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Reuters - 3 days ago

Comcast rescripts its stale convergence plotline

RPT-BREAKINGVIEWS-Comcast rescripts its stale convergence plotline The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Jennifer Saba NEW YORK, Nov 20 (Reuters Breakingviews) - As any TV watcher knows, storylines get tired. The bold marriage plot scripted by Comcast CMCSA.O more than a decade ago to unite pipes and programming is one that has become stale.
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Reuters - 4 days ago

Comcast rescripts its stale convergence plotline

BREAKINGVIEWS-Comcast rescripts its stale convergence plotline The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Jennifer Saba NEW YORK, Nov 20 (Reuters Breakingviews) - As any TV watcher knows, storylines get tired. The bold marriage plot scripted by Comcast CMCSA.O more than a decade ago to unite pipes and programming is one that has become stale.
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Reuters - 4 days ago

Brookfield has room to sweeten Spanish drug deal

BREAKINGVIEWS-Brookfield has room to sweeten Spanish drug deal The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, Nov 20 (Reuters Breakingviews) - One of Europe’s largest buyouts this year may need a shot in the arm. Beleaguered Spanish pharma company Grifols GRLS.MC has rejected a 6.45 billion euro non-binding offer from Canadian private equity house Brookfield BN.TO , claiming it significantly undervalued the firm.
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Reuters - 5 days ago

China’s new hobbies create a spending mirage

RPT-BREAKINGVIEWS-China’s new hobbies create a spending mirage The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Katrina Hamlin HONG KONG, Nov 19 (Reuters Breakingviews) - China’s new hobbies will be bad news for most retailers. A fad for biking, hiking, and other physical endeavours has helped companies like $10 billion Amer Sports AS.N tempt shoppers, and the maker of trail shoes and skis is growing sales despite a sluggish economy.
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Reuters - 6 days ago

China’s new hobbies create a spending mirage

BREAKINGVIEWS-China’s new hobbies create a spending mirage The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Katrina Hamlin HONG KONG, Nov 19 (Reuters Breakingviews) - China’s new hobbies will be bad news for most retailers. A fad for biking, hiking, and other physical endeavours has helped companies like $10 billion Amer Sports AS.N tempt shoppers, and the maker of trail shoes and skis is growing sales despite a sluggish economy.
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Reuters - 6 days ago

Trump 2.0 will see more European firms do a Holcim

BREAKINGVIEWS-Trump 2.0 will see more European firms do a Holcim The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By George Hay LONDON, Nov 18 (Reuters Breakingviews) - European corporate bosses may soon be following Jan Jenisch’s lead. In January, Holcim’s HOLN.S then-CEO announced he was splitting his U.S. business off from the rest of the Swiss building materials giant.
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Reuters - 1 week ago

Week Ahead-Flash PMIs, cenbank comments, Trump trade in focus

RPT-BUZZ-Week Ahead-Flash PMIs, cenbank comments, Trump trade in focus Repeats story with no changes Nov 18 (Reuters) - With November flash PMIs the only major data due, financial markets will focus on comments from major central bank officials and incoming U.S. President Donald Trump's plans for tariffs, immigration, and tax cuts , which have implications for inflation and Federal Reserve monetary policy .
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Reuters - 1 week ago

Week Ahead-Flash PMIs, cenbank comments, Trump trade in focus

BUZZ-Week Ahead-Flash PMIs, cenbank comments, Trump trade in focus Nov 18 (Reuters) - With November flash PMIs the only major data due, financial markets will focus on comments from major central bank officials and incoming U.S. President Donald Trump's plans for tariffs, immigration, and tax cuts , which have implications for inflation and Federal Reserve monetary policy .
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Reuters - 1 week ago

listed Xero set for best week since March on robust results

BUZZ-ASX-listed Xero set for best week since March on robust results ** Shares of Xero Ltd XRO.AX set for their best weekly performance since early March — if current trend holds; on the day co trades flat as of 2358 GMT ** Stock likely to post third straight week of gains ** The accounting service provider on Thursday reported a 51% jump in firs
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Reuters - 1 week ago

Elliott puts too many eggs in Honeywell’s basket

RPT-BREAKINGVIEWS-Elliott puts too many eggs in Honeywell’s basket The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By Jeffrey Goldfarb NEW YORK, Nov 13 (Reuters Breakingviews) - Some ideas are rejected so often that it can be hard to revisit them with an open mind. Breaking up Honeywell International HON.O may be one such example.
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Reuters - 1 week ago

Shein margin wobble takes bite out of IPO value

RPT-BREAKINGVIEWS-Shein margin wobble takes bite out of IPO value The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Aimee Donnellan LONDON, Nov 14 (Reuters Breakingviews) - Shein’s planned stock-market float has always seemed dicey. The Singapore-headquartered fast-fashion group, which has Chinese roots, is exposed to rising Sino-U.S.
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Reuters - 2 weeks ago

