BAER -2-3% AuM better but margins weak implying 90bps for H2 (CSe 97) Deut Post +1% Spec co to raise letter postage from start of next year H&M +1-2% Sales no's fine. Oct LFL +1% (cons +0.8%) IAG +1-2% Raises 2015 guid to 1.8b (from 1.6b). Now inline w/ cons Iliad unch Q3 sls, net additions inline. Solid ARPU no. Was +3.5% yday Peugeot +2% Spec Dongfeng may sign letter of intention this year Merlin unch CS initiate with N , TP 352p (see stock as fully valued) Michelin +1-2% Strong November Industry Tyre data despite weaker Russia Miners +1% China +1.7%, Copper unch, OZ Miners +0.5% Pandora -3-4% Investors placing 20m shs (~15.4% of co) @ DKK 245 Rotork -1-2% Mixed. Q3 order book weak, but outlook for Q4 looks strong Safran -2-3% France selling 4.7% stake @ €46.30 (3.6% discount, €720m) SAP +0.5% CS hosted CEO yday (+ve) - broker upgrade away Tullow +2% +ve read from Kosmo Energy analyst day (own Ghanian fields) also bad news on French Guiana...not sure of this one... WPP -0.5% Spec co may bid $25/sh cash offer for Interpublic ($10bn) Vedanta +1% No's inline, EBITDA $2.2b (CSe $2.2b). Reit FY Vivendi +2-3% Strong no's, reit guidance, stock been weak into no's