Epstein Secrets

ets on track, no surprises (trading +1.9%) • Thomas Cook FY prelims in line, current trading good, further £100mn costs savings (trading +3.1%) • Continental: Handlesblatt reports company aiming to become top 3 tyre manufacturer (trading +0.90%) • Celesio: Haniel to cut stake by 4.63% to 50.01% via accel

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

maintained, good run into A's (trading -1.0%) Deutsche Post Q2 underlying inline, increasing guidance, DHL restructuring on going (trading +3.7%) Continental Q2 EBIT margin ahead, revs & EBIT inline, raising guidance as expected (trading +2.7%) Sony cuts its full-year profit forecast on slowing demand an

nitiates MCRL (op), Bofa upgrades EA & downgrades VE, GS initiates AVGO (neut) Key Research: RBC downgrades OC, CS upgrades RAH, BMO upgrades WMGI, Macquarie upgrades LPL, Bofa cuts MGM Key Research: Longbow downgrades HOG & initiates WERN/KNX (buy's) and HTLD (neut), FBR downgrades NTLS Key Research:

he Times today (trading +0.90%) • TUI Travel: TUI AG states it has no plans to make an offer for Tui Travel after weighing deal (trading -4.5%) • Continental refinances €4.56 syndicated loan agreement to refinance debt and extend maturity (trading -0.65%) EFTA00397163 • Volvo CEO expects China auto mar

h: • Barcap upgrades UNM & initiates ALLT (ow), DB downgrades F, Imperial initiates EAGL (op) • Jeff initiates HRG (buy) & reiterates buy for GOOG, Macquarie upgrades Honda Motor (7267 JP) • Piper initiates ELX/OLGC (neut's) & MLNX (ow), Raja upgrades DHI/KBH, CLSA downgrades DD ••• Davenport downgrades