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...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
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...P&C outperformed into the corrections in the past 8 years....
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...Fever - having a good C-19. We have previously highlighted that Fever is having a good C-19....
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...As a result, Ashtead now sees PBT for the financial year ending Apr-20 to be c£1,050m (-10% vs. previous consensus c£1,170m)....
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...Based on our revised forecasts, Hikma trades on a 2021E P/E of 16.6x, a 26% discount to its UK specialty peers....
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...The saying “Never work with children or animals” is credited to the actor W.C. Fields....
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