Hints and tips:
...The suites vary, but all are 50sq m with courtyard entrances, and furnished with pieces by – or at least inspired by – Arne Jacobsen, Eero Saarinen, Joe Colombo, Isamu Noguchi, Charles and Ray Eames et al...
...to New Mexico....
...But, of course, fashion depends on the desire for the new. Martens hasn’t only touched the denim. “Just before Christmas, I discovered we had a licensee for sex toys,” he says, laughing....
...While a black trompe l’oeil line by François Morellet creeps around a window, a new series of geometric steel grids by Spaniard Daniel Steegmann Mangrané commands the centre of the space....
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...The new venture, between the NBA, Helios, and Yinka Folawiyo Group, is valued at “nearly $1bn” in enterprise value, according to league commissioner Adam Silver....
...al, with just $9bn on legacy oil and gas....
...On Wednesday we cracked the mystery: 40-year-old Qatari businessman Abdulhadi Mana Al-Hajri is the new owner of The Ritz....
...L’Oreal’s been downgraded at Credit Suisse. Stock priced for a V-shaped recovery that’s looking increasingly unlikely, they say: Downgrade to Underperform (from Neutral)....
...From these events, we convey bullish 5G news flow. In sum, the C-19 crisis is not delaying 5G rollouts and the 5G cycle is expected to last 10-12 years....
...Norwegian government support for the oil industry is nothing new, but the materiality impresses even us and once again underlines the low-risk element of Norway E&P investments (if they have quality assets...
...al), which improves SONG’s negotiating position. . . . . uh, great?...
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Our research suggests that an increase in the number of installed bathrooms in the US has shifted revenues of the industry more towards repair and maintenance, from new construction/remodelling spend....
...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. .....
...We now have the answer: there are £120m of new facilities contingent on a c£140m raise (a new 13.7% of the share capital will be issued soon)....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...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...
...The V-shaped recovery in consumer spending feels too bullish in our view....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...Q4 2019 u/l PBT beat “rebased” consensus expectations by £111m (13%), though the outlook statement is somewhat sobering. ......
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
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