Hints and tips:
...This summer, L’Oréal’s venture capital arm Bold invested in the start-up Debut, which specialises in “cell-free” ingredient manufacturing, leading a $34mn series-B round of funding....
...Faemina from £4,570, faema.com Rhodri Marsden The e-bike converter My Dutch-style town bike hadn’t been ridden for about three years, but having transformed it into an e-bike using the Swytch kit (essentially...
...’s Great Mass in C Minor will be performed on April 5-6 and May 26 respectively....
...; community.samuel-ross.com B is for BoghossianThe sixth-generation jeweller first established its foundation to aid the rebuilding of Armenia after an earthquake in 1988....
...Dall-E is spelled D-A-L-L dash E. It’s a portmanteau of Wall-E, the Pixar robot, and Salvador Dali. And this software is part of a new trend in digital technology called AI-generated art....
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...For a flavour ban bill to become law, we will need (a) a Democratic sweep, (b) change to the filibuster process in the Senate, and (c)tobacco to be a high priority for Democrats, which it currently isn’t...
...Weighing in at ~7,000 words and with 84 references, G4S’s Wiki “controversies surrounding . . .” rap sheet is longer than the ones for the Legion of Christ and Grand Theft Auto V, though not quite as long...
...A 5G network can have a non-standalone core (i.e. 5G technology layered onto a pre-existing 4G core) or a standalone (5G only) core....
...at the ‘C-suite’....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...Our top picks remain Reckitt, Nestlé and Swedish Match (all rated Overweight)....
...Next currently trades at c.10.5x FY20 P/E but doesn’t offer its usual strong cash returns currently....
...B.R. Shetty, H.E. Mr Saeed Mohamed Butti Mohamed Khalfan Al Qebaisi and Mr Khaleefa Butti Omair Yousif Ahmed Al Muhairi have been incorrectly reported historically to the Company and the market....
...P/E, a c.30% premium to the sector (incl. ASOS and boohoo). JD Sports’s shares have declined c.50% in the last few months, and we see this as an entry point to one of the finest UK retail stocks....
...However, we think Primark UK is showing signs of maturity, with tougher comps near term, and Primark's lack of a transactional e-com offer is likely to constrain its long-term profit pool and implied multiple...
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...We believe oil use is now down 8m b/d, coffee down c.10% and even gold sales to EM CBs are down....
...We believe risk is pronounced despite trading on 2.3x CY21 P/E. We downgrade to Underperform with c.18% downside. Morgan Sindall (Buy; PT 1,550p)....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...B is for blown — as in, “I've blown all my money”. C is for centralisation — which is always going to be quicker and cheaper than blockchain....
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