Hints and tips:
...al, with just $9bn on legacy oil and gas....
...Cost savings are a sign of responsible and prudent management, but not essential in driving the stock And RBC Capital Markets: Management has made good progress so far building the foundation to revitalise...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
...Management guides to c£60mn of net benefit in 2H (c£78m extra costs offset by six month business rates relief of £137mn)....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...Berenberg goes down to “sell” on Jupiter Fund Management, the midscale UK asset manager that fried a thousand rumour-chasing punters earlier in the year by jumping into bed with Merian rather than being...
...This stronger foundation should be supported through 2020 as management bandwidth improves further (with only one remaining C-suite role to be filled)....
...Rose retains the end-FY21 c.14% CET1 capital ratio target (which might disappoint in the context of capital return expectations) but moves to a medium to longterm target of 13-14% (which will be taken a...
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...RBC Capital Markets reckons the small price tag is worth it for “a compelling entry point for what is expected to be a high-margin, low-cost and long-life asset.”...
...Management reassured on ‘the strong balance sheet, net cash resources and substantial working capital facilities available to the Group in its various territories [..., which are] more than adequate to meet...
...On current multiples LSL is trading on a PE of 12.8x fo Dec 2020 while Countrywide is on 12.2x our 2020 estimates albeit it has c. £75m of debt vs a market cap of c. £123m....
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...Most likely is that it is simply impossible to tell whether it is going to be V-shaped, L-shaped, or some other form....
...Denrell, J., Fang, C. & Winter, S. G. 2003. „The Economics of Strategic Opportunity.”. Strategic Management Journal, 24 (10): 977-90. Hart, S. L. & Sharma, S. 2004....
...Capital and goods move freely: why not people?...
...THE MARCH by E.L....
...al?...
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