Hints and tips:
...Lambert’s views echo those of M&G Investments, another Aveva shareholder that said on Wednesday it opposed the terms of the deal and planned to vote against them....
...Schneider has overcome earlier opposition from big Aveva shareholders including hedge fund Davidson Kempner, and long-only managers Mawer Investment Management and M&G Investments....
...Schneider has overcome earlier opposition from big Aveva shareholders including hedge fund Davidson Kempner and long-only managers Canada-based Mawer Investment Management and M&G Investments....
...When the deal was announced, top traditional long-only shareholders in Aveva, including Canada-based Mawer Investment management and M&G Investments, said they planned to reject it because it was an opportunistic...
...“M&G is materially underwhelmed with the opportunistic £31 offer from Schneider Electric for the remainder of Aveva, and we’re disappointed that the Aveva board has recommended the bid to shareholders,”...
...Mark Schneider, chief executive of the Switzerland-based group, said: “Compared to some of the fears that everyone had going into the winter, the European consumer has held up better than expected.”...
...Mark Schneider, chief executive of Nestlé, warned of further price increases ahead as energy and labour costs mount over the next few months....
...Ohio-based P&G took an additional hit from the strength of the dollar. Investors are paying close attention to corporate guidance on pricing levels and the effect of higher costs....
...“We stepped up pricing in a responsible manner and saw sustained consumer demand,” said Mark Schneider, Nestlé chief executive....
...Bakkavor and more potential for revenue synergies from recent M&A (e.g....
... Telia: u/g to Neutral – cash flows, dividends have bottomed....
...Mark Schneider, chief executive of Nestlé, said last month that “vitamins, minerals and supplements . . . continue to see elevated demand”....
...But unlike its competitors — Nestlé has been selling slower-growing businesses under chief executive Mark Schneider while P&G has also enjoyed a revival — Mr Jope’s Unilever has not provided a convincing...
...At Schneider, the exposure includes Aveva which has substantial exposure. At Rexel, the exposure is probably only around <2% but this is concentrated on US fracking activity....
...He told investors and analysts on the call, which featured the song “Juicy” by Notorious B.I.G. as the interlude before the teleconference began, that the IPO process “restricts our ability to communicate...
...[G]iven the lack of visibility the only realistic way to value the shares is by using balance sheet analysis....
...P&G, the biggest consumer goods group in the US, has been shrinking its business by reducing its brands from 170 to 65 since 2015....
...Coty, the listed group in which JAB has a minority stake but aims eventually to acquire control, has been held back by the slower than expected integration and turnround of P&G’s beauty brands, including...
...“Thirty years ago, you had to surmount two powerful barriers to entry,” Mark Schneider, chief executive of Nestlé, the world’s biggest food group, told investors last month....
...Mark Schneider, Nestlé’s chief executive since January, has already announced a SFr20bn ($20.1bn) buyback and is under pressure to go further by setting a higher profit margin target at an investor day in...
...The companies, which also include Royal Dutch Shell, Total, Procter & Gamble, Unilever and Schneider Electric are becoming founder members of the Climate Leadership Council, which is attempting to build...
...He has called for the company to adopt a formal margin target, something that Mark Schneider, Nestle’s new chief executive, was already considering....
...After more than four years of divestiture-driven sales declines, P&G is expected to report a rise in quarterly net sales....
...Separately, we reported (here ) that France’s Schneider Electric is set to unveil a £3bn engineering software deal with the UK’s Aveva on Tuesday....
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