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Showing results for Cain v. Crestwood Capital Management, L.P.
...Cost savings are a sign of responsible and prudent management, but not essential in driving the stock And RBC Capital Markets: Management has made good progress so far building the foundation to revitalise...
...Alicia Levine, chief strategist at BNY Mellon Investment Management in New York, notes that the five largest tech stocks in the S&P 500 outperformed the rest of the index by 31 per cent in the first five...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...The company has cut A&P spending, deferred some capex and is tightly managing working capital. ......
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...We concede the end FY20 outcome must depend heavily on future working capital management.... We figure the share price sees a threat to Rolls-Royce’s existence....
...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. .....
...We downgrade EPS by almost 20% Shore Capital’s downgraded International Personal Finance. Valuation....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...Based on company commentary so far, we still believe potential COVID-19 claims (including BI) are a manageable P&L event for the sector, although the devil will be in the detail when it comes to BI policy...
...Rose retains the end-FY21 c.14% CET1 capital ratio target (which might disappoint in the context of capital return expectations) but moves to a medium to longterm target of 13-14% (which will be taken a...
...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....
...The mitigating options include holding back capex ($160-170M slated for $2020), theatre staff reductions, working capital management, etc....
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...L, until the final CMA decision, expected on 11 May....
...The advisors to Caesars Entertainment and its affiliates included Centerview Partners, Duff & Phelps, Evercore Partners, Lazard Freres & Co., Perella Weinberg Partners L.P., Paul, Weiss, Rifkind, Wharton...
...a ‘U’ or ‘V’ shaped recovery,” said Jane Foley, senior currency strategist at Rabobank....
...The Edam Acquisition consortium, comprising Goldman Sachs Capital Partners, Mediacinco Cartera SL, Cyrte Fund II B.V. and VI, L.P., acquired control of 99.7% of Endemol Investment Holding BV from Telefonica...
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...“Everyone is trying to give a letter in the alphabet to describe what sort of shape the recovery is going to be: U-shaped, V-shaped, W-shaped or L-shaped,” says Sean O’Flanagan, a portfolio manager with...
...But neither is fully capital protected, so they require a clear head....
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