Hints and tips:
...at the ‘C-suite’....
...African, offshore Senegal, Sangomar development....
...Here’s Morgan Stanley to say that none of it looks all that positive for Cineworld: 1/ We think the case for studios buying exhibitors has been weakened by the development of Premium Video on Demand....
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
...Smith & Nephew goes up to “overweight” at Morgan Stanley. A V-shaped recovery in kneecaps isn’t in the price, they say....
...net debt of c£18.9bn....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...The V-shaped recovery in consumer spending feels too bullish in our view....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...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....
...non-contracted commercial and c.10% product sales....
...In prior recessions, the beta of dividends to earnings has been 0.4x: so a c.30% fall in EPS might mean a 12% dividend cut. While Morgan Stanley’s sort-of optimistic, relatively speaking....
...Sophie Chandauka Executive director and chief administrative officer, EMEA, Morgan Stanley 24. Paul Monekosso Cleal Partner, PwC 25....
...JPMorgan and Morgan Stanley are Allergan’s financial advisers, while Cleary Gottlieb Steen & Hamilton, Latham & Watkins, and Arthur Cox are giving legal advice....
...Nigel Wilson, L&G It is critical that we maintain the principle of a unitary board and the accountability of all board members....
...Individuals – winners of Enterprise Promotion award Mrs Christine Atkinson Mr Timothy Barnes Mr Eric Binns Professor Mark Hart Mr Wray Irwin Mr Guy Mucklow Miss Ann Stonehouse Mrs Jayne Taggart...
...In a press release announcing the issuance of the ED, FASB Chairman Edmund L....
...Any deal will involve bridging finance of around C$2.8bn, which apparently will be provided by Citigroup, Standard Chartered and JP Morgan. The story we heard was much the same but slightly different....
...*All awards are for International Trade unless marked: (I) – Innovation; (S) – Sustainable Development; (E) Enterprise Promotion (awarded to individuals)....
...EUROPEAN COMMISSION TO RUSSIA C O N F I D E N T I A L SECTION 01 OF 02 MOSCOW 000474 SIPDIS E.O. 12958: DECL: 02/25/2019 TAGS: PREL, EU, RS SUBJECT: EUROPEAN COMMISSION TO RUSSIA REF: MOSCOW 365 Classified...
...In Doughty Street, one house is on the market for £2.3m through agents Morgan Lambert and partners....
...Redburn also argued that T&L could be a target for Bunge, its US peer....
..., Inc....
...Now Prada, along with Ferragamo, is watching developments in the IPO market, after L’Occitane, the upmarket French cosmetics group, fired the starting gun on a Hong Kong listing....
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