Epstein Secrets

es Flash PMI Sept, Earnings (MU, NKE) Friday: Q2 GDP, Michigan Consumer Confidence, China Industrial Profits August, Earnings (FINL) Key Events on the Horizon Oct 2 — ECB publishing details of ABS purchases Oct 5 — Brazil presidential election Oct 6 — T+2 settlement across EEA countries (plus Switzerland)

iced @ $18/share, Rocket Internet price range set €35.50-€42.50 (books covered within range), XXL NO books covered within range (books close Oct 7) US Key Research: ••• B. Riley initiates FARM (buy), CS initiates RNA (neut) and SRPT (op), Brean initiates WGBS (buy) ••• GS downgrades MDVN/ASNA & upgrades SAGE/W

I) EFTA00387196 Sunday: Upper House elections in Japan, Portugal "national salvation pact" deadline between 3 top political parties Key Events on the Horizon July 31 - FOMC rate decision August 1 — BOE/ECB rate decisions (Mark Camey to present review of forward guidance) August 21 — Fed Minutes from July3

, SNTI IPO's (filed/priced): UCP (UCP) 7.75M-shares priced at $15 (low-end), OncoMed Pharmaceuticals(OMED) 4.8M shares priced at $17 (above range) US Key Research: Stifel initiates Shippers — STNG/NNA/CPLP/TNP/ANW (buys) & DSX/NMM/CMRE (holds) & SSW (sell) ••• Wedbush initiates UA (op), Bernstein initiates FO

C, STT, KSU, STI) Sunday: Upper House elections in Japan, Portugal "national salvation pact" deadline between 3 top political parties Key Events on the Horizon July 31 — FOMC rate decision August 1 — BOE/ECB rate decisions (Mark Camey to present review of forward guidance) August 21 — Fed Minutes from July3

even 13% higher Secondaries (announced/priced): VSTM, RLGY, CASM, EOM IPO's (filed/priced): NRG Yield (NYLD) 19.6M class A share IPO priced at $22 US Key Research: ••• William Blair initiates CIEN/INFN (op's) & JDSU/FNSR (mp's), Piper cuts HOLX ••• RBC initiates FIG (op), Susq initiates NOW (positive) & WDAY/

nce, Bofa Refining Conference (NYC), Earnings (KR, HRB, JSDA, SKUL) Friday: February Employment Report, Earnings (FL) EFTA00394119 Key Events on the Horizon March 14 — Fed to release decisions on proposed capital plans of banks, Samsung launch event in NYC (Galaxy S4) March 19 — BOJ governor Masaaki Shira

ced): O, DISCA, MTG, ARI, MHO, EDEN FP, DANSKE DC IPO's: Tetraphase Pharmaceuticals (TTPH) pricing 3/19, Enanta Pharmaceuticals (ENTA) pricing 3/20 US Key Research: ••• Berenberg downgrades AAPUCNH/Samsung (sells), Atlantic initiates COV & VAR (ow's) ••• Multiple BFAM initiations, Citi downgrades JCP, GS remov