Hints and tips:
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...The editorial team can be reached at techasia@nex.nikkei.co.jp...
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
...“Markets are pricing a V [shaped recovery], everyone’s coming back to work, and this is going to be fine,” Mr Falco said. “I don’t think it’s going to be that easy quite frankly.”...
...recovery is no longer in the cards....
...With the slowest profit recovery in Business Services, we initiate at Underweight....
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...SoftBank founder predicts WeWork V for Victory Masayoshi Son admitted today he had turned a “blind eye” to governance lapses at WeWork but promised a “sharp V-shaped recovery” for the shared offices provider...
...While they accept the extraordinary policy response as having done its job to stop the decline, they remain sceptical it can lead to a V-shaped recovery....
...We think it’s largely right that the gaming sector will enjoy a V-shaped recovery as sporting events resume....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...pre-software intangibles write-down and FX) but the materially higher-than consensus impairments as well as the very cautious outlook commentary outweigh the positives on revenues and costs; 2) Revenues were 3.4%v...
...In that case we get the much-discussed V-shaped recovery in the third quarter....
...Smart metering and wholesale cost recovery in the UK in 2021 should also help. We forecast recovery in EBIT margins to c3% by 2022....
...However, the majority of mines have now restarted bringing a supply recovery that should be able to keep pace with the limited demand recovery seen so far....
...Following 9 quarters of consecutive net outflows we estimate Q220 mutual fund net inflows of +£0.4bn, with a recovery seen in funds such as Dynamic Bond fund....
...This baseline view of a “V” shaped recovery is based importantly on clear signs that economic activity in China is quickly returning to normal even as Q1 is drawing to a close....
...And JP Morgan Cazenove off the conference call: [T]he exceptional items on both overheads and others (cleaning, PPE, cabin, parking, etc.) would be incurred in H2 but at a lower rate as productivity improves...
...the day describes how BP had made “its most aggressive move yet into the broader retail sector with a global corporate makeover that includes a new logo and a revamped, high-technology approach to future service...
...recovery if the situation were to substantially worsen....
...If there’s a V-shaped recovery on the horizon “the market probably buys the EPS downgrade, assuming that the disruption is eventually contained.”...
...The investment stuff is encapsulated in two quant screens, “survival” and “recovery”....
...G4S and Securitas are on “overweight” ratings at JP Morgan Cazenove as part of a thing on the European security services companies: Following a period of being Not Rated, we reinstate our recommendation...
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