Hints and tips:
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...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....
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
...Ashtead, a £6bn company, is down by a fifth with no news on the tape other than Bank of America repeating “buy” advice....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...Based on company commentary so far, we still believe potential COVID-19 claims (including BI) are a manageable P&L event for the sector, although the devil will be in the detail when it comes to BI policy...
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Lots and lots of companies have numbers including Spire Healthcare, GVC, Schroders and Domino’s Pizza. ... Saga doesn’t know what to tell you about Covid-19. ......
...We expect EPS to fall c.40% YoY. We think the revenue growth outlook for Europe is as bad as the GFC, N. America could fare slightly better. Preference for FCF, superior ROIC in challenging macro....
...The film also featured an early appearance by Eddie Murphy’s street poet Tyrone Green (“C-I-L-L my landlord”)....
...With the almost certain return of growth in the previous quarter, it is not an “L” but not yet robust enough to be a “V”....
...Jones v. Harris Associates L.P., which will be argued this week, clearly demonstrates that lowering the “loser pays” barrier could have serious consequences....
...4.8°C....
...With the almost certain return of growth in the previous quarter, it is not an “L” but not yet robust enough to be a “V”. The likelihood of a “W” also seems far-fetched....
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...I sincerely apologise to all Satyamites and stakeholders, who have made Satyam a specia l organisation, for the current situation. I am confident they will stand by the company in this hour of crisis....
...So an L-shaped recession in terms of trend growth but not the level of output....
...(c) to establish a National Economic Council, composed of representatives of the Parties and of the following sectors: (i) Manufacturing (ii) Agriculture (iii) Mining (iv) Tourism (v) Commerce (vi)...
...V....
...Mobilizing Minds: Creating Wealth from Talent in the 21st Century Organization By Lowell L. Bryan and Claudia L....
...Given that the Committee on Capital Markets Regulation received $500,000 from the C.V. Starr Foundation, a group with strong ties to Maurice R....
...THE WORLD IS FLAT by Thomas L....
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