Epstein Secrets

) 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

earch: Nomura upgrades ITV LN, Vontobel downgrades BAER VX, Canaccord downgrades AV/ LN Key Research: Citi upgrades DELB BB, MS downgrades PSON LN, Berenberg upgrades TDC DC, Key Research: UBS upgrades ELN ID, BofA initiates GENL LN (buy), Commerzbank downgrades EOAN GY Reporting Pre-Open: EL, HD, TJX,

affech Intl cut 2014 Ebitda, operating cash flow & capex (new restructuring) (trading -23%) • Steelcase profit rose in Q2 on higher revenues in the Americas (eps view below) (trading higher) • AAR Corp earnings light (eps/revs missed) & guidance below ests (trading -3.5%) • KCG to cut workforce by 4%

•••• Commerzbank upgrades MRK GY, Barclays strategy downgrades EM & upgrades Japan, Natixis downgrades IAM FP ••• Barclays reinstates ELPE GA (ew), Berenberg downgrades TATE LN, BofA remains cautious Greek Banks ••• UBS upgrades TATE LN & downgrades ERICB SS, JPM downgrades TATE LN & THR BB, Jefferies dow

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

••• Kepler upgrades LNZ AV (buy), Swedebank downgrades ERICB SS, Pareto cuts HEX NO (sell) DB upgrades PHOR RU (buy), Mediobanca upgrades MSK IM, Berenberg upgrades TKA AV ••• HSBC downgrades RRS LN/HOC LN & upgrades ABG LN, MS downgrades UMI BB ••• SEB Enskilda upgrades TLSN SS and UNR1V FH (buy) & cu

dvocacy Director Member of the Board of Management, Group Production Director, News Chief Executive Officer Chairman Group President. Pallets, Americas and Global Supply Chain Partner. Chief Investment Officer President and Chief Operating Officer Embassy of Belgium Adobe Systems Inc. BMO Finan

itto Mist and President Britto Central USA Sir Richard Chairman Tesco Plc United Kingdom Broadbent Andreas Brodtmann Managing Partner Joh. Berenberg, Gossler & Co. Germany KG Matthew Bromberg Vice-President, Corporate Strategy & United Technologies USA Development Corporation (UTC) Beth A.