Hints and tips:
...The one the Angelenos are buzzing to see, Hotel Wren 29 Palms, is opening in spring....
...Tanzania-based safari specialist Nomad has launched a new light-touch expeditionary mobile camp, which will be operating in the Gol Mountains in March and April....
...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%....
...some reassurance that interims due Thursday won’t spring another surprise....
...The division is margin dilutive to the Group at a c.13% operating margin (Group c.18-19%)....
....• Company action: We anticipate the site-based operators can cut monthly operating costs while closed by roughly half through savings of more than 80% on energy and labour....
...We estimate Whitbread's annual rates bill is c.£120m, equivalent to c.35% of FY20e PBT (Feb YE). Mitchells & Butlers' rates bill is also around c.£100m, c.50% of FY19 PBT (Sep YE)....
...L’Oréal Sector: cosmetics / HQ: Paris, France Key stat: Online sales jumped 53 per cent in the first quarter....
...Following its licence deal Gucci Group’s YSL division reported its first-ever positive recurring operating profit in the financial year 2008....
...So an L-shaped recession in terms of trend growth but not the level of output....
...“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....
...May Lee, Chief Operating Officer, Rowen Warren, Co-Founder, Market Boy Thomas H. Lee, Founder and President, Thomas H. Lee Company Gerald M....
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