Hints and tips:
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...All three groups declined to comment....
...He’s waging his second proxy fight in as many years at US entertainment group Walt Disney; he’s trying to sharpen up Unilever, the maker of Marmite, Dove soap and Hellmann’s mayonnaise; and he’s “reluctantly...
...In this era, according to Group M, an individual’s day-to-day experiences — “their entertainment, search and shopping recommendations, and even their news digest” — will become “increasingly customised and...
...Apollo has done deals in the restaurant and entertainment sector before but has largely focused on companies in North America. Among its past investments are the Chuck E. Cheese restaurant chain....
...The latter trades on a price/earnings (p/e) ratio of 5.8 times, which he argues compares very favourably to US banks such as Citibank, which trade at more than 10 times....
...P [oil and gas exploration and production] industry”....
...However, the group has struggled to turn its mix of news, entertainment and lifestyle into lasting financial success, undermined by audiences’ shift back to more traditional media groups and the tightening...
...takeover (FT) BAT investors call on tobacco group’s new chief to restart share buybacks (FT) SoftBank’s long-term debt rating cut deeper into junk status by S&P Global (FT) AI start-up Anthropic raises...
...FY, OVS H1, Oxford BioMedica H1, Ten Entertainment H1 Thursday EU: September Flash Consumer Confidence Indicator UK: Bank of England Monetary Policy Committee interest rate announcement....
...domestic travel has returned (as a reminder, up to 50% of luxury sales in Beijing and Shanghai is contributed by non-local customers), the average spending ticket has continued to rise, and the very high end (e.g...
...A: Wall-E 4....
...Since Bob Iger’s second term as Disney chief executive started in November, some of America’s most prominent media executives have offered him advice on how to turn the world’s largest entertainment group...
...Writers have long been wise to the prejudices that surround humour — too often dismissed as shallow entertainment....
...G....
...But Disney insiders say his experience at those consumer companies such as P&G has no relevance....
...Q4, Taylor Wimpey FY, Universal Music Group Q4, Veolia Environnement FY Friday China, India, Japan: S&P Global composite (manufacturing and services) PMI data France, January industrial production figures...
...The activist emerged victorious and his tenure on P&G’s board has largely been viewed as a success, with the company’s share price increasing more than 50 per cent....
...The Disney chief characterised the conversations as “very collaborative, non-antagonistic and collegial”, including Loeb’s recommendations to change the composition of the entertainment group’s board....
...The firm has moved away from high-risk tech groups while maintaining its focus on more stable companies, including large, long-term bets like software groups Microsoft, Atlassian and Sevicenow, as well as...
...However, he added that “going forward, there will hopefully be more focus on the ‘S’ and the ‘G’ and less on a highly politicised interpretation of the ‘E’....
...The Faangs, in market cap terms, are numbers 1, 2, 3, 4 and 7 in the S&P 500....
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