Hints and tips:
...A logistics company even put this to use last month, translating their earnings release into five languages simultaneously....
...skilodgeengelberg.com Saint-Gervais and Les Arcs, FranceThe affable Lucas Falcoz, born and raised in Les Arc, doesn’t strike one as a “disrupter” as he chats with guests in his family’s restaurant, Les Chalets de l’...
...“The largest China risk for us right now is logistics under the government’s zero-Covid strategy....
...Today, it employs more than 1,000 staff and serves a roster of multinational companies in the Philippines that includes Unilever, P&G, L’Oréal and Nestlé....
...Shipping & Transport Maersk (Denmark) Maersk’s online forwarder Twill has thrived during the pandemic, catering for small and medium-sized businesses that lack a dedicated logistics department and transportation...
...Dude ranches In the Rockies west of Denver, the C Lazy U ranch has been welcoming visitors for a taste of cowboy life since the 1920s....
...“L&G offers a 6.3% 2020E dividend yield, 1.2% above the sector average. Pre-2016 L&G's yield averaged 0.4% above the sector.”...
...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....
...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%....
...eating patterns will aid the catering industry....
...We value Sumo based on a PE multiple of c.36x FY20E, a c.10-15% premium to the global peer group average (falling to 27x in FY21E)....
...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. .....
...Increased focus on the home, reversing some L-T adverse trends....
...The driver of some pull-ins in March was product shortages that had become apparent (e.g., MLCCs, optics), some hoarding in China, and emerging delays in logistics that threaten to delay shipment both of...
...RMV’s ARPA has increased almost 4x in the last 10 years and now represents c.5% of an agent’s revenue (compared to c.3% for Scout24)....
...non-contracted commercial and c.10% product sales....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...On current multiples LSL is trading on a PE of 12.8x fo Dec 2020 while Countrywide is on 12.2x our 2020 estimates albeit it has c. £75m of debt vs a market cap of c. £123m....
...Perhaps the Fed should’ve tried upscale catering rather than ... well, you know....
...“This has proved very effective for our clients from an investment and inheritance tax planning perspective,” says Iain Tait, a partner in L&C’s private investment office, noting a long-standing fiscal incentive...
...Also weakness in L&S. And, for Remy specifically, we should also note a Credit Suisse downgrade saying nCov may be temporary but cognac brand dilution is permanent....
...But France continues to be la nuage noir à l' horizon....
...In the premium segment Huawei has been eroding the dominance of Apple, thanks in part to handsets catering to the domestic market....
...Angel L....
...Second, it may hinder the effective functioning of [Global Value Chains] since logistics, finance and communication are the oil that greases the wheels of globalization.” (OECD) —— 26....
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