cautious on FX impact (trading +1.8%) • Luxottica signs 10yr eyewear license agreement with Michael Kors, 151 collection in Jan (trading +1.7%) • Ziggo O1 revenues inline, ebitda light, outlook unchanged, underpinned by bid (trading +0.14%) • Persimmon new financial year started well, weekly privat

ositive bias. Very busy earnings calendar last night and today on both sides of the pond. Tech/Telecom underperforming in Europe with SAP, Ericsson, Ziggo all disappointing following weaker revs from Intel, IBM, eBay yesterday afternoon. Chemicals also lower on the heels of Akzo Nobel -8.0% after posti

3c) (customers shipping at lower vols) EFTA00414851 Lubrizol CEO plans to increase revs by - 60% as he sets goals under new Berkshire ownership Ziggo (Dutch cable provider) Ql ok, rising sales, confirms guidance, positive commentary (trading -1.7%) Nestle Q1 better across board, outlook confirmed

reduced into numbers (trading -4.2%) Eutelsat H1 inline, good mix, capex lower but net debt higher, Ka-band data points positive (trading -1.1%) Ziggo, JPM/MS placing 29M shares for Cinven/Warburg Pincus, reducing stake to 57% (trading -3.5%) DSV Q2 solid earnings per unit, good margins, guiding d

%. A potential return to stable revenues over the medium term would be a key positive. • Consumer fixed remains solid. KPN's main fixed competitor, Ziggo, remains rational following the integration with Vodafone. Both operators have put through price rises in return for higher speeds. KPN delivered