Hints and tips:
...“[W]e believe the same approach we applied in those first 20 years — with improvements and additional perspective from new battle scars — will recover losses and generate the long-term, superior performance...
...Box would likely be OK as Mondi is regional CE Europe + Turkey player and does not have box plants in W. Europe countries where SMDS has 20-30% share....
...Trump won the largest vote share in a contested Iowa caucus, comfortably beating the 41 per cent won by George W Bush in 2000....
...It came from diffuser devices in the gallery with which Sissel Tolaas’s “N-E-W-S” (2023) reproduces the scent of the Domaine’s oldest lake from molecular data taken from cardinal points (north, east, west...
...Sojo has recently acquired zero-emissions courier Spedal as a logistics partner, so a quick zip fix can now be conducted guilt-free. sojo.uk Charlene Prempeh Eva Joan, New YorkThe studio celebrates mending...
...Magugu’s designs include a print symbolic of sisterhood that appears on a T-shirt, the Diorcamp bag and a silk scarf. charlizeafricaoutreach.org; dior.com N is for Ninety PercentThe Camden-based fashion...
...E Equality Prize money is equal at major tournaments. At Wimbledon, men and women both receive £50,000 for making the first round, and £2mn for winning the title....
..., hopes to totally reboot it in the Eternal City, with Sicilian superchef Ciccio Sultano overseeing culinary offerings, a rooftop bar with 360-degree views, and decor that channels ebullient Man from U.N.C.L.E...
...“[W]e are going to have so much fun,” Manafort later wrote to Barrack, “and change the world in the process.”Manafort resigned after less than six months, but that was enough time for Barrack to reap his...
...Third-quarter sales rose 32 per cent to $1.08bn but SMIC acknowledged it was facing “extended or uncertain delivery lead times” for some US equipment as well as logistics delays....
...ETK’s Mr Lukashev replies by explaining the logistics for making this happen....
...Lula Cafe, 2537 N Kedzie Blvd (lulacafe.com). Marisol, 205 E Pearson St (marisolchicago.com). MCA, 220 E Chicago Ave (mcachicago.org). Mi Tocaya Antojería, 2800 W Logan Blvd (mitocaya.com)....
...Charts and words via HSBC: [W]e now estimate 2019 industry output should almost recover by 2022 to -4% versus -10% previously....
...Well, w e think that w e already assume that quite a lot of things will! Impairments rose by 75% YoY to £0.7bn in 2019 and w e continue to model a further 300% YoY increase to £2.8bn in 2020e....
...Our order of preference for H2 is: Tele2 (OW, SEK163 PT), Telia (N, SEK35), Telenor (N, NOK173) and Elisa (UW, €51). Tele2: set up for a beat in 2H20 and a strong rebound in 2021....
...[W]e think that, even considering the liquidity of the stabilization package, shares do not reflect the impact of Covid-19....
...[W]e think that the news . . . is a step towards abating concern around: 1) Cash generation: we expect this to improve in coming years "one-off" cash items (eg....
...Basic defence nets +500 for E/W — beating even the score attainable by bidding and making a game contract....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
...And the time to commit cash for A/W orders is rapidly approaching, potentially adding considerably to the squeeze in cashflows, and funding requirements....
...N/S hold 26pts between them, leaving 14pts for E/W. West has shown 4pts already, so East must hold all the remaining values....
...[W]e are cautious on interpretation of what amount to leaked case reports, given the frequency with which we have seen randomized, controlled data refute previously “encouraging” data from small, uncontrolled...
...This scenario still presents 15-20% potential downside risk on a P/E basis when we compare valuation in our scenario of 17.7x 2022E P/E to the historical implied P/E of 14.9x reached during the GFC....
...“[W]e prefer companies that: (1) have a diversified game portfolio; (2) use M&A to add proven IP to their portfolios and aid audience diversification, and (3) have a relentless focus on live services....
...[W]e think there are some attractive opportunities in both semis and even in telecom equipment....
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