Epstein Secrets

or $782 million in cash (SN/ LN trading -0.90%) • ARM: Daily Mail speculation that Intel may bid for company (speculation only) (trading +1.9%) • Unilever: 3 day investor seminar begins in Paris today (CFO Thurs & CEO Fri) (trading -0.03%) EFTA00400698 • United Utilities H1 EBIT and pretax in line,

OG (op) and EBAY/IACUNFLXNHOO (neut's) DB upgrades HERO/NBR/PES/PTEN (buy's) & cuts ESV/RDC/SDRL & makes BHI top pick Raja initiates DKUSXE (op's), Macquarie upgrades ETR, Bofa upgrades SCHN, Nomura cuts SHW Citi upgrades VNO (buy), Baird initiates VOD (op), DB initiates IDIX (buy) JEFF upgrade CPG LN, M

g +0.85%) Swiss Life H1 beat across the board driven by stronger realized gains (trading +3.5%) Britvic bid speculation in the Daily Mail this am (Unilever, Diageo, PE mentioned) (trading +1.8%) Heineken is said to be in talks with F&N about raising its bid for APB to S$53/share (trading -0.35%) Axel

tes C00 (buy) Key Research: Investec downgrades LLOY LN, MS downgrades LINTA/WLP/CERN/MCK & upgrades FM/WAG Key Research: Citi downgrades BAER VX, Macquarie downgrades XTA LN, UBS downgrades DPW GY, Capstone cuts DGI Key Research: GS downgrades GENL LN & AFR LN, GS upgrades OPHR LN, CS & Numis downgrade

ged by positive start (trading -1.8%) • Pernod-Ricard O3 organic sales growth flat vs est +1.4%, Europe weak, expectations low (trading -0.35%) • Unilever O1 sales growth +3.6% vs est +3.3%, sales €11.4 billion inline, confirming guidance (trading -1.5%) • Technip O1 looks solid, revenues & EBIT beat

nitiates YY (buy), KBW upgrades CFR ir Key downgrades FR, Opco upgrades HMSY, BMO initiates NXPI (op) ••• Bofa downgrades SCCO, Raja upgrades OKSB, Macquarie downgrades SUSS ••• Susquehanna initiates XRX (pos), UBS upgrades CIEN (buy), CLSA upgrades AAPL (buy) Europe Key Research: ••• Bofa initiates GMS