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...Although Mitsui Fudosan is the largest Japanese property group by value, it has, at 6.91 per cent, the lowest return on equity among peers such as Mitsubishi Estate and Sumitomo Realty....
...The disposals flattered 2023’s results but have raised questions over future sources of growth....
...F1’s operating profit increased by 64 per cent to $392mn in 2023 from a year earlier, as revenues surged to $3.2bn from $2.5bn. Dorna’s revenues totalled €483mn in 2023....
...“Potential unlawful co-ordination appears throughout Climate Action 100+’s documents,” the attorneys-general said last year....
...The price-to-book ratio of companies listed on South Korea’s flagship Kospi index is 0.91, significantly lower than the Nikkei 225’s 2.01....
...Ratcliffe’’s proposal values United at $33 a share. The A shares closed at less than $20 each on Friday....
...The foray into asset management is a first for Seoul-based LG....
...US hedge fund Elliott Management has been buying the bonds of troubled British utility company Thames Water, in a bet that markets have grown too pessimistic over the size of losses that investors may have...
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...) big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
...“They don’t trust our management in terms of financial discipline or investment policy,” he said about S&P....
...The heroic Lukas B Brændsrød partnered superbly, suspending Cuthbertson aloft like an angel peeling away from a Pozzo ceiling....
...In many cases the contracts were signed “years ago, back when managements had no inkling that inflation was set to come back with a vengeance”, he added....
...Peter Keith, an analyst at Piper Sandler, told me that he has confidence in the new management team, but the risk is that the timing of turnarounds is inherently uncertain....
...Weakest links pertain to companies rated “B minus” and lower with negative outlooks....
...“Our view is that for reasonably high-quality businesses, there will be interesting ways to access capital,” said Ed Testerman, partner at investment management firm King Street Capital....
...Management reaching record highs, according to Wind....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...Among large ETFs in Europe with similar exposure, the Invesco S&P 500 Ucits ETF, which has $18.5bn in assets under management, has a TER of 0.05 per cent....
...The stock had risen 27 per cent over the past five years to Tuesday, compared with a 64 per cent rise in the S&P 500 oil refining and marketing index over the same period....
...“We put on about S$30bn in that period of time just to lock in rates to protect us from a declining interest rate environment.”...
...For example: “In my view, [public markets aren’t] differentiating enough between office Reits that hold B-tier assets and office Reits that hold A-tier assets.”...
...The S&P 500 is not yet quite as expensive as it was in the zero-rate, fiscal bonanza, everyone-has-loads-of-cash glory days of 2021. But it is getting closer....
...Traders are marking a riskier £250mn “class B” bond at little over 60 pence in the pound....
...Digital Realty this week lowered its full-year earnings guidance after a sharp drop in the amount of space leased to large tech companies in the Americas....
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