Hints and tips:
...In that case we get the much-discussed V-shaped recovery in the third quarter....
...Huang will need that in spades, as his $40bn acquisition of chip designer Arm Holdings from SoftBank is threatening to provoke a backlash from other Arm customers such as Apple....
...The leverage rises to just above 4x on a proforma basis if we include the Cineplex acquisition....
...Polo Tang of UBS remains a seller: [V]isibility on the bigger picture issues remains limited....
...The sharper moves in capital markets are also likely to impact IB revenues (20% hit) and WM and AM revenues (10% hit)....
...Sellside stories ● Berenberg upgrades Tesco to “buy” and raises Wm Morrison to “hold” with price targets of 255p and 210p, respectively....
...Their surge comes at the expense not only of Tesco, but of Asda, J Sainsbury and Wm Morrison as well....
...LogicaCMG’s recent acquisitions – the takeover of Unilog, its French rival, in late 2005, and, more controversially, last year’s addition of Sweden’s WM-data – needled the sceptics....
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