Epstein Secrets

keven earnings 5.11 Secondaries (announced/priced): XPO, SB, MDVN ($175M), MWE, SLXP ($500M convert), TNGO IPO's: N/A EFTA00418137 Key Research: Bernstein upgrades SAP, DB downgrades CVC & upgrades SNI (buy), Baird upgrades VOC Key Research: Barcap initiates OIS (ow), Equinet upgrades S92 GR, Key init

ine, div disappoints, sees copper production FY12 +10% (trading Weir Group withdraws from bidding for Ludowici, will make no further offer (trading Swatch sales may rise by - 10% in 2012 amid strong demand out of North America & Audi is said to be in talks to buy Italian luxury motorcycle maker Ducati

ange) US Key Research: Stifel initiates Shippers — STNG/NNA/CPLP/TNP/ANW (buys) & DSX/NMM/CMRE (holds) & SSW (sell) ••• Wedbush initiates UA (op), Bernstein initiates FOXA (op), B. Riley initiates GUID (buy) • Raja downgrades CTXS, RBC initiates VTG, DB upgrades LNC/MET (buy), Citi initiates HCN (neut)

beat outlook with potential to exceed depending on FX (trading +2.7%) • +0.60%Swiss watch exports -3.0%, 200-500 CHF only segment better = benefits Swatch (UHR +0.60%, CFR -0.20%) • Ladbrokes: Guardian article on potential delay to new gaming machine regulation (trading +0.10%) • Anglo American O2 p

), KBW initiates LEAF/ESNT (op) RBC downgrades AOL & upgrades HTLD, Raja upgrades BLMN/JBLU, UBS initiates PX (neut) ••• Jefferies downgrades SCHN, Bernstein upgrades SYK, Wells initiates UMBF (mp) Europe Key Research: • DNB downgrade MEO1V FH, Berenberg initiate LNZ AV (h) • Citi cut SDR LN from most p

low for inflation adjusters (trading +8.4%) • Babcock & Avincis Mission (helicopters) in exclusive talks about setting up a JV (trading -1.96%) • Swatch takes control of Rivoli stores in the Middle East (previous held 40% stake) (trading +0.69%) • Reckitt Benckiser hires Morgan Stanley to advise on