Epstein Secrets

hunts for original web-series programming (WSJ) • Arthur Gallagher (AJG) to buy Wesfarmers Insurance broking unit for —$938 million • Holcim and Lafarge merger of equals (big antitrust concerns) (completion expected H1 2015) • Vivendi: Altice wins bidding contest for SFR phone unit (deal valued at m

e world's biggest cement maker with more than $40B in sales which has the whole sector outperforming this morning (HOLN VX +1.0%, LG FP +2.0%). And Vivendi has finally agreed to sell its SFR phone unit to Altice in a deal valued at more than E17 billion (Altice beat out a government-backed offer from Bo

bt, reits outlook (trading +1.3%) • Finmeccanica O1 revs inline, EBITA light, net debt worse, net below, confirms 2013 targets (trading -0.40%) • Lafarge selling 14% stake in Indian subsidiary, raising Eur200mn to fund future Indian growth (trading +1.0%) • RWE O1 op profit inline, net income beats,

, H2 trading inline (trading +5.7%) • GFK O1 net falls 39%, net income deteriorates, adj EPS misses, reiterates 2013 forecasts (trading -0.60%) • Vivendi O1 revs inline, EBITDA weighed by SFR, "very challenging" economic environment (trading -2.3%) • Monte Paschi Q1 net loss better, revs & net intere

1.53% GDF 73,212 66,320 49,356 (16,964) 0.94% EDF 70,213 60,086 42,338 (17,748) 0.81% Enel Spa 59,690 49,352 37,681 (11,671) 0.72% Lafarge 51,470 89,244 69,931 (19,313) 1.34% Statoil Hydro 50,826 56,142 47,107 (9,036) 0.90% Roche 47,760 45,313 38,046 (7,267) 0.73% Cater

33 70,480 57,671 (12,809) 1.10% Citigroup Inc 106,350 21,129 19,616 (1,513) 0.38% France Telecom 80,583 72,928 53,263 (19,665) 1.02% Vivendi 79,009 50,950 39,159 (11,790) 0.75% •AUM represents the Assets under management within the Equity Portfolio and NOT the AUM of the UA as a whol