Hints and tips:
...The S&P Global Luxury Index rallied last month, despite lockdowns continuing to disrupt Chinese markets. There is evidence of buoyancy in the luxury services market, too....
...Wilson, Windermere; D Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath...
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Hannah Murphy 17....
...There has been demand for grocery delivery however negative margin discourages management to offer the service....
...With the slowest profit recovery in Business Services, we initiate at Underweight....
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...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’Oréal Sector: cosmetics / HQ: Paris, France Key stat: Online sales jumped 53 per cent in the first quarter....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...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....
...L, until the final CMA decision, expected on 11 May....
...Tangle Teezer Therapy Box Thomas Miller Claims Management Tissue Solutions Travel Counsellors Turner & Townsend V Veolia Environmental Services UK Vero Software Vetted t/a Checkatrade.com Viezu...
...“So I thought I would put together a portfolio of S&P 500 stocks, with 85 per cent exposure, then used OEX [the S&P 100 index] positions as a hedge.”...
...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...
...Jones v. Harris Associates L.P., which will be argued this week, clearly demonstrates that lowering the “loser pays” barrier could have serious consequences....
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...“Everyone is trying to give a letter in the alphabet to describe what sort of shape the recovery is going to be: U-shaped, V-shaped, W-shaped or L-shaped,” says Sean O’Flanagan, a portfolio manager with...
...V....
...And best business book read recently: Mobilizing Minds: Creating Wealth From Talent in the 21st Century Organization, by Lowell L L Bryan and Claudia L I Joyce ………………………………………………………………………………………………………………...
...James P. Esposito, head of US investment grade bond syndication. Carl Faker Douglas L. Feagin, financial industries group investment banking, Hong Kong Luca D....
...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....
...John Morgridge, Chairman, Cisco Systems Phil Murphy, Senior Director and Former Head, Goldman Sachs Investment Management Division Amy Pascal, Chairman, Sony Motion Picture Group Alan Patricof, Co-Founder...
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