Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
Sunday
Recent History |
Archives
FINANCIAL TIMES
The Lex Column:
*Leveraged loans backing - amid all the brow-beating over structured credit, the vast stockpile of plain old loans stuck in development hell has been almost forgotten. But that paper mountain is slowly shrinking - in the US, at least.
*Cautious Macquarie - it really is a different world Down Under. While US and European banks unveil ever bigger write-offs, Australia's Macquarie Group is still on a roll.
*Vodafone (VOD) on the up - Vodafone makes consolidated operating profits equivalent to about 60% of its tangible fixed asset base and thus will be exposed to regulatory threats.
*Wal-Mart (WAL) rebounds - after stumbling around in an attempt to lure higher-paying customers with trendy items, Wal-Mart has gone back to what it does best - keeping inventories tight and costs in the cellar.
*Money market funds - there's motherhood and apple pie. And then there is the pledge by money market funds not to allow net asset value to fall below face value.
*Investigating subprime - the US state attorneys-general are on the march again, plunging into the latest Wall Street scandal with subpoenas and allegations of malfeasance.
*European reinsurers - reinsurance stocks get hammered by hurricanes but they weather financial crises just fine. Swiss Re (SWI) and Munich Re (MUN), two the biggest reinsurance companies, last week reported strong results.
The Lombard Column:
*Cable & Wireless (CW.) gives the incentive sceptics more ammunition.
*MyFootballClub: governance with a goal.
*Northern Rock (NRK): Blackbird or Dodo?
Further news:
*Royal Bank of Scotland (RBS) stakebuilding talk helps Footsie take a positive turn.
*Johnson Service Group (JSG) could see a bid from Industri Kapital.
*Asos (ASC) moves at a smart trot.
THE TIMES
The Tempus Column:
*Babcock (BAB) worth holding.
*Northern Foods (NRK) a buy for the brave.
*Hold on to Great Portland (GPOR).
The Business Editor's Column:
*Cable & Wireless (CW.) pay is sending wrong message.
*Emap (EMA) liberated by a pension buyout.
*Change of tune at Vodafone (VOD).
Tiddler to Watch:
*EBT Mobile (EBT).
Further news:
*Friends Provident (FP.) chief expected to step down after Resolution (RSL) merger failure.
*Anglo American (AAL) dips after Xstrata (XTA) bidding rumour.
*Speculation that Intercede (IGP) will benefit from news of more than 5,000 undocumentated immigrants being employed as security guards.
DAILY TELEGRAPH
The Questor Column:
*Hold Vodafone (VOD).
*Buy Lavendon Group (LVD).
The Comment Column:
*That old bogeyman inflation, won't allow a rate cut.
*Cable & Wireless (CW.) chairman doesn't just talk the talk.
*Even Opec can't match British Airways' (BAY) fuel surcharge.
Further news:
*Covenant between the armed forces and the British people is under threat from poor conditions and the lack of understanding to troops returning from the Middle East, warns Chief of Defence Staff Air Chief-Marshall Sir Jock Stirrup.
*BT (BT.A) chief Ben Verwaayen wins Telegraph award for a decade of business excellence.
*Royal Bank of Scotland (RBS)/Barclays (BARC): why the rumours won't go away.
THE GUARDIAN
No share news today
THE INDEPENDENT
The Investment Column:
*Buy VT Group (VTG).
*Hold Northern Foods (NFDS).
*Buy Kewill Systems (KWL).
The Outlook Column:
*Limited options for Mervyn King on interest rates.
*China's threat to BHP (BLT)/Rio (RIO) mining merger.
*Bankers forced to go in search of capital.
*Farcical sales process for Northern Rock (NRK).
Further news:
*Barclays (BARC) and Royal Bank of Scotland (RBS) lifted by stakebuilding talk.
DAILY MAIL
*Property is the latest hot spot.
DAILY EXPRESS
*Mystery buyer eases Royal Bank of Scotland (RBS) woe.
*Renewed bid hopes lift Asos (ASC).
DAILY MIRROR
No share news today
THE SUN
No share news today
Compiled in association with HB PLC and WH Ireland Ltd
