morgan Stanley has a very belated downgrade of Hurricane Energy as part of a big E&P sector thing....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Melanie Baker and Jacob Nell, UK economists, Morgan Stanley We expect growth to halve from 2 per cent in 2016 to 1 per cent in 2017 in a “slowburn slowdown”....
...Masterpieces of Chinese Painting: 700-1900, edited by Zhang Hongxing, V&A Publishing, RRP£40/$60 The world’s oldest painting tradition explored in the glorious catalogue to the V&A’s current, once-in-a-lifetime...
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