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...“I don’t think you’d ever know that it was him behind Litquidity, even if you met him or he told you point blank,” said friend Waylon Chin, whose $1,000 beige Loro Piana loafers Medina skewered this summer...
...Earlier this month investment bank Jefferies held its annual Asia forum in Hong Kong....
...(Just because you can, it doesn’t necessarily mean you should, and securitisation has never quite shaken its association with the 2008 financial crisis)....
...The share price wobbled on results day as the numbers didn’t quite hit analyst consensus expectations, but shares remain 65 per cent above the level at which they traded a year ago, when the company first...
...It doesn’t look that way....
...“We haven’t bought things and can’t buy luxury goods,” he said, noting he used to be “more relaxed in terms of buying things and eating food”....
...I had to mark up my GDP expectations because of retail sales,” said Tom Simons, US economist at Jefferies....
...But it looks like investors broadly agree that things aren’t quite as one might think....
...“The restatement for unrecognition of trade spending . . . will not help confidence in controls at [the] group given historic similar issues as well,” analysts at Jefferies said....
...True, it had tried to consolidate the market with the acquisition of Clydesdale and Yorkshire Bank in 2018, but integration went slower than hoped, thinks Jefferies....
...Most funds are 10 years old and have scraps left they can’t fund.”...
...I don’t think this is in the investment literature, about how a company can increase its value by changing its primary listing,” said Bryan Armour, director of passive strategies research, North America...
...Drug developers raised $6.2bn in equity capital markets in January, according to data from Jefferies....
...But investors have long memories, argues Jefferies analyst Mark Wilson....
...“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....
...“Sell your dollars and get back to business and don’t do any speculation anymore,” he added....
...The latest data point this week wasn’t exactly inspiring....
...Its specs include a temperature-controlled bread cabinet, meat and fish dry-ageing units and metal washable ceilings, which I wouldn’t have thought to admire if Jayasekara hadn’t pointed them out....
...But that doesn’t mean investors aren’t looking at these drugs from an ESG angle....
...Jefferies has hired Morgan Stanley’s global head of gaming and lodging investment banking Michael Bluhm, Bloomberg reports. Freshfields has appointed Gil Perez as global chief innovation officer....
...“European sovereigns are being opportunistic and thinking we can’t get this out the door fast enough,” said Imogen Bachra, head of non-dollar rates strategy at NatWest, who was also surprised by the level...
...Mondi has exited Russia and last year warned on paper pricing; DS Smith didn’t have to and didn’t have to....
...The problem, according to Jefferies’ chief economist and strategist for Europe, Mohit Kumar, is that the Magnificent Seven offers both growth AND quality....
...“I don’t think there is a Trump overhang [on our shares]. There is a US-China overhang,” Winters said....
...On Sunday Jefferies analysts said that Apple iPhone sales in China — where it faces resurgent competition from Huawei — dropped by 30 per cent in the first week of 2024....
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