Epstein Secrets

ult, 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, valuation and catalysts plus links to the latest research. ■ The prior iteration (04-Oct-17) [AB Foods, BAT, Bov

Group, Prudential - Healthcare: AstraZeneca, Fresenius, Shire Energy, 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 Deutsch

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 RWEG.DE AXA AXAF. PA Informa PLC INF.L SES SESFd.PA B&M BMEB.L Infineon Technologies IFX

BMEB.L Infineon Technologies IFXGn.DE SGS SGSN.S BAE Systems Plc BAES.L Innogy IGY.DE Shire PLC SHP.L British American Tobacco BATS. L Kingspan KSP.I Sophos SOPH.L Bovis Homes BVS. L KPN KPN.AS Swatch Group UHR.S Carrefour CARR. PA Nissan Motor 7201.T Tele2 TEL2b.ST Check Poin

regulatory restrictions on mainland China sales into HK or a failure by the new US administration to modify the previously planned DOL changes. ■ Royal Mail - RMG.L: Upside risks include faster execution of the transformation plan, better pricing in UK parcels, higher parcel volumes than forecast, no in

books, including textbooks, which could suffer from structural declines. ■ Kingspan - KSP.I: Slower global growth, especially in large markets for Kingspan such as the UK; Slower innovation or penetration growth; Euro strength causing negative translation effect; Poor cost inflation pass- through; Inabi