Hints and tips:
...It has five big divisions (home care, personal care, beauty and wellness, nutrition, and ice cream) each responsible for its overall P&L....
...However, investors have enjoyed far superior returns than savers. By value, investment Isas now account for the lion’s share (62 per cent) of the total £741bn held inside these tax wrappers....
...The S&P 500 is often used as the default comparison because of its ubiquity, but, in reality, it’s a poor benchmark for private equity returns given how top-heavy it is....
...From top to bottom, from CEO compensation to divisional budgeting and P&L to managerial targets, structures and incentives, we’ve built private firms from the ground up to do one thing really well: extract...
...I am sure you won’t be at all surprised to learn that at the half-year point, it is our readers who have proved to be the superior stock pickers, with the winning portfolio returning an incredible 233 per...
...EV/EBITDA of 270x FY21 BBG consensus); after all, IFRS 15 means that the new Solutions contracts are only reflected in the P&L with a lag....
...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....
...We do not think that management would have referred to “strong cash conversion” and emphasized delivering if the beat in the P&L were not flowing through well to cashflow, so we believe that the commentary...
...RB's unmatched P&L flexibility is paving the way for fast improving market share momentum, notably in the 20% of its cells that have been persistent underperformers. ... and for Unilever, a €43/£40 target...
...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....
...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)....
...L and net debt....
...L.P. (“KKR”) and GK Investment Holding Group SA (“GKI”) (each a “Potential Offeror”) regarding possible offers for the Company....
...We move our Target to GBp 210 on higher multiples and rating to Outperform from Sector Perform on CEY’s improved operational certainty and superior returns....
...The company has announced an interim dividend of $101m ($0.9531 p/s) and is launching a new $67.3m share buyback today....
...Overall, while the stock trades on only 0.25x P/TBV there remains no visibility on when it will generate sustainable profits....
...P&L being the industry norm.”...
...My friend doesn’t need to know what her employer’s P & L looks like, so long as it is healthy enough not to affect her job....
...“Omnicom and Carat came out with what was a superior and proven performance in data analytics, planning, buying, innovation, talent and, of course, financial value....
...Jaguar Land Rover JDR Cable Systems John McAslan + Partners Johnson & Johnson Professional Export Johnson Matthey , Emission Control Technologies Jon Tibbs Associates JSB Group K Kiln Flame Systems L...
...By contrast, P&G’s troubles are exemplified by Olay, which is losing share, most notably to L’Oréal....
...He received the following response: If this change is what I think it is (full reval credit p&l calculation for the shocks derived from the VaR days, instead of sensitivities times shocks), then the IB...
...“I don’t know of any other business where you can insure 90 per cent of your P and L,” said an adviser to large farmland investors....
...They were optimistic about the outlook because “DirecTV has been able to withstand the crippling US recession and housing crises because of its premium brand and superior service.”...
...The blended multiple 2011e 8.7x P/E is in line with the large cap mining average, undervaluing its marketing business, which we value at 13x P/E....
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