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...To be evaluated, companies must submit their products’ complete R&D documentation and code....
...Net revenue at Avon International fell to about R$1.46bn ($295mn) in the third quarter, down 2.3 per cent year on year on a constant currency basis with higher pricing offsetting an expected shortfall in...
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...Political will for public R&D investment has materialised....
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...At the S&P 500 return, the pot still comes in at a heady $163mn. This century, Berkshire has struggled to exceed the returns of the S&P 500....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...“It holds a lot of weight when we calculate loan-to-value, or our measure of leverage,” said Jennifer Panger, the lead S&P analyst covering Icahn Enterprises....
...Apple has invested at least $1bn in microLED R&D and even made a push into the actual manufacturing of the cutting-edge display technology....
...A recent market theory is that stocks should trade higher because r-star (the neutral rate of interest) is making financial conditions easier....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...For 12 years until 2011, the firm — then known as RSM McGladrey — was part of the publicly listed tax preparer H&R Block. “It made us into a national firm, which was great....
...Alphabet, Meta, Microsoft and Apple hold dominant positions in increasingly mature industries (digital ads, enterprise software and smartphones)....
...PepsiCo Q1, Philip Morris International Q1, RWS Holdings HY, Seagate Q3, Shimano Q1, Spotify Q1, Taylor Wimpey AGM & trading update, Tesla Q1, Texas Instruments Q1, United Parcel Service Q1, Visa Q2, W R...
.../ From E R Yescombe, YCL Consulting, London N10, UK...
...Carnival and Royal Caribbean, the two sector leaders, are among the top 10 performers on the S&P 500 this year....
...Global construction PMI data Results: Alfa-Laval Q4, Amgen Q4, BP Q4, Eli Lilly Q4, Ford Q4, H&R Block Q2, Gartner Q4, Infineon Technologies Q1, Linde Q4, Mitsubishi Q3, Nintendo Q3, Omnicom Q4, Prudential...
...An Rmb2tn ($280bn) stock market “stabilisation fund” drawn from the offshore money of state-owned enterprises is reportedly being considered....
...Of the R$1.4tn ($290bn) of investments targeted by 2026, there is to be $76bn of federal funding....
...They will be held by Jesse Lynn, the general counsel of Icahn Enterprises, and Steven Miller, who is a portfolio manager at Icahn Capital....
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