Epstein Secrets

eps/revs tops ests & outlook edged up plus additional buyback up to $1.5B (trading +5%) • F5 Networks Q2 eps/revs better, Q3 guide up (solid growth Americas, EMEA, Japan) (trading 1.5%) • E'Trade swings to Q1 profit & tops ests as net income jumps 2x (WFC upgrades) (trading +3.2%) EFTA00370756 • Che

s ML FP/CA FP/CO FP ••• ING downgrades ARCAD NA, JPM upgrades TKAAV/NCSP LN & downgrades AFLT RU ••• Natixis upgrades MTU FP/ALO FP & cuts NOVN SW, Barcap upgrades DANSKE DC ••• Nomura downgrades ERICB SS, Nordea cuts LUPE SS & upgrades OPERA NO/NETB SS EFTA00370758 ••• Kepler upgrades LNZ AV (buy),

) K&S Q2 inline (pre announced July 30th), adopt earning based dividend policy, guides in line (trading +0.80%) CRH H1 EBITDA inline, sales below, Americas slowing, cautious on economic growth (trading -5.0%) Hochtief Q2 revs better, net income misses, guidance maintained, "difficult environment" (tra

e and extends the time frame out until November expiration. Secondaries (announced/priced): DW, TRS, MWE, EDR, CLWR, EROC IPO's: N/A Key Research: Barcap initiates SCSS (ow) & ZZ (uw) and PANW (ew), Key downgrades SCSC Key Research: GS downgrades DPZ/ENVI & resumes TIBX (neut) & initiates PANW (buy)

41095>) Hocthief Q1 loss inline, confirms FY guidance, good order backlog, Leighton poor (trading +0.63%) Adecco Q1 overall better, good growth in N America, strong EM, keeps FY targets (trading +2.1%) DSM Q1 small beat, cautious on outlook, pharmas remain tough, Europe weak (trading -1.2%) Luxottica

the end of June. Secondaries (announced/priced): PMT, KKD, SAVE (block trade), ULTA & WWWW (holders), CLMT IPO's (filed/priced): N/A Key Research: Barcap upgrades VECO & downgrades BP & initiates RXN (ow) and MM few), Wells upgrades VRTX Key Research: Canaccord initiates UTEK (buy) & upgrades XEC (bu