Lex

Lex

04/20/2018 12:23 AM
Nintendo: fisherman’s friend
Japanese tech group just keeps confounding expectations

04/19/2018 10:57 PM
FCA/Barclays: Judge Fudge
Jes Staley has been judged by the regulator but jury is still out on his performance as chief

04/19/2018 01:05 PM
Philip Morris International: light my fire
Tobacco giant’s results highlight old problem

04/19/2018 06:05 AM
Shire/Allergan: too many wrinkles
Botox maker eyes return to acquisition trail, but a tie-up would not add much value

04/19/2018 05:15 AM
Blackstone: signal and noise
A $1bn buyback reflects the asset manager’s share price frustration

04/19/2018 04:35 AM
Debenhams: little credit is due
Adding a few sequins to a fading strategy has not arrested the decline in sales

04/19/2018 02:58 AM
Aviva/preference shares: don’t shoot the puppies
An imbroglio that companies, lawmakers and regulators must resolve

04/19/2018 01:20 AM
Aluminium: the Wright stuff
The price can only get heavier but can it hit $3,000 per tonne?

04/18/2018 04:00 PM
Cars/China: dog’s breakfast
There are benefits to maintaining status quo with local partners

04/18/2018 08:33 AM
Unilever: the Rotters’ club
Investors could, in theory, put a spoke in the plan to quit London

04/18/2018 05:20 AM
US investment banks: buffer physiques
A simplified regime does not mean higher shareholder returns

04/18/2018 04:36 AM
Facebook/EU: bare-faced cheek
Social network sails close to the wind with facial recognition plans

04/18/2018 12:06 AM
Lex Letter from London: Break-ups and the Brexit-bound pound
WPP, Whitbread, Shire/Takeda, sterling rebound and more

04/17/2018 04:01 PM
Johnson & Johnson/biosimilars: immune to reason
Choking off copycat drugs is a bad strategy

04/17/2018 01:14 PM
IBM: blockchain gang
Group beats earnings estimates but beyond the jargon questions over the cloud remain

04/17/2018 05:39 AM
Goldman Sachs: Deal or no deal
M&A disappointed even as the rest of the firm prospered

04/17/2018 03:02 AM
Bayer/Temasek: root map
Sovereign wealth fund opts to seed German life sciences group for next spurt of growth

04/17/2018 02:53 AM
JD Sports: Ashley surpassed
Retailer’s success looks all the more remarkable when held up against Sports Direct

04/17/2018 12:56 AM
ZTE Corp: red army ruction
Sanctions are bad news for the Chinese telecoms group but its rivals have little to gain

04/16/2018 11:53 AM
Netflix: dearly loved
Equity cushion just became fatter after streaming service’s quarterly results

04/16/2018 10:15 AM
Buffett/USG: material differences
Knauf’s interest is perfectly timed as Berkshire wants out of building products group

04/16/2018 04:08 AM
Shire/Takeda: faith healers
To back the bid, investors must believe it can cut costs and promote faster growth

04/16/2018 03:29 AM
EM hedge funds: Coffey refill
Market’s guillotine mechanism likely to lessen retired supremo’s chances of success

04/16/2018 12:38 AM
WPP/Martin Sorrell: getting the Elba
Advertising group’s particular ill, as with Napoleonic France, is imperial over-reach

04/15/2018 10:13 PM
Tech cycle stocks: not drowning, waving
Investors will have to refocus their enthusiasm to less flashy businesses