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InterviewFashion
Diesel’s Glenn Martens: ‘It’s about pleasing myself to please the world’
...Shirts frequently come with more than one layer of collar and multiple sets of buttons, and trousers with a wide V-shaped opening at the front, with a tied fastening, creating an effect that is elongating...
February 23, 2022
Equities
Markets Now - Wednesday 15th July 2020
...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....
July 15, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Markets Now - Thursday 4th June 2020
...L’Oreal’s been downgraded at Credit Suisse. Stock priced for a V-shaped recovery that’s looking increasingly unlikely, they say: Downgrade to Underperform (from Neutral)....
June 4, 2020
Equities
Markets Now - Tuesday 30th June 2020
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
June 30, 2020
Equities
Markets Now - Monday 13th July 2020
...L&G and its UK life peers were broadly allowed to pay dividends at FY19. Further, the UK regulator’s recent stress tests commentary suggest limited risk for life companies....
July 13, 2020
Equities
Markets Now - Wednesday 2nd September
...at the ‘C-suite’....
September 2, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Thursday 9th April 2020
...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...
April 9, 2020
Equities
Markets Now - Thursday 25th June 2020
...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. .....
June 25, 2020
Equities
Markets Now - Monday 6th April 2020
...fine payment c.£140mn)....
April 6, 2020
Equities
Markets Now - Thursday 7th May 2020
...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...
May 7, 2020
Equities
Markets not live, Friday 14th February 2020
...Q4 2019 u/l PBT beat “rebased” consensus expectations by £111m (13%), though the outlook statement is somewhat sobering. ......
February 14, 2020
Equities
Markets Now - Wednesday 18th March 2020
...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....
March 18, 2020
Equities
Markets Now - Wednesday 15th April 2020
...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...
April 15, 2020
Equities
Markets Now - Tuesday 5th May 2020
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
May 5, 2020
Equities
Markets not live, Tuesday 4th February 2020
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
February 4, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Equities
Markets not live, Monday 10 February 2020
...Shot: NMC Health plc (“NMC” or the “Company”) notes the recent media speculation and confirms that it has received highly preliminary approaches from Kohlberg Kravis Roberts & Co. L.P....
February 10, 2020
Equities
Markets Now - Wednesday 29th April 2020
...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....
April 29, 2020
Equities
Markets Now - Wednesday 25th March 2020
...non-contracted commercial and c.10% product sales....
March 25, 2020
Equities
Markets not live, Friday 17th January 2020
...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....
January 17, 2020
Equities
Markets Now - Friday 27th March 2020
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
March 27, 2020
FT SeriesThe entire economy is Fyre Festival
The UK's used car write-off conundrum
...According to Auto Express, 97 per cent of the 203 authorised motor insurance companies use the Motor Insurance Anti Fraud & Theft Register (MIAFTR) to do this....
March 20, 2019
Equities
Markets now, Friday 6th March 2020
...From what we see,the company’s current approach to fixed-cost allocation is completely appropriate, but the effects are magnified by effectively being a one-product company....
March 6, 2020
Due Diligence
US states give T-Mobile/Sprint merger a frosty reception Premium content
...DD’s Indap v NYU’s Damodaran: Is stock compensation good or bad?...
June 12, 2019
fastFTMatthew Vincent
Opening Quote: Kingfisher’s half-finished DIY job
...Open company results announcement on computer. Highlight top three paragraphs and “outlook” section. Press Ctrl+C. Press Crtl+V. Add share-price forecast: “Market perform”....
September 19, 2018
Due Diligence
David Einhorn caught in the Hexagon Premium content
...Carson Block, of Muddy Waters, last week announced at a conference that he was betting against a Hong Kong-listed company — only to watch its shares soar 17 per cent after its management defended itself...
June 15, 2017

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