Hints and tips:
...On the other hand, it’s got a $1.1bn market cap after just six months, so they’ve got that going for them?...
...WHSmith, whose focus is on travel hubs, is likely to be upbeat in its call on Wednesday given the big recovery in holiday getaways over the summer. What is your take on the next seven days?...
...Led by international mountain leader Ian McClelland, the trek covers around 85km, with about six hours’ hiking over rough terrain each day....
...Escorted by a military band, it was carried through the grounds of L’Echangeur, a tower built in 1974 as a monument to Lumumba....
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...covinovenezia.com Disappointment An invitation to lunch at Girafe, the sought-after seafood restaurant in Paris’s Cité de l’Architecture, promised a treat....
...This season, he showed dresses with gilded chains draped like external ribcages on little black dresses, curly wool jackets with trompe l’oeil corsets embedded in the front, gloves with six-inch attenuated...
...Steven P citylights.com Daunt Books, Marylebone “What a treat to visit their shop in Marylebone....
...In 1906, Leopold II created L’Union Minière du Haut-Katanga (UMHK) along with a diamond-mining business and railway company to exploit Congo’s mineral resources....
...In fact, seeing executive pay tied to short-term share-price moves has become a red flag for some....
...Six years later the S&P rose above 1,000 points. Now it’s above 3,000 points and Cooperman’s grumbling about valuation again. He’s not alone....
...We run our L-T recession scenario analysis, factoring in: i.) earnings stress (15% p.a. decline in Net Income vs. base case 2020-22E); ii.) asset quality stress of -2.7% GDP (EBA stress test) over three...
...(This election may shake that certainty; watch North Carolina and Georgia.)...
...over the next six quarters, who discount those cash flows at 9-10% p.a....
...We’re indebted to the guys over at Small Caps Live for going through the Companies House filings and doing some six degrees of corporate separation stuff....
...Since 2016, we estimate the Kingfisher P&L has had an £81m transactional benefit from weaker sterling. FX could become a headwind once trade talks are agreed (or not)....
...Oil rose 10.8% and its smallest daily move is 8% over the past week....
...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?...
...Table 1 starts with RR’s u/l EBITA in 2022E and then deducts the utilisation of cash provisions, the excess of investment over D&A, then interest and tax....
...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....
...A TIPS yield of -2% easily justifies a P/E of 21x....
...What’s most remarkable with its qualification is that 97.5 percentage points of the fall happened over the past six sessions. If only shareholders had some kind of warning....
...The discount of our UK domestic basket at 10% (24-month Internationalfwd P/E) is not especially wide by comparison to the past 4 years post the EU referendum....
...L, until the final CMA decision, expected on 11 May....
...In the eleven months since CEO Jack Bowles took over the business, the speed of change has been impressive, and we believe that BAT is now future-proofing its business by investing through the P&L in NGPs...
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