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...Earlier this month investment bank Jefferies held its annual Asia forum in Hong Kong....
...“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....
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha for more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies and UBS, according...
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha that could value it at more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies...
...Jefferies estimates that no trust has raised equity to invest in new green assets since 2022. Raising more debt is not necessarily an option....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...“We would love to have green lights all over the place, so that we can just drive around telling people that we are not running red lights,” he told the FT....
...Last year was the weakest for net inflows since 2019, when interest in green investments intensified. At least one climate-focused investor is forging ahead....
...The head of F1’s governing body told the FT last week it was “damaging the sport”....
...Speaking at the CERAWeek energy conference in Houston yesterday, Saudi Aramco chief executive Amin Nasser said the energy transition was “visibly failing on most fronts”, according to S&P....
...(Bond Vigilantes) — Why private investment isn’t driving a rapid green transition (Jacobin) — The Dream of the 90’s, Part III: Boom Goes the Fixed Investment (Employ America) — The science of happiness...
...The chart below from Goldman nicely illustrates, with actual results in light blue and prior estimates in dark green: Binky Chadha of Deutsche Bank has recently put out a more optimistic S&P earnings forecast...
...Here, for the sake of variety, is Jefferies’ version of the watch-flipper price tracker....
...Jefferies said CRH was likely to be eligible to join the S&P Total Market index in June, “which could drive the purchase of 35mn shares”....
...Indeed, net interest income is expected to be flat this year, says Jefferies....
...The company, which owns S.Pellegrino and Acqua Panna, also revealed it launched a review of its natural mineral water operations in several countries in response to concerns that these might not be in line...
...BP has already been further softening its green messaging since Looney’s September departure, said Giacomo Romeo, an analyst at investment bank Jefferies....
...In 2019, following a wave of green sentiment, the EU set out one of the world’s most ambitious climate policies with its Green Deal climate law....
...“Most of the new demand growth will be met by carbon-free generation resources,” said Xizhou Zhou, head of power and renewables at S&P....
...The problem, according to Jefferies’ chief economist and strategist for Europe, Mohit Kumar, is that the Magnificent Seven offers both growth AND quality....
...It costs less than $3 per kilogramme for “grey” hydrogen production from fossil fuels, S&P said in a report this year....
...to “support the green transition”....
...Kerry as ‘green Kissinger’?...
...Jefferies needs those green shoots to start sprouting quick....
...“With a suite of new management and £30mn additional cost savings announced today, we sense a step change in urgency,” said Jefferies analyst James Wheatcroft....
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