Hints and tips:
...Alan Knight, Drax’s group director of sustainability, told analysts at Jefferies in March that the company would not renew or obtain such licences in future, citing bad “optics”....
...S&P is three years on from completing the purchase of analytics group IHS Markit for $44bn and chief executive Doug Peterson told analysts earlier this month that the company was open to “tuck-in acquisitions...
...The IEA predicts oil demand will grow by 1.2mn b/d, about half the pace of 2023, while Opec believes demand growth will be higher at 2.2mn b/d....
...Jefferies and Berenberg have assigned a base case value to Burford’s share of $3bn, or $13.70 per share....
...Philippe Houchois, an auto analyst at Jefferies, said Musk was “appeasing the market” by pushing faster, but with a “risk of compromises on product to accelerate launches”....
...From analysts at Jefferies : The IWGB’s pursuit of Deliveroo has long given the evidence of extreme obduracy. What really matters from here is: 1....
...“Why would you want the B team when you still have the A team available?” asked Bobby Kaufmann, an Iowa state legislator who has endorsed Trump. “He changed Washington....
...Financial markets closed UK: monthly KPMG and REC Jobs Report US: monthly consumer credit data Results: Jefferies Q4 Tuesday World Bank’s Global Economic Prospects report is published EU: November...
...A spin-off of its consumer care division has been raised for next year, which analysts at Jefferies estimate could be worth between €18bn and €20bn....
...“These megadeals tend to come in sets,” said Pete Bowden, global head of energy banking at Jefferies....
...CUT TO: THE PARLOUR OF THE B&B A woman is watching TV. In the corridor behind her, Phil walks by, dressed in a robe, carrying an electric toaster and a towel, heading for the bathroom....
...“This is a point of minimum — rather than maximum — confidence,” as Joseph Gagnon of the Peterson Institute told the FT last week....
...It is a broader campaign designed to raise returns on equity across corporate Japan, notes Atul Goyal, equity analyst at Jefferies....
...They are being advised by Jefferies, while Banc of California and PacWest are being advised by JPMorgan Chase and Piper Sandler, respectively....
...The deal equates to 31 times Adenza’s expected earnings before interest, tax, depreciation and amortisation, and cost savings this year, said analysts at Jefferies....
...[b]uybacks remain a low-risk way for UniCredit to deploy capital. Management’s disciplined approach to date provides comfort,” said Jefferies analyst Benjie Creelan-Sandford....
...But the A shares can’t go against what the majority of what the B shares want to do.” Chris LaFemina, mining analyst at Jefferies, is also a supporter....
...The resulting stock price surge lifted the company’s p/b sharply (with the caveat that measuring p/b is more art than science): Change is coming from on high, too....
...A full upgrade would put Greece at triple B minus, the rating agency’s lowest investment grade rating....
...Jefferies has hired senior Bank of America software investment banker Ron Eliasek, per Reuters....
...The yield on the average single-B rated US corporate bond — a credit rating that often includes many risky leveraged buyouts — has risen to 8.28 per cent, from 4.74 per cent at the start of last year, data...
...The reason that’s bad is because a) it doesn’t usually work, and b) it just invites retaliation....
...At its core, retailing is simple: buy from A and sell to B. The bigger the gap between the two the more money you make. This is called the gross or total margin....
...Randall Peterson’s comments on Boeing (Letters, May 23) brought to mind a wartime catastrophe I witnessed....
...Jefferies forecasts the Q2 gross transaction value to slow sequentially to just 7.9 per cent (Deliveroo guidance aims for 15-25 per cent) and for the half-year Ebitda loss to more than double to £63.5m....
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