Lex

Lex

02/19/2018 05:29 AM
AstraZeneca: hoist the sales
Pharmaceutical group opens up multibillion-dollar market after cancer drug approved

02/19/2018 05:25 AM
Noble Group: business as abnormal
Commodity trader wants to draw a line under losses and write-offs but will struggle to start anew

02/19/2018 04:56 AM
Farfetch: multi-Chanel retail
A premium valuation is arguably merited, even though the online luxury retail platform still makes losses

02/19/2018 02:36 AM
Norilsk Nickel/Rusal: blunt messages
The legal tussle between Deripaska and Potanin should not alarm other investors in the nickel company

02/18/2018 05:44 AM
Maersk/shipping: Staying afloat 
In an industry dogged by overcapacity, consolidation heralds a brighter future

02/16/2018 05:27 AM
Segro: hot tin roofs
Industrial property is gaining on the commercial and retail sector

02/16/2018 05:17 AM
Japanese stocks: yen-tervention
Equity investors should keep a close eye on domestic structural reform plans

02/16/2018 04:50 AM
Airline capacity: plane sailing
Aviation starts to cover cost of capital but margins are under pressure again 

02/16/2018 04:12 AM
Best of Lex: your weekly round-up
Uber, Baidu, Sky, Barclays, Standard Life Aberdeen, Credit Suisse and South Africa

02/16/2018 12:55 AM
Tech deals: not too Xively
Google’s acquisition has left Silicon Valley bankers underwhelmed  

02/15/2018 05:28 AM
Nestlé: Third Point has a point
Activist investor puts Kit Kat maker under pressure to increase margins

02/15/2018 03:40 AM
Airbus: longer runway needed
European aircraft maker deserves to trade at a lower multiple than Boeing

02/15/2018 03:08 AM
Standard Life Aberdeen: the one that got away
Pessimism deepens over merger as Lloyds casts off

02/15/2018 02:58 AM
Newell Brands: omission statements
A merger with little forethought has naturally fallen apart

02/14/2018 01:01 PM
Cisco: cash machine
The networking giant is better than other tech companies at outlining spending

02/14/2018 04:24 AM
Danone/Corvex: culture clash
Investors welcome plans to sell shares in probiotic drinks maker Yakult

02/14/2018 03:44 AM
Credit Suisse: the veer index
Thiam is angling the bank away from risky lending and trading, and towards wealth management

02/14/2018 02:14 AM
Sky/football rights: glacier mint
With the potential for less cash in its coffers, officials at the Premier League may be downcast

02/14/2018 02:04 AM
South Africa bonds: yet to emerge
Four things need to happen to warrant a substantive rise in bond prices

02/14/2018 01:57 AM
Baidu US IPO: video star
A float of iQiyi would give additional resources to invest in AI intelligence ventures

02/14/2018 12:43 AM
Lex: Letter from Hong Kong
Chinese lenders, Xiaomi, Ant Financial, Macquarie and more

02/13/2018 01:49 PM
Xerox/Fujifilm: lowering the toner
The deal valuation looks rosy but alternatives have not emerged

02/13/2018 06:31 AM
Goldman Sachs: FICC end of the wedge
Investment bank is stronger than critics concede but large-cap banking remains tough

02/13/2018 04:31 AM
South Africa: undermined
Ramaphosa can do much by working on the charter that shapes the industry

02/13/2018 04:25 AM
Kering/Gucci: sparkle startle
Shedding sportswear brand creates a ‘pure play’ luxury fashion house