Hints and tips:
...Those who carry wounds from previous recovery battles with Argentina have expressed scepticism....
...She is now in recovery. “Every single doctor I spoke with said, ‘You are so lucky to have caught it’ because it goes gallbladder, liver, lungs, like that....
...In Maryland, there is MidCap, which specialises in secured lending to medium-sized businesses, many of them in the healthcare sector....
...Nonetheless, a group of investors is sticking with the sector, saying the sell-off has created opportunities for big gains when the recovery comes....
...It has been more than a year since Pyongyang shuttered land, sea and air routes to protect its brittle healthcare system....
...Idexx said in October that the animal health market had experienced a “V-shaped recovery”....
...The prospect of a large proportion of the most at risk groups being vaccinated early next year makes the prospect of a sustained economic recovery more likely.The second factor is the speed of the recovery...
...However, in the context of a challenging retail consumer environment, revenue recovery in 2021E still leaves H&M revenue c.-5% below 2019....
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...Even in its own ‘Upside Scenario’ Next’s revenues are likely to fall 18% this year and its profits more than halve....
...Appearing via video link from a locked down Madrid, Ms Botin said those estimates were based on a “V-shaped” recession — a sharp shock followed by a rapid recovery, but stressed this was only one possible...
...Likely more U-shaped than V-shaped, as governments (and consumers) will be very cautious around the potential for secondary waving of infection; Scale of the recovery....
...Most economies will shrink by 5 per cent, even after a potential sharp recovery in 2021, the fund said....
...Global GDP is set to contract the most since WWI in Q2, but amid surging money supply and rising saving rate, depressed base effects should lead to a v-shaped recovery into Q3....
...(FT) The risk of a US double-dip depression With the US economy in effect already in depression, the temptation to go for a V-shaped recovery before the November election looks too great for Donald Trump...
...Group revenue growth of 45% for Q1 far exceeded consensus (14.6%)....
...The V-shaped recovery in consumer spending feels too bullish in our view....
...We do not assume a V-shaped recovery in revenues and think hopes for directed fiscal stimulus on construction spending may be misplaced as funds (at present) seem directed to individuals / SMEs / healthcare...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...At the Group level, Pest Control is roughly 70% of which 70% is contracted revenues (however it seems that part of the revenue base might be impacted as well), c.10% is non-contracted residential, c.10%...
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...This acceleration led to in-line revenue performance for 2019, but a strong exit rate of monthly recurring revenue (MRR) of £10.6m....
...It seems that investors’ attention is at least starting to shift from fears of an imminent crisis to hopes of a long slow recovery....
...It comes as the music industry is facing a big test of the sustainability of its recovery....
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