EFTA01432866Set 10
2018-07-01106p17,893w
Eutelsat - SELL
— Page 33 Infineon
— Page 34 Informa
— Page 35 KPN
— Page 36 Sophos
— Page 37 Vodafone
IIBusiness Services, Leisure & Transport
— Page 39 Deutsche Lufthansa
— Page 40 Royal Mail - SELL ... Glencore, Kingspan, Linde, Renault, Royal Dutch
Shell, RWE
— TMT: Eutelsat, Infineon, Informa, KPN, Sophos, Vodafone
— Business Services, Leisure & Transport: Deutsche Lufthansa, Royal Mail,
SGS, Vinci
IIOne slide per stock, valuation ... ests, Company data
35
2016
2017
2018
855
683
552
727
EFTA01432929
> TMT
28 Sophos — Alex Tout, BUY, close 600p, 790p tgt, 32% upside
IIA significant player in IT security
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01432866.pdf
ADHD franchises and risks of
oversupply in the plasma markets.
■ Sophos - SOPH.L: Key risks for Sophos, in our view, include: Sophos may
face more competition in IT Security for midmarket ... negatively impacted by a worsening
macro outlook; and customer migration to Cloud may impact Sophos more
negatively than we expect.
2.,. 4":
CONFIDENTIAL - PURSUANT TO FED. R. CRIM
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385545.pdf
Deutsche Bank
ED Sophos - Alex Tout, BUY, close 600p, 790p tgt, 32% upside
• A significant player in IT security market with differentiation from its
balanced portfolio across Endpoint and Network ... security (particularly after the WannaCry and 6
800 i
1632
NotPetya attacks) 476 535
- Sophos has the right product offering to benefit with its significant focus 400 -
on Endpoint
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385535.pdf
EFTA00721306Set 9
2015-11-212p452w
bits))
(Client CH 'smtp.gmail.com", Issuer "Google Internet Authority G2" (verified OK))
by so hos.sfmoma.Org (Sophos Email Appliance) with ESMTPS id 9D27B45AD170_650FF8CF ... Message-ID:
Subject:
From: Jeffrey E.
To:
ContlifiriliWalternative; boundary—'001a114b3bea4bfdff0525156fdde
X-Sophos-ESA: tsophos.sfmoma.Orgl 3.9.1.0, Antispam-Engine: 2.7.2.1390750, Antispam-Data: 2015.11.21.231516
X-SEA-Spam: Gauge-IIIIIIIII, Probability -9k, Report
https://www.justice.gov/epstein/files/DataSet%209/EFTA00721306.pdf
EFTA00698316Set 9
2016-02-023p696w
Read More »
What is the craziest accusation made against President
Obama?
Habib Fanny, Kaloskagathos, Sophos, Olbios, latros,
II" I I Gelosphoros.
abib
- 312 votes
There are a lot of great
https://www.justice.gov/epstein/files/DataSet%209/EFTA00698316.pdf
Glencore, Kingspan, Linde, Renault, Royal Dutch
Shell, RWE
- TMT: Eutelsat, Infineon, Informa, KPN, Sophos, Vodafone
- Business Services, Leisure & Transport Deutsche Lufthansa, Royal Mail, SGS, Vinci
■ One slide per stock, valuation
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385502.pdf