Hints and tips:
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...Even Goldman Sachs and Morgan Stanley would have competed for a sizeable role in the Carlyle deal. And they still might....
...To put it more simply: Jiang et al argue there are $2.2tn in mark-to-market losses out there, and there is only $2.2tn in equity in the US banking system....
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
...There is for sure a debate to be had about when the Federal Reserve et al should have pivoted their stance more forcefully to tackle inflationary pressures, and what they should and shouldn’t do now....
...Stanley....
...Morgan Stanley can summarise the detail: LGR operating profits 20% (£119m) ahead of consensus at £721m - helped by positives from a review of modelling assumptions and Covid-19 related mortality experience...
...Also, Morgan Stanley’s Adam “Fanchart” Jonas has chucked in the towel....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...For the sake of reference, a retrospective cohort of 173 severepatients from China (with 38% mechanically ventilated; Guan et al....
...Just Eat, Domino’s, Deliveroo, UberEats, Amazon et al, have grown very rapidly but it is too early to call them winners, indeed we believe that the battle has only just begun.”...
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
...Now the former Morgan Stanley banker and one half of the Zaoui & Co boutique (along with brother Yoel) is fulfilling his dream....
...At last week’s EFF, Morgan Stanley president Colm Kelleher said his bank would decide after Easter to trigger the relocation of several hundred people — to its new Frankfurt subsidiary and across continental...
...On the other side of the league table is Morgan Stanley, with only 0.8 per cent of its 3,800 brokers ever penalised for bad behaviour: (Note that the number of advisers at certain firms may look smaller...
...Goodhart et al. make a good case for blaming demography for all three — and for thinking that the fall in working-age populations may help, largely because the market response to labour scarcity will be...
...The other challenge for HP, Dell, et al is that the biggest customers can do it themselves. Google designs and builds its own serv” programme....
...Facebook et al may not need the intellectual capital, but they sure needed their cash....
...One more for Modi et al to deliver we suppose....
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
...(Wall Street Journal) - Goldman et al should be forced to incur losses on mistaken trades, says Myron Scholes. (Financial Times) - Samuel Brittan: Productivity matters, but it’s not everything....
...Its estimated leverage ratio was 2.1% at the end of Q1, according to Morgan Stanley analysis....
...Citi’s Yeung et al make one last and very interesting point....
...Notwithstanding this central bank resolve and despite QE, OMT, et al., we remain strategically cautious. Our stubbornness is quite simple – fundamentals....
...“Appetite for institutional lending was very low before six months ago,” says Oliver Chang, former head of US housing strategy at Morgan Stanley, who launched asset manager Sylvan Road Capital in August...
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