Hints and tips:
...This would come after a 3-year increase in core expenses of est. 1/4 (up $10B 2020-2023E)....
...Being confectionery does not have advantages....
...The attention to detail yielded some interesting insights....
...Only 1/4 of FT Alphaville takes a special interest in anything Norwegian, and probably even fewer readers....
...With established car producers managing a legacy portfolio of petrol and diesel vehicles, more direct exposure to EV can be found through suppliers....
...We’ve no insight into Buffett’s thinking, but it does seem an odd time for a buy-and-hold investor to sell. When Berkshire disclosed the TSMC buy in November, we thought it looked smart....
...It does not have an entry in any Ukrainian or Russian business registry....
...These are much milder falls than the 6.3 per cent decrease in 2008-9 and the 4.5-4.1 per cent falls in the 1970s and 1980s....
...Last year, for example, Sea's total revenue doubled to $4.37bn, but the increase was eaten up by total expenses for sales and marketing which rose 89 per cent to $1.8bn, leading to a net loss of $1.61bn....
...Inc — in other words offering a dire signal on the outlook”....
...JP Morgan Cazenove’s selling Sage on SME spending worries: Sage published its Q3 IMS statement last week, reporting organic total revenue growth of 1.1% (and 4.1% YTD)....
...The $110 does not take into account further potential upside if there was significant cost-cutting given SG&A is currently $4.5B at GILD and R&D is another $4.5B....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...Xerox wants to give HP’s board its walking papers We’re all guilty of overusing the David v Goliath trope but in the case of Xerox and HP, it really does apply....
...The US Dollar Index is down 1.2% today while the Asia Dollar Index, measuring Asian ex-Japan currencies against the dollar, is down only 0.4%....
...In total, private equity groups are sitting on $1.2tn of dry powder....
...2019. ©2019 Nikkei Inc....
...Say you bought 1,000 shares in Apple Inc in July 1981, when they were worth as little as 21 cents each, costing you $210....
...Sales rose just 2.4 per cent last year — the slowest for at least two decades....
...Closing quotes Lex Apple: USA, USA Won’t somebody please think of the shareholders? Apple found no room for them in Wednesday’s 1,100 word paean to America....
...Yes, 2 1/4. [LAUGHS] Fucking Christmas. OK. All right. Good man. Thank you. I got that. Bye....
...These will rise to a possible €20m or up to 4 per cent in global revenue, which for Facebook would have been $1.6bn last year alone....
...This is a significant waste of research, burying information that could help to better direct future work, reduce dangers to patients and boost efficiency....
...Renewables now receive direct policy support in an estimated 146 countries, nearly triple the number in 2004....
...John Van Reenen, professor of economics, MIT Slow to about 1.4%....
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