Hints and tips:
...Is that an 18th-century portrait by Johann Heinrich Tischbein the Elder on display at contemporary art gallery Gagosian?...
...I put this video together for my 2022 staff Christmas presentation, drawing on Wolf of Wall Street. OK, so the video takes some explanation....
...Hilary Mantel called it “the ultimate edition of Wolf Hall”....
...“The deep-V recovery we saw in the second half of 2020 has continued into 2021, with sales activity continuing to strengthen across all territories,” said Simon Cleaver, CloudCall CEO....
...FT chief economics commentator Martin Wolf said their job was relatively simple: offer fiscal support where needed but start “weaning finance off the opiate of free money”....
...Essential comment before you go Martin Wolf Covid-19 has accelerated the world into the future....
...Prime Minister Narendra Modi’s efforts to clean up India’s corporate and financial system have had limited success....
...As second-in-command at Ralph Lauren for more than a decade, the life-long retailer earned respect in the sector but limited recognition outside it....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...Limited valuation support and revised €35 PT justifies our downgrade to Sector Perform....
...Margin targets have been upheld at Powder Met and Auto (14% and 10% respectively), while despite the challenging outlook Aerospace has only come back by 200bp to 10% (although this is based on only limited...
...The credit portfolio remains strong (with limited downgrades and defaults so far)....
...So what is the reality, and why, asks Martin Wolf. (FT) Apollo-Athene: the new Berkshire Hathaway?...
...The AA could continue as it is; it probably could refinance the A & B notes, but it’s limited FCFE could render it un-investable to most potential shareholders and its cash constraints would not be in the...
...Risk-reward skew remains favorable with limited downside even in our bear case - move to Overweight....
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...A V-shaped recovery in kneecaps isn’t in the price, they say....
...Given limited upside, we downgrade the stock to Neutral (from Buy)....
...Cairn Energy: A rebound in exploration is unlikely near term given a limited drillready prospect inventory following a disappointing Mexico drilling campaign....
...Even with this, gearing is unlikely to reach problematic levels, and with the dividend already rebased lower, this has limited strategic impact for the group....
...spot discount, based on our estimates indicative of a potentially highly dilutive capital raise following the failed closure of the GBP395m retail park portfolio sale to Orion European Real Estate Fund V....
...BT can pull back from the FTTP target mindful that AltNet overbuild limited.”...
...The European Autos index posted a phenomenal run from the 19 March lows to last week’s high, with the SXAP up by a whopping 58% then, outperforming the supportive V-shaped market recovery amid early evidence...
...Global GDP is set to contract the most since WWI in Q2, but amid surging money supply and rising saving rate, depressed base effects should lead to a v-shaped recovery into Q3....
...Considering the very limited appetite that has been seen in the market over recent years (for buying UK shopping centres), we see a very limited pool of investors that might want to venture in or own this...
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