Subject: Fw: KCP Capital Markets Trade Idea: Enel and Telefonica hybrids that offer 5.5% yield to call to play the carry and periphery theme post ECB [C] From: Tazia Smith ‹ > Date: Tue, 10 Jun 2014 13:05:24

Tel: Mobile: Fax: E-mail: From: Vanshree Verma Sent: 06/10/2014 05:45 PM CET To: Vinit Sahni Subject: KCP Capital Markets Trade Idea: Enel and Telefonica hybrids that offer 5.5% yield to call to play the carry and periphery theme post ECB [I] Classification: For internal use only Intended for Non-Ad

xpected to contribute —2 points to 2012 dividends and - 2.5 points to 2013 dividends. Most other banks have reported already (namely Santander) but Telefonica reports on Friday and at 9-10% of dividend expectations is worth keeping an eye on even if it isn't a bank. The linked spreadsheet contains a bottom

n <[email protected]> Subject: Re: Date: Fri, 09 Mar 2018 05:05:59 +0000 Last week I got to know Steve Hyman, Daniel Kahneman and Bob Horvitz. Telefonica invited all of us to a two day workshop with Pablo Rodriguez, Ken Morse and a few others, where we were meant to advise them on how to use Al for h

ot recursive algorithm s On Fri, Mar 9, 2018 at 6:06 AM Joscha Bach > wrote: Last week I got to know Steve Hyman, Daniel Kahneman and Bob Horvitz. Telefonica invited all of us to a two day workshop with Pablo Rodriguez, Ken Morse and a few others, where we were meant to advise them on how to use AI for h

cursive algorithm s > On Fri, Mar 9, 2018 at 6:06 AM Joscha Bach S. wrote: > Last week I got to know Steve Hyman, Daniel Kahneman and Bob Horvitz. Telefonica invited all of us to a two day workshop with Pablo Rodriguez, Ken Morse and a few others, where we were meant to advise them on how to use AI for h

ecursive algorithm s > On Fri, Mar 9, 2018 at 6:06 AM Joscha Bach < wrote: > Last week I got to know Steve Hyman, Daniel Kahneman and Bob Horvitz. Telefonica invited all of us to a two day workshop with Pablo Rodriguez, Ken Morse and a few others, where we were meant to advise them on how to use AI for h

mains confident of FY outlook (trading +3.6%) • Aegon Q1 net misses, impacted by equity hedging, keeping LIT commitment to Spain (trading -4.9% • Telefonica O1 revs, EBITDA and EBIT light, Spain inline, reiterate guidance (trading -1.2%) • Rheinmetall O1 revs light, EBIT & sales miss, driven by weak def

re than 3% vs year ago (trading +1.3%) • Tenaris rips on US steel makers request for anti-dumping measures against OCTG imports (trading +6.2%) • Telefonica signs fiber optic infrastructure agreement with Vodafone & France Tel (trading -2.6%) • Carillion H1 trading inline, FY & mid-term targets maintain

eral Police in France (blue team solution for police after work hours). Additional meetings are set to January. 6. Spain: initiated discussion with Telefonica on cooperation (local as well as LATAM). No progress in December. 7. ML: waiting for green light on pilot with ML telecom as partner (responsible f

274,547 217,526 (57,021) 4.16% Allianz Ag-reg 222,760 160,616 127,738 (32,878) 2.44% Bayer AG 215,297 235,194 194,966 (40,228) 3.73% Telefonica 207,123 207,104 163,141 (43,964) 3.12% BP Plc 181,363 195,927 98,722 (97,205) 1.89% RWE Ag 173,984 151,009 112,273 (38,736) 2.15% P

Pfds we own. Same story —just looking to reduce financial pfd exposure. Paid 93.50. Would work 83.00 to sell. We have protection on half our MS and Telefonica positions. Corn was down 5% on Friday's inventory report. We are still up $1.5MM on this position. I think we spend some of these profits on a 1 mo

ca, Covestro, GKN, HeidelbergCement, Linde, Renault, Rio Tinto, RWE, AccorHotels, ADP, Cineworld, Deutsche Post, IAG, Aixtron, Informs, Micro Focus, Telefonica, Telia, TF1] saw an average price gain to 04-Jan-18 of 4.2%, vs SXXP at 0.9% (Past performance is not a guarantee of future performance; This data

14Apr11 Buy a 92 x 100 WTI call-spread (8.70% max return) Short a 92 WTI put, with Knock-In: 71 Cashless We will also have the book open for the Telefonica market plus note on Monday. Will call you to discuss. Thanks Paul Paul Barrett, CFA Managing Director Global Investment Opportunities Group 7PM

outhern Rnanciad LLC - lecs Case * 3202000 has been submitted D-ew and Mike, TICS Case er 3102C00 has been subermted to move the short positior of Telefonica from margin A/C x W13560233 — I rancid' Trust Co., Inc. ( phase 3 sr 241005863 }to margin WC X W91850235 — Southern finance!, Lit { phase 3 a 242751

9 9.7% 6.3% 11/03/2010 BP Bp Plc-Adr 6.5% 1197.96 6.8% -0.3% 12/10/2010 MO Altria Group Inc 0.9% 1240.4 3.1% -2.3% 01/13/2011 TEF SM Telefonica -2.2% 1283.76 -0.4% -1.8% 01/25/2011 AAPL Apple Inc -2.6% 1291.18 -0.9% -1.7% Let me know if you have any questions From: Barrett, Paul S

und of IT channel conversations - which note that F5's +2 years of R&D and sales cycle investment at the major telcos (e.g. Verizon, AT&T, Vodafone, Telefonica, etc) on Layer 4/7 network intelligence initiatives is starting to positively impact F5's telco sales pipeline. While the company noted recent set

,991 102,552 42.9% DBS Bharti Airtel India 3,013 32,732 9.2% America Movil Mexico 9,433 118,679 7.9% Dish USA $3,297 $30,234 10.9% Telefonica Spain 27238 145,411 18.7% DirecTV USA 785 55,918 1.4% Axiata Malaysia 580 20,809 2.8% FSS Vimpelcom Netherlands 6,797 39210 173%

43,991 102,552 42.9% DBS Bharti Airtel India 3,013 32.732 9.2% Dish America Movil Mexico 9,433 118,679 7.9% USA $3297 530234 10.9% Telefonica Spain 27,238 145,411 18.7% DirecTV USA 785 55,918 1.4% Axiata Malaysia 580 20,809 2.8% O.2 Vimpelcom Netherlands 6,797 39,210 17.

sitioning short/underweight. Positive =ews flow for Italy and Spain causing a squeeze in peripheral bonds and =quities Long equal =eighted basket of Telefonica; lberdrola; Enel; Unicredit & Santander 26/10/2017 15/02/2018 97.8 92.9 X Rates market =ontinues to re-price ECB. lyly Eonia is almost back at

sitioning short/underweight. Positive =ews flow for Italy and Spain causing a squeeze in peripheral bonds and =quities Long equal =eighted basket of Telefonica; lberdrola; Enel; Unicredit & Santander 26/10/2017 15/02/2018 97.8 92.9 X Rates market =ontinues to re-price ECB. lyly Eonia is almost back at