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From: Ike Groff Subject: Early Tour 2.4.16 Date: Thu, 04 Feb 201
NIl inline, dividend raised (trading +2.2%) • ING quarterly earnings beat estimates as economy improves, strong balance sheet (trading +10.2%) • Statoil O4 operating results better than ests, dps maintained, fcf breakeven lowered (trading +7.5%) • Astrazeneca profit meets estimates as Brilinta sales
From: Ike Groff Subject: Early Tour 8.14.12 Date: Tue, 14 Aug 2
A (trading +1.0%) Kabel Deutschland Q1 inline, EBITDA slight better, flat dividend, outlook maintained (trading unch) RWE Q2 EBITDA better due to Statoil compensation payment, outlook confirmed (trading -0.90%) K&S Q2 inline (pre announced July 30th), adopt earning based dividend policy, guides in l
From: Ike Groff Subject: Early Tour 4.19.13 Date: Fri, 19 Apr 2
ting (trading -0.80%) • Anglo American O1 production broadly in line in traditionally light season, nickel weak, iron ore okay (trading +1.4%) • Statoil makes significant find in Gullfaks, preliminary calcs show 40mn to 150mn recoverable BOE (trading +1.9%) Leading European Sectors: Luxury +1.72%, Ba
From: Ike Groff Subject: Early Tour 11.8.12 Date: Thu, 08 Nov 20
cash flow & margins, confirms guidance (trading +3.4%) • Deutsche Post Q3 EBIT misses, freight & mail weak, maintains guidance (trading -0.70%) • Statoil: speculation interested in Whiting Petroleum purchase, $65 per share (trading -0.30%) • Bosch sells 5.0% Denso stake for €1.1 billion (to use funds
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