Hints and tips:
...Also, short-dated CLO Equity, especially the ones with large Altice exposure, could be affected as a result of the drop in Equity NAV....
...Elon Musk’s November reveal of his futuristic Tesla Cybertruck didn’t go entirely to plan....
...Persimmon trades on the highest P/NAV, but its land bank and margins warrant that....
...NAV/share down 10% hoh: End-March NAV/share of 774p is down 10% hoh, 4% below our forecast of 810p and 4-5% below company-compiled consensus of 813p....
...With manual picking adding between $7 and $11 per order in the US, micro-fulfilment solutions (MFC) are the way to go, says Mr Ladd....
...When excluding Italy, mortality was 7% (n=23/320; 14-day time point) in the SIMPLE trial, which compares favorably to this number. ......
...Eventually, this means either capex needs to go higher again or Shell’s dividend will need to come down....
...the o/n GCF repo rate is a superior alternative to the OBFR)....
...Morgan Stanley, with roughly $711m writedowns to go this year according to JPM estimates, is by far in the most favourable pretax position. BNP Paribas comes second with $845m to go....
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