Siemens Energy’s vicious circle becomes virtuous

RPT-BREAKINGVIEWS-Siemens Energy’s vicious circle becomes virtuous The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, Nov 13 (Reuters Breakingviews) - Siemens Energy’s ENR1n.DE latent promise is finally coming to the fore. Between January 2021 and October 2023 the $35 billion German group’s shares fell nearly 80% as supply chain disruptions and its own missteps made a mess of its Siemens Gamesa unit, which makes wind turbines.
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Reuters - 2 weeks ago

Shein margin wobble takes bite out of IPO value

BREAKINGVIEWS-Shein margin wobble takes bite out of IPO value The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Aimee Donnellan LONDON, Nov 14 (Reuters Breakingviews) - Shein’s planned stock-market float has always seemed dicey. The Singapore-headquartered fast-fashion group, which has Chinese roots, is exposed to rising Sino-U.S.
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Reuters - 2 weeks ago

Australia-listed IT firm Xero hits record high on earnings beat

UPDATE 1-Australia-listed IT firm Xero hits record high on earnings beat Adds E&P comment in paragraph 4 By Rajasik Mukherjee Nov 14 (Reuters) - Shares of Australia-listed Xero XRO.AX rose to a record high on Thursday after the software firm reported interim earnings ahead of market estimates. The stock gained as much as 7.1% to A$172.940 in its biggest intraday percentage gain since May 23, while the benchmark index .AXJO was up 0.5%, as of 0047 GMT.
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Reuters - 2 weeks ago

Australia-listed IT firm Xero hits record high on earnings beat

Australia-listed IT firm Xero hits record high on earnings beat By Rajasik Mukherjee Nov 14 (Reuters) - Shares of Australia-listed Xero XRO.AX rose to a record high on Thursday after the software firm reported interim earnings ahead of market estimates. The stock gained as much as 7.1% to A$172.940 in its biggest intraday percentage gain since May 23, while the benchmark index .AXJO was up 0.5%, as of 0047 GMT.
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Reuters - 2 weeks ago

Aristocrat Leisure's full-year results beat Visible Alpha estimates, Citi says

BUZZ-Aristocrat Leisure's full-year results beat Visible Alpha estimates, Citi says Adds comments from Jefferies ** Brokerage firm Citi is upbeat on Australia's Aristocrat Leisure's ALL.AX FY24 results ** Company reported FY24 EBITDA of A$2,121 mln ($1.38 bln) , about 1% ahead of Citi, as well as that of Visible Alpha consensus - Citi ** Jefferies says FY24 earnings reflected significant momentum in the U .S.
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Reuters - 2 weeks ago

Aristocrat Leisure's full-year results beat Visible Alpha estimates, Citi says

BUZZ-Aristocrat Leisure's full-year results beat Visible Alpha estimates, Citi says ** Brokerage firm Citi is upbeat on Australia's Aristocrat Leisure's ALL.AX FY results ** Company reported FY24 EBITDA of A$2,121 mln ($1.38 bln) , about 1% ahead of Citi, as well as that of Visible Alpha consensus - Citi ** "We also come away more positive on Social Casino given its higher than expected margins and more resilient bookings" - Citi ** Citi lowers its FY25 and FY26 EBITDA ests.
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Reuters - 2 weeks ago

Elliott puts too many eggs in Honeywell’s basket

BREAKINGVIEWS-Elliott puts too many eggs in Honeywell’s basket The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By Jeffrey Goldfarb NEW YORK, Nov 13 (Reuters Breakingviews) - Some ideas are rejected so often that it can be hard to revisit them with an open mind. Breaking up Honeywell International HON.O may be one such example.
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Reuters - 2 weeks ago

Siemens Energy’s vicious circle becomes virtuous

BREAKINGVIEWS-Siemens Energy’s vicious circle becomes virtuous The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Yawen Chen LONDON, Nov 13 (Reuters Breakingviews) - Siemens Energy’s ENR1n.DE latent promise is finally coming to the fore. Between January 2021 and October 2023 the $35 billion German group’s shares fell nearly 80% as supply chain disruptions and its own missteps made a mess of its Siemens Gamesa unit, which makes wind turbines.
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Reuters - 2 weeks ago

Australia's Aristocrat Leisure gains on upbeat annual profit

BUZZ-Australia's Aristocrat Leisure gains on upbeat annual profit ** Shares of Aristocrat Leisure ALL.AX up 0.9% at A$65.52 ** The poker machine giant posts FY NPAT of A$1,452 million ($948.16 million), up 16.6% from a year before ** Co declared final dividend of 42 AU cents/share versus Citi's estimate of 43 AU cents/share ** Citi says co's EBITDA
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