Hints and tips:
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Providers (ie Spotify, Apple et al), which improves SONG’s negotiating position. . . . . uh, great?...
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...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....
...With top-line beat flowing through the P&L, core op. profit was +8% vs cons and core EPS +12%. ¾ of the EBIT beat seems inventory related. Q: What were the most noteworthy areas in the results?...
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
...Those early downpours see India’s financial capital transformed, as residents delight in the heavy showers and celebrate by cavorting on Marine Drive, the city’s main promenade....
...They were also considerably less robust, especially in the early stages of the recoveries, which tended to be shallow L-shaped affairs, rather than V-shaped....
...Moody’s Investors Service, which provides credit ratings for states and municipalities, looked at the detailed financial accounts for each state and its schemes in the most recent financial year available...
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
...India approves 16 FDI proposals worth $207 mln India on Tuesday approved 16 foreign direct investment (FDI) proposals worth 9.24bn rupees ($207m), including financial services firm L&T Finance Holdings’...
...“A rally past the first week of May would force us to reconsider this view, as it would suggest a ‘V’ bottom is more likely.”...
...recovery, a W recovery, a V recovery, a W-W recovery or will recover....
...Via Securities Docket, emphasis ours: The SEC charged Renato Negrin, a former portfolio manager at hedge fund investment adviser Millennium Partners L.P., and Jon-Paul Rorech, a salesman at Deutsche Bank...
...This bodes well for valuation, since ROE over 20% eventually drives P/B near 2x, vs. current P/B of just 1.4x. BV per share was $106, ahead of our $104 estimate because of higher EPS....
...As a former investment banker, Augar tells the story of the disaster in the financial markets. What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...The Court has stayed all but the first-filed ERISA class action case (entitled Alvidres v. Countrywide Financial Corp., et al.)....
...L....
...al?...
...Wouldn’t the competition from Microsoft and Yahoo make it difficult for Google to have the profit margin that they have, and a P/E of 73? Will financial gravity bring Google down to earth?...
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