Hints and tips:
...He also acted as a vital adviser to George W Bush, during the disputed 2000 presidential election....
...We view this as sustainable given its diverse range of growth drivers, namely; (i) China driven by premiumisation but also local brands, (ii) further mix improvement in W Europe, and (iii) stabilisation...
...Charts and words via HSBC: [W]e now estimate 2019 industry output should almost recover by 2022 to -4% versus -10% previously....
...Sorry about all the tickers: And Jefferies goes down to “hold” on Moncler, €36 target: [W]e think valuation levels are too high: MONC remains one of the sector winners (not many will be left amongst the...
...(e.g Allianz offers 6.7% for 2020)....
...[W]e foresee little change to our EBITDA and FCF estimates for FY21, but consensus forecasts will have to be ‘cleansed’ of pre-COVID-19 estimates....
...Here’s some of the working: [W]e assume Tagrisso must have been at least 40% more efficacious than placebo, to have succeeded at what we assume is a 70% interim....
...“[W]e prefer companies that: (1) have a diversified game portfolio; (2) use M&A to add proven IP to their portfolios and aid audience diversification, and (3) have a relentless focus on live services....
...[W]e move our valuation one step forward along the cycle from a 50%/50% weighting for a midcycle/trough cycle valuation to a 100% mid-cycle weighting....
...[W]e expect focus on another weak quarter for Other Income and a quarterly run-rate below consensus expectations....
...Back to Goldman: [W]e maintain the view that the Chancellor is likely to announce targeted measures to: (i) boost NHS readiness to deal with COVID-19; (ii) allow for SME loan forbearance; (iii) offer tax...
...[W]e cannot worry about your brand!” By the February 2015, HP and Aruba had struck a deal. Aruba had initially believed it would sell at something greater than $30 per share....
...After the break, the band continued to showcase their album with Escoffery’s spiky “Double Consciousness”, inspired by the work of African-American sociologist W.E.B. Du Bois....
...Following Streep in her long journey from New Jersey cheerleader to Oscar winner (her first for the 1979 film Kramer vs Kramer), this is above all a tribute to smart, steadfast professional judgment....
...Mueller, III....
...In February, Mike McConnell, a retired vice-admiral and George W. Bush’s intelligence chief, informed Congress that if America became involved in a cyber war now, “we would lose”....
...A W shaped global recovery that peters out once the initial trade and inventory rebound has run its course. Rising long term interest rates....
...Garcia Blake W. Mather Magid N. Shenouda Philip S. Armstrong Paul E. Germain John J. McCabe Suhail A. Sikhtian Charles Baillie Paul Graves John J. McGuire Jr. Gavin Simms Philip R. Berlinski E....
...According to Lewis, Secretary Paulson then advised Lewis that, if Bank of America invoked the MAC, its management and Board would be replaced: ‘[W]e wanted to follow up and he said, ‘I’m going to be very...
...Sir James invited Lindemann to discuss the matter with the Revenue’s “special expert”, one W.G.E. Burnett. After that meeting, Burnett told Sir James that Einstein did not live or work in Oxford....
...E: marketing@stationers.org...
...(e.g. speculators, inheritors and older owner occupiers trading down) with limited macroeconomic effects....
...President George W....
...Douglas Kramer Jonathan A. Langer, real estate. Gregory D. Lee, investment banking. Ronald Lee Tim Leissner, investment banking, Asia. Todd W. Leland Allan S. Levine Brian T. Levine George C....
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