Hints and tips:
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...Should the listing get done, a juicy windfall awaits Elliott Management and Monarch Alternative Capital, the ace hedge funds that are Claire’s largest shareholders today....
...Companies in this space, including Oaktree Capital, Strategic Value Partners, Apollo and Elliott Management, tend to dive in when economies are in recession and markets are turbulent, and then hope to ride...
...UBS, its crosstown rival in Zurich, also turned to new management. The moves kicked off a shake-up of the industry’s top ranks....
...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
...Paul Singer’s Elliott Management, which has $40bn in assets, wrote in its most recent letter to investors that since the impact of the economic downturn is greater than that of the 2008 financial crisis,...
...Two things to start: Hedge fund Elliott Management has built a more than $2bn stake in SoftBank and is pressing for a $20bn share buyback and governance changes at Masayoshi Son’s sprawling technology conglomerate...
...We think it’s largely right that the gaming sector will enjoy a V-shaped recovery as sporting events resume....
...If there’s a V-shaped recovery on the horizon “the market probably buys the EPS downgrade, assuming that the disruption is eventually contained.”...
...It has signalled an interest in areas that will bounce back in the global recovery, that is, healthcare, technology and logistics....
...In that case we get the much-discussed V-shaped recovery in the third quarter....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...The outsourcer said it would rearrange itself around five divisions — software, human resources, customer management, government and IT services — and invest up to £500m over the next three years to upgrade...
...Rising commodity prices, a global economic recovery and low interest rates sent money flooding into markets such as China, Taiwan and South Korea....
...“Elliott is supportive of the proposed Sempra transaction, which provides substantially greater recoveries to all creditors of Energy Future than the proposed Berkshire transaction,” the hedge fund said....
...An on-demand dog-walking and pup care service called Wag raised $300m in cash courtesy of the $93bn SoftBank Vision Fund....
...The active management of legacy fleet costs is a really big thing....
...US activist hedge fund Elliott Management, which holds a roughly 0.62 per cent stake in the company, has been asking it to pay more dividends and to diversify its boardroom....
...Speaking at an FT asset management conference in London last week, Olivier Guersent, the commission’s director-general for financial services, said: “Unless there is a very strong case to fix something in...
...has frequently opposed management proposals....
...Elliott, Janus Capital and Paulson were trading the Shire Pharmaceuticals-AbbVie merger that collapsed after the US government changed tax inversion rules....
...It has counter-sued, claiming that it has behaved legally and has accused creditors of bad behavior, particularly Elliott Management who, while owning 1st lien and 2nd lien bonds, also is trying to profit...
...Sometimes, the process results in a special dividend as a company pays out its revenue reserves before winding itself up, adds Mr Elliott....
...Mr Singer, who runs the $22bn Elliott Management hedge fund, has called Fed policy makers “frantically flailing, over-educated, posturing bureaucrats engaged in ever more astounding experiments in monetary...
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