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Thursday, 11 May, 2023

US & Canadian companies
US companies: China’s mystery shoppers spawn earnings upsets Premium content
Luxury goods groups are likely to continue to do well even as more prosaic brands warn of a slowdown in sales
2 hours ago
Thursday, 11 May, 2023

Man Group PLC
Man Group: Grew must help hedgie grow Premium content
Luke Ellis, who, took the helm in 2016, pushed heavily into AI-driven investment techniques
3 hours ago
Thursday, 11 May, 2023

Telecoms
Airtel Africa: weak oil creates cheap telecoms play on Nigeria Premium content
Stock price fall belies a brightening outlook
Thursday, 11 May, 2023

Japanese business & finance
SoftBank: $39bn loss is a monument to Son’s risk management flaws Premium content
High hopes for stakes in Arm and ByteDance may prove misplaced as valuations falter
Wednesday, 10 May, 2023

Google LLC
Google: AI additions to search should stave off rivals Premium content
Company announces significant upgrade to core online business
Wednesday, 10 May, 2023

Mining
Allkem/Livent: lithium deal appears underpowered for smaller partner Premium content
Two companies are combining in an all-stock merger worth $10.6bn
Wednesday, 10 May, 2023

Media
US media: NYT’s sporting bet raises subscriptions pricing questions Premium content
Purchase of The Athletic may have been high-water mark of optimism over growth prospects and accessible markets
Wednesday, 10 May, 2023

Artificial intelligence
AI/publishers: the best defence will be attack Premium content
Specialist publishers should be prepared to protect their intellectual property rights
Wednesday, 10 May, 2023

Healthcare
Siemens Healthineers: the robotic doctor won’t see you now Premium content
German medical equipment maker is powering down a business acquired in 2019
Wednesday, 10 May, 2023

Singapore
Singapore: foreign billionaires drive record profits for banks Premium content
New money inflows should benefit wealth management services which sprawl from banks into niche funds and family offices
Wednesday, 10 May, 2023

Elaine Moore
The Lex Newsletter: Airbnb must leave hosts a note — ‘Don’t be picky’ Premium content
Too often, travellers feel like the irritating consequence of a financial transaction rather than a valued customer
Tuesday, 9 May, 2023

Apollo Global Management LLC
Apollo: alternative credit group must dispel fears of an ‘annuities run’ Premium content
Rival Ares has seen its stock jump a fifth already in 2023
Tuesday, 9 May, 2023

Mattress Firm Inc
Tempur: restless manufacturer hops bravely into bed with Mattress Firm Premium content
Deal comes as industry contends with sagging sales and supply chain disruptions
Tuesday, 9 May, 2023

Direct Line Insurance Group PLC
Direct Line: new chief executive must repair dented car insurer Premium content
Those with an eye on the top job ought to keep the other one on rival Admiral
Tuesday, 9 May, 2023

Saudi Aramco
Saudi Aramco: payout boost will lift yield of tight-held stock Premium content
Saudi control is an issue for many external investors, some of whom see the company as an arm of government
Tuesday, 9 May, 2023

Microsoft Corp
LinkedIn China: exit saves owner Microsoft political grief Premium content
LinkedIn’s withdrawal from China should benefit Tencent’s WeChat and smaller rivals such as Zhaopin and Maimai
Monday, 8 May, 2023

Warren Buffett
Buffett/capital allocation: Berkshire’s cash earns big interest while deal hunt continues Premium content
Renowned investor has almost religious zeal to retain profits and cash flow to invest later
Monday, 8 May, 2023

Water scarcity
European water: climate change creates case for liquid investment Premium content
Drought-hit Italy requires regulatory reform to attract capital needed to improve infrastructure
Monday, 8 May, 2023

Credit cards
Credit cards: issuers could use their own flexible friends Premium content
Concerns profitability has peaked following a strong 2022 are not baseless, but even so credit cards remain a lucrative business
Monday, 8 May, 2023

Chinese business & finance
China banks: crackdowns pose risk to profits from deposit rate relief Premium content
Threat of regulatory interventions keep investors wary despite recent share gains
Monday, 8 May, 2023

Big tech
Tech stocks: recession will divide sector and giants will win Premium content
The cost of artificial intelligence has opened a crack that is likely to get wider
Sunday, 7 May, 2023

UK equities
UK equities: changing of the guard as new king takes over Premium content
Today’s markets share strong similarities with those at the time of the late Queen’s coronation 70 years ago
Saturday, 6 May, 2023

Renewable energy
UK renewable energy: the long wait for grid connections must end Premium content
To get projects up and running faster, one idea is to cherry pick the ones that are likeliest to get built
Friday, 5 May, 2023

Coty Inc
Coty: CoverGirl owner looks for French glow-up Premium content
Adding a new address might not be an easy fix
Friday, 5 May, 2023

Jonathan Guthrie
The Lex Newsletter: US banking eats itself, tail end first
Plus, JPMorgan Chase, First Republic, Virgin Money, PDD, Thailand, tech stocks, Icahn

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