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HTSIHow To Give It 2022
The A to Z of stylish giving
...In 2006, the maison bought Villa Empain in Brussels, restoring the house and turning it into a Centre of Art and Dialogue between eastern and western cultures. boghossianjewels.com C is for Brunello CucinelliThe...
December 10, 2022
InterviewFashion
Diesel’s Glenn Martens: ‘It’s about pleasing myself to please the world’
...Diesel is the largest part of Rosso’s Only the Brave group, which reported revenues of €1.53bn in 2021....
February 23, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Markets Now - Wednesday 15th July 2020
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
July 15, 2020
Equities
Markets Now - Thursday 4th June 2020
...Unquestionably, China (14% of group sales in FY19) continues to be a stand-out success story for L’Oréal; we expect the beauty category in China to register HSD growth this year and for L’Oréal to outperform...
June 4, 2020
Equities
Markets Now - Tuesday 30th June 2020
...Because of its merger with Sprint in Apr-20, TMUS's portfolio of spectrum below 6 GHz is now c.3x that of Verizon and c.2x that of AT&T....
June 30, 2020
Equities
Markets Now - Monday 13th July 2020
...A number of AV Telegram group chats are also available....
July 13, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Wednesday 2nd September
...at the ‘C-suite’....
September 2, 2020
Equities
Markets Now - Thursday 9th April 2020
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
April 9, 2020
Equities
Markets Now - Thursday 25th June 2020
...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. .....
June 25, 2020
Equities
Markets Now - Monday 6th April 2020
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
April 6, 2020
HTSI
Collecting the now: inside art’s activist movement
...At the Fondation Cartier Pour l’Art Contemporain in Paris, the collection’s raison d’être is to generate conversation – especially about the environment – through commissioning....
March 1, 2020
Equities
Markets Now - Thursday 7th May 2020
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
May 7, 2020
Equities
Markets not live, Friday 14th February 2020
...Q4 2019 u/l PBT beat “rebased” consensus expectations by £111m (13%), though the outlook statement is somewhat sobering. ......
February 14, 2020
Equities
Markets Now - Tuesday 5th May 2020
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
May 5, 2020
Equities
Markets not live, Friday 17th January 2020
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
January 17, 2020
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Equities
Markets Now - Wednesday 15th April 2020
...The V-shaped recovery in consumer spending feels too bullish in our view....
April 15, 2020
Equities
Markets Now - Wednesday 18th March 2020
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
March 18, 2020
Equities
Markets not live, Tuesday 4th February 2020
...The shares currently trade on a 2020E PE multiple of c.17 times and an EV:Sales multiple of c.0.92 times in the context of Group margins of c.7.6%....
February 4, 2020
Equities
Markets Now - Wednesday 29th April 2020
...As our economists have explained, on a sequential quarter-on-quarter annualised basis their US forecast shows -34% in Q2, +19% in Q3 and +12% in Q4, which looks rather V-shaped....
April 29, 2020
Equities
Markets Now - Friday 27th March 2020
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
March 27, 2020
Equities
Markets not live, Monday 10 February 2020
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
February 10, 2020
Equities
Markets Now - Wednesday 25th March 2020
...At the Group level, Pest Control is roughly 70% of which 70% is contracted revenues (however it seems that part of the revenue base might be impacted as well), c.10% is non-contracted residential, c.10%...
March 25, 2020
Equities
Markets now, Friday 6th March 2020
...Containment of the number of new cases has been impressive in mainland China, and we now expect a V-shaped recovery from the second quarter onwards there....
March 6, 2020
Due Diligence
US states give T-Mobile/Sprint merger a frosty reception Premium content
...DD’s Indap v NYU’s Damodaran: Is stock compensation good or bad?...
June 12, 2019
fastFTMatthew Vincent
Opening Quote: Kingfisher’s half-finished DIY job
...Press Ctrl+C. Press Crtl+V. Add share-price forecast: “Market perform”. OK, so that is being rather unfair. And perhaps a tad hypocritical coming from a journalist....
September 19, 2018

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