Hints and tips:
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
...On our new estimates, L’Oréal trades on an FY21E P/E of 32.6x, the highest premium versus the consumer staples sector for over 10 years....
...Lundin and Serica Energy are also upgraded with Tullow and Cairn remaining on “underperform” and most other things are “buy”....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...With top-line beat flowing through the P&L, core op. profit was +8% vs cons and core EPS +12%. ¾ of the EBIT beat seems inventory related. Q: What were the most noteworthy areas in the results?...
...What happens further down the P&L is largely a question of capital structure, but it appears most will be either loss-making or make only marginal PBT....
...L, until the final CMA decision, expected on 11 May....
...a ‘U’ or ‘V’ shaped recovery,” said Jane Foley, senior currency strategist at Rabobank....
...Tangle Teezer Therapy Box Thomas Miller Claims Management Tissue Solutions Travel Counsellors Turner & Townsend V Veolia Environmental Services UK Vero Software Vetted t/a Checkatrade.com Viezu...
...Italian Beverage Company J J & D Wilkie James H Heal & Company JCB Backhoe Loader Business Unit JD Hughes Group Jomati Consultants Joseph Rhodes JSR Genetics K King Cole Kiveton Park Steel L...
...L is for logo The logo for the Vancouver Games is called Ilanaaq the Inunnguaq. Ilanaaq is the Inuktitut word for friend....
...The US should manage to avoid an L-shaped recession – and may even escape with a short V-shaped recession....
...V....
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