Hints and tips:
...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...
...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...
...If we assume business rates are paid broadly in line with sales, this would imply MRW pays c.£300mn on stores and £340mn overall, 7% and 8% of market cap....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...The shares currently trade on a 2020E PE multiple of c.17 times and an EV:Sales multiple of c.0.92 times in the context of Group margins of c.7.6%....
...to pay 80% of salaries for furloughed workers; 3) allowing companies to defer quarterly VAT payments for 12 months; and 4) putting in place a £350bn business interruption interest free loan scheme, while...
...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....
...This time, however, economists talk about a U-shaped or even an L-shaped scenario due to the debt burden on the banks....
...Go: Three London-based employees at the center of J.P....
...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...
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...we will recover from this; I don’t know whether the road is an L recovery, a W recovery, a V recovery, a W-W recovery or will recover....
...(c) to establish a National Economic Council, composed of representatives of the Parties and of the following sectors: (i) Manufacturing (ii) Agriculture (iii) Mining (iv) Tourism (v) Commerce (vi)...
...Mobilizing Minds: Creating Wealth from Talent in the 21st Century Organization By Lowell L. Bryan and Claudia L....
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