low are our European "Fresh Money Ideas". In this report, each idea is summarized and grouped together by sector (SELLs in RED): Consumer: B&M, BAT, Bovis Homes, Carrefour - Financials: Aroundtown Properties, AXA, Banco Santander, Credit Suisse Group, Prudential - Healthcare: AstraZeneca, Fresenius, Shire

ail, SGS, Vinci ■ One slide per stock, valuation and catalysts plus links to the latest research. ■ The prior iteration (04-Oct-17) [AB Foods, BAT, Bovis Homes, B&M, H&M, Imperial Brands, Ocado, Tesco, AXA, Credit Suisse, Deutsche Wohnen, Prudential, AstraZeneca, Coloplast, Shire, ArcelorMiittal, BP, Centri