Hints and tips:
...In December, fewer than 80,000 e-scooters were sold....
...Ferragamo stretch cady waistcoat, £1,085. Charvet silk pocket scarf, €80. Chanel metal and strass necklace, £1,185....
...True innovation does both but requires brave and imaginative leaders who see the world from a distinct vantage, and in as many dimensions as Dyson does....
...1.7mn ounces this year....
...We have reached the final scene of Shakespeare’s Henry V....
...“What you’re seeing is an expectation of a V-shaped recovery and that may prove to be too optimistic.”...
...Just 30% expect a V shaped recovery in the stock market....
...Within an infected individual “it takes time to build up B- and T-cell division and antibody production”, says Prof Altmann....
... Focus #1: UK Trends — UK revenues of £80.5m were down 11% YoY, although they were running at flat YoY up to the end of February, before falling in March/April....
...Upstream oil and gas production is expected to reduce from 2.6mboe/d in 2019 to around 1.5mboe/d (a far more significant cut vs JPMe 2.5mboe/d); and refining throughput is expected to fall from 1.7mb/d in...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...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....
...Restructuring plans involve reducing mid-term production capacity....
...These form the majority of the group’s 2020E EBITDA (+70%) and group NAV (+80%). The re-start is slightly later than we had envisaged....
...Takeout speculation does add the icing on the cake for our investment case. Buy confirmed....
...WPP will also reduce is planned capex from £400m to v£300m....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...economy since January might well be followed by a second-quarter rebound — the much vaunted “V-shaped recovery”....
...In the third quarter of this year another 1.7m Americans ditched their traditional television packages from providers AT&T, Comcast, Charter and Verizon....
...Our economics team highlights that, 8 weeks post lockdown in China, industrial production resumed to roughly 80% of normal levels, but consumption continues to lag. • Updates may or may not follow....
...These higher costs, combined with the potential for a slower demand ramp, could cause CCL to underperform RCL and NCLH once the industry does recover....
...We arrive at favourable answers for all four: we expect a V-shaped recovery. Even if 2020 is down €-5b, 2021 will be up by €+8b....
...Let’s hope that it does not happen!...
...“So often we ask ourselves, what does a designed ‘thing’ do, and how does it affect us?” says the show’s curator, Brendan Cormier....
...Mr Hou estimates this will apply to 100 per cent of smartphones and around 80 per cent of telecoms infrastructure equipment ....
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