Hints and tips:
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...Ad agency M&C Saatchi’s up for some reason, having said it’ll publish its December year end results in July on completion of an audit. Then follows a strategy review to be presented in September....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...The GEAR strategy had net outflows of £6.2bn in 2019, however the future drag should be limited as remaining GEAR AUM is c£1bn....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...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...
...Q4 2019 u/l PBT beat “rebased” consensus expectations by £111m (13%), though the outlook statement is somewhat sobering. ......
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...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....
...As our economists have explained, on a sequential quarter-on-quarter annualised basis their US forecast shows -34% in Q2, +19% in Q3 and +12% in Q4, which looks rather V-shaped....
...Will Wallis at Numis can give us the detail of the strategy review: We summarise the outcome as a focus on self-help, requiring upfront P&L investment....
...non-contracted commercial and c.10% product sales....
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
...Containment of the number of new cases has been impressive in mainland China, and we now expect a V-shaped recovery from the second quarter onwards there....
...Cambridge Education Group CarnaudMetalbox Engineering Carradice of Nelson Catalytic Technologies Caterpillar (UK) Centek Chinook Sciences Clarke Energy ClimateCare Oxford Concrete Canvas Contra...
...EUROPEAN COMMISSION TO RUSSIA C O N F I D E N T I A L SECTION 01 OF 02 MOSCOW 000474 SIPDIS E.O. 12958: DECL: 02/25/2019 TAGS: PREL, EU, RS SUBJECT: EUROPEAN COMMISSION TO RUSSIA REF: MOSCOW 365 Classified...
...And this is the first time the 2°C target has been adopted in a major international forum. Why is 2°C so important?...
...Most likely is that it is simply impossible to tell whether it is going to be V-shaped, L-shaped, or some other form....
...A B C D E F G H I J K L M N O P Q R S T U V W X Y Z6. The alphabet is here to help you with these questions....
...The Government will lead the process of developing and implementing an economic recovery strategy and plan....
...Mobilizing Minds: Creating Wealth from Talent in the 21st Century Organization By Lowell L. Bryan and Claudia L....
...A Hundred Highways: American V Johnny Cash Lost Highway Cash’s final album, made in the months between June Carter Cash’s death and his own, is a fitting epitaph....
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