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Last Build Date: Tue, 17 Oct 2017 20:54:32 GMT

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Goldman/Morgan: an acid test awaits

Tue, 17 Oct 2017 19:11:41 GMT

Bond trading may be less important but the risks in new areas are underrated



Danone: semi-skimmed

Tue, 17 Oct 2017 13:52:58 GMT

Cost cutting and acquisitions are delivering results, but there is more to do



Asos: shop when it drops

Tue, 17 Oct 2017 13:48:33 GMT

Ecommerce clothing site’s share price trajectory has hit a ceiling



Airbus/Bombardier: more fear than love

Tue, 17 Oct 2017 12:30:18 GMT

Boeing’s bleating has attracted the wolves of the aerospace world



Credit Suisse/RBR: Parade rained on

Tue, 17 Oct 2017 12:16:06 GMT

The break-up thesis is based on over-optimistic valuation criteria



ANZ/ IOOF: wealth defects

Tue, 17 Oct 2017 10:49:18 GMT

Wealth management has not lived up to expectations in Australia



Netflix: debtmogorgon

Tue, 17 Oct 2017 01:05:11 GMT

All will be well at the streaming company as long as debt investors plug the hole



Uber: food fight

Mon, 16 Oct 2017 17:38:51 GMT

Encouraging numbers for the meal delivery service but competition will only intensify



Aldermore/FirstRand:

Mon, 16 Oct 2017 15:15:58 GMT

Bid price for the UK challenger bank looks fair



Kurdistan oil: military drills

Mon, 16 Oct 2017 15:00:08 GMT

The disputed area has failed to live up to its billing as a producer of crude



Siemens Gamesa: the inquisition begins

Mon, 16 Oct 2017 14:46:38 GMT

Losing the Spanish company’s chief after the merger in April has proved to be a mistake



Vincom/Vietnam: Ho Chi Minh sale

Mon, 16 Oct 2017 11:29:01 GMT

Interest in the country may grow if minority investors are treated well



Google/Apple merger: fake but fun

Sun, 15 Oct 2017 10:02:42 GMT

Joking aside, there are some valid reasons to merge the world’s two biggest companies



Asian hedge funds: the happy medium

Sun, 15 Oct 2017 09:38:54 GMT

It is probably a good thing that new entrants can only launch selectively



Cryptocurrencies: putting the boot in

Fri, 13 Oct 2017 16:01:47 GMT

A recommendation from the world of football is hardly an endorsement



Samsung: management irrelevant

Fri, 13 Oct 2017 15:59:31 GMT

Leadership tussles need be resolved only once sales start to slip



Goople: if Apple and Google merged

Fri, 13 Oct 2017 15:28:51 GMT

A case for merging the world’s two highest-valued companies



Best of Lex: your weekly round-up

Fri, 13 Oct 2017 15:25:30 GMT

HelloFresh, US IPOs, UK IPOs, Procter & Gamble, Smith & Nephew, Trump’s market rally and Neil Woodford



Citi/JPMorgan: systemically importunate

Thu, 12 Oct 2017 20:03:31 GMT

Regulations remains the real swing factor for bank earnings



HSBC: rock of ages

Thu, 12 Oct 2017 16:42:46 GMT

The bank’s new boss should rein in the risk-taking



Uber: drop-off times

Thu, 12 Oct 2017 16:06:56 GMT

The question is whether the public believes the benefits of the company outweigh its costs



China/US 5G: wavelength warfare

Thu, 12 Oct 2017 12:01:07 GMT

Chinese push for bigger share in design of next spectrum should worry Qualcomm



Navient: over the Hill

Thu, 12 Oct 2017 11:21:34 GMT

Suspicion of insider trading at the student loan servicer, but what about buybacks?



US stocks: Trump and grind

Wed, 11 Oct 2017 17:45:10 GMT

The president lauds the market rally, but gains are typical in the first year



Neil Woodford: ad hominem

Wed, 11 Oct 2017 16:54:47 GMT

Betting against the star fund manager is unlikely to work in the long term