Hints and tips:
...Jefferies also expected the deal would go through, saying Schneider was “the only possible buyer given it is already the majority shareholder.” Schneider declined to comment....
...office: In terms of synergies, there are limited clear operational synergies to us, maybe some incountry synergies in Chile, Peru, Australia and Brazil, but the main saving would be through corporate G&...
...Jefferies portrays the group as “caught between a bulk and a buyback”....
...Jefferies again (from 2021): [Mondi + DS Smith] would create the European #1 containerboard & box producer with >€2.5bn pro-forma EBITDA....
...James Pearse, analyst at Jefferies, said asset management and wealth “should trade at a higher multiple to M&G’s Heritage business”. Shares in M&G rose by 2 per cent in early morning trading....
...Companies on the benchmark Topix index have a median of 11 equity holdings, according to Jefferies, down from 15 a decade ago....
...Like bigger peers such as L&G, Just has a record pipeline of such deals in what is expected to be a record year for the market....
...Schulten said P&G’s “consumer markets remained relatively resilient” globally....
...Companies on the benchmark Topix index have a median of 11 equity holdings, according to Jefferies, down from 15 a decade ago. And that capital, say investors, is better used elsewhere....
...The over-55s spend more time buying a car than managing their pension money, according to L&G. Older investors often have the benefit of experience....
...He is observing what others are observing,” said Vine at M&G. “I’m very excited” by the outlook, he added....
...In 2021, Euronext bought Borsa Italiana for €4.4bn from the London Stock Exchange Group in a deal that included the CC&G clearing house in Milan....
...According to analysts at Jefferies, L&G managed £387bn of LDI funds at the end of June, equivalent to 30 per cent of the group’s total assets under management....
...Jefferies illustrates: Simple, right? Well, yes and no. The first challenge is getting a handle on the scale of the problem....
...Jefferies analysts said the update was “particularly reassuring”, highlighting a Solvency II ratio — a measure of the company’s regulatory capital against the minimum required under the rules — estimated...
...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 meme) — RNS watch: interims from M&G,...
...However, he added that “going forward, there will hopefully be more focus on the ‘S’ and the ‘G’ and less on a highly politicised interpretation of the ‘E’....
...When Wadhwani’s appointment was announced in May, analysts at Jefferies expressed disappointment at the long transition period....
...Rival investment providers Vanguard and Bestinvest, along with FTSE 100 asset managers Abrdn and M&G, are among those racing to expand in this market....
...Moelis & Co banker Lawrence Chu has joined Jefferies Financial Group to help expand the bank’s Dallas office, per Bloomberg....
...P&G’s shares have sharply outperformed Unilever during that period. “Activist investors will look at P&G and say: Is there a similar thing to be done at Unilever?”...
...M&G declined to comment but one person close to the situation said it was now looking at the UK market....
...Refurbishment costs will be highest for the “gas guzzler” offices rated F and G, according to Mike Prew, an analyst at Jefferies....
...Jefferies analyst Stephanie Wissink likened the process to an “emergency room doctor doing triage” to figure out what should be saved and what should be abandoned....
...highest levels, there is the impact of Russia’s invasion of Ukraine, which is forcing companies, investors and governments to wrestle with developments that at times appear to pit the E, the S and the G...
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