Epstein Secrets

ttp://www.independent.co.uk/news/business/news/new-ftse-index-would-better- reflect-uk-economy-7720778.html> Manufacturers must step up pace to meet Osborne's target The Times<http://www.thetimes.co.uk/tto/business/economics/article3407449.ece> `Monopoly fixes rules to keep new players out of the game'

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

on brink of new recession Independent<http://www.independent.co.uk/news/business/news/uk-teeters-on-brink-of-new- recession-7668078.html> Anger as Osborne gives IMF extra £10bn Times<http://www.thetimes.co.uk/tto/news/politics/article3391025.ece> Results mean improved taste for takeover Times<http://

ed 4.25 Secondaries (announced/priced): N/A IPO's: N/A Key Research: Key Research: ABVT Key Research: (ow) Key Research: BMC Key Research: Barcap upgrades HTWR/AZN LN & downgrades NOVOB DC, BMO downgrades CHSI JPM upgrades ARM LN & initiates PPG (ow), RBC initiates IPHI (op) & downgrades MS u

fit forecast & to eliminate 25% of workforce by 2015 (trading -6.5%) UK March budget deficit narrowed beating estimates & remained w/in Chancellor Osborne's borrowing plans for the year Australian Producer Prices rose 1.2% in 01 (more than forecast) on building inflationary pressures (AUD record high

es at $12.00 Key Research: BMO initiates food/beverage (RAH/DF/MJN/THS/FLO/HAIN), Macquarie initiates US Chemicals (KRA/FMC/ROC/SOA) Key Research: Barcap upgrades NOVN.VX, Baird downgrades PII, Wells downgrades NVE, JPM initiates CRR (ow) & LG FP (neutral) Key Research: GS downgrades SINA (sell) & up

an of TSC proposes restructuring of bailed out bank bonuses The Times<http://www.thetimes.co.uk/tto/business/industries/banking/article3351888.ece> Osborne austerity buries 270k public sector jobs Guardian<http://www.guardian.co.uk/business/2012/mar/14/osborne-austerity-270000-public- sector-jobs> UK t

26.1M shares priced @ $23, M/a-com Technology (MTSI) 6M shares priced at $19 Key Research: JOY Key Research: (buy) Key Research: Key Research: Barcap upgrades UNP & downgrades NSC, GS downgrades WMS (sell), UBS downgrades Brean Murray downgrades HOGS, Jefferies downgrades XCO/DLR & upgrades AMD C

t fine-tunes €5.4bn Nokia deal FT • Carmakers put foot down over emissions FT • 'Click and collect' grows at fast rate FT • Recovery 'could let Osborne cut tax by £7bn' before election Telegraph • AstraZeneca brings in Wall Street 'defenders' amid Pfizer bid speculation Telegraph Key Events This W

ce Holdings (1598665) files for $100M IPO through Citi, Papa Murphy's Holdings (FRSH) launches IPO (anticipated pricing May 1) US Key Research: • Barcap downgrades QEP, Brean initiates FSLR/SPWR (buy) & SUNE (hold) ••• Cantor upgrades NFLX (buy), Citi upgrades SRPT, CS upgrades FB ••• GS initiates H

e Lex • Vodka: in need of a shot Lex • Bitcoin voted one of 2014's worst investments as value plummets Independent • Danny Alexander interview: Osborne savaged by his closest ally in the Coalition Independent • We have to make finance fairer for customers - here's three ways we can do it Telegraph

K) files for 15.75M shares IPO through Chardan Capital and Maxim Group, Black Knight Financial Services (BKFS) files $100M IPO US Key Research: .' Barcap initiates VA (ow), DB initiates VA (buy), MLB initiates EFC (hold) & HALO (buy) ••• Ladenberg downgrades MMM, Wells initiates ACAT (mp) Europe Key

places CH Energy (CHG) Other Newspaper Articles & Stories WSJ cautious: General Mills (GIS) WSJ • Italy faces restructured derivatives hit FT • Osborne to sweeten cuts with spending FT • King's parting shot at meddling UK banks FT • Co-op's debt plans attacked by investors FT • Google gets back

0 (below), Green REIT plc IPO launch (€200M+ thru JPM & Davy, pricing July 12) IPO's (lock-up expires): Tumi Holdings (TUMI) US Key Research: ••• Barcap reinstates NDAQ (ow), Citi downgrades MOSNHS, DB initiates ADS (buy) ••• Jefferies upgrades ADBE (buy), JPM upgrades BSAC & downgrades RBCN ••• Pip

We Are a Nation of Takers WSJ Op-ed • Goldman overcomes its latest headache NYT • A signal to Wall Street in Obama's pick for regulators NYT • Osborne holds course as GDP data emerge Fr • Samsung warns on smartphones competition FT • Nokia makes progress Lex • Monte dei Paschi: broken trust Le

e bell. Secondaries (announced/priced): AGRO (holders), BGMD, CHUY, ANTH, ARWR, SFL (equity + convert), BKT SM, BDN IPO's: N/A US Key Research: • Barcap downgrades SCSS/DCOM/F, Bernstein upgrades THRYJEBAY, Citi downgrades GS • CLSA upgrades Honda Motor (7267 JP), DB upgrades JPM/KLAC & cuts GS, GS u