Epstein Secrets

parent company to sell 234M shares @ HK$21.53 - 9.7% discount to prior close Gartner Q2 mobile phone market share vs Q2'11: Samsung 21.6% (16.3%), Nokia 19.9% (22.8%), Apple 6.9% (4.6%), ZTE 4.3% (3%), LG 3.4% (5.7%), Huawei 2.6% (2.1%), TCL 2.2% (1.9%), HTC 2.2% (2.6%), Motorola 2.2% (2.4%), RIM 1.

ires August 27-30 - Republican National Convention begins (Tampa, FL) August 31-Sep 1 - Fed's Annual Economic Policy Symposium in Jackson Hole, WY (Bernanke speaks Aug 31 @ 10am, Lagarde speaks Aug 31 @ 2:30pm, Draghi speaks Sep 1 @ 12:25pm) September 3-6 - Democrat National Convention (Charlotte, NC)

ity forecast (co. says no change since May) opex Kabel Deutschland FY inline, lighter div of E1.5/share, good guidance, elevated (trading -1.3%) Nokia warns again (devices & services), lowering op margin guidance, poor visibility (trading -10.9%) WH Smith Q3 IMS solid, high street better, strong b

lete June 18/19 - G20 leaders meet in Los Cabos, Mexico June 20 - FOMC announcement (including individual economic and interest rate projections & Bernanke press conference) June 22 - Russell Rebalance June 28/29 - EU leaders summit Ike Groff 1680 Washington Blvd Stamford, CT 069011 e• mailto: (Desc

digitimes.com/news/a2011O620PD205.html> HP, Acer set eyes on the enterprise PC market DigiTimes<http://www.digitimes.com/news/a2011O620PD216.html> Nokia Introduces N9, Reiterates First Windows Phones Will Ship This Year All Things Digital<http://allthingsd.com/2011O620/nokia-ceo-reiterates-first-wind

> Toyota Motor to hire 3-4K contract workers in mid-July to help it raise production - Nikkei Key Events This Week Wednesday: FOMC Rate Decision (Bernanke press conference), House Price Index, Wells Healthcare Conference (Boston), Earnings (FDX, KMX, BBBY, PAYX, RHT) Thursday: EU Leaders Summit (23rd-

(Reuters<http://alphanow.thomsonreuters.com/2012/04/chart-of-the-week-global- trade-set-for-a-downturn/>) Foxconn closes -3.8% to 6-month low after Nokia posted loss yesterday (24% of revenues from Nokia) China Mobile posts a 3.5% gain in Q1 profit that misses estimates on costs to add new users Wo

rcap Retail and Restaurant Conference (NYC), Earnings (ALXN, APD, BHI, COH, HSY, MMM, R, T, WU, X, AAPL, BIDU, JNPR) Wednesday: FOMC Rate decision (Bernanke press conference after), NZ cash rate, Earnings (BA, CAT, GLW, GD, DPS, HST, LO, S, SAP GR, CTXS) Thursday: Chicago Fed Nat Activity Index, Pending

maker Allergan FT EFTA00370852 • Freedom to (rack plan faces backlash FT • Nike's FuelBand runs into trouble FT • Microsoft fine-tunes €5.4bn Nokia deal FT • Carmakers put foot down over emissions FT • 'Click and collect' grows at fast rate FT • Recovery 'could let Osborne cut tax by £7bn'

on the lightest volume day of the year by far, SPA's are currently flat = 1864.30 last. "'House Price Index @ 9am, Existing Home Sales @ 10am*" ""Bernanke speaks @ 11:45am, China Flash PMI for April tonight" ***BK, CMCSA, HOG, IPG, ITW, MCD, OMC, RF, SPG, TRV, UTX, XRX pre-open"' n'AMGN, DFS, FTI, GI

als, NAO says Telegraph<http://www.telegraph.co.uk/finance/economics/9072574/State-pays-too-much-to-build- PFI-schools-and-hospitals-NAO-says.html> Nokia, Motorola and Sony likely to increase handset orders to Taiwan ODMs DigiTimes<http://www.digitimes.com/news/a20120209PD215.html> Key Events Next We

). Meanwhile another 48 hour strike has begun in Athens today. ***Trade Balance @ 8:30am, Michigan Confidence @ 9:55am, Treasury Budget @ 2pm*** ***Bernanke speaks on housing @ 12:30pm, China trade data tonight*** China exports -0.5% and imports fell more than expected in January (-15.3% vs est -3.6%)

2 -.15 Nee** Q 9.15 ..16 12 40:4401 N 1696 /91 MAP* 0 6.96 • 18 .01 Nei N 512$ 274 103 UM.. Q 14.16 .70 Wimp. Q 1227 • 46 56 Nokia /I 140) 9.07 52e %We N 12.15 .. .04 Fete% 9.90 • 25 53.e Not* N 32.04 .10 4.96e Mend N 10.09 -21 %PM 13.79 • 24 .40 Noise N 19

quire Merrill Lynch in a deal that cost taxpayers $20 billion. In a three-hour hearing of the House Oversight and Gov- ernment Reform Committee, Bernanke denied threaten- ing to oust Bank of America CEO Kenneth Lewis or the bank's board members if they abandoned the takeover after discovering spira

Q3 demand same as O2 (trading +2.5%) • Ziggo O2 revs inline, increasing capex by investing more to combat churn, cuts guidance (trading -3.8%) • Nokia numbers scheduled to be released at 6am EST (currently trading €3.07 last -0.77%) • Ericsson O2 sales/net/EPS/gross margins miss, SEK900mn divestme

nline quarters (tomorrow we will get #'s from Assa Abloy, Kone, Sandvik, SSAB). While strong numbers out of Publicis has Media names acting better. Bernanke goes in front of the Senate today @ 10am. SPA's — flat = 1676.70 last. ***Jobless Claims @ 8:30am, Philly Fed & Leading Indicators @ 10aman ***BBT,