Hints and tips:
...“The beauty of African fashion is that it is as varied as the continent itself,” says Dr Christine Checinska, who curated the V&A’s recent exhibition Africa Fashion (now at the Brooklyn Museum until October...
...Until then, you can reach Sid and I at imani.moise@ft.com and sid.v@ft.com. Happy reading!...
...We upgrade RYA to OW and we reiterate Wizz as OW....
...The V-shaped recovery in consumer spending feels too bullish in our view....
...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?...
...Hence we upgrade Infineon which we believe is the primary beneficiary of this trend to OW....
...We also double-upgrade Securitas from UW to OW with a PT of SEK130....
...BP remains our top pick in the sector and we reiterate our OW. ‘OilCo’ to ‘NewCo’ - Strategy: i) Hydrocarbon business to shrink and be high-graded/value focused....
...Airbus – cut to N from OW; remove from AFL: AIR looks in a better position than Boeing, which is also dealing with the MAX grounding and a weak balance sheet....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...Remain OW, RBS trades at 5.0x PE ‘22e, 0.4x PTNAV spot for a RoTE of 8.2% ‘22e, we prefer RBS over Lloyds due to its relatively lower gearing to unsecured and strong capital ratio of 16.6% vs MDA of 10%....
...Barclays trades at 5.3x P/E ‘22e, 0.4x PTNAV for a RoTE of 7.1% ‘22e, we remain OW and reiterate Barclays as our top pick in the UK. What else?...
...We cut Healthcare to MW and tactically move Banks to OW, but keep some downside hedges....
...As a result, we upgrade Diploma to OW, Maersk to Neutral and downgrade Kuehne + Nagel to Neutral given the strong relative run recently....
...behalf of whistleblowers in relation to national security and freedom of speech issues, ever since the heady days of his prosecution and the related civil case before the Supreme Court (New York Times Co v...
...Also, given that she knows him best for his role as a high-functioning sociopath in Sherlock , we did wonder whether the girl might not have gone for that nice Martin Freeman instead....
...The physicist Freeman Dyson thought they should be in outer space....
...He is a Freeman of the City of Nottingham and an honorary life vice-president of Nottinghamshire County Cricket Club....
...(I) Transdek UK (I) Transec (UK) Tristar Cars t/a Tristar Worldwide Chauffeur Services TRL Technology (I) TTS Group Turbosound (I) U Ubisense Group Ubisense Group (I) Union Electric Steel UK V...
...Lord Skidelsky, Emeritus Professor of Political Economy, University of Warwick Marcus Miller, Professor of Economics, University of Warwick David Blanchflower, Bruce V....
...“Le Marche is remarkably unspoilt,” says Charles Freeman, historical consultant to travel book series Blue Guides. “It’s like touring Italy in the old days....
...Lord Skidelsky,Emeritus Professor of Political Economy, University of Warwick, UK Marcus Miller,Professor of Economics, University of Warwick, UK David Blanchflower,Bruce V....
...“Our competitors get into these brand wars like Coke v Pepsi,” says Zimmer at UTA....
...James Freeman, partner at solicitors Speechly Bircham, says that there is a case (Granatino v Radmacher) pending in the Court of Appeal that may have an impact on the legal status of pre-nuptial agreements...
...I’d give short odds on the couple appearing at Wednesday’s Croatia v Spain men’s basketball quarter-final....
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