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nd grouped together by sector (SELLs in RED): Consumer: B&M, BAT, Bovis Homes, Carrefour - Financials: Aroundtown Properties, AXA, Banco Santander, Credit Suisse Group, Prudential - Healthcare: AstraZeneca, Fresenius, Shire Energy, Materials & Industrials: ABB, ArcelorMittal, BAE, Continental, DSM, Glencore, Kings
, BAT, Bovis Homes, Carrefour - Financials: Aroundtown Properties, AXA, Banco Santander, Credit Suisse Group, Prudential - Healthcare: AstraZeneca, Fresenius, Shire Energy, Materials & Industrials: ABB, ArcelorMittal, BAE, Continental, DSM, Glencore, Kingspan, Linde, Renault, Royal Dutch Shell, RWE - TM
e 13 - Page 14 ■ Healthcare - Page 16 - Page 17 - Page 18 B&M BAT Bovis Homes Carrefour - SELL Aroundtown Properties AXA Banco Santander Credit Suisse Group Prudential AstraZeneca Fresenius Shire ■ Energy, Materials & Industrials - Page 20 ABB Page 21 ArcelorMittal Page 22 BAE Page 23 Continental
ge 17 - Page 18 B&M BAT Bovis Homes Carrefour - SELL Aroundtown Properties AXA Banco Santander Credit Suisse Group Prudential AstraZeneca Fresenius Shire ■ Energy, Materials & Industrials - Page 20 ABB Page 21 ArcelorMittal Page 22 BAE Page 23 Continental ■ Energy, Materials & Industrials
in France, 2) strong economic rebound in Brazil, due to crisis resolution and 3) faster-than-expected ramp-up of converted DIA stores in France ■ Credit Suisse Group - CSGN.S: Key downside risks include challenging capital market conditions, widening credit spreads, CHF strength, higher wind-down losses and liti
er growth, strong uptake of 3D and Ultra HD, unexpectedly strong demand from military and governmental organisations, lower-than-expected CAPEX. ■ Fresenius - FREG.DE: General downside risks relate to healthcare reform and austerity with negative consequences for Fresenius. Company specific downside ris
Group UHR.S Carrefour CARR. PA Nissan Motor 7201.T Tele2 TEL2b.ST Check Point Software CHKP.OQ Liberty Global LBTYA.OQ Tesco PLC TSCO.L Credit Suisse Group CSGN.S Linde LING.DE Valeo SA VLOF.PA Continental AG CONG.DE Oesterreichische Post AG POST.VI Vinci SGEF.PA Deutsche Lufthansa AG LHAG.D
oports de Paris ADP.PA ExxonMobil XOM.N Renault SA RE NA. PA Air Berlin PLC AB1.DE Fortinet Inc FTNT.OQ Roche ROG.S ArcelorMittal MT.AS Fresenius FREG.DE Royal Dutch Shell Plc RDSa.L Aroundtown Properties AT1.DE Geberit GEBN.S Royal Mail RMG.L AstraZeneca AZN.L Glencore GLEN.L RWE
Entities connected to both Credit Suisse Group and Fresenius

Credit Suisse
ORGANIZATION
Jeffrey Epstein
PERSONRoyal Mail
ORGANIZATION
AstraZeneca
ORGANIZATIONSophos
ORGANIZATIONInfineon
ORGANIZATIONAroundtown Properties
ORGANIZATIONKingspan
LOCATIONDSM NV
ORGANIZATIONPrudential
ORGANIZATION
Continental
ORGANIZATIONVinci
PERSONDeutsche Post
ORGANIZATIONBanco Santander
ORGANIZATION