Hints and tips:
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...The Granolas are more diverse than the exclusive tech focus of the Magnificent Seven....
...“The portfolio is more diverse than it used to be with exposure to industries outside of media and entertainment,” wrote Silvia Cuneo, an analyst at Deutsche Bank....
...And diverse. But the economics of state and local governments matter a great deal. Their spending makes up about one-tenth of US GDP....
...By comparison, over that same period the US’s S&P 500 and tech-focused Nasdaq Composite have risen roughly 37 and 52 per cent, respectively....
...Blackstone in September became the first private equity group to be included in the S&P 500 index and its rivals Apollo Global and KKR are hoping they are not far behind....
...Plot the S&P 500 index return against the Nikkei 225 from just before the pandemic....
...In “The P.S. Wings in the O.P....
...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....
...Over decades, global E&P companies have developed an ability to assemble partnerships with diverse groups of financial, technical and service companies....
...“Europe is a good opportunity now,” says Gavin Launder, manager of the European fund at L&G, the investment group. “Governments are now quite keen to promote tech-savvy companies....
...I very much believe it's going to be a very strong third pillar for our business, and I think it could be a significant P&L contributor to our company, definitely within five years, and definitely within...
...The offshore dollar bond market has been just one part of a diverse array of financing options for developers, with even greater sums being borrowed from banks on the Chinese mainland....
...EV/EBITDA of 270x FY21 BBG consensus); after all, IFRS 15 means that the new Solutions contracts are only reflected in the P&L with a lag....
...EnQuest’s cash netback lead among UK E&P’s has improved further as yet more legacy high-cost fields are shut-in permanently....
...However, the sales unwind into 2H20-1H21 could be significant, which is a risk given a 2021e P/E ratio of almost 27x....
...Earlier this month, Wells Fargo announced that executives’ pay would be tied to how much they had increased the representation and inclusion of diverse employees in their operations....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...With top-line beat flowing through the P&L, core op. profit was +8% vs cons and core EPS +12%. ¾ of the EBIT beat seems inventory related. Q: What were the most noteworthy areas in the results?...
...The bulls will point to a P/B below 1, FY21e EV/EBITDA of 4x and EFCF Yield of 8% as evidence of clear value....
...Trading at 4.4x adjusted EV/EBITDA and 9.5x P/E on our 2022 estimates, shares look attractive given: i) FY3 average of 5.2x and 10.9x respectively since 2017, and ii) 18% and 13% discount to peers (SUMCO...
...The US equity benchmark, the S&P 500, turned negative after the news broke, ending Friday down 0.5 per cent....
...Hence, we raise exposure to Chinese equities, both onshore and offshore....
...Women executive directors are still disproportionately likely to be in HR or marketing roles, rather than ones with real power over the P&L or pay, which then lead to the chief executive position....
...L. Shaiman Leveraged loans are not a systemic risk Many people appear to conflate the concept of “credit risk” with “systemic risk”....
International Edition