Hints and tips:
...Management has taken important actions since March: deferring £1bn of capex due in the next three years; raising c£2bn of debt financing and £419m in an equity issuance; and launching a major cost-savings...
...at the ‘C-suite’....
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...There has been demand for grocery delivery however negative margin discourages management to offer the service....
...The group has continued to make progress on its customer offering in terms of better service and build quality....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...And GTA V’s publisher Rockstar has a history of delaying titles in the name of quality; GTA V, Red Dead Redemption, RDR2, Max Payne and L.A. Noire were all delayed....
...GK says it offers services including interior design, communication and “vision”....
..., particularly hygiene disinfection services....
...My own feeling is that this will not be a V or even a U-shaped recovery, but a downwardly trending W that has a high risk of turning into a L....
...This tends to be c.20% higher....
...We forecast c.10-15% FY20 earnings decline in Construction, but Support Services should be more resilient....
...DD will resume normal service on Tuesday, January 8....
...Tangle Teezer Therapy Box Thomas Miller Claims Management Tissue Solutions Travel Counsellors Turner & Townsend V Veolia Environmental Services UK Vero Software Vetted t/a Checkatrade.com Viezu...
...Jones v. Harris Associates L.P., which will be argued this week, clearly demonstrates that lowering the “loser pays” barrier could have serious consequences....
...With the almost certain return of growth in the previous quarter, it is not an “L” but not yet robust enough to be a “V”. The likelihood of a “W” also seems far-fetched....
...Emergency lobbying is underway, however, with the lately added principles on pay threatening to overshadow the broad swathe of compromises that have been achieved on other issues....
...LLC; Carlyle Investment Management L.L.C.; Blackstone Capital Partners V L.P.; Centerbridge Capital Partners, L.P....
...V....
...Mobilizing Minds: Creating Wealth from Talent in the 21st Century Organization By Lowell L. Bryan and Claudia L....
...Given that the Committee on Capital Markets Regulation received $500,000 from the C.V. Starr Foundation, a group with strong ties to Maurice R....
...THE MARCH by E.L....
...More than 80 percent of the $1.5 billion in contracts signed by the Federal Emergency Management Agency alone were awarded without bidding or with limited competition, government records show, provoking...
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