Epstein Secrets

Plans $500 Motorcycle in India WSJ<http://online.wsj.com/article/SB10001424052702304782404577488061792406958.html? mod=ITP_marketplace_1> Sony and Panasonic to Ally On Technology for Big TVs WSJ<http://online.wsj.com/article/SB10001424052702304870304577487852086118534.html? mod=ITP_marketplace_2> More

GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord initiates MM (buy), Jefferies downgrades PEG Key Research: DB upgrades AZO (buy), JPM downgrades DOW, UBS downgrades EW, GS upgrades JPM & cuts MS Key Research: GS upgrades LPS

in the Yen that was more due to general dollar weakness, with exporters weak. Of note Hitachi fell 9% after lowering outlook citing Chinese demand, Panasonic (-9%) likewise revealed poor outlook. Energy names lead Hong Kong (+1%) higher with the financials mixed. European markets open stronger on the high

ARCB (buy) & cuts SNCR • Longbow downgrades BWLD & upgrades KMT, Piper downgrades PACB Europe Key Research: ••• Liberum upgrades SDF GY & ICL IT, Jefferies initiates SRG IM (buy), Citi downgrades G IM (sell), Barcap downgrades CCH LN • Alpha Value downgrades SWEDA SS, Berenberg initiates IFX GY (buy) &

ey Research: Citi upgrades CNP (buy) & downgrades SUG/EP/OKE, GS downgrades ARG EFTA00420353 Reporting Pre-Open: AON, BEAM, CLX, EL, SPG, TSN, WY, Panasonic (6752 JP), ABMD, AXL, BAH, HNT, IMN, JOUT, MAC, MGI, MOD, OB, SEP, SIRO, SPB, TXCC, UFS, WI, WTM, AIRT Reporting Post-Close: RBO, WGL Economic Dat

l), RBC cuts KMX/IP Key Research: DB downgrades RBS LN/KFRC & reinstates CA FP (hold), Baird upgrades TTEK/PEET, JMP downgrades BRCD Key Research: Jefferies downgrades RIMM & upgrades Sands China (buy), MS cuts RSH & upgrades NOV, Wells downgrades EW Key Research: JPM initiates FDO (ow) & DG (neut) & do

ersonal computers declined (after close) • Takeda Pharma O1 net income -67% y/y to 29.1 billion yen, operating profit drops to 47.7 billion yen • Panasonic beats estimates after cutting wages, selling assets, and one-time pension accounting gain Leading European Sectors: Food/Bev +1.15%, Chemicals +0.91

s below — SIMG topped Secondaries (announced/priced): NLCH, TRS, STNG, BCRX, CUZ, FER SM IPO's: N/A US Key Research: ••• Atlantic downgrades XYL, Jefferies downgrades OPTR, Wells cuts NVDA/ROK & upgrades TVL ••• BMO cuts DCI, RBC upgrades GGP, SunTrust initiates GDP (buy), Evercore upgrades WU • JPM up

g higher/lower Nikkei (0.3%), S&P ASX 200 +0.1%, KOSPI (0.2%) Trading Higher: +6.8% WOR.AU (WorleyParsons Ltd.) -- earnings (link) +5.8% 6752.JP (Panasonic) -- in talks with Tesla Motors (TSLA) to build lithium-ion-battery facility in U.S +4.7% QBE.AU (QBE Insurance Group Ltd.) +4.3% RHC.AU (Ramsay He

Ltd.) -- CLSA downgrade, we're told -2.0% 7453.JP (Ryohin Keikaku Co., Ltd.) -- Daiwa downgrade, we're told -1.7% 9697.JP (CAPCOM Co., Ltd.) -- Jefferies downgrade StreetAccount alert for portfolio(s): Epstein Energy (TSLA, WOR.AU) Epstein Japan (6752.JP)Contact us: reply to this email with question