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...But in the longer term, prioritising LNG over clean energy could be a risk, the shareholder added....
...CATL, Samsung and LG lead the industry’s R&D spending, with CATL outspending almost all other Chinese battery companies combined, according to Neil Beveridge at Bernstein....
...US bans put this at risk....
...Luvanis, a Luxembourg-based private investment company, is a specialist in this....
...Those are needed to achieve a typical private equity annual internal rate of return of 20 per cent over five years, thinks William Woods at Bernstein....
...“I’d be worried about the shortage of food items, and even if not, then about food getting extremely expensive,” said Olga, a PR specialist from Moscow....
...Keith Barr, IHG chief executive, said that while “the risk of volatility remains for the balance of the year, there is clear evidence from forward bookings data of further improvement as we look to the months...
...says Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management. “In the family office space, which is such a Rolodex universe, it’s really who you know,” he adds....
...Its large domestic market at least offers operators a cushion not available to European long-haul specialists....
...Much depends upon bookings picking up from January, thinks Bernstein. If these disappoint, the risk of another rights issue rises quickly....
...In that context we see risk/reward as unappealing....
...They really don’t want to become a political pawn, though there is a lot of risk that they have already become one,” Shih said....
...Once considered low-risk but relatively dull investments, these utilities have astutely navigated the global shift from fossil fuels towards cleaner sources of energy....
...SVB Leerink, the specialist healthcare investment bank with a very good research department, runs through four possibilities....
...But Richard Clarke, an analyst at Bernstein, warned that there could be risks for short-term rental owners: “Supply looks to be shifting to longer-term rentals, and those in financial distress will not receive...
...Denmark’s Orsted, previously DONG Energy, has become a wind farm specialist. Of the larger oil companies, Neil Beveridge at Bernstein can only think of one that has done so....
...Bernstein’s knife catching both Diageo and Carlsberg....
...J Sainsbury and Wm Morrison are upgraded to “outperform” at Bernstein as part of a sector note advising knife catching....
...We believe the group’s specialist focus leaves it well-positioned to manage disruptions and rebase for FY21 once sites reopen....
...Bernstein has a big retail sector initiation out....
..., logistics, well-capitalised office stocks, and heavily discounted diversified country specialists....
...“There’s been a continuous knock-on effect,” said Richard Clarke, an analyst at Bernstein....
...A recent analysis by Bernstein found that miners BHP, Rio Tinto and Antofagasta all outperformed the copper price over the past 10 years....
...Paul Gait, an analyst at Bernstein, said Mr Freyberg’s performance would now be critical in proving that Glencore had grown beyond its sharp-elbowed trading roots....
...“For risk-management purposes, these big [Korean] companies need to be looking somewhere else . . ....
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