Hints and tips:
...Fogelberg joins from Kirkland & Ellis, where she was a partner and worked with C Street founder Jon Henes, a former Kirkland & Ellis partner....
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...Quite a few analysts say the thing would be more valuable to Tesla dead than alive; Jefferies’ Nitij Mangal argued earlier this month that cancelling the project would be “climbing out of self-dug holes”...
...“There’s a big reputational risk from a mishap . . . if Musk gets a negative image and that transfers on to Tesla for a while,” said Philippe Houchois, a car industry analyst at Jefferies who believes it...
...Moncler boss Remo Ruffini’s recent acquisition of domestic rival Stone Island has only just forged “a new path that is different from the old choice of either remaining independent but small, or simply selling...
...The confirmation this week of the results of the C-band 5G spectrum auction in the US has also reduced uncertainty for investors....
...Sales of the company’s blockbuster hepatitis C treatments are falling, dropping $800m — or 22 per cent — in 2019. It has also come under fire over the pricing for its coronavirus treatment remdesivir....
.... ©2020 Nikkei Inc. All rights reserved....
..., Dorset; Nancy Cooper, London Polymath 1,029: James Birkett, Brighton Crossword 16,206: Enda Cogan, Dublin Patricia Cairns, Devon; JR Jefferies, Dudley Polymath 1,028: John Clune, Ireland Crossword...
...National Grid goes onto Jefferies’ “buy” list with a £10.60 target....
...Jefferies to summarise: SBRY reported an encouraging H2 of 19/20, with a resilient Q4 LFL ex/inc fuel of +1.3% underpinning a FY PBT of £586m (JEFe/cons £588m/£583m)....
...However the shares are up c.30% in the last month and have rerated by c.15pp compared to our FY22 PBT estimate....
...Here’s Goodbody: Cranswick provided a Q1 trading update this morning reporting a strong start to the year with c.19% LFL sales growth (25% inc. acquisitions)....
..., and food footfall may help C&H sales as stores re-open....
...As a result, Ashtead now sees PBT for the financial year ending Apr-20 to be c£1,050m (-10% vs. previous consensus c£1,170m)....
...Thing is, nobody’s really buying individual stock stories any more and Jefferies is a bit miffed....
...UK LFL sales growth was +3.9% ex splits (+3.0% 3Q) and +2.6% inc splits (+1.4% 3Q). RoI LFL sales growth was -1.0% ex splits and -2.4% inc splits....
...Jefferies upgrades Tate & Lyle to buy. “Sure we expect EPS to be flat in FY21....
...Altria, led by Howard Willard, last year took agreed to take a C$2.4bn stake in the Canadian cannabis company Cronos, but PMI chief executive André Calantzopoulos has said he still sees too many risks in...
...Brent Thill, analyst at Jefferies, noted Mr Stone is the second CFO to leave the company in the past year “without meaningful financial progress” and questioned “the direction that management will take the...
...Analysts at Jefferies said the departure was “a bad sign heading into the new year” and noted that the group was behind in launching a promised rebuild of its Android app....
...Bill Stone, SS&C’s chief executive officer, said in a statement that Intralinks would bring a “wealth of expertise and a leadership position” in data-sharing to the company....
...Mehr was previously a managing director and co-head of TMT leveraged finance at Jefferies....
...Analysts at Jefferies said “general feedback from investors” on Mr O’Day had been “neutral to positive”....
...“Management adopting a less confrontational style should help investors revisit the investment case,” said Philippe Houchois, an auto analyst at Jefferies....
International Edition