Aberdeen -1% CS cut to N from OP post recent performance BMW -1% CEO says current FX headwdinds continue to remain an issue Carlsberg +1% CS add to Focus List (+ve on restructuring potential) GKN unch Spec co may bid for Boeing Wing Parts Maker ($500m) L'Oreal +0.5% Announce plans to buy back up to €500m of shares Lloyds unch Spec Osborne will signal plants this wk for gvt stk sale Miners -0.75% Copper -0.5%, China -0.7%, OZ Miners -0.8% Mittal unch Terms of the Alabama purchase inline Outokumpu +4% TKA repurchasing stainless steel assets (Terni & VDM) Premier Fds +1% Spec co in talks with investors reg funding for Hovis Petrofac -1-2% Spec co looking at Foster Wheeler (FWLT US, mkt cap ~$3b) Renault unch Spec co preparing to resume exports to Iran Repsol unch More spec a deal with Argentinian gvt to be reached this yr Thyssen -7% Sell Alabama plant for $1.5b (inline). Announce 10% cap inc Vivendi +0.5% Spec co could announce a buyback as soon as Q1