Hints and tips:
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
...That’s F-L-I-C. For more information about your rights as a tenant, do check out the Generation Rent website. Jason Butler is on Instagram and Twitter. He’s @jbthewealthman. Timi is @mrmoneyjar....
...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....
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
...Although 22 leases were signed in the first half with a rental value of £2.7m, the underlying l-f-l net rental income was down -22%, and along with adjustments for bad debts etc. this resulted in EPRA EPS...
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...From these events, we convey bullish 5G news flow. In sum, the C-19 crisis is not delaying 5G rollouts and the 5G cycle is expected to last 10-12 years....
...“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.”...
...at the ‘C-suite’....
...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%....
...more of a primary event), UK P&C (~14% of premium), and then the multilines (~10%)....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...At the Fondation Cartier Pour l’Art Contemporain in Paris, the collection’s raison d’être is to generate conversation – especially about the environment – through commissioning....
...Film rental charges appeared to be a higher proportion of revenue in Q4. We are alert to the risk of a structural increase in film rental charges....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...In this sense, it would have made this bear market very similar to previous ‘event-driven’ bear markets in history,” GS says. So ... buy the rally? Good lord no!...
...The group has c.2.7x ND/EBITDA against a covenant of 4.25x....
...Operating performance: intu’s like-for-like net rental income declined 9.1% in 2019, in line with management’s November guidance of c. 9%....
...On the claims side, Munich Re has quantified the potential losses from event cancellations at cEUR0.5bn for 2020, while SCOR exhibits the highest exposure to a severe pandemic shock (1-in-200 year event)...
...The winner-takes-all problem seems to go well beyond booth rental anyway....
...Effects such as trompe l’oeil and batik have been used to create distinct designs that will be presented as 3D origami sculptures and panels....
...Bushwick is 15 minutes from Manhattan on the L train but – in outward appearance at least – its three square miles have more in common with the graffiti-patterned, low-rise cinescapes of Walter Hill’s 1979...
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