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Showing results for Ozburn Hessey Logistics, L.L.C.
...Today, it employs more than 1,000 staff and serves a roster of multinational companies in the Philippines that includes Unilever, P&G, L’Oréal and Nestlé....
...Apart from negative l-f-l rental and value growth, we assume recapitalizations to an LTV of c.35% by 2021 lowering the EPS and NAV by c.49% and c.61%....
...We value Sumo based on a PE multiple of c.36x FY20E, a c.10-15% premium to the global peer group average (falling to 27x in FY21E)....
...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. .....
...Increased focus on the home, reversing some L-T adverse trends....
...The driver of some pull-ins in March was product shortages that had become apparent (e.g., MLCCs, optics), some hoarding in China, and emerging delays in logistics that threaten to delay shipment both of...
...RMV’s ARPA has increased almost 4x in the last 10 years and now represents c.5% of an agent’s revenue (compared to c.3% for Scout24)....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...On current multiples LSL is trading on a PE of 12.8x fo Dec 2020 while Countrywide is on 12.2x our 2020 estimates albeit it has c. £75m of debt vs a market cap of c. £123m....
...“This has proved very effective for our clients from an investment and inheritance tax planning perspective,” says Iain Tait, a partner in L&C’s private investment office, noting a long-standing fiscal incentive...
...But France continues to be la nuage noir à l' horizon....
...Second, it may hinder the effective functioning of [Global Value Chains] since logistics, finance and communication are the oil that greases the wheels of globalization.” (OECD) —— 26....
...C....
...Often, the logistics of the exchange are shrouded in mystery....
...L’Oréal is leading the charge to fill Chinese bathroom shelves....
...In L’Equipe’s view, any prediction is uncertain....
...“I don’t mean this in a derogatory way at all, but I’m not Rupert Murdoch or Barry Diller, or someone like that who really is ‘L’état, c’est moi’,” he says....
...Etat c’est Moi.’...
...Arcelor, which is listed in Paris, on Monday raised its offer to C$71 a share, trumping Thyssen’s C$68-a-share bid made on Saturday, and valuing Dofasco at C$5.5bn (€3.91bn)....
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