Hints and tips:
...With inflation set to fall back to rate-setters’ 2 per cent targets slowly and borrowing costs likely to remain higher for longer than initially anticipated by lenders and borrowers alike, an increasing...
...OSB’s specialisations include subprime borrowers and buy-to-let landlords. Both groups are vulnerable at present....
...Economic life depends on creditors believing that borrowers will pay interest on loans and return principal when it is due....
...Borrowers under pressure Of course, the Conservative government is not popular and the UK is facing a series of linked crises....
...Now the waterfront — which forms part of Liverpool Waters, Peel L&P’s £5bn, 30-year project to transform the city’s northern docks — is taking on a new life itself....
...Stricter lending standards post-SVB deprive commercial property borrowers of reasonably priced credit, crimping their margins and pushing up defaults....
...Interest rates for risky borrowers have soared....
...H: Commerzbank, L: Coinbase What was the name of the New Jersey deli that was at one point worth $100m?...
...“Their P&L tend to be more stable than now in the past,” he added....
...“Supply chain may be something where Barry needs support, but the fiscal side of things, what does the P&L actually look like? Barry is as good as they come.”...
...like Lancôme and L’Oréal Paris....
...In November 2020, MSCI downgraded P&G’s ESG rating to A from AA. Peltz started on the company’s board in 2018....
...(Patrick Temple-West) UK companies fail to comply with Modern Slavery Act 2015 Under the UK Modern Slavery Act 2015, companies that have an annual turnover of at least £36m before taxes are required to...
...S&P, regulators are rushing to take action to ensure stability and that lenders are not left in need of a state bailout....
...The previous record net outflow was set in December 2015 with $5.1bn of cash withdrawals....
...The shares trade on 2.5x 2022 P/E, 4.2x EV/EBITDA....
...Homeowners having more time with events/holidays being cancelled, 2. More household cash and 3. Increased focus on the home, reversing some L-T adverse trends....
...If we assume that ISM ends the year at 50 and spreads fall marginally, then S&P 500 fair value is 2,700....
...With the exception of late-2018 and the China growth scare of 2015 into 2016, the S&P has rebounded in good fashion after breaking the 200-day MA in recent years....
...S&P on Tuesday placed both Hertz (rated B+) and Avis (rated BB) on credit watch negative....
...FY19 results last week also indicated that 2H19 saw a – frankly – VAST uptick in NGP investment through the P&L. BAT invested an incremental £700m+ in NGPs in 2019, of which ~£600m came in 2H19....
...The division caters to professional salons and is expected to generate $2.7bn in revenue this year....
...Stay U/P SM; valuation still too rich. ......
...Revenue has stagnated, and the shares have halved since the P&G deal was announced in mid-2015. Before Monday’s announcement Coty had already taken a $965m writedown on the deal....
...In 2015, its in-house perfumer Oliver Polge created Misia for the Les Exclusifs fragrance collection....
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