Hints and tips:
...So, you know, Bank of America was saying these are the cheapest puts you’re ever likely to have seen, so it’s the cheapest, you know, cost of insuring yourself against horrible things happening to your portfolio...
...an equity portfolio, as collateral....
...Here’s Numis: New business wins were ahead of expectations due to gains in C.Europe (stations in Holland and France) and N.America (three airports)....
...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%....
...This is however negligible in the wider context of the P&L and the land bank, with the impact on future gross margin of 17bps small and which will likely be mitigated....
...GLS, the Dutch-based logistics bit of Royal Mail, seems to be doing okay but the chairman says it’s of strategic importance to the group, so anyone reading the recent stakebuilding by Daniel Křetínský as...
...Over 2009-19, SWMA achieved average organic sales and operating profit growth of c.5% p.a. and c.7%, respectively and EPS growth of 10% p.a....
...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...
...This will please the many shareholders who want the business to focus purely on the fast-growing Asian franchise and see JNL as a risky business with limited growth....
...more of a primary event), UK P&C (~14% of premium), and then the multilines (~10%)....
...As fear dominates, we advise investors to stay put, but rationally balance the near-term risks with the medium-term opportunities....
...Peter Grauer, Mr Bloomberg’s successor as chairman of Bloomberg L.P, earlier this month embarrassed the Labour party by signing a letter in support of the Conservatives only a day after Ed Miliband launched...
...For P&G, beards are big business. But this pillar of corporate America is in need of more than a trim....
...Another alumnus, Fabrizio Freda, chief executive of Estée Lauder, is taking business from P&G in cosmetics, and so is L’Oréal....
...experience, ideally with P&L or budget management, and operational exposure to such things as business change, growth, transformation and mergers and acquisitions....
...means of resolving political differences; (b)to renounce and desist from the promotion and use of violence, under whatever name called, as a means of attaining political ends; (c)that the Government shall...
...MAVERICKS AT WORK: Why the Most Original Minds in Business Win by William C Taylor and Polly G....
...As a part of these teams, we had reams and reams of information and data on generics, profit pools, what products are made, what the future is, what impact it would have on our P&L....
...Constantinos C. Markides is professor of strategic and international management and holds the Robert P. Bauman Chair of Strategic Leadership at the London Business School....
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