Hints and tips:
...“A sub-$10,000 BYD Seagull domestically is a clarion call.” He told the FT that Tesla “is acknowledging the reality of the challenge of Chinese pricing”....
...His Berkshire Hathaway B class shares, at $420, offer a relatively cheaper entry....
...We’ve summarised the nine-page judgment (h/t Katie Martin), which can be read in full here....
...The TSE’s ambitions are not just meant for the worst-run Japanese companies, those with a sub-1 price/book ratio....
...One group sang to the tune of YMCA, “H-S-B-C, get your money out of H-S-B-C . . . they’re selling greenwashing lies . . . investors complicit up to their eyes”....
...I love the painting “Party Frocks” by Arthur B Timothy, a Ghanaian-born and London-based architect and painter, whose work often draws on memories from his years growing up in Ghana, Sierra Leone and the...
...100 per cent efficacy in South Africa, where B.1351 was prevalent, the companies said....
...This single line of sub-Vogon poetry encapsulates how bankers can be relied upon to deliver shit advice in the most ugly way possible....
...“When they did those deals, they did not anticipate ESPN would go from 95m subs to 80m,” said a former senior Disney executive....
...I mean, from the customers you're talking to, are they concerned that China Inc, as it were, has cornered the market for battery materials?...
...Yet MSCI’s rating for the social media platform has hovered in the “average” range, fluctuating between double-B and triple-B....
...Its most recent instalment, co-created with Formula One champion Lewis Hamilton and American R&B singer Gabriella Wilson, aka H.E.R., was released at London Fashion Week earlier this month....
...I think that B assets are getting priced like A assets and A assets are getting priced like A+ assets,” he says....
...Over the same period the share of deals rated single-B minus has risen only slightly, from 10 per cent to 14 per cent....
...Faster Value Shift in a tough economic outlook should continue to squeeze M&S and benefit B&M, our top value play with no obvious ESG issues....
...Clothing: very poor – The Clothing and Home (C&H) performance is disappointing, even if online sales growth is better than usual....
..., and food footfall may help C&H sales as stores re-open....
...We believe oil use is now down 8m b/d, coffee down c.10% and even gold sales to EM CBs are down....
...rating from BB- to B+ since 2012, with downgrades outnumbering upgrades by three to one over the period....
...As noted by the International Energy Agency, non-Opec supply will accelerate from 1.9m barrels a day to 2.3m b/d next year. The other side of the coin is weaker growth sapping demand....
...Deleverage was sizeable, with net debt falling to £1.2bn (inc deeply subordinated bonds, pre IFRS16), or down £343m YoY....
...The most disconcerting aspect of the Brexit process remains the absence of what George H.W....
...Related Links: Europe’s stock bulls may need to pin hopes on ECB - FT Buys stocks, the ECB has your back - FT Alphaville B b b b b b b boom!...
...Analysts with rating agency S&P Global last week upgraded their view of Netflix, lifting their rating one notch to double B minus....
...And finally, one deal Oaktree directly benefited from:Company H is a good, growing company that we were ready to exit, and our bankers sent out 100 “teasers.”...
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