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Wednesday, 25 May, 2022

Wendy's Co
Wendy’s/Peltz: billionaire weighs taking a bite out of burger chain Premium content
Fast-food company can make improvements without a take-private bid
new
Wednesday, 25 May, 2022

Glencore
Glencore: re-rating beckons after closing the book on past malfeasance Premium content
London-listed miner has instituted strict internal controls and installed new leaders at the top
3 hours ago
Wednesday, 25 May, 2022

TotalEnergies
TotalEnergies: renewable deal puts French major further ahead Premium content
Clearway agreement should reassure shareholders that company is on the right path
3 hours ago
Wednesday, 25 May, 2022

Stablecoins
Crypto/Luna: exchanges are likely to be the only winners Premium content
Investors are left with little recourse if a cryptocurrency is delisted
Wednesday, 25 May, 2022

Sujeet Indap
The Lex Newsletter: Twitter bankers on a knife’s edge waiting to see if fees are paid Premium content
Social network’s shareholders are not the only ones fretting over whether Elon Musk pushes through with the deal
Wednesday, 25 May, 2022

Big tech
Tech stocks: savvy short sellers make 34 per cent profit from the rout Premium content
Investors appear to believe valuations are getting close to reality
Tuesday, 24 May, 2022

US Treasury bonds
US Treasuries: Fed cannot count on Asian investors forever Premium content
Rise of haven currency amid higher rates and a European war is casting a long shadow
Tuesday, 24 May, 2022

UK energy
UK energy: tilting at windfalls puts investment at risk Premium content
Windfall taxes would make government’s net-zero ambitions even harder to achieve
Tuesday, 24 May, 2022

Air France-KLM
Air France-KLM: rights are certificates of scareworthiness Premium content
The airline group will have to improve transatlantic travel and cut staff costs to plug its balance sheet hole
Tuesday, 24 May, 2022

Airbnb Inc
Airbnb/China: exit leaves fat margins to local rivals Premium content
Competitors such as Meituan are well-placed to benefit from demand when lockdowns ease
Tuesday, 24 May, 2022

Snap Inc
Snap: profit warning highlights more than macroeconomics Premium content
In the last quarter, R&D expenses were $455.5mn — 43% of revenue
Monday, 23 May, 2022

JPMorgan Chase & Co
JPMorgan/Dimon: capital returns will reconcile investors to higher capex Premium content
Bank expects net interest income, excluding its markets business, to surpass $56bn this year, up from previous outlook of $53bn
Monday, 23 May, 2022

Broadcom Inc
Broadcom/VMware: mature software stars are cash cows for the downturn Premium content
Acquisition of cloud business would complete transformation of company into a tech vendor
Monday, 23 May, 2022

Siemens Gamesa
Siemens Energy/Gamesa: minority buyout promises a turn for the better Premium content
Offer for listed subsidiary could strengthen investment case for parent group
Monday, 23 May, 2022

Kingfisher PLC
Kingfisher/DIY: downturn would be tough for pandemic winner Premium content
The market still sees the do-it-yourself chain as inescapably cyclical
Monday, 23 May, 2022

Klarna AB
Fintech/Klarna: their stars wane amid rising credit costs Premium content
Sector spends heavily on customer acquisition which means funding rounds are usually vital not optional
Sunday, 22 May, 2022

UK inflation
Jubilee/UK prices: veggie bangers replace liver as inflation marches on Premium content
Consumer trends and living standards have shifted under Queen Elizabeth II, but wealth remains unequally divided
Saturday, 21 May, 2022

Technology
Supercomputers: the battle of the speed machines hots up Premium content
Lack of access to leading-edge computing will hobble many industrial and scientific endeavours
Friday, 20 May, 2022

Deere & Co
Deere: tractor maker cannot escape market sell-off Premium content
Shares fall 12 per cent despite ‘positive fundamentals’ of sector
Friday, 20 May, 2022

THG PLC
THG: higher entry prices sought from bidders Premium content
Aware of the prevailing winds, THG has set out steps to enhance value both operationally and in corporate governance
Friday, 20 May, 2022

Technology sector
Tech stocks: record buybacks cannot stop market sell-off Premium content
Company executives should earn their vast pay by taking risks and making investments
Friday, 20 May, 2022

Elaine Moore
The Lex Newsletter: Elon Musk’s bot rot and Nomura’s bitcoin bet Premium content
Twitter | Holcim | Chinese electric vehicles | Asia sell-off | Daimler Truck | Saudi Aramco
Thursday, 19 May, 2022

Private equity
Private equity: Kanter must make a better case that roll-ups are bad Premium content
Alternative asset managers now control $10tn in assets
Thursday, 19 May, 2022

HomeServe PLC
HomeServe/Brookfield: scouting for bids results in another UK buyout Premium content
There is a whiff of opportunism — and conflicted interests — about the deal
Thursday, 19 May, 2022

Google LLC
Google: closure further impoverishes Russian tech, not Alphabet Premium content
Investors need not sweat, but subsidiary’s bankruptcy will stunt access to independent media

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