Epstein Secrets

underperformed with the Nikkei grinding to close at the lows. Some pointing to disappointment over the lack of a high-level agreement on TPP at the Obama/Abe press conference as well as de-risking ahead of tomorrow's Tokyo CPI numbers as reasons for the weakness. Australia and New Zealand were modestl

on further actions May 8 (trading +1.5%) • Gemalto O1 misses, Mobile Com division 8% below consensus, Platform & Services weak (trading -1.8%) • Logitech strong Q4, net sales $485.3M versus estimate $469.6M reiterates FY15 guidance (trading +1.5%) • Schneider Electric O1 sales slightly beat estimates

Map Pharmaceuticals (MAPP) for $958 million ($25/share = 60% premium to close) • Governor of Nebraska approves revised route for Keystone pipeline, Obama must now decide (NYT) • Siemens O1 sales inline, op profit ahead, confirms guidance, sees 2013 sales close to 2012 (trading -0.88%) • Unilever so

& cost savings (trading +0.85%) • Novartis good O4, Bayer's Reinhardt replaces Vasella as chairman, light guidance of fiat 2013 (trading +3.8%) • Logitech takes $211mn impairment charge on video conferencing to be booked O3, results due (trading +2.7%) • WH Smith trading statement all inline, light LF

lections, Republicans will likely lose seats in the House overall, but retain a majority; we also expect them to win a narrow majority in the Senate. Obama will likely retain the White House. Such an electoral outcome would confirm the existing gridlock between Republicans and Democrats. e Against the b

tners Group; 16 July, Kuhne+Nagel; 17 July, Georg Fischer & SGS; 19 July, Actelion; 20 July, Sulzer; 25 July, Rieter & Lonza; 26 July, ABB, CS Group, Logitech & Sika 36 UBS For further information please contact CIO's asset class specialist Stefan Meyer, [email protected] Preference: underweight Re