Lex | Financial Times

Sunday, 8 December, 2019

Office life
Workplace health: clean offices, dirty data Premium
Statistics often come from academics sponsored by hygiene businesses but fail a sniff test
Saturday, 7 December, 2019

Food security
Deforestation: here’s the beef Premium
Soyabean farmers add nutrients to the soil that benefit their livestock peers
Friday, 6 December, 2019

Media
CVC/European football: round numbers Premium
Investing in tournament franchises will offer less volatility than big bets on top clubs themselves
Friday, 6 December, 2019

Companies
Best of Lex: your weekly round-up Premium
GAM, French luxury, UniCredit, M&G, Expedia, Alphabet, Steven Cohen
Friday, 6 December, 2019

Food & Beverage
Luckin Coffee/Starbucks: frothy latte Premium
A cup of Chinese chain’s coffee seems a better buy than its shares this Christmas
Friday, 6 December, 2019

Twitter Inc
Twitter: bonding time Premium
Group’s bond sale will be useful but improving advertising sales would be even better
Thursday, 5 December, 2019

New York Mets
Mets: ballpark figures Premium
Steven Cohen’s interest in the baseball team has sparked fan joy but the valuation defies logic
Thursday, 5 December, 2019

Dunelm Group PLC
Dunelm: no slouching Premium
Soft furnishings group has enjoyed a stunning turnround but it must keep focusing on costs
Thursday, 5 December, 2019

Luxury goods
Moncler/Kering: objects of desire Premium
Acquisition of quilted jacket maker would offer benefits but does not tick every box
Promoted Content
Thursday, 5 December, 2019

Airlines
HK Airlines/HNA: chop, chop Premium
Chinese conglomerate will need the guile and wit of a Shaolin monk to stay in the black
Thursday, 5 December, 2019

Technology sector
Expedia: trip over Premium
Restructuring and cost cuts may not be enough to overcome long-term threat from Google
Thursday, 5 December, 2019

M&G Investments PLC
UK property funds: M&G the Unready Premium
Brexit uncertainties and the decline of physical retailing have taken a toll
Wednesday, 4 December, 2019

Campbell Soup Co
Campbell Soup: the traipse of broth Premium
Lacklustre outlook suggests the path to sustained turnround could take awhile
Wednesday, 4 December, 2019

Telecoms
Orange: not the only fruit Premium
Carving out infrastructure will not juice up the telecoms operator’s essence
Wednesday, 4 December, 2019

Companies
Best of Lex Midweek: UK election is the City’s to lose Premium
The polls point to a comfortable Conservative majority. The problem is that polls are often wrong
Wednesday, 4 December, 2019

Financial services
Numis: poll dancer Premium
A clear Tory win in the election would help calm business nerves
Wednesday, 4 December, 2019

Fund management
GAM split: Bluebell would Premium
The small new activist wants more scrutiny and possibly a sale of the asset manager’s ‘private label’ business
Wednesday, 4 December, 2019

Google Inc
Alphabet/Google: founders keepers Premium
Sundar Pichai is likely to ensure the main focus remains on advertising revenues
Tuesday, 3 December, 2019

Corporation tax
Tech tax v lux levy: le tit-for-tat Premium
Dispute between France and the US is serious but could still be resolved
Tuesday, 3 December, 2019

Media
Cineworld: island in the streams Premium
Cinema chains will survive blizzard of content, if not precisely in their present form
Tuesday, 3 December, 2019

Financial services
Government Pension Investment Fund: eat my shorts Premium
Restrictions are well-meaning but misguided
Tuesday, 3 December, 2019

UniCredit SpA
UniCredit/EU banks: bunny hop Premium
Shareholders barely blinked when the Italian lender announced a share buyback plan
Tuesday, 3 December, 2019

Apple Inc
Apple: pod people Premium
Selling more expensive versions of recent products is a popular, and successful, strategy
Monday, 2 December, 2019

Silver Lake Group LLC
Silver Lake/Egon Durban: sporting gent Premium
German-born banker given newly-created role of co-chief executive
Monday, 2 December, 2019

Media
GEDI/Agnelli: press pass Premium
Shares in La Repubblica owner were suspended while they weighed offer for their stake

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