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Showing results for Oaktree Power Opportunities Fund IV, L.P.
...It’s no coincidence that the S&P 500 is also having a stellar run....
...With a little effort, you can power up your performance. In the UK, retail investment platforms reported that Isa season in 2023 — around March and April — was well and truly owned by tracker funds....
...It’s an opportunity few investors will want to miss....
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...The Big Three index fund giants — Vanguard, BlackRock and State Street — have been assailed by criticisms from collusion to lax engagement and wielding unaccountable power....
...Capital Management, Russell Investments, J.P....
...“I’m not happy to be in the market right now,” Oaktree Capital’s billionaire co-founder Howard Marks told the FT’s Global Dealmaking Summit this week....
...P&G has come under fierce criticism from some investors over its role in deforestation to make products such as toilet paper, even as it has pledged to fund tree restoration projects....
...Green industries are also expected by fund managers to power growth....
...Exporting high-efficiency coal-power projects has been one of the pillars of the government’s infrastructure export strategy. But no longer. To create new export opportunities, Japan has to act fast....
...I very much believe it's going to be a very strong third pillar for our business, and I think it could be a significant P&L contributor to our company, definitely within five years, and definitely within...
...In the US, S&P 500 non-financial companies were sitting on $1.35tn of cash and equivalents at the end of June....
...Investment levels: As of 20 Aug 2020, the company reports investment levels of 5-10% in EQT IX, and 80-85% in EQT Infrastructure IV, an improvement from the 70-75% invested for Infrastructure IV as of 12...
...However, on metrics that smooth out investment, like P/E, BT looks very cheap, on 6x P/E (sector 15x). Our price target remains 130p....
...This is however negligible in the wider context of the P&L and the land bank, with the impact on future gross margin of 17bps small and which will likely be mitigated....
...We wonder if the real news (what power price nuclear can earn) may even be delayed beyond the 2022 election?...
...The group notes it continues to see “new opportunities” from a land perspective and its total pipeline now stands at over 80 sites representing almost 30,000 plots; iv) From an outlook perspective, management...
...RB's unmatched P&L flexibility is paving the way for fast improving market share momentum, notably in the 20% of its cells that have been persistent underperformers. ... and for Unilever, a €43/£40 target...
...Support for the DPS comes from cover remaining >1.2x, a healthy reg. cap surplus of 85p+ p/s, and dividends being a mandatory component of fund manager variable comp....
...L and net debt....
...Increased focus on the home, reversing some L-T adverse trends....
...in Asia (based on country level modelling), (ii) medium term mix opportunities in W Europe, despite short term headwinds, (iii) signs of stabilisation in Russia, and (iv) optionality from its strong balance...
...The company has announced an interim dividend of $101m ($0.9531 p/s) and is launching a new $67.3m share buyback today....
...With Fed Funds now in the 1-1.25% range it feels a little like the flood defences to zero have seen a big erosion over the last 24 hours....
...But when everything explodes, your P&L explodes with it, and that is what we are currently living through....
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