Hints and tips:
...Hyrox has organised sessions for Salesforce and Google in Dublin....
...They were continuing their exercises with the GSDF, he explained, and he had recently completed another training session with them in the mountains....
...A: Snow White and the Seven Dwarfs A coastal worker briefly moves into thought leadership after his unemployed girlfriend has an existential crisis....
...The organisation’s psychology-based transformation programmes have been taken up by 62 per cent of FTSE 100 companies and 59 per cent of the S&P 100. Leading by example, one could say....
...Two sessions titled “Russia — what next?”...
...In the depths of Covid, when human contact seemed so far beyond reach, I serenaded my unsuspecting neighbour with “Jingle Bells” on the sax, as the snow fell....
...Trips run in April and May; a week costs from C$175,000 (£101,000) for eight people; weberarctic.com Georgia There seems to be growing interest in heading east in search of ski adventures, be it to ski...
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...It’s a similar story in the C-suite....
...Between sessions of gentle “electrification” and recuperative baths, he snapped his nurses, picturing them as benevolent phantoms....
...And there's a lot about it in our FT colleague Charles Glover's book about Eurasianism, Black Wind, White Snow, about the weird history books Patrushev reads....
...In 1959, the physicist and novelist C.P. Snow, gave a lecture in Cambridge called, “The Two Cultures” in which he deplored this “gulf of mutual incomprehension” between literary figures and scientists....
...Here are the mid-session scoreboards: BT’s soaring 2.3 per cent lower at pixel amid the continuing fantasy that it’s a takeover target....
...Our back-of-the-envelope $1.5bn WW recurring sales for AZN assumes 250m doses p.a. for developed countries at c.$6 per dose, a discount to estimated US flu vaccine revenue/dose around $11-13 given likely...
...stocks on the S&P 500 is down 55 per cent this year....
...On a sum-of-the-parts basis, we estimate the implied FY21 P/E for Primark is c.15x, which we think is undemanding for a best-in-class value retailer, with good international prospects....
...Neither story is visible on the mid-session scoreboards, however, where volumes are meagre due to the US Labor Day holiday and stocks are up for no particular reason: We’ll start instead with The Hut Group...
...At c30x P/E, we do not feel valuation fairly reflects these risks and thus downgrade to Sell with a GBp385 price target, suggesting c30% downside from current levels....
...Avast currently trades at 21x FY21e P/E or c. 5.5% FCFF yield, a level we continue to view as attractive vs. the wider software sector, especially given WFH benefit as well as optionality around M&A/buybacks...
...The raise does also have the backing of its two largest shareholder APG (c.20%) and Lighthouse Capital (c.14%)....
...Here’s the mid-session scoreboard: UK housing’s still in Wile E Coyote mode. A Rightmove survey shows the market has had its busiest month in more than a decade with sales topping £37bn....
...net debt of c£18.9bn....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...That was one of Snow’s points....
...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%....
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