Hints and tips:
...Morgan Securities plc (which conducts its UK investment banking activities as J.P. Morgan Cazenove) (“J.P....
...“The UK’s problems are not insurmountable,” Morgan Stanley advises....
...— Most Metaverse business projects will be dead by 2025 (The Register) — The fantasy of instant delivery is imploding (Bloomberg $) — A review of Edible Economics by Ha-Joon Chang (The Guardian) — RNS...
...(Construction Physics) — The smash and grab of Kroger-Albertsons (BIG by Matt Stoller) — RNS watch: Naked Wines does its post-Covid pivot; Dunelm’s in line; Travis Perkins is a bit cautious; Jupiter says...
...Fortunately for those of us who’ve had their fill of asparagus and goat’s cheese filo tarts, Morgan Stanley has taken the data out of the dinner party....
...Here’s what JP Morgan’s Allan Monks wrote last week: We expect the BoE will retain its “forceful” language in the statement accompanying the decision....
...Here’s Morgan Stanley: The losses of 2022 make it tempting to look back – in awe, in frustration, in anger. Don’t....
...Chart from Morgan Stanley: The investors most interested in Tui’s results will therefore be shorters....
...(Wired) — Disney takes on the affordable housing crisis (The Drift) — The origins and evolution of the modern monetary system (Maroon Macro Substack) — Morgan Stanley's Michael Mauboussin overextends...
...Back to sellside, and Morgan Stanley’s gone negative on Next....
...There’s also an Intention to Float RNS that makes a number of fascinatingly granular claims, such as: “The directors of the Company (the "Directors") believe that [THG Beauty] was the world's largest online...
...It’s like DDOS by RNS out there this morning. If only as a coping mechanism, let’s start with something other than results....
...No RNS, no on-the-record comment and (aside from people close to things) no nothing. That’s important....
...Here’s what Morgan Stanley said overnight....
...Here’s JP Morgan Caz off the conference call....
...We also had a look at the other bidder, Kamel Ghribi, whose apparent backer GKSD Investment Holding has an RNS out this morning....
...While on drinks, JP Morgan Cazenove downgrades Diageo. Worsening core markets put full-year 2020 guidance at risk, JPM says....
...Here’s JP Morgan Cazenove: The measures announced by Centrica this morning result in a cash saving of £600m....
...DFS confirmed via RNS this morning and then the shares went ...... up? That’s not how these things are expected to go....
...Novacyt is up after saying in a very long RNS saying it has a distributor for its Covid-19 test (which to remind uses a genome sequence that was published for free use on January 12). ......
...Spire Healthcare has a rather terse “Re: media coverage” RNS to respond to allegations that a doctor was pushing unnecessary surgical procedures at one of its hospitals. ......
...That’s one of the worries raised by Morgan Stanley....
...Morgan Stanley thinks that, with help, the big airlines can get through this: Travel bans have increased during the past few days, likely leading to an 80-90% demand decline....
...Amazingly, Amigo’s fight is one of two shit-flinging episodes on RNS this morning....
...Six months later Rosneft announced it would buy Morgan Stanley’s global oil trading business....
International Edition