Hints and tips:
...Brendan Luecke, of Sanford C Bernstein, on the Rockwell Automation November 2022 call. On that efficiency component: “I just wanted to double-click on that efficiency component.”...
...In Britain the trend has reached a surreal apex with the former health secretary, Matt Hancock, eating a camel’s penis in the Australian jungle as part of a reality TV show....
...Vitaly Umansky, a gaming analyst at Sanford Bernstein, says that in this tougher climate, there is a real danger of new supply cannibalising the existing market....
...He may be hoping New York voters will be as sympathetic as those in South Carolina – who elected South Carolina governor Mark Sanford in a special congressional election earlier this month after he resigned...
...programme," said Martin Prozesky of Sanford Bernstein. "If they didn’t have these cost cuts in place, they would've warned on next year."...
...“Getting another 120-140bp [margin] support from this additional €300m makes me quite comfortable that they can make the guidance next year,” said Martin Prozesky of Sanford Bernstein....
...One of the few deep restructuring stories around,” said Martin Prozesky of Sanford Bernstein....
...Robin Bienenstock, of Sanford Bernstein, said the bid would almost certainly be successful barring a last-minute bid for KPN from the Spanish telecoms company Telefónica....
..."It was the first really solid quarter for van Houten," said Martin Prozesky of Sanford Bernstein. "You can see the actions he’s taken are starting to have an impact on the financials."...
...Mark Newman, an analyst at Sanford C Bernstein, said a ban was therefore unlikely....
...Martin Prozesky, an analyst who follows Philips at Sanford Bernstein, said the news “underscores the urgency” for the company to solve its TV woes, and that the best solution would be to stop making them...
...“It was quick, decisive and early,” says Martin Prozesky of Sanford Bernstein. The speed of the decision came as no surprise to those who had worked with Mr van Houten elsewhere....
...Martin Prozesky, of Sanford Bernstein, meanwhile, said the TV business would likely continue to lose market share but called the deal “pretty reasonable”....
...Martin Prozesky, an analyst at Sanford C Bernstein, called the move to Shanghai “significant”, underlining the company’s expectation that 20 per cent of its future growth will come from the consumer lifestyles...
...“This plan is designed to be disruptive,” said Matt Carter, Boost’s president....
...Mark Sanford, 47 + Second-term governor of South Carolina; Crusader against government waste – once brought live pigs into the state legislature to protest against “pork-barrel” spending....
...Those criteria would strengthen the case for Mr Pawlenty and Mr Sanford – both aged 47 – or Matt Blunt, the 37-year-old governor of Missouri....
...While Microsoft had reached break-even on the Xbox 360, “it will probably go negative again” with the price cut, said Charles di Bona, an analyst at Sanford C Bernstein....
...Matt Simmons, a Houston-based analyst, said that many of the world’s oil facilities were not built to last more than 30-40 years but were being run longer because of the current high oil price....
...“I think [Microsoft] is really looking to influence the way advertising is done on a broad scale,” says Matt Rosoff, an analyst at Directions on Microsoft, a research firm....
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