Hints and tips:
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...Tate now trades on 14.5x CY20E PE, a premium to nearest peer Ingredion and to higher growth mid-cap Consumer stocks such as C&C. This premium is unwarranted in our view, absent a deal....
...Earnings estimates do not turn until c.10 weeks after the trough in the market. By the time they turned in 2009 the equity market was already up 36%....
...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....
...Here’s a chart from Citi based on the OECD report: (OECD, chart from Citi GPS) —— 25....
...Labour outlined a crackdown on private equity managers who pay lower rates of capital gains tax instead of income tax even when their own money is not at stake....
...Marketing materials stated that the Squared CDO’s investment portfolio was selected by GSCP (NJ) L.P. – the investment advisory arm of GSC Capital Corp....
...CSR lost 3 per cent to 430p after a US court examining a patent lawsuit over GPS navigation chips ruled in favour of Broadcom and upheld an import ban....
...The version below of the directive was accurate as at noon on Thursday 12th November, when a copy was circulated to a select group of fund managers....
...Committee shall be submitted to a referendum; (c)that, in implementing the above, the following time frames shall apply: (i)the Select Committee shall be set up within two months of inception of a new...
...Linda C. Thomsen Director Division of Enforcement Securities and Exchange Commission 100 F St., NE Washington, D.C. 20549 Mr. John W....
...Equally cool, but on the more classic-with-a-twist side, is the L.U.C “Strike One” piece, a luxuriously understated limited-edition pink gold and black face with a secret auditory addition that reflects...
...There are some companies, such as Lockheed Martin and L-3, that are ahead of the pack on contracting skills....
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