Epstein Secrets

TVVOU (buy) & upgrades SMLP/NCLH (buy), Imperial initiates VRNS (op) ••• Jefferies initiates AKRX/ANAC/PRGO/XNPT (buy), JMP initiates HIVE (mp) ••• Jefferies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW upgrades LION, Raja initiates ERIC (mp), Roth initiates GSVC (buy) ••• Sti

rades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates HIVEJTVVOU (buy) & upgrades SMLP/NCLH (buy), Imperial initiates VRNS (op) ••• Jefferies initiates AKRX/ANAC/PRGO/XNPT (buy), JMP initiates HIVE (mp) ••• Jefferies assumes NKTR/PCRX/SHPG/SLXP/TEVANRX (buy) & AGN/SGNT/SUPN (hold) ••• KBW

ster United: David Moyes sacked at Manchester United (currently 7th in the EPL table) Leading European Sectors: Healthcare +2.75%, Chemicals +1.41%, Fin Services +1.38% Lagging European Sectors: Basic Res -0.17%, Oil & Gas +0.26%, Tech +0.37% Secondaries (announced/priced): ALSN, PLUS, AGIO IPO's (lock-up e

/TWNT (mp), DB upgrades EFX (buy), Leerink downgrades MDCO • Raja initiates GBDC/HAFC (op), Vertical initiates DMRC (buy), RBC initiates PCL (op) • Jefferies upgrades EFX/EIX (buy), JPM upgrades GOGO/BWP, Longbow initiates NCLH (buy) • Piper assumes SNDK (ow) & upgrades RALY, RBC upgrades AA & cuts SO, Ra

reports O1 revenue after the close, market looking for €1.23 billion (trading +1.1%) Leading European Sectors: Autos/Parts +1.22%, Trav/Les +0.83%, Fin Services +0.41% Lagging European Sectors: Food/Bev -1.42%, Basic Res -0.99%, Tech -0.80% PBCT op eps missed —ALSN net sales beat — DHR ceo succession EFII

/LG FP, Equita upgrades LG FP ;••• Fidentiis upgrades BZU IM (buy), GS upgrades TRYG DC and VIG AV (buy) & cuts STL NO ••• HSBC downgrades VTBR LI, Jefferies upgrades O1BC GR and IMI LN (buy) & initiates AO LN (buy) • JPM initiates AO LN (ow), Kepler upgrades VIS SM and VOS GY/PSG SM/BDL SM (buy) • Norde

-day vwap) Leading European Sectors: Utilities +0.19%, Telco +0.05%, Construction +0.02% Lagging European Sectors: Tech -1.76%, Autos/Parts -1.02%, Fin Services -1.00% Secondaries (announced/priced): BWFG, RGDO, LEG GY (convert) IPO's (filed/priced): Tuniu (TOUR) files $120M IPO through Morgan Stanley, Cred

vercrest Asset Management (SAMG) 4.79M shares priced at $11 IPO's: IBEX LN, MATAS DC, KGX GY, Ocean Yield books closing today US Key Research: ••• Jefferies initiates OCN/PMT/WAC (buys) & NSM/PFSI/PHH (holds), Roth re-establishes BDE (neut) •••• Opco initiates ZINC (op) & PANW/HXL (perform), SocGen initi

states Leading European Sectors: Tech -0.82%, Healthcare -0.75%, Chemicals -0.31% Lagging European Sectors: Real Estate +0.86%, Autos/Parts +0.72%, Fin Services +0.56% CAMP #'s better — CSTR new symbol (OUTR) Jul 2 — MCP positive sec result Secondaries (announced/priced): STLN SW (rights) IPO's (filed): CB

••• Mizuho downgrades OFIX, Wells initiates INFI (op) & upgrades AWK, Brean cuts MFB ••• DB initiates KBR/FLR/CBI/PWR/MTZ (buys) & MDR/JEC (holds), Jefferies cuts BMC ••• Opco upgrades VSAT, GS downgrades TSLA, Citi downgrades TUMI/BLK Europe Key Research: ••• Citi upgrade KCO GY, ICL TI, downgrade KOMB

Australia April employment +50,100 m/m versus estimate +11,000 (unemployment rate 5.5% ) EFTA00390786 Leading European Sectors: Basic Res +0.74%, Fin Services +0.30% Lagging European Sectors: Utilities -0.80%, Retail -0.61%, Healthcare -0.45% SIX 2-for-1 split — MSFT new cfo - HOTT comps fell SPRD guides

hrough JPMorgan, Deutsche and BofA US Key Research: ••• Barcap downgrades FOSL, Citi downgrades AMP, DB downgrades ALL, GS upgrades SHOO (buy) ••• Jefferies downgrades KRFT, Roth initiates CSIQ (buy) & upgrades MSTR (buy) • Piper downgrades QCOM, Raja downgrades EAT & upgrades TCBK, MS downgrades TEVA •

ltra Electronics H1 revenues touch light, pre-tax profit looks better, H1 dividend 12.7p (trading +2.0%) Leading European Sectors: Basic Res +1.13%, Fin Services +1.09%, Trav/Les +0.97% Lagging European Sectors: Banks -0.42%, Chemicals +0.20%, Retail +0.29% BRK/A operating eps beats — CLF pact w union — DPS

IPO priced at $18 (above), Ardmore Shipping (ASC) 10.0M share IPO prices at $14.00 (below) EFTA00386462 US Key Research: • ISI downgrades MDAS, Jefferies downgrades EDG & increases AAPL pt, Roth cuts BJRI ••• Opco upgrades GPN & initiates MJN (perform), Citi cuts JCP (sell) & upgrades LPLA (buy) • DB

profit comes in much better than consensus, raises FY sales forecast (out after the close) Leading European Sectors: Basic Res +2.11%, Banks +1.68%, Fin Services +1.24% Lagging European Sectors: Healthcare -0.37%, Oil & Gas -0.01%, Real Estate +0.53% THOR eps/revs beat — TRLA sees revs above — STMP boost for