Hints and tips:
...Our current FY21E estimates effectively assume flat admissions versus FY19 (which were 14% below FY18 in the USA)....
...Elsewhere in sellside, Morgan Stanley has a very belated downgrade of Hurricane Energy as part of a big E&P sector thing....
...Campari will be hard hit by COVID-19 due to high On Trade exposure, especially in core markets of Italy and the USA....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Melanie Baker and Jacob Nell, UK economists, Morgan Stanley We expect growth to halve from 2 per cent in 2016 to 1 per cent in 2017 in a “slowburn slowdown”....
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