Hints and tips:
...In 2006, the maison bought Villa Empain in Brussels, restoring the house and turning it into a Centre of Art and Dialogue between eastern and western cultures. boghossianjewels.com C is for Brunello CucinelliThe...
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...She’d given him a chance, despite his C$10,000-per-month fee, because, as she told me, he had public relations and TV experience as well as a Harvard degree....
...In his twenties, Pace left a job in a bank to work with the composer W.C. Handy, known as the father of the blues....
...General Austin S Miller, the US military commander in Afghanistan, warned the country could descend into a worsening civil war in a rare press conference last week....
...The digital edition of W&W Geneva starts today and runs until April 13, while W&W Shanghai will be open to the trade and public “in person” from April 14....
...We assume that C&H could have up to £370m of surplus inventory at peak, with continuity product sold through the rest of the calendar year and some S/S product overwintered until Spring 21....
...[W]e believe that Aston Martin is taking logical steps to put the business back on track....
...Best placed if the recovery is W shaped: Hays' average cons FY20/21e EPS are cut by c.70% YTD vs. 35-60% downgrades for others. We see limited downside even if the recovery is W shaped....
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
...Global infections grew 62% w/w to 1,275,542. Infection growth momentum has slowed compared to ~95% w/w ten days ago....
...[W]e think that, even considering the liquidity of the stabilization package, shares do not reflect the impact of Covid-19....
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
...Fever - having a good C-19. We have previously highlighted that Fever is having a good C-19....
...Demand is being hit hard by store closures at peak S/S trading, impacting inflows severely....
...[W]e expect focus on another weak quarter for Other Income and a quarterly run-rate below consensus expectations....
...[W]e have already seen QE being stepped up significantly in the US, the UK and Europe....
...However, at c.18x recovered earnings, we’d prefer to look elsewhere or wait for a cheaper entry point....
...If the bondholders call in their debt, M&B could sell some of its 1,356 securitised pubs (last valued at c£4bn) to pay off c£1.7bn of notes and c£0.3bn of MTM swaps....
...As a result, Ashtead now sees PBT for the financial year ending Apr-20 to be c£1,050m (-10% vs. previous consensus c£1,170m)....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
...Whilst the mid-term investment case retains merit, the breakup story has become less compelling given 2019's c.2-point P/E re-rating and confirmation the Consumer spin will have to wait until H2'22, leaving...
...Instead, he was, in his words, “c**k-blocked” by Mr Priebus. He was nevertheless floated for various posts and in June joined the US Export-Import bank as chief strategy officer....
...[W]e were researching Mr....
...S&P500 tended to be lower even 12-24 months after emergency Fed cuts. Furthermore, 10-year bond yield also tended to be lower a year or longer after the emergency cut....
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