Hints and tips:
...The American “grilled cheese” is a bit different and post-industrial....
...It provides a sort of insurance.”...
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...In such a situation, the market might start benchmarking Ferguson’s North American business against the US listed peers, as the potential for the UK to separate is again a realistic prospect....
...Here’s JP Morgan Cazenove: The closure of hotels, restaurants, catering, airlines, schools and some offices is impacting the group, partially offset by food production, food retailing and healthcare with...
...We had initially expected revenues to grow +7-8% yy, but pushouts from key North American customers (AT&T? Verizon?)...
...Food & Beverage Solutions. which is about 45 per cent of T&L’s profit, showed a bit of a slowdown in Asia Pac but the more mature North American and European markets were fine....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...Poor performance appears to be the primary driver, with particularly weak flows across Merian’s Global absolute return and North American equity funds, and Jupiter’s absolute return offering....
...Now over to RBC Capital Markets for some global E&P sector breakevens: And back to Stifel: Survivors: (1) Gas producers: Serica Energy is 85% North Sea gas with cash and no debt; Diversified Gas & Oil...
...One is that “capacity is not well defined”, as Hendel and Spiegel write....
...Meanwhile, the group diversified into shipping, banking, insurance and publishing; today it has 26,000 employees, some 400 companies and annual sales of €11bn....
...Milan-based Campari, which owns the eponymous red aperitif brand as well as Wild Turkey bourbon and American spirits maker Skyy Spirits, will buy an 81 per cent stake in Lascelles from C.L....
...ING sells Latin American insurance operations Grupo Sura has propelled itself to the forefront of Latin American pensions and insurance providers with a €2.68bn ($3.85bn) deal to pick up ING’s regional assets...
...The US should manage to avoid an L-shaped recession – and may even escape with a short V-shaped recession....
...Modi, Chairman, YKM Holdings, India Sir Mark Moody-Stuart, Chairman, Anglo American, UK A. C....
...“Hank” Greenberg, the former AIG chief who is fighting civil charges filed by the New York attorney general, and given that two other committee members, Wilbur L. Ross Jr and Kenneth C....
...The worker’s portfolio of assets, as it were, needs to be augmented and diversified. ………………………………………………………………………………………………………………………….....
...Its interests include banking, insurance, chemicals and tobacco....
...The Americans - the only other country to try adapting the series - managed to pull it off, but their fast-food habits and working hours are much more akin to ours....
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