Hints and tips:
...And the Fed cannot plug the ever-widening holes in the balance sheets of insolvent companies, replace lost consumer demand or reverse all job cuts....
...More recently, Spain in particular has been hit by a new wave of claims from generating companies after it cut back generous official incentives to supply green energy....
...Just 30% expect a V shaped recovery in the stock market....
...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?...
...On MAX (SNR’s largest programme, ~20% sales pre-grounding), the supply chain is currently at different rates, and we see destocking ahead, with a slower ramp than BA, given 50% of content is supplied to...
...The supply and demand shock in China, given strict containment measures and recent efforts to resume economic activity, mean China is likely to trough in 1Q20....
...This is an industrial company, serving largely industrial customers....
...The V-shaped recovery in consumer spending feels too bullish in our view....
...The impact of COVID-19 has now shifted from a supply chain issue to a demand issue for the retail sector....
...Comment from WendellMurray on Donald Trump’s diplomatic turn to N Korea deserves acclaim I have never understood the refusal of the USA government to talk to the North Korean government....
...With the launch of the offer for all preference shares in Unilever N.V. we are also taking important steps to simplify our capital structure and improve corporate governance....
...With the launch of the offer for all preference shares in Unilever N.V. we are also taking important steps to simplify our capital structure and improve corporate governance.”...
...E-John v Johnnie John, and its variants, is a powerful name in retailing, writes Kate Burgess....
...The chief executive and creative director of the company lets her jewellery take centre stage: fingers adorned with her stackable Glam’Azone and bold Queen V diamond rings, and gems from her Kate collection...
...“This downturn appears to have been caused by higher supply at least as much as by lower demand; and so far supply-side response does not appear to be shrinking the production surplus,” the broker added....
...Crisis planning v important at Smythson too. Wot if Vogue bans leather accessories in fuchsia, etc? Nick from Treasury is like: ‘Greek economy v small’....
...Here is an opinion summary from law firm Simpson Thacher describing how the court judged predicted beta in a 2010 appraisal case, ” Global GT lp v. Golden Telecom”....
...Improvements in financial technology that allow people to evade the Gesell tax are increases in the velocity of money, V....
...Leverton Clarke Linguamatics Loch Fyne Oysters London Tradition Lumishore M Marco Marketing VF Maviga International (Holdings) MBDA UK Mechatherm International Melett Merlin ERD Metalube N...
...He was recently commissioned by Royal Doulton to produce a set of plates for the company....
...At the same time, the once abundant supply of cheap credit from banks keen to support Spanish companies gallivanting abroad has dried up....
...), the magazine n+1 has come of age....
...Companies have been reluctant to invest to increase supply. “Over the years, we’ve seen costs rise and then plateau in India, and then rise again,” says N.K....
...The internet doesn’t yet do scratch’n’sniff. The auction house at Aalsmeer, close to Amsterdam’s Schiphol airport, will never go virtual either....
...The master trust of Bradford & Bingley, which has also been nationalised, is widely expected to go next....
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