Hints and tips:
...Some people are interested in governance, the G. Some people might have a real passion around the toxic culture of a company, and the S....
...Russia’s invasion of Ukraine in February forced companies, investors and governments to wrestle with developments that at times appeared to pit the E, the S and the G of environmental, social and governance...
...the S and the G against one another....
...The group writes that the frameworks must be overhauled and separated by ‘E’, ‘S’, and ‘G’ scores to evaluate a company holistically....
...However, recent falls in oil and gas prices may be helpful for the UK in reducing the cost of the energy price guarantee. Sushil Wadhwani: No comment....
...A number of rails of marked down fashion items were on display, with M&S also running some targeted initiatives (e.g. 20% off linen)....
...Dixons Carphone currently trades at c.6x CY21E P/E. In non-results sellside the only thing standing out is Gulf Keystone Petroleum. It’s rated a new “buy” at Berenberg, as is Energean Oil & Gas....
...Amex, HSBC), retail (e.g. Tesco) and travel (e.g. booking.com, Airbnb)....
...Andrea Dona, Vodafone U.K.’s head of networks, said if the government decides to strictly ban Huawei it would cost Vodafone “low-single-figure billions” to swap out its thousands of Huawei stations and antennas...
...This implies that capex in Shell’s traditional oil & gas activities is now at or below the sustaining level....
...One mystery here is the identity of the investment consortia buyers, “Gemstone Investment Holding Ltd” and “Allied Cigar Corporation, S.L”....
...Credit Suisse’s Chief U.S. Economist James Sweeney[‘s. ...] base case calls for an abrupt -12½% deterioration in QoQ annualized GDP in the second quarter, followed by a robust bounce....
...Notably, the bank lending standards have tightened appreciably in G-4 in Q1, driven by the US – see [below] chart....
...& Gas and petrochem/refining etc; and FX risk in emerging markets....
...Total ETF holdings of gold are 20% higher than they were when we worried about positioning back in January....
...U.S. oil production growth, the boogeyman scotching previous upturns, may at last be under control....
...Most dramatically, the improvements made by ENQ now allow it increase drilling activity which underpins stronger NAV and CF outlook, this drives our u/g to OW....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...For example, oil and gas company Total is the largest holding in UBS’s MSCI EMU Socially Responsible ETF....
...and gas, than in, say, fast-moving consumer goods....
...And the Christmas e-commerce peak is about to drive even more demand for its corrugated cardboard boxes....
...If taxes were the driver, the U.S. would be outpacing other regions, and sectors benefitting more from tax changes (e.g....
...“Gases are not only used in the oil and gas industry, or in petrochemicals — they serve every type of industry you can imagine....
...BUT as MS say again, context matters: … as much as half of all Chinese FX debt is accounted for by only 5% of corporates, in Oil and Gas, Airlines, and Real Estate....
International Edition