From: Ens, Amanda Sent: 3/16/2017 6:27:30 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Buy hedges for May expiry Attachments: image001.jpg; Woo - Cause and Effect - 13-Feb-2017.pdf; Woo - Year Ahead - 16-Nov-2016.pdf Importance: High David Woo (BAML head of FX...
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Global Utility White Paper CONFIDENTIAL US Utilities PE/SPX PE Close to record relative PE ot Fs) a JUTY tne (Ptladeighia Sock Euchre Uttity Ince) utes wn tread mare Source: Bloomberg While we will continue to see solid growth from the regulated names, and a total return arg...
314 M. Hoffman et al. Dalkiran, N. A., Hoffman, M., Paturi, R., Ricketts, D., & Vattani, A. (2012). Common knowledge and state-dependent equilibria. In Algorithmic game theory (pp. 84-95). New York: Springer. Dana, J., Cain, D. M., & Dawes, R. M. (2006). What you don’t know won...
Marina Market Analysis 30 marina sales have indicated that now is a good time to invest in a marina, despite the previous recession and limited financing. Competitive Marinas The most significant supply and demand indicators for the subject are rental and occupancy rates exper...
Global Utility White Paper CONFIDENTIAL o Capitalizing on Structural Change Timing Although some of the structural changes discussed earlier happen in days or weeks, e.g. fuel cost passthrough adjustments, others will take years to implement, for example, new capacity payment s...
Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Disclosure Section The information and opinions in Morgan Stanley Research were prepared by Morgan Stanley & Co. LLC, and/or Morgan Stanley C-T.V.M. S.A., and/or Morgan Stanley Mexico, Casa de Bolsa, S.A. de C.V., and/or Morgan...
Morgan Stanley | RESEARCH NORTH AMERICA INSIGHT ~~ Deconstructing Our Implied Carry Valuation: What Is the Market Paying? We deconstruct the various pieces of a SOTP for the alts in order to determine our best guess on how much the market is valuing future performance fees. We...
Table 10: Summary of closed trades as of 19-Jun-17 Open Trade Description Date Long 2x SPX Aug-17 2200 puts, short 1x SPX Aug-17 2350 94 _Feh.17 put Own Nifty Mar17 strangle heading into 5 events 23-Jan-17 Long XLF Jun17 24 call, short SX7E Jun17 120 call 2-Dec-16 Buy Tencent Ma...
Morgan Stanley | RESEARCH Alternative Asset Managers NORTH AMERICA INSIGHT | ¥ Can Alts Unlock Value with C-Corp Conversions ? e think APO could unlock the most value by converting to a C-corp with 26% in our upside case vs. -14% in our downside case. ARES could be the firs...
Morgan Stanley | RESEARCH Upside Scenario Starting with the framework laid out above, we make several key adjustments in our upside scenario to illustrate where we think mul- tiples go and where the stocks can trade over the near term if the alts convert. Our upside scenario im...
Morgan Stanley | RESEARCH OAK.N Oaktree: We value OAK using a sum-of-the-parts, supported by a DCF, and back into an implied target multiple on next 3 years DE and ENI. Our PT implies a 12.6x multiple on 2019 EPS, reflecting a 7% pre- mium to historical valuation of 11.8x given...
{mobile apps, premium nanny, date night payment services etc.) may not see much traction, 4) lower conversion rates on mobile, 5) mobile conversions with 30% fee to Apple and Google Play marketplaces could negatively impact margins, and 6) international expansion may not be succe...
CHART 2: INDIA POPULATION DISTRIBUTION 2015 100+ 95-99 90-94 ll 85-89 a 80-84 Oe 75-79 a | 70-74 —e| i, 65-69 CO TEE 60-64 | y 259 ee ee 2950-54 | 45-49 es ee 40-44 —————— ee 35-39 —E 30-34 (NNN EE>E=—E———E=—=—™_—=—E=—~_—>—=—E>—FTFcEo—E=co 25-29 ea 20-24 SS ee 15-19 (NNSA EE—>—...
From: Thomas Jr., Landon Sent: 11/14/2016 3:32:12 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes early for most of macro players, hedge funds. Absolute majority bet on HR...
Marina Market Analysis 30 marina sales have indicated that now is a good time to invest in a marina, despite the previous recession and limited financing. Competitive Marinas The most significant supply and demand indicators for the subject are rental and occupancy rates exper...