Epstein Secrets

tlook confirmed, expects improvement in H2 (trading +3.0%) Antofagasta Q1 production below estimates , problems at Esperanza mine (trading -4.1%) Infineon Q2 numbers look strong, raising H2 and FY guidance (trading -2.6%) BMW Q1 good, FCF better, outlook for automobile division unchanged (trading +3.5%

driven by developed markets, no change in outlook (trading -3.5%) Morrisons 01 sales broadly in line, outlook remains challenging (trading -0.60%) Fresenius and Fresenius Medical Q1's in line with pre announcement last week (trading +1.7%) PagesJaunes Q1 sales inline with estimates, net misses, confirms

gy, Materials & Industrials: ABB, ArcelorMittal, BAE, Continental, DSM, Glencore, Kingspan, Linde, Renault, Royal Dutch Shell, RWE - TMT: Eutelsat, Infineon, Informa, KPN, Sophos, Vodafone - Business Services, Leisure & Transport Deutsche Lufthansa, Royal Mail, SGS, Vinci ■ One slide per stock, valuatio

, 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

■ TMT Page 32 Page 33 - Page 34 Page 35 - Page 36 - Page 37 DSM Glencore Kingspan Linde Renault Royal Dutch Shell RWE Eutelsat - SELL Infineon Informa KPN Sophos Vodafone ■ Business Services, Leisure & Transport - Page 39 Deutsche Lufthansa Page 40 Royal Mail - SELL Page 41 SGS Page

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