EFTA02145737Set 10
8p1,904w
profit/revs ahead, EBITDA stabilization in 2013, telcos solid, div/guidance inline
(trading +7.3%)
• Holcim Q4 EBITDA light, div/net debt in line, LATAM in line, N America strong, rising cement vols
(trading
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02145737.pdf
EFTA00413482Set 9
2012-05-096p1,995w
Weir Group upstream oil & gas weaker, guidance unchanged, short interest - 20%
(trading -6.2%)
Holcim Ql sales inline, net misses, cost savings announced, outlook unchanged
(trading -2.0%)
K&S Ql sales
https://www.justice.gov/epstein/files/DataSet%209/EFTA00413482.pdf
EFTA01089619Set 9
2013-04-2546p24,794w
Oerlikon & Note: Past performance is not an indication of future returns.
Panalpina; 8 May, Holcim; 15 May, Julius Bar; 16 May, Gategroup, Richemont &
Zurich; 21 May, Sonova; 23 May, Swiss
https://www.justice.gov/epstein/files/DataSet%209/EFTA01089619.pdf
EFTA00390701Set 9
2013-05-088p2,645w
insurance poor, banking better, CT1 ratio @ 12.3%, CI ratio down to 55.2% (trading +2.1%)
• Holcim Q1 revs light, impacted by early Easter and weak India, outlook unchanged (trading +2.4%)
• Delhaize
https://www.justice.gov/epstein/files/DataSet%209/EFTA00390701.pdf
EFTA02156002Set 10
2012-11-077p1,860w
Telefonica O3 net & revs in line, Spain weak, Latam strong, maintains dividend (trading +1.6%)
• Holcim mixed Q3 EBITDA in line, net profit misses, confirms FY outlook (trading -1.6%)
• Symrise
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02156002.pdf