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From: Ike Groff Subject: Early Tour 5.14.13 Date: Tue, 14 May 2
tter than expected at +1.0% versus estimate +0.5% • Rusal (world's largest aluminum producer) swings to quarterly profit in Q1 as demand climbs • Dentsu full-year profit guidance misses consensus estimates (#'s out after the close) • Sharp forecasts profits above consensus, changes top management (#
From: Ike Groff Subject: Early Tour 2.8.13 Date: Fri, 08 Feb 201
.3% m/m vs est +1.4%, Dec imports -1.3% vs est +1.6% • Italy December industrial production +0.4% m/m vs est +0.3% (nsa -9.3% y/y vs est -7.3%) • Dentsu leaves forecast unchanged after surge in 9-month profits (#'s out after the close in Japan) • Nissan profit misses estimates on China slump and US
From: Ike Groff <MI > Subject: Early Tour 7.12.12 Date: Thu, 12
iew strategic options and suspend dividend (trading -26%) Infosys cuts FY13 dollar sales growth guidance to 5% from 8-10% (INFO IN trading -8.3%) Dentsu offers 240p in cash for Aegis (AGS LN) valuing company at £3.16 billion = 48% premium spending Calix (carrier infrastructure) cuts guidance on slo
From: Ike Groff Subject: Early Tour 7.3.13 Date: Wed, 03 Jul 201
with negative outlook (trading -4.4%) • Liberty Global said unlikely to raise Kabel Deutschland bid after Vodafone (BB) (KD8 GY trading -0.07%) • Dentsu to raise as much as 120.1 billion Yen in public share sale to finance the Aegis deal Leading European Sectors: Media +0.00%, Travel/Leisure -0.40%,
From: Ike Groff Subject: Early Tour 11.8.12 Date: Thu, 08 Nov 20
nt Luxembourg central bank gov Mersch to ECB exec board (MNI) • Greece August unemployment rate 25.4% vs 24.8% in July (youth unemployment 58%) • Dentsu cuts FY net income forecast and lowers FY sales outlook on slowing ad demand • Lenovo Q2 profit essentially inline with estimates but shares close
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