Hints and tips:
...The benchmark S&P 500 has climbed 19 per cent in six months, while volatility — a threat to would-be floats — has remained low....
...Amazon and Nvidia are less secure but still enjoy deep competitive moats in their niches (retail platform data and logistics and class-of-their-own AI chips)....
...It’s no coincidence that the S&P 500 is also having a stellar run....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
...Shares in the US delivery and logistics group are up 46 per cent so far this year. Arch rival UPS has dropped 4 per cent over the same period while the S&P 500 index has risen 16 per cent....
...“They’re taking bets on different things,” said Raoul LeBlanc, an analyst at S&P Global....
...UK financial regulator Ofwat is closely monitoring the financial health of Thames Water and Southern Water, among others, while S&P Global has negative outlooks for two-thirds of the water companies it rates...
...It only said that its more affordable Model Y and 3 vehicles accounted for 325,158 of the delivered vehicles, while the pricier X and S cars comprised 18,672 units....
...A version of this article was first published by Nikkei Asia on April 27 2023. ©2023 Nikkei Inc. All rights reserved....
...Amazon logistics supremo Dave Clark, who announced his surprise departure from the company last week, is set to become chief executive of logistics software start-up Flexport. 5....
...Tesla started 2022 with another resilient performance in the face of severe global supply and logistics challenges, though it still fell short of Wall Street’s most bullish forecasts, according to vehicle...
...The only problem: one of the biggest purveyors of AutoStore’s technology, the UK’s Ocado, allegedly adapted its logistics systems without its permission....
...While wages, along with meat and logistics prices have risen substantially, Tyson’s pricing power more than made up for those higher production costs....
...But the deal hit a speed bump when Amazon, which owns an indirect minority stake in the retail group, alleged that Future’s sale of its retail, wholesale, logistics and warehousing businesses to Reliance...
...Gojek and Tokopedia agree $18bn merger (FT + Lex) Lithuanian fintech under scrutiny over potential role in Wirecard fraud (FT) Jimmy Lai’s Hong Kong media group in doubt after asset freeze (FT) JD.com’s logistics...
...But production of its Model S and X cars reached only 2,340 as it continued to struggle with a slow ramp-up of new models....
...The stock has also soared from $31 to $135.34 since that listing, inclusive of an over 100 per cent gain in 2021, dramatically outperforming the S&P 500....
...DD wonders if his globetrotting schedule will now include a trip to Naheta’s base in Abu Dhabi to explain what went wrong. A music mogul and a private equity titan walk into a bar . . ....
...That’s one reason why the biggest US private capital companies have tripled in value since the lows seen during spring 2020’s Covid-induced market sell-off....
...The potential for a squeeze in corporate profitability is starting to loom larger for the investors and analysts who track USA Inc. It’s not hard to see why....
...One DD winner to start: Congrats to Hugues Lepic, the head of London-based Aleph Capital Partners, for winning Thursday’s caption competition on the photo of British artist Damien Hirst and former Bank of...
...But global chip demand has given a boost to some lesser-known companies, with logistics and financial groups also growing as the economy gradually recovers from the pandemic....
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...Catch up on all the details with DD’s Kaye Wiggins and the FT’s Judith Evans here....
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