Hints and tips:
...The distribution point was the basement of a psychiatric hospital....
...produce 1.4bn jabs, enough to vaccinate 700m people....
...Hungary’s announcement last week that it was keen to trial the Russian state-developed jab marked a victory for the Kremlin, which trumpeted Sputnik V as the world’s first Covid-19 vaccine approved for civilian...
...What’s more, there is a clear divide between the mRNA vaccines and Oxford/AZN in terms of distribution....
...London also does not quite have the hedge fund industry “legends” that the US has....
...After the deal goes through it will have $1.2tn assets under management, up from $700bn, and a much larger distribution chain in the US....
...Not a traditional record deal, but a distribution deal with EQ Distro, an independent music distribution company under Jay-Z's Roc Nation umbrella....
...Officially, Covid-19 has killed around 1,700 Nigerians, about the same number of people as were dying daily in the UK at the peak....
...Let’s hope that it does not happen!...
...Does April tell us much about July though? Not really....
...A V-shaped recovery in kneecaps isn’t in the price, they say....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Running numbers is what PE does, after all. There are good reasons it’s a firesale though....
...We struggle to see the shares going up from here given: (1) MTU’s guidance on EBITA was broadly in line with consensus; (2) COVID-19 data in Europe and the US has deteriorated; (3) the global air traffic...
...We are battered and bruised but our view remains unchanged - Stage 1 of the COVID-19 crisis was about scaling up processes as telecommuting has already been enabled by a number of technologies, and of course...
...There was also a change in the discount rate applied for decommissioning costs that had a negative impact (from 3% to 1.75%). Does any of it matter, being non cash? Not hugely....
...Today we reduce 2020E/21E EBITA by -9%/-2% (FX +1% for 2021E) for G4S and -13%/-8% (FX -2% for 2021E) for Securitas. Structural impacts of COVID-19....
...However, that does not leave enough upside to warrant a Buy recommendation despite comparatively decent support metrics (Figure 1), given the strong signal Shell’s decision gives, not just about the near-term...
...We reiterate OW ratings on Unite (PT -19% to 1,065p), Aroundtown (PT -23% to €6.5) and Covivio (PT -29% to €75.0)....
...Takeout speculation does add the icing on the cake for our investment case. Buy confirmed....
...These higher costs, combined with the potential for a slower demand ramp, could cause CCL to underperform RCL and NCLH once the industry does recover....
...Strategic issues unaddressed: We fear the acquisition of Merian does little to address Jupiter’s strategic challenges, such as the growing concentration of distribution channels in the UK....
...Structural trends to accelerate during the downturn: we expect several pre COVID-19 outbreak trends to accelerate during the downturn e.g., 1) The shift to online shopping, 2) Working from home, 3) Healthy...
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...A further 19 per cent expected a more significant slowdown....
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