Hints and tips:
...struggles with a slow recovery from the coronavirus pandemic and a customer exodus to streaming platforms....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...Two other shareholders pushing for the official committee, Kevin Barnes and Adam Gui, are distressed-debt investors who worked together as shareholders in the recent bankruptcies of Latam Airlines and the...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...Should the listing get done, a juicy windfall awaits Elliott Management and Monarch Alternative Capital, the ace hedge funds that are Claire’s largest shareholders today....
...‘Perfect scenario’ Those look like V-shaped projections, Andrew Glenn thought to himself....
...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
...“This is not going to be a V-shaped recovery from here given the many months [or] years it will take for full repair, but it feels good now.”...
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...One top 10 shareholder in Saga said the financial hit was “a shock and very disappointing — there won’t be a V-shaped recovery, it is a resetting to a lower level”....
...Earlier, HSBC initiated its coverage of the group with a ‘buy’ – arguing that it is the “recovery/ value play” in the sector, trading at a near 50 per cent discount to its rivals....
...The active management of legacy fleet costs is a really big thing....
...“Management’s top priority should be capitalising on this lead to lock up as many large platforms as it can, without sacrificing pricing and margins.”...
...Commenting on the broader market, Jim Paulsen, chief investment strategist at Wells Capital Management, said: “The greatest gift bequeathed to investors in this recovery cycle has been a monumental ‘wall...
...These include UK/Prussia v France at Waterloo in 1815, UK/France v Germany between 1914 and 1918 and France/Germany v UK in Brussels ever since 1973....
...“The V-shaped recovery in corporate profits seems to be at an end,” warned Barry Knapp, chief US equity strategist at Barclays Capital....
...The government’s Investment Corporation of Dubai and Brookfield Asset Management will both inject seed funding of $100m into the fund, which will be capped at $1bn....
...“Nonetheless, the recovery is expected to be slow and tentative,” the group warned on Wednesday....
..., making it difficult to participate in the recovery.”...
...Mr Obama’s administration predicted a V-shaped recovery, based on the historical experience of the 1970s and 1980s. Not this time....
...of its push to increase farm production - Carl Icahn seeks directorships for himself and 10 others as part of his attempts to take over Clorox - Liberty Media will pay $204m for a 16.6 per cent stake in Barnes...
...Rival Barnes & Noble also fell, down 1.3 per cent to $14.15. There had been speculation that Borders could make a bid for Barnes & Noble....
...In deal news, Barnes & Noble added 5.9 per cent to $15.56 after it was reported that the retailer was likely to be sold for a minimum of $20 per share....
...The Institute of Supply Management’s non-manufacturing index rose from 53.8 to 54.3 last month, surprising economists who predicted a decline to 53....
International Edition