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Last Build Date: Fri, 15 Dec 2017 04:58:17 GMT

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Dassault/Safran: ruffled feathers

Thu, 14 Dec 2017 20:10:06 GMT

Axing the Falcon 5X is a risk for the French aviation group

Overstock: bed and beyond

Thu, 14 Dec 2017 17:40:56 GMT

There is a large gulf between the retail business’s valuation and its intrinsic worth  

Lonmin/Sibanye: mine sweeping

Thu, 14 Dec 2017 16:54:21 GMT

Shareholders in the platinum producer are not in a position to haggle

Disney/Fox: an empire strikes back

Thu, 14 Dec 2017 16:49:09 GMT

Entertainment group too strong for $66bn deal to be described as defensive — it is certainly reactive

Rakuten: crossed lines

Thu, 14 Dec 2017 14:18:09 GMT

The e-commerce group’s arrival stirs unhappy memories at SoftBank

Bitcoin ETFs: making a bomb

Wed, 13 Dec 2017 17:49:28 GMT

Amid the fervour, remember that cryptocurrencies lack a legitimate function

Dixons Carphone: monthly ailments

Wed, 13 Dec 2017 16:49:16 GMT

The retailer’s mobile phone business needs a rethink

Ofwat: watered down

Wed, 13 Dec 2017 16:40:39 GMT

The latest regulatory review is tough, but not unduly so

Toshiba/Western Digital: another byte

Wed, 13 Dec 2017 13:25:32 GMT

Japanese group now has some options where it previously faced an early demise

Nintendo: the big switch

Wed, 13 Dec 2017 07:15:24 GMT

A successful console is covering up mobile dithering

Unibail/Westfield: momentum trade 

Tue, 12 Dec 2017 17:23:42 GMT

Scale is the best way for bricks-and-mortar retailers to defend their position

Carpetright: more thread than bare

Tue, 12 Dec 2017 17:15:21 GMT

The floor coverings group is starting to recover after strategic errors

Mattel/Hasbro: junk bond Barbie

Tue, 12 Dec 2017 15:35:15 GMT

A takeover approach at an appropriate premium would bring investors some festive cheer

Atos/Gemalto: it pays to be secure

Tue, 12 Dec 2017 13:33:44 GMT

Deal makes sense financially and because of overlaps in data protection and electronic payments

ANZ/Zurich: lending for life

Tue, 12 Dec 2017 11:52:03 GMT

Life insurance unit was a drag on profitability — but what to do with the sale proceeds?

Anglo American: mining the gap

Mon, 11 Dec 2017 18:04:37 GMT

Group’s shares have rallied but remain a quarter cheaper than global peers

Iceland: frozen out

Mon, 11 Dec 2017 17:03:08 GMT

Buying into the country’s recovery remains surprisingly difficult

Orange: a call on banking

Mon, 11 Dec 2017 16:30:47 GMT

Having legs in 2 heavily regulated sectors makes valuation tricky

Bitcoin futures: naked position

Mon, 11 Dec 2017 16:21:38 GMT

The exchanges are giving customers what they want — tools with which to speculate

Samsung Heavy Industries: life rafts

Mon, 11 Dec 2017 14:34:09 GMT

Growth in orders and profits is necessary for shares to do well

US tax reform: headline heresy

Fri, 08 Dec 2017 17:10:20 GMT

Trump’s cuts to corporate tax could mean an estimated $70bn windfall for foreign investors

Best of Lex: your weekly round-up

Fri, 08 Dec 2017 15:40:03 GMT

Steinhoff, Opec, Lending Club, GVC/Ladbrokes, Apple and more

ofo/Mobike: freewheeling

Fri, 08 Dec 2017 14:48:45 GMT

Bike rental groups’ valuations are partly about the data that they generate

UK train fares: ticket to ride

Fri, 08 Dec 2017 14:22:47 GMT

The increases in both fares and investment levels are exaggerated

Lending Club: got it

Thu, 07 Dec 2017 23:49:54 GMT

Investors are not quite so clear as to how the company is going to make money