EFTA02122552Set 10
2013-11-0710p3,010w
solvency ratio 152%, EPS fine, expects improvement in op result
(trading -1.5%)
• Nobel Biocare Q3 revs in line, EBIT better, EPS shade ahead, raises guidance (trading +0.30%)
• Arkema Q3 revs ... targets but cuts FY target
(trading -0.70%)
EFTA_R1_00757286
EFTA02122553
• SGL Carbon Q3 revs and EBIT miss, net loss worse, FCF improvement, repeats outlook (trading -
4.4%)
• Rhoen-Klinikum ... revs inline, EBITDA beats, sees O4 debt lower, reaffirms outlook (trading +5.1%)
• Adidas Q3 revs below, gross margin ahead, EBIT fair, EPS okay, cautious on FX, guidance fine
(trading
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02122552.pdf
EFTA02121749Set 10
2013-11-089p2,318w
better, net income beats, underlying beat on life, tweaks outlook higher (trading
+1.1%)
• Richemont Q3 revs inline, op profit below, Asian growth slowing (China), cautious outlook (trading -
1.8%)
• Puma ... revs inline, EBIT light, EPS ahead, lowers FY guidance (trading -1.8%)
• Telefonica Q3 revs better, net income inline, EBIT ahead, reiterates guidance (trading +0.45%)
• Rheinmetall Q3 revs inline, EBIT light ... light, EPS shade below, rev guidance in line, Dymista sales better
(trading +5.0%)
• SES Q3 revs inline, EBITDA shade better, net income ahead, growth guidance unch (trading
+3.5%)
• Finmeccanica
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02121749.pdf
EFTA02123847Set 10
2013-10-3110p2,550w
upstream miss, downstream in line, total production in
line (trading -4.6%)
• Alcatel Lucent Q3 revs good, EPS in line, op margins +ve, sees strong O4, exceeding cost
expectations (trading ... light, EBITDA better, org beer volume ahead, div better, Mexican
synergies (trading +1.5%)
• Total Q3 revs better, EBIT & EPS in line, focused on 2015-17 objectives, weak Euro refining
margins ... zinc +9%, gold +13%, profitability in line
(trading -1.1%)
EFTA_R1_00759680
EFTA02123848
• Ingenico Q3 revs okay, raising 2013 organic rev and EBITDA guidance, big short base (trading
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123847.pdf
EFTA02123600Set 10
2013-10-299p2,436w
corp bank miss, NII/trading income decline, big litigation
issues (trading -5.5%)
• Deutsche Bank Q3 revs in line, pretax miss (€1.2bn Q3 litigation charge) lower trading revs/debt
sales (trading ... profit beats, net income better, underlying subdued, trims FY profit
forecasts (trading -1.3%)
• Oerlikon Q3 revs in line, order intake improvement, EBIT ahead, confirms outlook (trading +0.80%)
• SAAB O3 sales ... below, order intake better, O4 demand on par with O3
(trading -2.1%)
• Dialog Semi Q3 revs in line, EBITDA better, maintains outlook on expectation of stronger H2
(trading -1.0%)
• Ferrovial
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123600.pdf
EFTA02122294Set 10
2013-11-139p2,367w
record lettings YTD, good progress on major projects, solid progress
(trading -1.0%)
• Wienerberger Q3 revs light, EBITDA ahead, EBIT below, EPS miss, confirms goals (trading -
0.80%)
• Hochtief O3 pretax doubles ... slight improvement y/y, revs better, EBITDA ahead, sees +ve
2013 (trading -2.6%)
• Portugal Telecom Q3 revs inline, EPS light, EBITDA beat, mobile customers improve y/y (trading
+0.90%)
• Medisat Q3 revs
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02122294.pdf
EFTA02121389Set 10
2020-11-139p2,210w
revs up y/y, EBIT ahead, EBITDA better, sees FY in line (trading +7.5%)
• Bouygues Q3 revs in line, op profit better y/y, order book improvement, upbeat outlook (trading
+6.0%)
• Telekom ... miss, adj profit beats, revs shade under, loan impairments ok (trading +4.0%)
