EFTA02143841Set 10
7p1,912w
shares of
Richemont (CFR VX) © CHF 77.00 while Barclays priced 40mm shares of Ziggo (ZIGGO NA) ©
E25.05. Neither holding deal price at the moment. Merrill's March ... places 7mm shares for undisclosed institutional seller @ CHF 77, 3.1% discount
(trading -3.5%)
• Ziggo: Warburg/Cinven place 40mm shs (20%) 25.05, 3.1% discount, retain 17% stake (trading -
4.0%)
• Thyssen: Handelsblatt report ... jobs — Whitney sees 20% BAC upside
Secondaries (announced/priced): TWO, CMLP, LRE, TICC, CFR VX, ZIGGO NA, HE, HPT, HEP,
TICC, SBRA (atm)
IPO's: N/A
US Key Research:
EFTA
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02143841.pdf
EFTA00400698Set 9
2012-11-286p1,678w
Nomura upgrade MC FP
Key Research: UBS cuts RSL LN, Raja initiate ZIGGO NA (up), Barc cuts SKFB SS, Baird initiate VOD LN (op)
Reporting Pre-Open: AEO, ANN, EXPR ... Adds (SMURFIT KAPPA, SKY DEUTSCHLAND, HOWDEN JOINERY,
FLUGHAFEN ZURICH, JUPITER FUND MANAGEMENT, RUBIS, THROMBOGENICS, ZIGGO and POLYUS GOLD) ..
Deletes (WACKER CHEMIE, STRAUMANN, SOFINA, PZ CUSSONS, PUMA, NOBEL BIOCARE, LEONI,
INDUSTRIVARDEN
https://www.justice.gov/epstein/files/DataSet%209/EFTA00400698.pdf
EFTA00387192Set 9
2013-07-187p2,112w
today on both sides of the pond. Tech/Telecom underperforming
in Europe with SAP, Ericsson, Ziggo all disappointing following weaker revs from Intel, IBM, eBay yesterday afternoon.
Chemicals also lower ... miss, order intake ok, -ve FX impact, Q3 demand same as O2 (trading +2.5%)
• Ziggo O2 revs inline, increasing capex by investing more to combat churn, cuts guidance (trading
https://www.justice.gov/epstein/files/DataSet%209/EFTA00387192.pdf
EFTA02140417Set 10
2013-05-038p2,188w
Exane d/g TEN IM, upgrade VK FP
• Cana upgrade IDH LN, MAQ initiate ZIGGO NA (op)
Reporting Pre-Open: ADP, DUK, HST, MCO, NWL, PNW, POM, REGN
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02140417.pdf
EFTA02140147Set 10
2013-04-268p2,111w
guidance — ECHO lowers forecast
Secondaries (announced/priced): RESI, SPNC, ANAC, NURO, JOE (Fairholme), EAD FP, ZIGGO
NA, COFB BB
IPO's: Multi-client Geophysical books close today
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02140147.pdf
EFTA02134840Set 10
2013-07-017p1,813w
upgrade CSR LN, Mira upgrade SAB LN, Beren reit buy SKYD GY
• MS +ye ZIGGO NA, SEB downgrade INDUA SS, SWMA SS, Exane downgrade AMS SM
• BofAML upgrade ALDAR
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02134840.pdf
EFTA02151967Set 10
2012-12-177p1,491w
Research: JP reinstate HEIA NA (n), Citi downgrade KCO GY, Citi upgrade ZIGGO NA
Key Research: DB cuts DWNI CY, Danske initiate BALDB SS (b), Macq upgrade
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02151967.pdf
EFTA00370915Set 9
2014-04-166p1,831w
signs 10yr eyewear license agreement with Michael Kors, 151 collection in Jan (trading +1.7%)
• Ziggo O1 revenues inline, ebitda light, outlook unchanged, underpinned by bid (trading +0.14%)
• Persimmon new financial
https://www.justice.gov/epstein/files/DataSet%209/EFTA00370915.pdf