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Banks
Mike Mayo ❤️ Citi
...(c) 1 LOB (“Services”) = almost all of Citi’s market cap....
January 2, 2024
HTSI
Exploring beauty’s biotech frontier
...Little wonder the beauty industry is energetically prospecting the biotech frontier....
October 24, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Commodities27 min
How energy transition is driving strong commodities prices
...I mean, from the customers you're talking to, are they concerned that China Inc, as it were, has cornered the market for battery materials?...
June 30, 2021
Equities
Markets Now - Tuesday 30th June 2020
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
June 30, 2020
Equities
Markets Now - Monday 13th July 2020
...Weighing in at ~7,000 words and with 84 references, G4S’s Wiki “controversies surrounding . . .” rap sheet is longer than the ones for the Legion of Christ and Grand Theft Auto V, though not quite as long...
July 13, 2020
Equities
Markets Now - Wednesday 2nd September
...at the ‘C-suite’....
September 2, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Thursday 4th June 2020
...L’Oreal’s been downgraded at Credit Suisse. Stock priced for a V-shaped recovery that’s looking increasingly unlikely, they say: Downgrade to Underperform (from Neutral)....
June 4, 2020
Equities
Markets Now - Monday 8th June 2020
...However the shares are up c.30% in the last month and have rerated by c.15pp compared to our FY22 PBT estimate....
June 8, 2020
Liverpool Football Club
Liverpool wins High Court kit battle with New Balance
...Industry executives have said the value of kitwear contracts reflect a side’s global popularity....
October 25, 2019
Equities
Markets Now - Monday 6th April 2020
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
April 6, 2020
Equities
Markets Now - Thursday 25th June 2020
...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. .....
June 25, 2020
Equities
Markets Now - Monday 27th July 2020
...Increased focus on the home, reversing some L-T adverse trends....
July 27, 2020
Equities
Markets Now - Wednesday 15th April 2020
...The V-shaped recovery in consumer spending feels too bullish in our view....
April 15, 2020
Equities
Markets not live, Friday 17th January 2020
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
January 17, 2020
Equities
Markets Now - Tuesday 31st March 2020
...Capex cuts to achieve free cash flow and industry executives’ suggestions of evidence of shale well performance degradation offer hope for lower U.S. oil production growth....
March 31, 2020
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
Equities
Markets Now - Wednesday 29th April 2020
...We believe it is the most likely to benefit from probable industry consolidation. And Kepler: With very limited visibility, we would expect IAG to require c....
April 29, 2020
Equities
Markets Now - Monday 23rd March 2020
...We analyzed market performance around the last 3 recessions to see which sectors/industry groups/industries had the greatest number of stocks materially outperforming the market versus underperforming....
March 23, 2020
fastFTMatthew Vincent
Opening Quote: Kingfisher’s half-finished DIY job
...Press Ctrl+C. Press Crtl+V. Add share-price forecast: “Market perform”. OK, so that is being rather unfair. And perhaps a tad hypocritical coming from a journalist....
September 19, 2018
Undercover Economist
Why big companies squander good ideas
...J F C Fuller did not invent the tank....
September 6, 2018
Due Diligence
Showdown: Broadcom v Qualcomm Premium content
...Unlike private equity, business school drones struggle to break into the industry....
December 5, 2017
News in-depthWeek in Review
Week in Review, August 20
...US court told PwC cut corners in Colonial audit Control+C, Control+V....
August 19, 2016
Personal TechnologyTim Bradshaw
MacBook, Chromebook Pixel: a hole lot of difference to design and performance
...Smaller, faster and symmetrical so you never try to plug the cable in upside down, the USB-C is a rare example of harmony in the tech industry....
April 23, 2015
HTSI
Issey Miyake: a truly modern icon
...In addition to Miyake’s own definitive private archive in Tokyo, his work is in the permanent collections of the V&A in London, MoMa in New York and key museums worldwide....
February 1, 2014
FT AlphavilleSujeet Indap
The pool is closed, part 2 — a history
...In a press release announcing the issuance of the ED, FASB Chairman Edmund L....
March 11, 2014
Oil
Oil shock fears pull FTSE 100 lower
...Meanwhile, traders noted sales by Carnival directors after their performance bonuses paid out....
February 23, 2011

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