Hints and tips:
...A January Forbes article named SBF as one of the group’s (then) billionaire backers....
...A number of AV Telegram group chats are also available....
...at the ‘C-suite’....
...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...
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Key points: The Stars Group acquisition closes today creating a c£14.5bn global market leader in online gambling....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...Increased focus on the home, reversing some L-T adverse trends....
...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...
...We believe that, as occurred in China, global PMIs will fall to around 30, which would be consistent with a trough of -c.2% global GDP growth....
...We forecast c.10-15% FY20 earnings decline in Construction, but Support Services should be more resilient....
...Within that, Astra does expect the global impact from COVID to last “several more months.”...
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...This tends to be c.20% higher....
...The process has delayed development of Bombardier’s Global 7000 and 8000 jets, planned competitors for the G650. The company has “shot itself in the foot with the C Series”, Thompson says....
...All3Media International Allstate Northern Ireland Ampetronic A-Safe (UK) Aspen Pumps Axis Productions B The Berkeley Group Holdings BT Technology, Services and Operations Bute Fabrics C Cambridge...
...Beenz said the funding included $39.5 million from investors such as Gruppo l’Espresso, the Italian media group, ING Barings and venture capitalists....
...Those rallies stepped up a notch in June this year amid increasing signs of a global recovery becoming firmly established....
...Energy will remain his focus, though, including how to generate more renewable energy at a lower price and how to increase energy efficiency....
...I) TTS Group Turbosound (I) U Ubisense Group Ubisense Group (I) Union Electric Steel UK V Veritek Global Vi-Spring W W Durston W K Webster & Co Walker Filtration White House Products Whizz...
...This could create opportunities for outsourced services such as those offered by Governance for Owners, F&C and Hermes Equity Ownership Services....
..., Inc....
...“That’s when it all kind of stopped,” says Stephen Grimes, chief executive of Ocean Sky group, a UK private jet company offering charter, brokerage and aircraft management services....
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...In December Gucci Group (owned by PPR) divested its perfumes and cosmetics division YSL Beauté to L’Oréal (YSL, Stella McCartney, Oscar de La Renta, Boucheron and Ermenegildo Zegna products)....
International Edition