Hints and tips:
...Jefferies again (from 2021): [Mondi + DS Smith] would create the European #1 containerboard & box producer with >€2.5bn pro-forma EBITDA....
...The problem, according to Jefferies’ chief economist and strategist for Europe, Mohit Kumar, is that the Magnificent Seven offers both growth AND quality....
...E&P businesses that are already public have also stepped up share sales, with six deals in September alone raising $1.5bn....
...“These megadeals tend to come in sets,” said Pete Bowden, global head of energy banking at Jefferies....
...But statistical analysis by The Smoking Toolkit Study, which conducts monthly surveys in England, shows an association between quit rates and the take up of e-cigarettes....
...Operators may have installed 43m charging points by 2030, according to Jefferies, seven times more than today. There is a gold rush into the sector....
...“Lilly hasn’t been one of those really big deal junkies,” said Les Funtleyder, a healthcare portfolio manager at E Squared Capital Management, which owns Lilly shares....
...In the more immediate future, today’s data should lock in a pause at the June FOMC meeting, i.e. no rate hike....
...Despite the downturn, tech remains more highly valued on a forward p/e basis than any other sector in the S&P 500. SVB’s interest rate risk was a double whammy....
...Ford has been the exception, cutting prices twice this year on its electric Mustang Mach-E....
...According to an e-mail sent to prospective SpaceX investors, Andreessen Horowitz (also known as a16z) will likely lead the new funding round....
...Speaking of advisors, news of THG’s bid approach has resulted in all three of its corporate brokers (Jefferies, Barclays and Citigroup) suspending coverage....
...Among the most bullish is Jefferies, whose price target of 425p is approximately double the current share price. Jefferies is Darktrace’s joint house broker, alongside Berenberg....
...This is despite the heavy emphasis both put on the capital “P” in their E&P moniker, as Jefferies puts it. Repsol, the big Spanish energy company trades at nearly the same multiple....
...thread) — A City war story about gaming broker surveys (Corner Office / Wordpress) — Tesla absolutely trucks child dummy in stoppage test (Reddit; see also this note-perfect rendition of the Musk Kwik-E-Mart...
...Jefferies analyst Owen Bennett hailed the agreement as “a big positive for the long-term outlook of Juul as a going concern”, saying that its terms had been more favourable to the company than expected....
...E Jean Carroll had more reasons than usual to anticipate Thanksgiving weekend....
...Owen Bennett, analyst at Jefferies, said the FDA’s decision on Juul could tempt Altria to counter rival Philip Morris International’s $16bn bid for oral pouch specialist Swedish Match, in order to have “...
...Casamigos was the fastest-growing tequila brand in the US at the end of 2022, according to Jefferies....
...Philip Verleger, an oil analyst, for example, thinks that a long-term focus on “E” is rising, amid a rush for renewable energy....
...Analysts at Jefferies said in a note that the results showed a “newfound resilience” at Carrefour, with “the punchy buyback reload so early in the year” demonstrating the company’s confidence....
...Analysts at Jefferies reduced their Ebitda forecast for 2023 by 18 per cent in wake of Boohoo’s results....
...From an investor perspective, some are becoming increasingly sceptical about the E in ESG....
...Assets held in large-cap value ETFs have grown a brisk 4.3 per cent year-to-date, but that has recently slowed to a trickle, according to Jefferies data....
...Refurbishment costs will be highest for the “gas guzzler” offices rated F and G, according to Mike Prew, an analyst at Jefferies....
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