Hints and tips:
...(c) 1 LOB (“Services”) = almost all of Citi’s market cap....
...Maga Inc, a pro-Trump super Pac, has booked just $6.5mn....
...one aspect of its audit, which the company explained as follows (emphasis added): LIMITATION OF SCOPE In the year ended 1 April 2023 UK subsidiary, Hanover Flooring Limited (“HFL”), a small regional distributor...
...Real Return fund, which avoids companies incompatible with the aim of limiting global warming to 2°C....
...Also: Magic sales nearly doubled over the course of the pandemic and secondary market prices skyrocketed (e.g., Reserved List cards more than tripled)....
...The Stories She Wears is a six-month programme focusing on teaching practical techniques in local styles, upcycled fashion, traditional textile design and financial literacy. pradagroup.com; unfpa.org G...
...“We are like an e-distributor and e-retailer rolled into one,” he explains....
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...That may have led to weak governance standards, hurting Japanese companies’ performance on the ‘G’ element of ESG....
...“They certainly wouldn’t want to develop any sort of long-term relationship with a dealer or distributor in order to access a Rolex,” he says....
...A version of this article was first published by Nikkei Asia on September 6 2021. ©2021 Nikkei Inc. All rights reserved....
...Fever - having a good C-19. We have previously highlighted that Fever is having a good C-19....
... Telia: u/g to Neutral – cash flows, dividends have bottomed....
...[W]e think that the news . . . is a step towards abating concern around: 1) Cash generation: we expect this to improve in coming years "one-off" cash items (eg....
...[W]e think that, even considering the liquidity of the stabilization package, shares do not reflect the impact of Covid-19....
...Best placed if the recovery is W shaped: Hays' average cons FY20/21e EPS are cut by c.70% YTD vs. 35-60% downgrades for others. We see limited downside even if the recovery is W shaped....
...sales, discussing with suppliers of key chemicals is a very different story than discussing about pricing conditions as a CHF12-15bn sales company – savings on the procurement side, in central functions (e.g....
...Well, w e think that w e already assume that quite a lot of things will! Impairments rose by 75% YoY to £0.7bn in 2019 and w e continue to model a further 300% YoY increase to £2.8bn in 2020e....
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
...INDV currently has a c.$650m net cash balance....
...Noting markets down c20%+ ytd (e.g....
...For context, every 5% reduction in the conglomerate discount translates into a c.€6 per share uplift to its equity value, all else equal....
...But that put a floor on the price for HBO Max, due to the network’s valuable contracts with cable distributors....
...There has already been a filing with the STB in opposition to the G & W merger....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
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