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Wednesday, 2 December, 2020

Media
NFL/broadcast rights: wearied receivers Premium
TV networks face tougher challenges to reach the end zone
Wednesday, 2 December, 2020

G4S PLC
G4S/GardaWorld: on guards Premium
Canadian company’s cash offer worth £3.7bn is difficult for security group to ignore
Wednesday, 2 December, 2020

Renewable energy
Taxing renewables: green is good Premium
Denmark’s extraterritorial cash grab raises tricky questions about jurisdictions
Wednesday, 2 December, 2020

Coronavirus treatment
Coronavirus/vaccines: spills and spoils Premium
Any single product has limited impact on earnings but some pharma groups stand to benefit more
Wednesday, 2 December, 2020

UK retail industry
Lex Letter from London: Et in Arcadia, his ego Premium
UK high street shops were a dying breed long before coronavirus came on the scene
Wednesday, 2 December, 2020

Technology sector
Chinese smartphones: Xiaomi the outlook Premium
Opportunistic timing and reduced pricing of fundraising send a discouraging signal
Tuesday, 1 December, 2020

Airbnb Inc
Online travel/Airbnb: home advantage Premium
News of a potential Covid-19 vaccine has encouraged hopes of a revival in the holiday sector
Tuesday, 1 December, 2020

Italian banks
UniCredit/Monte dei Paschi: all roads lead elsewhere Premium
Governments should not press well-run banks to mop up the mistakes of badly-run lenders
Tuesday, 1 December, 2020

Deepmind Technologies Ltd
AI/pharmaceuticals: structural advantage Premium
Disruption can be uncomfortable but there are big opportunities too
Promoted Content
Tuesday, 1 December, 2020

Zoom Video Communications Inc
Zoom: Teams building Premium
The real threat to video-calling service’s $136bn market valuation is Microsoft
Tuesday, 1 December, 2020

Climate change
Electricity industry/climate change: playing it cool Premium
Racing to ‘net zero’ risks losing political support if expensive but there is an argument for ambition
Monday, 30 November, 2020

Nikola Corp
GM/Nikola: crash and burn Premium
Without a partner to shoulder some of the production risk, the uphill struggle just got steeper
Monday, 30 November, 2020

ABN Amro
ABN Amro: shrink fit Premium
Dutch lender gives new meaning to the term safety in numbers
Monday, 30 November, 2020

Lloyds Banking Group PLC
Lloyds Bank: out to pasture Premium
It would be hard for the bank to provide a long-term view when the new jockey has yet to weigh in
Monday, 30 November, 2020

CNOOC Ltd
US/China investment: blackout Premium
America’s list of sectors it won’t do business with appears to be expanding
Monday, 30 November, 2020

S&P Global Inc
S&P Global/IHS Markit: data plan Premium
Shrinkage in the market should not only concern customers but regulators too
Sunday, 29 November, 2020

Travel & leisure industry
US recreation: whatever floats your boat Premium
Boom time for boating as outdoor activities become a refuge from strains of pandemic
Saturday, 28 November, 2020

Education
Financial literacy: economy class Premium
Educating disadvantaged students about money helps them to manage their own
Friday, 27 November, 2020

3G Capital Inc
3G: troubleshooting Premium
It will take time for the Brazilian-US investment group to find better hunting grounds
Friday, 27 November, 2020

TSB Banking Group PLC
Sabadell/TSB: banished by the Spanish Premium
The UK bank is not a great asset; it is not a terrible one either
Friday, 27 November, 2020

Companies
Best of Lex: bit of this, bit of that Premium
Bitcoin, Brexit/City of London, Danish mink, Dogger Bank, US retailers and more
Friday, 27 November, 2020

Luxury goods
South Korea/status symbols: let’s talk about flex Premium
Unable to travel, Seoul’s wealthy have turned to conspicuous consumption
Thursday, 26 November, 2020

Aviva PLC
Aviva: Blanc expression Premium
The new chief executives has only a narrow window in which to rebase investor expectations.
Thursday, 26 November, 2020

Renewable energy
UK wind/Dogger Bank: well, blow me down Premium
Financial dynamics have moved in favour of the project
Thursday, 26 November, 2020

Rémy Cointreau
Rémy Cointreau: why brandy is dandy
Lockdowns are proving less painful for the cognac business than first feared

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