• MLP Q3 revs in line, EBITDA fine, profit falls on lower pension product sales (trading -0.20%)
• Amlin ... Offshore 9mnth revs +25%, confident for 2013 guidance, record backlog (trading +2.0%)
• EMGS Q3 revs miss, EBITDA below, vessel utilisation improvement (trading +1.2%)
• Ahold Q3 revs light, underlying op profit
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02121389.pdf
EFTA02121969Set 10
2013-11-129p2,327w
Resolution O3 IMS; strong Q3 performance, cost focused, building momentum (trading -0.30%)
• Leoni Q3 revs inline, EBIT below, reaffirms FY forecast, sees FY EBIT of about E170mn (trading ... income beats, EBITDA ahead, focus on whether main owner sells (trading 4.4%)
• X5 Retail Q3 revs in line, EBITDA beats, net income ahead (trading +6.5%)
• Land Securities Fit revs outperform ... pretax beats, reits FFO, expects GSW deal to close Dec (trading +1.0%)
• Evotec Q3 revs up yly, net income ahead, headwind for service business, strong run into Vs
(trading
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02121969.pdf
EFTA00380436Set 9
2013-10-308p2,669w
lower op profit, lower education margins, restructuring on track, reit FY (trading -3.6%)
• Statoil Q3 revs ahead, pretax in line, EPS light, Norway weak, maintains outlook (trading +0.49%)
• Next ... light, cont ops revs inline, EBIT ahead, confirms 2013 & 2015 forecasts (trading +3.4%)
• ENI Q3 revs miss, EBIT & EPS ahead, strong across all divisions, start 10% buyback program (trading ... income, revenues & EBITDA better y/y, to pay div E0.26 (trading +0.85%)
• Red Electrica Q3 revs & EBITDA flat y/y, net income better y/y (trading +0.14%)
• Sika O3 sales bang inline, EBIT
https://www.justice.gov/epstein/files/DataSet%209/EFTA00380436.pdf
EFTA00379407Set 9
2013-11-216p1,983w
revs ahead, EBITDA good, margins shade better, trading conditions unchanged (trading +0.80%)
• Royal Unibrew Q3 revs shade better, EBITDA beats, EBIT exceeds, raising guidance (trading +4.6%)
• Daily Mail FY revs ... slight beat, EPS ahead, net debt lower, overall performance consistent (trading -0.10%)
• Alliance Oil Q3 revs better, EBITDA below, EPS miss, mixed guidance (trading -0.25%)
• ThyssenKrupp: Handelsblatt reports company will
https://www.justice.gov/epstein/files/DataSet%209/EFTA00379407.pdf
EFTA02120846Set 10
2013-11-199p2,186w
Melrose IMS: trading inline, contemplating capital return, positive outlook, FX headwinds (trading -
0.40%)
• Wirecard Q3 revs better, EBITDA ahead, profit shade ahead, narrows FY guidance (trading
+0.50%)
• Sixt Q3 pretax
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02120846.pdf
EFTA02123897Set 10
2013-10-288p1,901w
underlying revs & trading margins slightly ahead, maintains profit outlook (trading
+2.9%)
• TNT Express Q3 revs inline, EBIT better, net income drops, economy remains uncertain (trading
+3.9%)
• DIA Q3 net income
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02123897.pdf
EFTA02121449Set 10
2013-11-208p1,904w
better, H2 trading inline with exp, small lift of FY EPS
(trading +6.8%)
• Compugroup Q3 revs shade ahead, EBITDA in line, confirms 2013 forecasts (trading -1.7%)
• Germany October
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02121449.pdf
EFTA02120424Set 10
2013-11-268p2,017w
stepping down to pursue other opportunities, replacement seen as strong (trading
+0.50%)
• Golden Ocean Q3 revs beat, EBITDA ahead, EBIT better, adopts more cautious acquisition
strategy (trading +4.1%)
• Topp Tiles
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02120424.pdf