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Last Build Date: Thu, 26 Apr 2018 00:16:52 GMT

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Dr Pepper Snapple: bean counter

Wed, 25 Apr 2018 17:25:58 GMT

Revenue growth helps to validate JAB’s deal, which otherwise looked pretty peculiar



Credit Suisse: rich pickings

Wed, 25 Apr 2018 15:42:25 GMT

Bank’s size and global reach should further its wealth management drive



Comcast/Sky: outfoxed

Wed, 25 Apr 2018 15:17:18 GMT

US cable group has called the bluff of Rupert Murdoch’s 21st Century Fox



Whitbread/Elliott: bad cop, good cop

Wed, 25 Apr 2018 11:08:57 GMT

Soft power gets you further in Europe than attempts to wield the hard kind



Lex letter from San Francisco: Scooter wars and space travel

Wed, 25 Apr 2018 11:00:26 GMT

Bird/LimeBike/Spin, SoftBank Vision Fund, WeWork, Sequoia, Jeff Bezos/Amazon and Faangs



Takeda/Shire: Abenomic warrior

Wed, 25 Apr 2018 10:46:56 GMT

Only low Japanese interest rates make the numbers work in this deal



Walmart/Flipkart: Gorey story

Wed, 25 Apr 2018 04:00:28 GMT

For the beleaguered retailer, the chance to hurt Amazon in Asia is priceless



WeWork: space invader

Tue, 24 Apr 2018 19:39:18 GMT

Plan to issue debt for first time means pitching to cold-hearted bond investors



Banco Santander: Brexit unrosy

Tue, 24 Apr 2018 15:40:34 GMT

Bank must focus on earnings per share growth



Puma/Kering: winning by spinning

Tue, 24 Apr 2018 15:30:35 GMT

Spin-off will improve Gucci owner’s profitability and also benefit the sportswear group long term



Apple: payback time

Tue, 24 Apr 2018 04:00:26 GMT

Disappoint on the capital return and further share price jitters will follow  



Bharti Airtel: third eye blind

Tue, 24 Apr 2018 00:18:42 GMT

Believers of this long-term story will find better entry levels in the future



Alphabet: spend, spend, spend

Tue, 24 Apr 2018 00:18:42 GMT

Billions are being invested in ‘other’ bets that may never see a payday



Fresenius/Akorn: hard copy

Mon, 23 Apr 2018 16:13:44 GMT

German healthcare group may have had a lucky escape



Capita: biting the bullet

Mon, 23 Apr 2018 15:52:51 GMT

Jon Lewis has secured survival but a thriving recovery is no certainty



HNA/equity collars: cheap trick

Mon, 23 Apr 2018 13:08:51 GMT

Buying voting rights without the outlay required of long-term investors



UBS: spanked by the franc

Mon, 23 Apr 2018 10:46:04 GMT

The Swiss bank’s quarterly figures were humdrum rather than glittering



General Electric: Zombieland

Sun, 22 Apr 2018 11:16:39 GMT

Conglomerate can only get by on dullness for so long



Millennial tenants: 100-year hitch

Fri, 20 Apr 2018 14:38:31 GMT

Go back to 1918 and private rentals accounted for 76% of the housing market



Best of Lex: your weekly round-up

Fri, 20 Apr 2018 13:23:00 GMT

Bayer-Temasek, Shire-Allergan, Aviva, FCA-Barclays, Buffett-USG, IBM, Netflix and Facebook



Nintendo: fisherman’s friend

Fri, 20 Apr 2018 12:23:36 GMT

Japanese tech group just keeps confounding expectations



FCA/Barclays: Judge Fudge

Fri, 20 Apr 2018 10:57:00 GMT

Jes Staley has been judged by the regulator but jury is still out on his performance as chief



Philip Morris International: light my fire

Fri, 20 Apr 2018 01:05:26 GMT

US tobacco group has a problem with older smokers



Shire/Allergan: too many wrinkles

Thu, 19 Apr 2018 18:05:12 GMT

Botox maker eyes return to acquisition trail, but a tie-up would not add much value



Blackstone: signal and noise

Thu, 19 Apr 2018 17:15:13 GMT

A $1bn buyback reflects the asset manager’s share price frustration