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Showing results for Mosely-Pitts v. Credit Management, L.P.
...Credit uncertainty remains the greatest risk for UK life insurers, including L&G, with COVID and Brexit both likely to exacerbate credit concerns....
...P&C outperformed into the corrections in the past 8 years....
...And Cazenove (which goes underweight on Rolls’ bonds) to summarise the credit position: Rolls is currently rated Baa2/stable, BBB-/CreditWatch negative, and BBB+/stable by Moody’s, S&P and Fitch respectively...
...year in Mexico Home Credit....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...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. .....
...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....
...L, until the final CMA decision, expected on 11 May....
...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...
...Will Wallis at Numis can give us the detail of the strategy review: We summarise the outcome as a focus on self-help, requiring upfront P&L investment....
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...The Edam Acquisition consortium, comprising Goldman Sachs Capital Partners, Mediacinco Cartera SL, Cyrte Fund II B.V. and VI, L.P., acquired control of 99.7% of Endemol Investment Holding BV from Telefonica...
...“L&G has provisioned for losses on its entire credit book well in excess of our strategists’ estimates.”...
...Its Global Index Bear Accelerator (SN01) produces gains equivalent to eight times the fall in the FTSE 100, S&P 500, or DJ Eurostoxx 50 indices....
...V....
...At an investor conference in New York on Tuesday, the Dutch insurer said it was on the lookout for acquisitions in pensions and asset management – areas in which L&G specialises....
...T&L refuted the claim, insisting Splenda had an unblemished record....
...Michael Helsby, analyst at Fox-Pitt, Kelton, said A&L management had given a “very strong speech about its independence” that helped scotch talk that Spain’s Santander would bid for the company....
...Markides is professor of strategic and international management and holds the Robert P. Bauman Chair of Strategic Leadership at the London Business School....
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