Hints and tips:
...Hannes Leitner, analyst at Jefferies, said the results were “below expectations on all fronts” and that signs of slowing growth in the US were a particular concern....
...According to data group Cox Automotive, GM has 58 days of supply across all its brands, Ford has 85 days and Stellantis has 107....
...Jefferies has hired Andrea Donzelli, Credit Suisse’s Italy chief, as vice-chair and country head, according to Bloomberg. Smart reads Fore!...
...Expanding electric cars’ share of US rental fleets, which now stands at 5 per cent, will be a challenge, said Hamzah Mazari, analyst at Jefferies*....
...Jefferies downgraded its earnings predictions by 3-6 per cent for 2019-20 to 11.93p and 13.22p following Hays’ announcement....
...Jefferies analysts estimate that AWS today holds a 65 per cent market share compared with 25 per cent for Microsoft and 10 per cent for Google....
...As the sell-off eased, Jamie Cox, a managing partner at Harris Financial, said: “It’s a good set-up for stocks in the future.”...
...“Takeda is one of the most conservative companies out there in the space when it comes to M&A, and personally I do not think Takeda will go through with this,” said Panmure Gordon analyst David Cox....
...Analysts at Jefferies said that Hays’s UK division had “demonstrated admirably proactive cost discipline over the past few years”....
...Companies with no research coverage tend to underperform their peers — by 4.2 per cent on average, according to research by Jefferies....
...Until 2015 — helped by a “perfect” record in securing planning permission and the bargain prices at which it bought land — investors came flocking, says Mike Prew, a UK real estate analyst at Jefferies....
...There were some brighter signs for the UK in December, said Alistair Cox, Hays’ chief executive. “While conditions remained tough, we saw an improvement in private sector markets in December,” he said....
...But there were brighter signs by the end of the year, according to Alistair Cox, Hays’ chief executive....
...Jefferies, the US investment bank, estimated before the referendum that an exit could see 100,000 banking jobs relocated to Europe....
...“Nestlé is in need of fresh legs strategically and Mr Schneider’s track record is exceptional,” wrote Martin Deboo, analyst at Jefferies International....
...Alistair Cox, chief executive, said: “Despite tougher comparators, UK growth was solid and broad-based, especially in the private sector....
...Its inflows over that period were more than twice those of the next most successful fund, the Dodge & Cox Income fund....
...Holidaybreak , the specialist travel group, rose 12.1 per cent to 411½p after it confirmed it was in talks with India’s Cox & Kings over a 432.1p a share offer....
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