Epstein Secrets

CEO to step down, priced in (trading -1.4%) • Credit Agricole headline numbers worse than expected but largely due to one-offs (trading -6.4%) • Allianz reports net income and operating pre-tax profit inline with prelims on Oct 29 (trading -1.5%) • Lafarge reports EBITDA inline, reiterates FY demand

From: Ike Groff Subject: Early Tour 11.9.12 Date: Fri, 09 Nov 2012 11:03:56 +0000 Inline-Images: image001.jpg: image002.png u,pescription: Description: Good Mo

dian growth (trading +1.0%) • RWE O1 op profit inline, net income beats, net debt increasing, "satisfactory" start to the year (trading -0.70%) • Allianz O1 net income beats, non-life good, asset management strong, confirms FY targets (trading +0.10%) • TUI AG Q2 sales better, EBITDA inline, raises F

From: Ike Groff Subject: Early Tour 5.15.13 Date: Wed, 15 May 2013 09:56:01 +0000 Inline-Images: image001.jpg; image002.png L,,:pescription: Description: Good M

higher pricing (trading +5.2%) • Hannover Re Q1 NI better, op profit light, aims for div payout of 35-40%, solid combined ratio (trading -2.0%) • Allianz pre-release solid #'s ahead of AGM today, sees rising revs driven by improvement in all segments (trading +2.7%) • Norma Group Q1 revs & EBIT slig

From: Ike Groff Subject: Early Tour 5.7.13 Date: Tue, 07 May 2013 09:56:44 +0000 Inline-Images: image001.jpg: image002.png G Description: Description: Good Morn