Week in Lex

Feb 3, 2012

Letter from Lex: The big ones

The week was dominated by two big happenings in the corporate world

Lex notes

Lex Feb 2, 2012

Facebook: doing it by numbers

User base is so big it makes traditional valuation metrics look a little silly

Lex Feb 2, 2012

Glencore / Xstrata: familiar path

$80bn merger would create first mega vertically integrated commodities business

Lex Feb 1, 2012

Deutsche Börse / NYSE Euronext

NYSE Euronext is the biggest loser as proposed $7.5bn merger is blocked

Lex Feb 2, 2012

Sony: swash buckled

There is no happy ending for Sir Howard Stringer or investors

Lex Feb 1, 2012

Dassault deal: a double-edged sword

The move to supply fighter jets to India could delay consolidation

Lex Feb 1, 2012

Benetton: the colour of money

Investors should probably take the money rather than risk a very uncertain future

Lex Jan 30, 2012

US pharma: keep taking the tablets

Biotechs, despite higher multiples, look a better bet than the pharma stocks

Lex Feb 2, 2012

Shell: Big talk

Group will have to start generating superior returns to meet its target

  • Who’s the most imbalanced of all (EU members)?
    Here’s a graphic designed to give one a headache (click to embiggen)…To clear things up, it’s a projected scorecard from RBC Capital Markets representing...
  • Moody’s vs Europe — in full
    Spain and Italy downgraded, France (and the UK) on negative outlook. The EFSF affirmed. A slew of Moody’s ratings actions on the eurozone crisis late on Monday…...
  • Further further reading
    For the commute home, - New report on trade agreements in a post-Doha world.- Tyler Cowen with more thoughts on banking and shareholder liability.- The US housing bust in one chart....

Lex live

Highlights