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...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...During his first investor call as chief executive in November, Wu pitched the cloud business as the group’s future growth driver, pledging to invest in artificial intelligence to bolster its core ecommerce...
...(c) 1 LOB (“Services”) = almost all of Citi’s market cap....
...But then you notice the discreet pedestals at each end of the installation, created by Los Angeles based PlayLab, Inc. Each showcases four “historiated sculptures” encased in glass....
...That’s undoubtedly part of the W appeal. The C$45 High Park arrives inside a glass terrarium with real plants....
...the L&G Future World ESG Developed Index or, as a more conservative option, the BNY Mellon Sustainable Real Return fund, which avoids companies incompatible with the aim of limiting global warming to 2°C....
...That doesn’t mean allowing the driver to play Fortnite, but much sharper renderings, richer colours and new 3D animations are promised for the Driver Information Module, one of the displays inside the cabin...
...Back of the envelope calculations suggest Adobe is paying c. 12 per cent of market cap for an additional 3 per cent of ARR....
...A version of this article was first published by Nikkei Asia on December 7 2022. ©2022 Nikkei Inc....
...China’s autonomous vehicle companies are hot on the (w)heels of American counterparts, but they are still reliant on technology imported from the other side of the Pacific....
...Its founder, Paul Singer, was caricatured on Samsung C&T’s website as a bespectacled vulture....
...She’d given him a chance, despite his C$10,000-per-month fee, because, as she told me, he had public relations and TV experience as well as a Harvard degree....
...The digital edition of W&W Geneva starts today and runs until April 13, while W&W Shanghai will be open to the trade and public “in person” from April 14....
...We view this as sustainable given its diverse range of growth drivers, namely; (i) China driven by premiumisation but also local brands, (ii) further mix improvement in W Europe, and (iii) stabilisation...
...In sellside, Spirent goes to “add” at Numis, target 265p: 5G is a major driver of value for all of SPT's three business units....
...COVID-19, however, will impact both economic drivers....
...A version of this article was first published by Nikkei Asia on July 28 2021. ©2021 Nikkei Inc....
...Well, w e think that w e already assume that quite a lot of things will! Impairments rose by 75% YoY to £0.7bn in 2019 and w e continue to model a further 300% YoY increase to £2.8bn in 2020e....
...I mean, from the customers you're talking to, are they concerned that China Inc, as it were, has cornered the market for battery materials?...
...Our review of NG regulated US business (c.45% of group asset base) suggests that underlying drivers of growth (ageing infrastructure; clean energy initiatives) remain attractive despite Covid-19....
...Best placed if the recovery is W shaped: Hays' average cons FY20/21e EPS are cut by c.70% YTD vs. 35-60% downgrades for others. We see limited downside even if the recovery is W shaped....
...[W]e think that, even considering the liquidity of the stabilization package, shares do not reflect the impact of Covid-19....
...MSCI’s ESG team had downgraded the company to triple-C more than a year earlier....
...[W]e think that the news . . . is a step towards abating concern around: 1) Cash generation: we expect this to improve in coming years "one-off" cash items (eg....
...FY20 consensus sales & EBITA have come down by c. £160m & £30m respectively. That implies an H2 sales decline of c.20% and a drop-through margin on lost sales of c.19%....
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