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Showing results for Johnson v. Auto Sales II, Inc.
...engagement in the latest Call of Duty launch, Modern Warfare II....
...Marriott International CEO Tony Capuano, Johnson & Johnson executive Jennifer Taubert and Salesforce finance chief Amy Weaver will join the board in October....
...Rivals AstraZeneca, Johnson & Johnson, Russia’s Sputnik V and new entrants such as Novavax make up the remainder of the market, which is forecast to double in value to $124bn next year....
...After a $66bn sale to Nvidia collapsed over competition concerns, SoftBank announced its plans to bypass the UK and list the chip designer on the Nasdaq stock exchange in New York....
...“Africa is a key market for Sputnik V,” said the Russian Direct Investment Fund, a Kremlin-run wealth fund overseeing Sputnik V’s foreign sales....
...But sales of the Ariens Ikon XD, featuring 20-inch tyres, a V-twin Kawasaki engine and ergonomic plush seat, have surged in the US during the pandemic....
...The report, which came seven weeks after the last Beige Book, said auto sales were “substantially lower” than a year ago but that several of the 12 districts had seen “recent improvement”....
...Don’t mind if we do: We define Adjusted ebitda as net income (loss), excluding (i) income (loss) from discontinued operations, net of income taxes, (ii) net income (loss) attributable to non-controlling...
...Revenue guide in the period is for a sales decline in autos of 20-25%....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Even Apple’s sales warning this week spurred just a modest, brief retreat. But look under the hood and some trepidation becomes apparent....
...The European Autos index posted a phenomenal run from the 19 March lows to last week’s high, with the SXAP up by a whopping 58% then, outperforming the supportive V-shaped market recovery amid early evidence...
...Here’s Credit Suisse to give some colour: The worse than expected result reflects I) slower than expected improvement in US depletions (+4% last 3m v +0.4% previous quarter) II) bigger route to market disruption...
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...The late Jack Bogle’s sales pitch encapsulates it: “Don’t look for the needle in the haystack. Just buy the haystack.”...
...We urge: (i) more corporate actions to accelerate portfolio changes with a retire/sell the rest, (ii) increased sales productivity, (iii) a more aggressive building the SI partner base, (iv) be clearer on...
...It seems that CFO Philip Johnson had made optimistic noises to Panmure Gordon in early April, however, but because it was a podcast hardly anyone noticed....
...of time and close monitoring of inventories and receivables; iv) the company will not use the partial unemployment scheme in France (comments regarding Italy were less clear); v) the FY19 dividend will...
...But Andrew Hill writes that may be mission impossible — the former auto executive’s choices leave his reputation beyond repair....
...Rob Johnson, the head of the Institute for New Economic Thinking, talks about whether we are headed to a depression....
...We think valuation already largely reflects a strong v-shaped recovery and so we adopt a more cautious stance on the shares. Sales densities likely to be lower in high traffic locations....
...California has de facto mandated what some auto insurers had already voluntarily started to offer consumers in the past week....
...Here’s how the auto industry is preparing for the economic uncertainty ahead. (FT)...
...We believe the multiple in recent years has been depressed, owing to investors being ahead of downwards sell-side earnings revisions and broad industry concerns (including peak EU auto sales and CO2 compliance...
...Sectors that currently trade at the biggest P/E discount to history are Autos, Banks, Energy and Miners....
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