Hints and tips:
...“I don’t think anyone has raised any equity since late 2022,” said Matthew Hose, equity analyst at Jefferies. “They’ve had to adapt to this new environment....
...In a July note, analysts at Jefferies noted that private medical insurance is already expensive at about £1,500 per year per person, and prices typically rise 15 to 20 per cent a year....
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...This is the theme that Jefferies analyst tackle in a report they published earlier today, titled Alts: The Next Shoe to Drop?...
...“Transformative M&A has arrived,” Jefferies analyst Dan Fannon wrote in a note....
...Surinder Thind, analyst at Jefferies, noted that Accenture’s consulting revenues had fallen short of expectations, in contrast to a still-booming outsourcing business, saying “the need for cost-cutting raises...
...“These megadeals tend to come in sets,” said Pete Bowden, global head of energy banking at Jefferies....
...“Last week was a bit of a guessing game as to who could be the recipient of First Republic,” said Casey Haire, equity analyst at Jefferies, who noted that PNC and Citizens were “on people’s list”....
...O’Shaughnessy Asset Management. 2021. Terms not disclosed. AUM acquired: $6.4b. Legg Mason. 2020. Cost: $6.5bn, AUM acquired: $803bn. AdvisorEngine. 2020. Terms not disclosed....
...Additional reporting by Michael O’Dwyer...
...Elliott Management’s head of investment stewardship Christine O’Brien is leaving the firm, Reuters reports. Barclays has lost three senior investment bankers to Jefferies Group, per Bloomberg....
...Jefferies has hired senior Bank of America software investment banker Ron Eliasek, per Reuters....
...Developing a buzz for its shows with Peter Shear and Max Xeno Karnig, Castle Gallery takes inspiration from Paul Soto’s and O-Town House’s residential model before him....
...Chloe Lemarie, an analyst at Jefferies, said airlines had responded to rising fuel prices by turning to newer and more fuel efficient aircraft, while keeping older jets in storage....
...Michael Yee, an analyst at Jefferies, said there was an appetite to buy biotechs with positive data, though it is far harder to raise money if you have less certainty about your pipeline....
...Add to that the continuing supply chain problems, labour shortages and inflation effects highlighted in the earnings reports and tech is not “out of the woods yet”, according to Jefferies analyst Brent Thill...
...“I think everybody is holding their breath and waiting to see if it has bottomed out and will bounce from here,” O’Keefe added....
...It first took shape as a poem she wrote to process traumatic memories, then as a game she created with her husband Jake Jefferies, inviting players to bear witness to her story....
...BP and TotalEnergies are the European oil producers with the highest exposure to Russia, according to investment bank Jefferies....
...Shell’s Russian production represented 5 per cent of its global total last year, Jefferies said....
...“The list is long because so many manufacturing processes in automotive are heat-based,” said Philippe Houchois, analyst at Jefferies. The cost implications are material....
...“There’s always a question of growth versus profitable growth,” said Ken Usdin, a Jefferies analyst....
...Barclays, Jefferies and Citi are joint house brokers....
...Banks and resources could fare better, and those are generally underweighted by ESG funds,” said Tom Mills, equity research analyst at Jefferies....
...“It is impossible to say with any conviction why Eutelsat would be of interest to Patrick Drahi at this point,” wrote Jefferies analysts in a note....
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