Hints and tips:
...Studios has collaborated with the estate of artist Larry Stanton, who died during the Aids epidemic, on a collection in support of charity Visual Aids....
...Shirts frequently come with more than one layer of collar and multiple sets of buttons, and trousers with a wide V-shaped opening at the front, with a tied fastening, creating an effect that is elongating...
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...“I saw the kimono exhibition at London’s V&A before things closed down – I often go there for inspiration,” she says....
...This aggressive mark down came in the form of ERVs -12% l-f-l and yields expanding +17bps....
...L-f-l rents down 27%: net rental income fell down to just £87.3m which represents a l-f-l fall of 27% (excluding premium outlets), as a result of covid and the reduced rent collection rate....
...A V-shaped recovery in kneecaps isn’t in the price, they say....
...Surrey, UK; Max Stewart, Australia; David Brown, Massachusetts, US Polymath 1,048: Craig Shadbolt, New Jersey, US Crossword 16,320: Robert Holloway, Paris, France; Michael Shipster, Winchester, England; S Fisher...
...Earlier data increases our economists conviction in a V-shaped recovery: Economic data in aggregate have continued to surprise to the upside, building our confidence in a V-shaped recovery....
...V-shaped recovery in professional information transactions We also argue that consensus is too bearish on the recovery trajectory of key non subscription based/transactional revenue streams, especially...
...As economist David Rosenberg wrote last week, we should not expect a V, or even a U or an L shaped recovery, but rather an F for “frugality”....
...As lockdowns around the world begin to lift, many are wondering when employment numbers will start to follow suit — and what the recovery will look like, whether its V-, W- or L-shaped....
...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%....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...Following 9 quarters of consecutive net outflows we estimate Q220 mutual fund net inflows of +£0.4bn, with a recovery seen in funds such as Dynamic Bond fund....
...Nordics P&C exposure through If P&C and Topdanmark supports around 60% of Sampo’s dividend, where this is expected to remain stable....
...At the Fondation Cartier Pour l’Art Contemporain in Paris, the collection’s raison d’être is to generate conversation – especially about the environment – through commissioning....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...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...
...As I explore in my latest column, this isn’t going to be a V-shaped stock price recovery — I think it will be a choice between a W (probably with several peaks and valleys) and an L....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...All of which means we’re good for a V-shaped recovery that’s not yet priced in, says Exane, which then goes stockpicking....
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Some analysts anticipate recoveries that are V-shaped on a graph, others predict a U-shaped or L-shaped pattern....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
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