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.

LN (buy), Piper initiates KYAK (neut) Key Research: DB downgrades SGMS & initiates KYAK (buy), Bofa downgrades VALE, GS cuts DOM LN Key Research: Nomura upgrades ITV LN, Vontobel downgrades BAER VX, Canaccord downgrades AV/ LN Key Research: Citi upgrades DELB BB, MS downgrades PSON LN, Berenberg upg

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'

des BION SW (buy) • JPM upgrades EVR LN & initiates PLND LN (neut), Bankhaus Lampe downgrades LXS GR • KBC downgrades RES BB, ABN upgrades AKZA NA, Nomura initiates PETS LN (buy) • Espirito downgrades NUM FP (sell), SocGen upgrades KPN NA (buy) & downgrades RMS FP • Swedebank downgrades MEO1V FH/NCC L

whole. 6 EFTA00615049 Equities On 000' USD) Name of Equity Book Cost Market value last quarter Market value this quarter Difference AUM Nokia 76,687 42,910 22,617 (20,293) 0.43% Occidental Petroleum Corp 74,860 87,414 79,773 (7,641) 1.53% GDF 73,212 66,320 49,356 (16,964) 0

ternally Managed Bond Portfolio ( in 000' USD) Name of Manager Book Cost Market Value last quarter Market Value of this quarter Difference AUM Nomura Asset portfolio 500,000 503,518 508,933 1.00% %14.58 Western Asset portfolio 500,000 507,038 514,547 1.48% %14.58 BNY Asset portfolio 50

rvoir" of LFL growth ahead (trading -0.5%) • Songa reports further delays to Trym unit, increasing costs, unable to give deets (trading -10.2%) • Nokia CEO says tablet is something we are clearly looking at very closely" (trading -1.6%) • UBM agrees to sell Data services units to Electra for £160mn

), Mizuho upgrades APKT, Opco upgrades CFR & cuts ASBC • Barcap upgrades AWI/DHI & cuts RYUKBH/PHM/RLGY/TOL & initiates HCP/VTR (ew) & HCN (ow) ••• Nomura downgrades CIT, Wedbush initiates DENN (op), Opco cuts ASBC & upgrades CFR ••• BMO downgrades LM, CLSA downgrades LIFE, CS initiates WSM (neut) & LL

to Wall Street in Obama's pick for regulators NYT • Osborne holds course as GDP data emerge Fr • Samsung warns on smartphones competition FT • Nokia makes progress Lex • Monte dei Paschi: broken trust Lex • Fears over ECB longer-term funding scheme Lex • Bullish Latin America leaders host su

h Abe addressing the parliament on economic strategy on Monday and a number of earnings reports due including Honda, Nintendo, DoCoMo, Sharp, Canon, Nomura and Panasonic. Outside of Japan, SHCOMP continued to pullback from yesterday's highs which weighed on HK and the KOSPI underperformed as Samsung (-