Page 10 - Analyst Note News Today

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May 17, 2021 Discovery and AT&T announced on May 17 that Discovery and AT&T’s WarnerMedia will merge to form a large standalone media company. The new firm (which was not named) will have tremendous reach via the combined networks, including TNT, CNN, Discovery, and HGTV, along with a massive content library of some of the best known scripted and unscripted programming. We are relatively confident that the deal will be approved by regulators and close in 2022 since it removes one v...

Apr 20, 2021 Tobacco stocks seem likely to move lower today following media reports that the Biden administration is considering lowering the nicotine and menthol levels in cigarettes in the U.S. The introduction of such measures does not form our base-case assumption for the purposes of forecasting cash flows, but it is one of the ESG risks we have identified, and is captured in our bear-case valuations. There is little evidence to suggest the change in administration has increased ...

Apr 15, 2021 Thermo Fisher Scientific announced on April 15 that it will acquire the contract research organization PPD for around $17.4 billion (including $3.5 billion in debt). This news doesnt surprise us. Thermo Fisher, being one of the biggest financial beneficiaries of the coronavirus pandemic, has significant capital to deploy, ample interest in the contract research segment, and acquisition-fueled growth ambitions. The price of $47.50 per share doesnt strike us as particularl...

Mar 10, 2021 Barclays reported full-year 2020 attributable profit of GBP 1.5 billion, down 38% compared with last year as higher loan-loss provisions and weaker net interest income were not offset by stronger investment bank performance. Return on equity, excluding litigation and conduct costs, came in at 3.4% versus 9% a year ago. We maintain our GBX 170 per share fair value estimate and no-moat and stable trend ratings. Read Full Analysis Business Description Bar...

. The US economy will experience "stellar" growth in 2021 as the COVID-19 pandemic subsides, Bank of America said in a note on Monday. The bank increased its 2021 US GDP growth estimate to 6.5% from 6.0% as it has become "more convinced" that the consumer will get out and spend this year, the note said. The bank also sees heightened economic growth extending into next year, bumping its 2022 GDP growth estimate to 5.0% from 4.5%. Here are the three reasons guiding Bank of Americas decision to in...