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Tuesday, 27 October, 2020

American International Group Inc
AIG: war story Premium
Separating life insurance arm shows group’s turnround is not going as planned
Tuesday, 27 October, 2020

Commodities
Ghanaian gold/Agyapa: Accra forfeits accruals Premium
Investors will be taking on sovereign risk, but the balance of risk seems to lie with the country
Tuesday, 27 October, 2020

Banco Santander SA
Santander/bank payouts: one size constricts all Premium
European lenders are value stocks rendered increasingly valueless by dividend curbs
Tuesday, 27 October, 2020

HSBC Holdings PLC
HSBC: deposit slip Premium
Charging fees to savers could do more harm than good
Tuesday, 27 October, 2020

Semiconductors
AMD/Xilinx: stock take Premium
Bolting on specialist Xilinx will hand chipmaker AMD a needed source of profits
Monday, 26 October, 2020

Mergers & Acquisitions
Dunkin’/Inspire: the hole truth Premium
Private equity-backed group in talks to acquire doughnut brand for nearly $9bn
Monday, 26 October, 2020

Ant Group
Ant IPO: earth-shaking arthropod Premium
Dual listing of payments group is priced to go. Long-term investors should ask why
Monday, 26 October, 2020

SAP SE
SAP: cloud busting Premium
Recurring revenues are better than licence sales — they are more predictable
Monday, 26 October, 2020

Biotech
Bayer/gene therapy: blurred visionary Premium
Paying up to $4bn for US-based biotech is unlikely to be transformational
Promoted Content
Monday, 26 October, 2020

Oil & Gas industry
Canadian oil: the sands of time Premium
The merger between Cenovus and Husky will be a temporary salve for shareholders of both companies
Sunday, 25 October, 2020

Education
US colleges: alma martyrs Premium
The sector is heading for a shakeout as enrolments fall and revenues shrink
Friday, 23 October, 2020

Electrolux AB
Electrolux/Whirlpool: spun cycle Premium
Do not expect appliance makers to be immune from recessionary forces when economic reality sets in
Friday, 23 October, 2020

Companies
Best of Lex: fears for tiers Premium
Manchester vs Westminster, Landsec/UK property, Alibaba, Intel/SK Hynix, Conoco, leveraged loans, Tesla
Friday, 23 October, 2020

Barclays PLC
Barclays: yield keeled Premium
Upbeat results give the bank’s stock a welcome surge but the giddiness is likely to be short lived
Friday, 23 October, 2020

Huawei Technologies
Huawei: stale mate Premium
The Chinese telecoms giant is running out of options in both its handset and network gear businesses
Friday, 23 October, 2020

UK politics & policy
Manchester vs Westminster: tiers before bedtime
The government has missed some points by excluding time from its payout plan
Thursday, 22 October, 2020

Food & Beverage
Chipotle: guac attack Premium
Digital orders are on the rise but delivery-related costs are taking a big bite into operating margins
Thursday, 22 October, 2020

UK companies
AJ Bell/Hargreaves: sticky situation Premium
There is little sign that low-cost entrants are gaining traction in the UK
Thursday, 22 October, 2020

Tesla Inc
Tesla/lithium: metal guru Premium
The world’s most valuable carmaker has little use for conventional wisdom
Thursday, 22 October, 2020

Singapore
Singapore property: vacuum it up Premium
James Dyson may be selling his penthouse but investors shouldn’t pull the plug
Thursday, 22 October, 2020

Purdue Pharma LP
Purdue/Goldman: tough penalties are well-judged Premium
Punitive actions do not just exact narrow justice — they serve as a deterrent against future misdeeds
Wednesday, 21 October, 2020

Vivendi SA
UMG IPO/Vivendi: not going for a song Premium
Investors have growing confidence in €30bn valuation ascribed to music company
Wednesday, 21 October, 2020

Cannabis industry
Medical cannabis: duds and buds Premium
Further liberalisation would lift many constraints, including the ability of institutions to invest
Wednesday, 21 October, 2020

Cathay Pacific Airways Ltd
Cathay Pacific: jet pain Premium
A bigger issue is whether the airline’s long-suffering staff will bail out for good
Wednesday, 21 October, 2020

Google LLC
Google/antitrust: unparanoid Android Premium
Fines, divestment and changes to the way it operates are all up for grabs if the case against Google is successful

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