Hints and tips:
...“Companies have underdelivered the IPO promise,” said Tracy Dolin-Benguigui, a Barclays equity research analyst who covers insurance companies....
...He hasn’t announced a blank-cheque deal since January, when his Social Capital Hedosophia Holdings Corp V announced a tie-up with the digital lender SoFi....
...Most lawsuits name the biggest producers — such as Exxon, BP, ConocoPhillips, Royal Dutch Shell and Chevron — as defendants, though the number of companies named ranges from five to 37....
...Rotork has the single largest exposure in our coverage (~50% v 60% in 2014 though)....
...This year, 21 teenagers will get a hearing in the California appeals court for their claim in Juliana v US that the government failed to protect their rights to life, liberty and property by promoting the...
...Online shopping is about shipping Leslie Hook has visited an Amazon distribution centre in Tracy, California to get the lowdown on a company pushing logistics to its limits with same-day and one-hour delivery...
...Moves in the S&P oil and gas exploration and production (E&P) index, which includes upstream companies such as ConocoPhillips, EOG Resources and Anadarko Petroleum, have a 90 per cent annual correlation...
...We suppose you’re probably looking at something like this and may v well already be washed out… We’ll come back to that chart in moment....
...What particularly struck our eye was the question of “How much better is Grand Theft Auto V than Grand Theft Auto IV?” (Tip of the hat to Tracy Alloway for highlighting this.)...
...Additional reporting by Tracy Alloway in New York...
...Izzy cites SocGen research which asks whether EM outflows have only just begun, and wonders if taper tantrum V.2 has at least learned from taper tantrum V.1 that taper means the opposite of a US bond apocalypse...
...Mr Buffett invests via his ownership of insurance company Berkshire Hathaway. Top shareholdings: Coca-Cola; ConocoPhillips; DirecTV; GlaxoSmithKline; General Electric; IBM....
...A description of his book says Mr Smith warned nine Goldman partners that he had concerns about the company’s culture....
...ConocoPhillips, America’s third largest integrated oil company, will hive off its refining assets to focus exclusively on exploration and production, the FT reports....
...Frankly, the Mexican cement company should count itself lucky....
...And which, he argues, might help him refute the SEC’s claim that companies like ACA wouldn’t have participated in Abacus had they known of Paulson’s involvement....
...ways or impose discriminatory taxes; v) the framework of economic regulation/contractual framework that might isolate a company from unexpected additional costs/loss of revenue; and vi) for infrastructure...
...The Bank’s previous issuance off its START platform was the US$1.0 billion START V CLO in July 2008. We bring it up because we expect to see a lot more of these....
...Stress tests v.2.0, that is. Late on Wednesday, the US Federal Reserve issued its guidelines for financials that want to start paying out dividends again....
...It applies much tougher haircuts for less liquid assets like ABS (Category V), non-jumbo covered bonds (Category III) and theoretically-valued bonds (extended from ABS to include bank bonds)....
...Bond yields can follow the L-shaped recovery in some parts of the economy… but equities can follow a V-shaped recovery in EPS… As companies contain costs any growth in revenues makes for big gains in profits...
...His reasoning is that profit per private job has been increasing, and why would companies cut jobs if profit per job has risen by about 35 percent? That’s one perma-bull argument....
...“It’s that V-shaped drop where it came down and snapped right back up....
...David Pilling: Reason v emotion in China’s growth story This year, the consensus is for China to grow even faster than last year as exports pick up and record investment continues, says the FT’s Pilling....
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