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.”...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...Should the listing get done, a juicy windfall awaits Elliott Management and Monarch Alternative Capital, the ace hedge funds that are Claire’s largest shareholders today....
...‘Perfect scenario’ Those look like V-shaped projections, Andrew Glenn thought to himself....
...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...
...“This is not going to be a V-shaped recovery from here given the many months [or] years it will take for full repair, but it feels good now.”...
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...One top 10 shareholder in Saga said the financial hit was “a shock and very disappointing — there won’t be a V-shaped recovery, it is a resetting to a lower level”....
...Earlier, HSBC initiated its coverage of the group with a ‘buy’ – arguing that it is the “recovery/ value play” in the sector, trading at a near 50 per cent discount to its rivals....
...The active management of legacy fleet costs is a really big thing....
...These include UK/Prussia v France at Waterloo in 1815, UK/France v Germany between 1914 and 1918 and France/Germany v UK in Brussels ever since 1973....
...“The V-shaped recovery in corporate profits seems to be at an end,” warned Barry Knapp, chief US equity strategist at Barclays Capital....
...The government’s Investment Corporation of Dubai and Brookfield Asset Management will both inject seed funding of $100m into the fund, which will be capped at $1bn....
...“Nonetheless, the recovery is expected to be slow and tentative,” the group warned on Wednesday....
..., making it difficult to participate in the recovery.”...
...Mr Obama’s administration predicted a V-shaped recovery, based on the historical experience of the 1970s and 1980s. Not this time....
...“Most investors have abandoned hope for a clean V-shaped recovery and are now extremely data-point sensitive,” said Lawrence Creatura, vice-president and portfolio manager at Federated Clover Investment...
...Some believe today’s asset prices demonstrate a “V” shaped recovery is well underway in the US while others say another down leg is coming that could threaten the nascent recovery and validate “double-dip...
...Amid hopes that a V-shaped recovery beckons and indicative of the US economy growing about 4 per cent this year, others remained cautious, however, on the prospects of a recovery beyond the rebuilding of...
...Just as global output is performing a V-shaped recovery, there is a big risk US employment will do the same, with monthly payrolls showing surprising growth by the end of 2009....
...Without one, not only can Omnicom forget about the non-core businesses, but clients who have largely bet on a V-shaped recovery will begin a fresh assault on costs, including advertising and marketing....
...The US, China, Germany and France reported further strong improvements, adding to evidence of a v-shaped recovery in economic growth in the third quarter....
...But she added: “I still hold out hope it will be a V-shaped recovery. It might not be the most likely scenario but it is not as unlikely as many people think....
...The super-large Gulfstream V/G500 went from $42m to $25.4m over the same period....
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