Hints and tips:
...From BofA: Our BofA Global Research sector analysts have identified the US companies in their coverage universe that sell equipment and services used in PFAS remediation and treatment and therefore could...
...Portugal has become the latest European government to deem Huawei too “high risk”, outlining a potential ban on the Chinese company’s equipment for its 5G network in a policy U-turn that could further damage...
...KKR limited withdrawals from a property fund after a surge in redemption requests from clients....
...Kevin Kelly and Mark Wilkins sold Stampede, an audiovisual equipment specialist, to DCC in 2018....
...One sign he may be right: the price of ASICs hasn’t changed much and the amount of second-hand equipment is still limited....
...Companies converted production lines to serve a public purpose: brewers and cosmetics firms made hand gel, fashion companies made personal protective equipment and even Formula One engineers made low cost...
...But technology has provided work-rounds, with robotic equipment allowing teams to get into hotspots sooner....
...The country still faces challenges controlling air pollution, he said, noting his inexperienced staff and limited equipment....
...We move to a SoTP valuation to encapsulate the value of eventually exiting O&G, and as a more prudent approach to valuing Weir as a pure-play mining equipment business....
...L&G and its UK life peers were broadly allowed to pay dividends at FY19. Further, the UK regulator’s recent stress tests commentary suggest limited risk for life companies....
...Vitec, a video and photographic equipment company, has been hit by the cancellation of sporting events and the curtailment of media productions....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...CPI-linked utilities (e.g....
...side, in central functions (e.g....
...The company churned out about 2.8m barrels a day in the fourth quarter, which is much the same as last year. But while the average price of oil in 2018 was $71, it was $64 in 2019....
...The Saudi-Russia oil war is a game theory masterstroke, writes one analyst....
...There is precedent of a major telco negotiating price for equipment to their advantage via a public discussion....
...It’s rated a new “buy” at Berenberg, as is Energean Oil & Gas....
...According to Aveva, the combined company’s exposure to Oil & Gas will reduce to c.35% from c.40% for Aveva currently....
...This comes before potential tailwinds of lower oil prices and an off-balance sheet funded solar plant come through on costs over the next couple of years. ... which is separate to a bigger, longer bit of...
...They say to favour oil companies that produce enough oil: Near-term oil price increases and rising inflation provide an opportunity to invest in E&Ps....
...Looking at recovered 2021 PE still delivers relatively limited upside v recent history for most names. And RBC are sellers of Rightmove....
...Most life companies have limited exposure to speculative grade market....
...And, yes, okay, let’s have a wee bit of chartism. Here’s an excitingly busy chart from Canaccord Genuity that apparently means gold will outperform oil unless it doesn’t: Super....
...non-regulated retail company profitability....
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