Hints and tips:
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...According to the Office for National Statistics, UK clothing stores saw demand fall by almost 5 per cent in June, and household goods stores fared little better....
...Glaring value? The bulls will point to a P/B below 1, FY21e EV/EBITDA of 4x and EFCF Yield of 8% as evidence of clear value....
...We do not think that management would have referred to “strong cash conversion” and emphasized delivering if the beat in the P&L were not flowing through well to cashflow, so we believe that the commentary...
...However, the outlook is uncertain, rising one-offs make P&L valuations less relevant and cash conversion is declining. In addition, top management changes add another layer of complexity....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...Conditions are virtually impossible both on the high street (where c200 post office stores remain open), and in travel (all stores of which are essentially shuttered, apart from the hospital outlets (which...
...There’s little agreement on how high the S&P 500 will go before correcting again....
...through the P&L....
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...If we assume that ISM ends the year at 50 and spreads fall marginally, then S&P 500 fair value is 2,700....
...As mentioned before, most have made the decision to take research on to their P&L. In other words, it has become a cost item....
...Company commentary supports our view of limited direct impact to P&C : Hannover Re: noted a potential €200m loss across P&C and L&H; Munich Re: noted a €500m loss should all the events it covers for communicable...
...After initially closing stores through 3/27, US Apple stores are now closed ‘indefinitely’....
...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....
...ARTICLE II DECLARATION OF COMMITMENT 2....
...Apparently so, if the returns of the Ave Maria Catholic Values fund are anything to go by....
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