rs FY forecasts (trading -6.2%) • Arcelor O2 sales inline, EBITDA small ahead, cost improvement plan on track, lighten guidance (trading -2.5%) • Gemalto: Capital Group holds 15% of the Gemalto voting rights according to AFM filing (trading +4.0%) • GDF Suez H1 revs light, net income beats, favorable Gazprom contra