Tuesday, December 30, 2014
Sell side research
Frost Consulting estimates that global research spending has fallen to $4.8bn, from the 2007 high of $8.2bn. Edison Investment Research says the number of analysts has halved, to 9,000. The buyside and the companies they follow fear reduced small- and mid-cap coverage: 84 per cent of buyside respondents to a Peel Hunt and Extel survey say UK small-cap coverage will diminish, with an impact on access to funding.
Libya and Military spending
Libya
Gadhafi killed 200,000 Libyans or 5% of population over his rule of 42 yrs.
Estimated to have killed more Americans other than Osama.
Ultimate responsibility for Pam Am 103 bombing: death of 270 innocent civilians.
Military Spending
US 607bn (41% of world total)
China 85bn (5.8%)
France 65.7bn (4.5%)
Britain 65.4bn (4.5%)
Russia 58bn (4%)
Per Person
Israel $2300 (total 16.2bn)
US $1900 (607bn)
Oman $1700 (4.5bn)
Singapore $1700 (7.5bn)
Kuwait $1600 (4.7bn)
S. Arabia $1500 (38.2bn)
Norway $1250 (5.9bn)
Greece $1100 (12.6bn)
Britain $1050 (65.3bn)
France $1050 (65.7bn)
Total global military spending $1.46trn (4% increase YoY)
Reported by Swedish thinktank Stockholm International Peace Research Institute
Army post from industryk, info from 2009-2011
Gadhafi killed 200,000 Libyans or 5% of population over his rule of 42 yrs.
Estimated to have killed more Americans other than Osama.
Ultimate responsibility for Pam Am 103 bombing: death of 270 innocent civilians.
Military Spending
US 607bn (41% of world total)
China 85bn (5.8%)
France 65.7bn (4.5%)
Britain 65.4bn (4.5%)
Russia 58bn (4%)
Per Person
Israel $2300 (total 16.2bn)
US $1900 (607bn)
Oman $1700 (4.5bn)
Singapore $1700 (7.5bn)
Kuwait $1600 (4.7bn)
S. Arabia $1500 (38.2bn)
Norway $1250 (5.9bn)
Greece $1100 (12.6bn)
Britain $1050 (65.3bn)
France $1050 (65.7bn)
Total global military spending $1.46trn (4% increase YoY)
Reported by Swedish thinktank Stockholm International Peace Research Institute
Army post from industryk, info from 2009-2011
Monday, December 29, 2014
Disney Frozen
Contributing to 1/3 of sales and OP of studio division (Sales $1.8bn and OP $250m). Took in $1.3bn in global box office. Brought in another $1bn for Disney's consumer division.
3m Frozen dress sold and 3.7m copies of soundtrack album sold, on par with Taylor Swift's 1989.
Frozen 2 in 2016.
3m Frozen dress sold and 3.7m copies of soundtrack album sold, on par with Taylor Swift's 1989.
Frozen 2 in 2016.
China: Oil Tanker Market, Shanghai University for Elderly, Zombie Factories
Daily earnings reaching $100,000 per day from low of $20,000 due to China building up its strategic reserves. China importing 6m barrels per day, up 500,000 barrels YoY.
Shanghai university for elderly, ave age 65-70 years old, part of a network of 50,000 elder education institutions in China. They don't want to graduate.
Zombie factories supporting regional economies: if you cut the big tree, small trees around will die too. A lot of heavy industries in China being artificially supported.
Shanghai university for elderly, ave age 65-70 years old, part of a network of 50,000 elder education institutions in China. They don't want to graduate.
Zombie factories supporting regional economies: if you cut the big tree, small trees around will die too. A lot of heavy industries in China being artificially supported.
Monday, December 15, 2014
Dominique Senequier
50bn AUM.
Ardian - formerly AXA Private Equity.
Nearly bought over by Blackstone and KKR.
Studied Engineering at Ecole Polytechnique.
Ardian - formerly AXA Private Equity.
Nearly bought over by Blackstone and KKR.
Studied Engineering at Ecole Polytechnique.
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