Epstein Secrets

, 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

e Nikkei strengthened throughout the day, helped by the weaker JPY which regained a 100 handle (100.27 last), as well as positive sentiment for the Upper House election coming up this Sunday. Softbank's (+4%) momentum continued from yesterday following Alibaba numbers and reports of a fuel cell JV with Bloo

res priced at $18, Silvercrest 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 (perfor

d-yr stress test result to Fed Key Events on the Horizon July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21 — Upper House elections in Japan July 31 — FOMC rate decision August 1 — BOE/ECB rate decisions August 21 — Fed Minutes from July30/31 FOMC meeting September 5

4M shares priced at $10 (below), Green REIT plc IPO launch (€200M+ thru JPM & Davy, pricing July 12) IPO's (lock-up expires): Tumi Holdings (TUMI) US Key Research: ••• Barcap reinstates NDAQ (ow), Citi downgrades MOSNHS, DB initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades

kes over as BOE Governor July 4 — BOE/ECB rate decisions July 10 — Fed Minutes from June 18/19 FOMC meeting July 11 — BOJ rate decision July 21 — Upper House elections in Japan July 31 — FOMC rate decision August 1 — BOE/ECB rate decisions August 21 — Fed Minutes from July30/31 FOMC meeting September 5

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/

AN, BBT, BLK, DOV, DHR, HBAN, KEY, MS, PM, VZ, SWY, CMG, MSFT, GOOG, SYK) Friday: Earnings (BHI, COL, GE, HON, IR, SLB, VFC, 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 decis